Digitimes quoted supply chain sources as saying that Intel is protecting laptops andserverProcessor supply on the market will reduce processor supply in the DIY market,Industry insiders said that the supply of DIY processors in the Q4 quarter was as high as 2 million, which could only supply 6 million processors, which is a reduction of 25%.
Intel reduced the supply of DIY processors in Q4 quarter,The first thing that suffers is the motherboard manufacturer. It is expected that the motherboard shipments in Q4 will fall by 10-20%..
In addition to the influence of the DIY market, graphics card manufacturers willThe huge price/performance difference between NVIDIA's RTX 2080 graphics card and existing products, which went on sale in October, will also intensify sales in the graphics card market.
According to Digitimes news, TUL News may face losses in Q4, Gigabyte's revenue this quarter may fall to the level before the hot sale of Q10 in Q18, and Asustek expects Q4 quarter revenue to be the same as Q3 quarter, but The profit for the year 2018 dropped significantly.
MSI's days are better than theirs. Due to the hot sales of game boards and graphics cards, MSI's Q4 quarter operating performance may be better than expected.
Since April 2018, the mining card market has been cold, which has led to a sharp drop in the revenue of supply chain manufacturers, pushing up the inventory of mine cards and motherboards. In addition, with the delay of NVIDIA's next-generation GPUs, the shortage of Intel processors and the sluggish desire of end-users to buy, the Q3 quarter was traditionally the peak season, but most vendors' Q3 quarter revenue and profit were lower than expected.
Because of its focus on AMD graphics cards, TUL’s Q2 quarter revenues have fallen sharply in Q1 this year due to the sale of mine cards. AQA’s Q3 quarter revenue and earnings also fell sharply. The company's EPS also lost NT$1.19.