As is well known, the effects of the corona pandemic have ensured good business for most notebook and tablet manufacturers since the beginning of 2020. Apple, for example, has been able to report a few record quarters in recent years, and a number of other manufacturers have also presented good figures thanks to home office and distance learning in many countries. Of course, CPU and GPU sizes such as Intel, AMD or Nvidia also benefited from this. In the meantime, however, the tide has turned, among other things because of the Ukraine war, extremely high energy prices, high inflation rates and supply chains that are still severely impaired.
Intel and AMD reduce sales forecasts
The prospects for the remaining months of the current year and for 2023 are anything but rosy for the industry. Intel and AMD, but also Nvidia, therefore calculate according to a report by DigiTimes Asia (payment barrier) with significantly falling sales figures. In addition, the three companies are significantly reducing their sales expectations. In the case of Intel, this means that the processor giant expects to earn around eleven billion US dollars less in 2022 than in 2021. The number of chips delivered, above all of course x86 CPUs, should fall by around ten percent compared to the previous year . AMD makes an even more pessimistic forecast: Although the company recently presented a brilliant quarterly result, it expects a drop in deliveries of 14 to 16 percent for the full year 2022. The situation is similar for Nvidia, but the company did not give any specific figures.
Apple decouples from negative market development
The three companies blame falling demand for the reduced business expectations. According to Digitimes, the situation is also causing concern among notebook manufacturers: Dell, Acer, HP and Asus also expect the global notebook market to weaken significantly and are lowering their sales and revenue forecasts significantly. Only Apple seems to be able to detach itself from the general development. MacBooks have enjoyed uninterrupted popularity ever since the switch to in-house M-chips began. The Californian company is expected to sell around 29 million notebooks in 2022, more than in any of the previous three years. The now almost complete change in the processor architecture from x86 to ARM seems to be paying off for Apple – both in dollars and cents as well as in terms of market share.