Some time ago, it was reported that major manufacturers have also started to lower their industry outlook forecasts for the remainder of 2022 as PC market demand weakens and the outlook is full of uncertainty. Motherboard majors like ASUS and Gigabyte expect sales to drop by about a quarter in 2022 compared to 2021, and have significantly lowered their 2022 shipment targets.
According to DigiTimes, sales are expected to fall for all major motherboard makers, ranging from 20 to 30 percent. ASUS and Gigabyte have already lowered their expected shipments for 2022, from 18 million and 13 million respectively, to 14 million and 9 million units. ASRock has nearly 600 units to sell in both 2020 and 2021, though it has also adjusted its expected shipments for 2022 to 4 million units. The motherboard maker will have to figure out how to address higher inventory in addition to lowering sales expectations, and tough times may soon be ahead.
It has been previously reported that both Nvidia and AMD intend to revise their orders at TSMC (TSMC). Although both manufacturers will launch GPUs based on the next-generation architecture within 2022, both are facing an over-saturated graphics card market and declining demand for next-generation GPUs. In addition, AMD’s Ryzen 7000 series CPUs based on the Zen 4 architecture, as well as the corresponding AM5 platform, will also face serious challenges from competitors and the overall market environment. A previous report by an investment firm said that AMD’s CPU and GPU shipments for client PCs will decline significantly next year, with CPUs down 6% year-over-year and GPU revenue down 7% year-over-year, for a total reduction of roughly $675 million in revenue for both.
Unlike the consumer side, demand remains strong on the data center and enterprise server-side, with projects involving infrastructures such as HPC, AI and 5G set to continue to advance in the coming quarters. Data center products like those from Gigabyte and ASRock will continue to thrive during this time.
