It was reported some time ago that with the PC market demand weakening and the outlook full of uncertainties, in the rest of 2022, major manufacturers have also begun to lower their industry forecasts. Major motherboard makers like
Asus and Gigabyte expect sales in 2022 to drop by about a quarter compared to 2021 and have sharply lowered their 2022 shipment targets.
According to
DigiTimes, sales of all major motherboard makers are expected to decline by between 20% and 30%. Asus and Gigabyte have lowered their expected shipments for 2022 from 18 million and 13 million to 14 million and 9 million, respectively. ASRock has also adjusted its expected shipments in 2022 to 4 million units. In addition to lowering sales expectations, motherboard makers are also looking for ways to address high inventories, and tough times may soon come.
There have been previous reports that both Nvidia and AMD intend to revise their orders at TSMC. Although both manufacturers will launch GPUs based on next-generation architectures in 2022, they both face an oversaturated 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 severe challenges from competitors and the overall market environment. Previously, an investment company reported that AMD’s CPU and GPU shipments for client PCs will decline significantly next year, with CPU down 6% year-on-year, and GPU revenue down 7% year-on-year, with a total reduction of about $675 million in revenue.
Unlike the consumer side, demand in data centers and enterprise servers remains strong, and projects involving infrastructures such as HPC, AI, and 5G will continue to advance in the coming quarters. Data center products like Gigabyte and ASRock will continue to thrive during this time.