Mindfactory graph
Hi has anyone seen those mindfactory graphs that are usually posted here religiously for the past year and a half or more. Seem to be missing now. Maybe I missed it, can't find it using the search function, thank you.
Posted Jan 26, 2022, 10:40 PM UTC
Probably missing because they paint a weaker picture? Intel just reported Q4. Their desktop came out flying. 7% more units for 19% more $$ compared to last year. A lot of Alder Lake must have flown off the shelves to bump up prices that much. Conversely, their notebooks were weak, whether due to supply issues or no chips to supplant Tiger Lake.
here's the tweet from week 3
https://twitter.com/TechEpiphany/status/1485210258817654787
At least at Mindfactory, alder lake is not flying of the shelves.
For Mindfactory, that is Alder Lake flying off the shelves. Intel hasn't had 40% share at Mindfactory since Zen 1 ramped in 2017. This is double their usual share from 2019-2021.
Mindfactory is always skewed towards AMD. However I expect am4 CPUs will have very strong sales for some time still since a lot of people already have b450 motherboards and update path from zen2. Alderlake is slowed by slow launch of b660 motherboards (like ffs there still is only one itx board available and that’s ddr5).
But compared to previous months of 80-90% AMD domination in mindfactory there has already been a huge shift towards intel.
Edit: also interestingly the top ryzen is the 5600g which is the cheapest but also includes half decent iGPU. Might be something to do with the fact that you can’t really buy a reasonably priced GPU atm.
Intel had some finished goods buildup in the quarter, so it's not likely on their end. It sounds like notebooks were weak because notebook makers are having a hard time sourcing enough components for the rest of the product.