The German notebook manufacturer Schenker Technologies gives an insight into the current delivery situation for components through its gaming brand XMG. The scarce supply of Ryzen 5000 CPUs should soon improve significantly. Additional chips for audio and Thunderbolt are still scarce and expensive.
Ryzen 5000 better available soon
New XMG notebooks with AMD processors of the Ryzen 5000 family were sometimes only available in small numbers due to bottlenecks in the CPUs, or they were delayed, writes XMG. Now, however, “quite a generous amount of AMD Ryzen 5000 (Cezanne) is on the way,” the majority of which will arrive in July. Further deliveries are to follow in August and September. A graphic shows that Schenker expects significantly more Ryzen 7 5800H and Ryzen 9 5900HX for installation in notebooks from the brands XMG, Schenker and Tuxedo in the third and fourth quarters.
Supply with Ryzen H CPUs for notebooks from XMG, Schenker and Tuxedo (Image: Schenker Technologies) < p class = "p text-width">Thus, the XMG Neo with Ryzen 7 5800H and Ryzen 9 5900HX should be “consistently in stock in sufficient numbers from this month”. The XMG Core with Ryzen 7 5800H should be available for the first time from the end of July. XMG also reveals a new series with AMD CPUs at this point: The XMG Apex with Ryzen 7 5800H and RTX 3060/3070 is expected to be presented at the end of August.
No bottleneck at Intel and Nvidia
In the recent past, Schenker has also presented various new models or new editions with processors from Intel's new Tiger Lake family. Delays in the market launch of the XMG Pro are not due to the CPUs: “With Intel's mobile processors, we are generally well supplied and do not expect any delivery bottlenecks”. Rather, the current lack of “smaller components” is supposed to cause delays. XMG does not currently see any bottlenecks in the Nvidia GPUs either. However, the associated video memory has become significantly more expensive in recent months. Market researchers assume that the prices for video memory will increase even further in the third quarter.
Smaller components still scarce
Among the “smaller components”, which are currently scarce and expensive, XMG cites audio chips from Realtek and controllers from Cypress for the Thunderbolt 4 and USB 4.0 interfaces as examples. The Realtek chips have been “very scarce for months”, with the CYPD5225 controller from Cypress it was even feared that it “might temporarily no longer be available”. In both cases, XMG is confident of getting hold of at least small quantities over the course of the year, but does not rule out delivery delays.
However, there have been price increases for many other components: “We were able to determine most of the price increases for LCD panels, DDR4 memory, GDDR6 video memory and certain chips and controllers (for audio, card readers, network, power delivery).” p>
Behavior optimistic
XMG expects component prices to be at a high level in the third quarter stabilize and laptop prices stop rising. With more staff, orders should be processed faster and delivery times shortened.
After the global chip shortage last in the course of the second quarter XMG is cautiously optimistic about the third quarter of the year. The company assumes that purchase prices will stabilize at a high level.
XMG
The extensive article at XMG, which also provides an outlook on innovations, provides even more details in the notebook series without a dedicated GPU.