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Year-end notebook production will decrease by 17%, which will hurt Intel and AMD

Year-end notebook production will decrease by 17%, which will hurt Intel and AMD

Intel and AMD will publish their quarterly reports at the end of this month, and the former has already expressed its uncertainty about maintaining the positive dynamics of PC sales this year.
According to experts Barclays, the production volume of laptops this year will be reduced not by 12% but by 17%.
Both major CPU suppliers will suffer from this.Image source: IntelThe Barclays experts based their forecast on reports of a decline in notebook production by contract manufacturers in Taiwan in June.
The second half of the year should become for this segment of the market an even more serious test, as experts say.
At the end of the year the PC market may face a decline in shipments by double digits, even IDC representatives said that at the end of the second quarter the number of PCs shipped declined by 15.3% to 71.3 million units.So far the commercial segment of the PC market has shown steady demand, but now corporate customers have begun to put off purchases of new computers due to the uncertainty of the macroeconomic situation.
Representatives of Barclays believe that on this background it is necessary to reduce the forecast on the value of AMD shares from $115 to $85, and in the case of Intel - from $45 to $40.
For Intel in particular, as analysts believe Barclays, \"the moment of truth\" could be 2024, when the company will have the first mass-produced 4-nm and 3-nm components, but some signs suggest that their market debut is postponed for a later period.

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