Intel: Lieferschwierigkeiten halten an

In einem offe­nen Brief an Kun­den und Part­ner hat Chip­her­stel­ler Intel klar gestellt, dass trotz aller Bemü­hun­gen die eige­nen Lie­fer­schwie­rig­kei­ten bei Pro­zes­so­ren auch im vier­ten Quar­tal 2019 wei­ter anhal­ten. 

Auf­grund einer wei­ter­hin höhe­ren Nach­fra­ge, als im Vor­feld pro­gnos­ti­ziert, sei mein trotz Aus­bau der 14-nm-Wafer­ka­pa­zi­tä­ten und einem wei­ter­ge­hen­den Ramp der 10-nm-Fer­ti­gung nicht in der Lage die Nach­fra­ge zu bedie­nen, was zu län­ge­ren War­te­zei­ten bei den Kun­den füh­ren wird. Gleich­zei­tig gab man sogar an, dass man die Fer­ti­gung bestimm­ter Pro­duk­te (wahr­schein­lich Chip­sät­ze) an Auf­trags­fer­ti­ger aus­la­ge­re, um wei­te­re Kapa­zi­tä­ten für Pro­zes­so­ren zu gewin­nen.

Obwohl man durch die getrof­fe­nen Maß­nah­men den Out­put bei den Pro­zes­so­ren für das zwei­te Halb­jahr um über 10 Pro­zent stei­gern konn­te, wür­de dies aller­dings nicht rei­chen, um die gestie­ge­ne Nach­fra­ge zu befrie­di­gen. 

Anga­ben wann mit einer Ver­bes­se­rung der Situa­ti­on zu rech­nen sei, mach­te Intel aller­dings nicht. Auf­grund der mög­li­chen Aus­wir­kun­gen auf das Geschäfts­er­geb­nis wur­de die­ser Brief auch als Form 8‑K bei der ame­ri­ka­ni­schen Bör­sen­auf­sicht ein­ge­reicht, um Anle­ger dar­über zu infor­mie­ren.

Novem­ber 20, 2019

To our custo­mers and part­ners,

I’d like to ack­now­ledge and sin­ce­rely apo­lo­gi­ze for the impact recent PC CPU ship­ment delays are having on your busi­ness and to thank you for your con­ti­nued part­nership. I also want to update you on our actions and invest­ments to impro­ve sup­ply-demand balan­ce and sup­port you with per­for­mance-lea­ding Intel pro­duc­ts. Despi­te our best efforts, we have not yet resol­ved this chal­len­ge.

In respon­se to con­ti­nued strong demand, we have invested record levels of Capex increa­sing our 14nm wafer capa­ci­ty this year while also ram­ping 10nm pro­duc­tion. In addi­ti­on to expan­ding Intel’s own manu­fac­tu­ring capa­bi­li­ty, we are increa­sing our use of found­ries to enab­le Intel’s dif­fe­ren­tia­ted manu­fac­tu­ring to pro­du­ce more Intel CPU pro­duc­ts.

The added capa­ci­ty allo­wed us to increa­se our second-half PC CPU sup­ply by dou­ble digits com­pa­red with the first half of this year. Howe­ver, sustai­ned mar­ket growth in 2019 has out­pa­ced our efforts and excee­ded third-par­ty fore­casts. Sup­ply remains extre­me­ly tight in our PC busi­ness whe­re we are ope­ra­ting with limi­ted invento­ry buf­fers. This makes us less able to absorb the impact of any pro­duc­tion varia­bi­li­ty, which we have expe­ri­en­ced in the quar­ter. This has resul­ted in the ship­ment delays you are expe­ri­en­cing, which we appre­cia­te is crea­ting signi­fi­cant chal­len­ges for your busi­ness. Becau­se the impact and revi­sed ship­ment sche­du­les vary, Intel rep­re­sen­ta­ti­ves are reaching out with addi­tio­nal infor­ma­ti­on and to ans­wer your ques­ti­ons.

We will con­ti­nue working tireless­ly to pro­vi­de you with Intel pro­duc­ts to sup­port your inno­va­ti­on and growth.

Sin­ce­rely,

/s/ Michel­le Johnston Holt­haus

Michel­le Johnston Holt­haus

Exe­cu­ti­ve Vice Pre­si­dent

Gene­ral Mana­ger, Sales, Mar­ke­ting and Com­mu­ni­ca­ti­ons Group

For­ward-Loo­king State­ments: This let­ter inclu­des for­ward-loo­king state­ments based on expec­ta­ti­ons as of Novem­ber 20, 2019, which are sub­ject to many risks and uncer­tain­ties that could cau­se actu­al results to dif­fer mate­ri­al­ly from tho­se anti­ci­pa­ted. Important fac­tors that could cau­se actu­al results to dif­fer mate­ri­al­ly are set forth in Intel’s Q3 2019 ear­nings release and our most recent reports on Forms 10‑K and 10‑Q, avail­ab­le at intc.com.

Quel­le: Form 8‑K Intel Corp