Manufacturing restraints to pinch earnings in 2H?

Friday 17th August 2007, 08:02:00 PM, written by Geo

Recently we reported that NVIDIA was cautioning financial analysts that manufacturing restraints could limit their growth in 2H to somewhat below the usually robust seasonality that comes with back-to-school and holiday shopping. Now comes a report from Digitimes focusing particularly on component shortages in the laptop market and broadening the comment beyond NVIDIA to include AMD graphics shortages as well.

Of course, in the OEM market, it really doesn't matter where the shortage is. If you don't have all the parts, you can't ship a finished machine and everyone along the supply chain suffers as a result. Given NVIDIA's recent dominance of laptops with discrete graphics, however (recently claimed at 68% by Mercury Research), it would appear that the Digitimes report would cut a little deeper into their pocket than AMD's.

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graphics ± component, shortages

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