Due to the stay-at-home economic system, world PC-related product shipments elevated dramatically throughout the previous two years with Taiwanese makers’ motherboard shipments additionally choosing as much as over 50 million models in 2021; nevertheless, their shipments are anticipated to say no in 2022, in line with DIGITIMES Analysis’s figures.
Due to the continuing Russia-Ukraine struggle and world inflation, Taiwanese motherboard corporations’ mixed shipments are anticipated to slide to 40-42 million models in 2022, returning to the extent of 2019, the figures present.
DIGITIMES Analysis is conservative about finish demand for motherboards within the second half of 2022 and expects Asustek to proceed contributing over 30% of Taiwan’s general motherboard shipments in 2022, adopted by Micro-Star Worldwide (MSI) and Gigabyte Know-how.
Dealing with the weakening world economic system, motherboard corporations’ methods for 2022 have shifted to give attention to digesting element and completed product inventories. Then again, they’ve launched new product mixes primarily selling their high-end merchandise and are accelerating the discharge of latest merchandise to draw demand.
Intel and AMD have individually launched their newest CPUs and chipsets supporting PCIe 5.0 and the brand new product strains could have an opportunity to spice up gross sales of motherboards.
The motherboard market is at present separated into three main worth sectors. Mainstream motherboards are priced between US$200-449, whereas mid-range to high-end motherboards are priced at above US$450, and flagship ones at round US$899.
Intel’s Z690 chipset is at present dominating the Intel motherboard market with the chipset supporting DDR5 reminiscence and PCIe 5.0, and that includes a robust warmth dissipation and overclocking means. The chipsets are broadly adopted in mainstream, high-end, and flagship motherboards.
In the meantime, AMD’s X570 and B550 chipsets can solely assist DDR4 reminiscence and PCIe 4.0. Motherboards with the chipsets are concentrating on primarily the mid-range to entry-level sectors, leaving the high-end and flagship segments fully to Intel.
AMD’s new chipsets are unlikely to change into accessible till the tip of 2022 or within the first quarter of 2023. AMD’s next-generation X670E-based motherboards will function two PCIe 5.0 graphics card slots and one storage slot, and assist dual-channel DDR5 reminiscence, and overclocking.
Taiwan motherboard shipments worldwide and cargo share by prime distributors, 2018-2022 (okay models)
Supply: DIGITIMES Analysis, July 2022