AMD expects to have plenty of Ryzen 7000 processors available to ensure healthy stock levels when the next-gen chips launch in a month, which is obviously great news for anyone hoping to get on board with Zen 4.
This revelation came during the Ryzen 7000 launch yesterday, in which AMD unveiled the Ryzen 9 7950X and 7900X, Ryzen 7 7700X and Ryzen 5 7600X. As PC player (opens in new tab) In reports, CEO Lisa Su was asked about supply chain issues and possible inventory levels with Zen 4 CPUs, and she gave us a clear – and positive – answer.
Su replied, “It’s true that if you look at the last 18 months, there have been a number of things, whether it’s capacity limitations or logistics. From an AMD perspective, we’ve dramatically increased our overall capacity, in terms of wafers, substrates, and backend. So with the release of Zen 4, we don’t expect any supply restrictions.”
The CEO continued: “Logistically, it takes a little longer for things to arrive in the region. So we’re having this event at the end of August and we’re going on sale on September 27th. One of the reasons for this moment, frankly, is to make sure that we have products in the region that people can really see shopping everywhere.”
Analysis: Clear advantage for AMD in the high-end CPU battle?
The keywords that we think should be focused here are that AMD dramatically increased its manufacturing capacity, and the company does not expect any supply issues. Plus, there’s mention of extra time to ensure there’s enough stock across the board. And we understand this to mean that the most popular mainstream chips (the workhorse 7600X) and the higher-end models (Ryzen 9) will all be in robust health, in terms of stock, at retailers.
Traditionally, high-end CPUs can be slim at launch for AMD and therefore more likely to be subject to the ravages of scalpers (even though these more expensive CPUs are by nature a more niche proposition than Ryzen 7 products. or 5 ). However, it appears that this will not be the case; but promises are one thing, and reality is sometimes another.
However, what’s interesting is that the rumor has been theorizing for some time now about AMD building a big volume release in September, and in fact, a possible earlier sale date of September 15th has been pushed back to the end of the year. month to allow this. happen. If true, this shows how serious AMD is in ensuring good supply levels right off the bat.
The other key factor is that since Intel isn’t expected to release the next-gen Raptor Lake processors until October 20th, as Vine’s latest insists, this gives AMD more than three weeks to get as many sales as possible. , while the Ryzen 7000 is facing Alder Lake CPUs. A battle that Team Red claims they will win very clearly, as you might expect for the next-gen versus current-gen Intel – although you wouldn’t expect the mid-range 7600X to be able to outperform the flagship Core i9-12900K for gaming in 1080p performance, as AMD claimed to be the case (on the order of 5% or more).
How Zen 4 CPUs compare to Raptor Lake could be very different from Alder Lake, of course, and as far as we can tell from several early leaks, it’s going to be a close race. But AMD could score major wins not only with hitting the market for most of the previous month, but pricing as well, with rumors that Intel is considering putting a premium on Raptor Lake, while Team Red has kept pricing with the Ryzen 7000 compared to the Ryzen 5000 (and even reduced it in the case of the flagship 7950X).
Factor where scalpers are left out – theoretically – if inventory levels are healthy for Zen 4 from the start (and they might not be for Raptor Lake), and there could be a potent advantage for AMD in terms of availability and cost, if performance is approximately equal.
This is all polite guesswork, of course, but at the moment, it’s certainly starting to look like AMD is ready to retake the initiative that Intel stole from it in the desktop CPU world when Team Blue kicked out Alder Lake.