The XMG brand of high-performance gaming laptops and computers has announced that it is facing severe supply constraints on the new AMD Ryzen 7 4800H processors. This has led to delays in the supply of components that were originally scheduled to arrive in August, but are now expected to arrive only at the end of September.
The company is now offering a range of alternatives for customers who might want to change their orders due to the delay. These alternatives include downgrading the processor to a less powerful AMD Ryzen 7 4600H model, replacing the processor manufacturer (configuration with an Intel Core i7-10750H chip is proposed), reducing the battery capacity from 62 Wh to 46 Wh (in this case, the laptops are probably made by two different ODM partners). If none of these proposed options suit customers, the company is ready to fully return the funds.
It is noted that this situation is partly the result of a significant increase in demand for the new AMD Ryzen 7 4800H processors not only from consumers, but also from some leading brands with a much larger share of the ODM market. They apparently decided to switch to the latest AMD 4000 series processors in their products instead of Intel solutions.
It can also be assumed that this supply restriction is being influenced by the COVID-19 pandemic, which continues to negatively impact logistics and supply around the world. Obviously, there is a problem of insufficient supply to meet demand. It cannot be ruled out that the industry is facing a shortage of production capacity. Many chip designers now rely on TSMC and its 7nm manufacturing, which has its own production limits. Perhaps AMD was forced to reallocate its orders in favor of other higher priority products, for example, processors for next-generation game consoles or other processors with higher margins.