In Intel's just released fourth quarter 2021 financial report and full-year financial report, it shows that it recorded record revenue, but the outlook is still not optimistic. In addition to Intel's own problems, there are many uncertainties in the market, such as the chip shortage that has been a cliché for more than a year, which is likely to hinder the development of Intel and even the entire IT industry.
According to PC World, Intel CEO Pat Gelsinger recently said that looking at the entire industry, 2021 is dominated by two recurring themes, namely unprecedented demand and the limitations of the supply chain ecosystem. Laptops have been most affected in the client market, as have the automotive, IoT, and data center markets. The limitations across the ecosystem are expected to continue into 2023, during which time all aspects of the supply chain will be challenged, such as fab capacity, ABF substrates, and various third-party chip shortages (such as power control chips).
In fact, there are many factors restricting PC shipments, and perhaps a more serious supply shortage of a component will lead to the inability to sell the whole machine. In Intel's view, it is in a favorable position in the market because it has its own fab to manufacture chips, which can better control the production capacity. Intel will continue to restructure itself, and soon will launch Intel Arc brand graphics, which will be a separate division. Pat Kilsinger also confirmed that the semiconductor process roadmap announced last year is still on track.