Analysts Claim Sandy Bridge Sales Are Slower Than Expected – Is The Chipset Flaw To Blame?
Our very own Gordon Mah Ung may have given Intel’s Sandy Bridge an enthusiastic two thumbs up from a technical stand point, however it appears analysis are preparing to blame the dreaded Cougar Point chipset problem for a lack of consumer adoption. While it’s difficult to find fault in the way Intel handled the problem, it’s safe to say from a marketing stand point it was a train wreck that almost reached an “Antenagate” level of fervor at its peak. The company has since resumed shipments, but analysts for FBR are suggesting that the PC market hasn’t seen the expected uptick in sales promised by Intel after conducting interviews with six of the top tier PC makers.
FBR’s Capital Markets analyst Craig Berger claims that "While notebook demand could improve, and builds could get ratcheted up by June, our contacts suggest Intel's Sandy Bridge products are not stimulating as much end demand as expected, likely impacting AMD, too." Given that Intel has stated publically that they expect Sandy Bridge to account for up to a third of the company’s 2011 revenue, we certainly hope for their sake this trend changes soon.
Let us know in the comments below if you still hold a grudge with Intel over the Cougar Point flaw, or what they could have done differently to help avoid so much negative PR. Some analysts are also speculating that tablets could be chipping away at PC sales, and that the dip has nothing to do with the Sandy Bridge flaw. Either way we won’t know for sure until later in the year when PC makers start releasing quarterly results.