In response to continued strong demand, we have invested record levels of Capex increasing our 14nm wafer capacity this year while also ramping 10nm production. In addition to expanding Intel’s own manufacturing capability, we are increasing our use of foundries to enable Intel’s differentiated manufacturing to produce more Intel CPU products.

The added capacity allowed us to increase our second-half PC CPU supply by double digits compared with the first half of this year. However, sustained market growth in 2019 has outpaced our efforts and exceeded third-party forecasts. Supply remains extremely tight in our PC business where we are operating with limited inventory buffers. This makes us less able to absorb the impact of any production variability, which we have experienced in the quarter. This has resulted in the shipment delays you are experiencing, which we appreciate is creating significant challenges for your business. Because the impact and revised shipment schedules vary, Intel representatives are reaching out with additional information and to answer your questions.

Letter From Intel.

Inside Apple things changed since last talk. Software Mac OS X team now expect changes to happen much more quickly, as decision to make hardware prototypes and full blown support for mobile AMD CPUs based on Zen 2 architecture (in reality Apple can start from Zen 3!) can happen very soon - even before January.

Apple does not have CPU availability issues for now, but it is very worried, as Intel seems to focus on datacenter and servers now and can cut production in 2020 (to free factories) of many outdated 2-4 core mobile chips used in most MacBooks in . So big injections expected in their own ARM based CPUs team and forming of new hardware small team for AMD chips as intermediate solution. Software guys are also a bit worried, as no one of them knows ARM new chips true performance, and it can be as low as present 6 core Intel mobile chips (for 8-12 core ARM chips variant).

Since January Apple will also have special tracking team looking on behavior of software developers, as bad signs started to show up with many smaller developers abandoning iOS apps. If this will turn into trend during 2020 it can be disaster for iPhone sales. So, we can expect forming of special fund ala Huawei to sponsor some developers to stay on iOS.

When will Intel become competitive in laptops after Renoir? What about Zen 4?

In laptops, Renoir will do to them what they did in desktop: destroy them in the marketplace.

Intel will have no response until Tiger Lake at the end of 2020

That has a good chance, but yields may well be so low that it doesn't matter.

The laptop market is most vulnerable to slush funds and underhanded games.

From SemiAccurate guy info.

From recent talk.

• Apple will have at least some notebooks on Ryzen 4xxx or 5xxx mobile CPUs. 98% probability.
• Yet custom ARM are still main target and all new models are being developed using them.
• Main target is to cut most third party applications, so called long tail (special new API and requirements will be added to prevent small teams to port software, in contrast to this Apple will have special agreements and help offered to large software corporations).
• Third parties will be required to use Apple store with 30-40% cut (discussion is to rise 30% cut to 40 and even 50% now). All applications will be Apple signed and approved. Applications who directly compete with Apple products will be officially not allowed in store, first time in the industry (Apple prepared strong legal team here and intent to change anti monopoly laws).
• Apple plans to also jump into Adobe like subscription model with ARM iOS like OS and software.
• Some of services and software won't longer work in offline mode and will cost you money on per minute basis (discussion is to make it down into seconds).

@cls105

I think their current plans is to still have stationary Macs and top of the line notebooks on x86.

But this will also go to ARM eventually.

As for cross platform - it is too much money (40% cut) they can get, so hard to stop.