For the computer components market, the past year was characterized by a combination of several unfavorable factors. First, the pandemic has subsided and employees are rushing back to offices and stopping buying PCs to use at home. Second, the cryptocurrency boom ended, sapping demand not only for graphics cards but also for motherboards. The economic crisis aggravated the situation, as a result the four largest suppliers of motherboards reduced sales by 10 million units.
This was reported by a Taiwanese source last week. DigiTimes, which has an extensive network of sources among local producers. Representatives of the site helped to get acquainted with the statistics of the past year Tom’s hardwarewho explained that the leading manufacturers of motherboards have lost tens of percent in the past year in shipment volume.
In particular, Asustek Computer, the leader in this segment, reduced shipments from 18 to 13.6 million motherboards, down 25%. Gigabyte Technology, which ranked second, got off the lightest, reducing board shipment volume from 11 to 9.5 million pieces (-14%). Of the top 3, MSI suffered the most, with motherboard shipments falling 42% from 9.5 million to 5.5 million. Ends ASRock’s ranking with shipments down 55% from 6 to 2.7 million units. Together, these four manufacturers lost more than 10 million products in motherboard shipments.
Of course, it must be taken into account that 2021 was a very successful year for the industry and therefore did not form the most favorable basis for comparison for 2022. On the other hand, past results have also been worse compared to 2018, so we can confidently speak of a serious decline in demand for mainboards. Two other factors worked against the market. First, Intel’s Raptor Lake processor family could run in existing Alder Lake processor motherboards, eliminating the need to switch motherboards for relatively new desktops. Second, AMD’s move to Socket AM5 with DDR5 support kept customers from upgrading for some time, as the one-time costs turned out to be quite significant, especially considering the prices for this type of memory.