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Microsoft isn't too worried about Intel's CPU shortage as long as PCs can run Windows

Microsoft isn't too perturbed about Intel CPU shortages anymore. (Source: CNN)
Microsoft isn't too perturbed about Intel CPU shortages anymore. (Source: CNN)
In a recent FY19 Q3 earnings call, Microsoft expressed optimism about growth of Windows sales in the enterprise and has also eased up on worries about sales in the consumer segment, which the company said in January was affected due to Intel's 14 nm supply woes. The increased growth of AMD CPUs in mainstream desktops and laptops, and the ability of Windows 10 to run on ARM hardware means that Microsoft does not have to rely on Intel to push Windows sales.
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Intel's CPU shortages have affected many vendors including Asus, HP, Lenovo, and even Microsoft who said in January that low shipment volumes of 14 nm chips has affected Windows license sales. This week, the Redmond-giant held a call about its FY19 Q3 earnings and felt that Intel's CPU shortage is no longer a cause for worry and expressed optimism for Q4.

Microsoft CEO Satya Nadella said that Windows is already installed on 800 million devices and continues to do well in the enterprise as the "most secure and productive operating system". Earlier this month, Gartner reported that worldwide consumer PC shipments for Q1 2019 have gone down due to Intel's supply woes but the enterprise was relatively unaffected, which explains Nadella's assessment of Windows sales in this sector.

While Intel's supply constraints are expected to intensity in the next quarter, Microsoft's executive VP and CFO Amy Hood doesn't see Intel's CPU shortage as much of a "pent up situation heading into Q4". She said,

We feel good about the supply in the Commercial segment and the Premium Consumer segment, which is where the vast majority of our revenue is in OEM. And so I think in those segments, we feel fine for Q4"

Microsoft's optimism is not without reason and frankly, the company does not seem to be much bothered as long as any given hardware can run Windows. AMD has made good inroads into the mainstream desktop market and has also made perceivable progress in the laptop space. Windows 10 on ARM has led ARM chip makers like Qualcomm to offer dedicated SoCs although, the market hasn't really managed to take off as expected.

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Vaidyanathan Subramaniam
Vaidyanathan Subramaniam - Managing Editor - 1346 articles published on Notebookcheck since 2012
Though a cell and molecular biologist by training, I have been drawn towards computers from a very young age ever since I got my first PC in 1998. My passion for technology grew quite exponentially with the times, and it has been an incredible experience from being a much solicited source for tech advice and troubleshooting among family and friends to joining Notebookcheck in 2017 as a professional tech journalist. Now, I am a Lead Editor at Notebookcheck covering news and reviews encompassing a wide gamut of the technology landscape for Indian and global audiences. When I am not hunting for the next big story or taking complex measurements for reviews, you can find me unwinding to a nice read, listening to some soulful music, or trying out a new game.
contact me via: @Geeky_Vaidy
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> Notebook / Laptop Reviews and News > News > News Archive > Newsarchive 2019 04 > Microsoft isn't too worried about Intel's CPU shortage as long as PCs can run Windows
Vaidyanathan Subramaniam, 2019-04-28 (Update: 2019-04-28)