DigiTimes writes it's likely we're going to see more OEM PCs with AMD processors this year. Various PC makers already looked towards AMD processors in 2019 to alleviate the shortage of Intel's 14nm processors and that trend is expected to continue in 2020. Intel is still struggling to produce enough processors to meet demand and AMD has its best processor lineup in many years. Both factors combined are expected to result in more marketshare for AMD.
Intel has yet to fully eased its processor shortages, which is sending notebook vendors adopting more of its competitions from AMD in 2020. AMD's new Zen 3 architecture is expected to have a record-high development projects commenced by PC makers for AMD processors. This year also looks promising for CIS vendor OmniVision, as demand for CIS from handsets, notebooks and other sectors will be strong. OmniVision reportedly is looking to raise CIS prices by 10-40% in 2020. For NAND flash chips, home gaming consoles will be a major growth driver in 2020. Vendors are expected to increase their demand for NAND flash chips to support their new-generation devices featuring SSDs in the second half of 2020.
