Van de financial analyst Q&A van afgelopen dinsdag.rs5racer schreef op donderdag 10 september 2020 @ 11:29:
Wat denken jullie van bijgevoegde video? Gaat het echt zo zijn dat na de eerste batch de volgende batch waarschijnlijk pas in 2021 komt?
https://www.youtube.com/w...&ab_channel=ReviewTechUSA
How do you foresee the supply situation? Do you believe that you will have enough supply in the market to satisfy the demand that you're forecasting?
As you know, we take a great deal at trying to take care of our channel, and we wanted to make sure that we had sold through prior product before we rolled out some new generation products at certain price points. With Ampere, the channel's healthy and the business is strong. And we are prepared for a pretty healthy cadence of rolling out new devices. I think you'll see Ampere's cadence of new parts to be faster than what you saw on Turing.
Whenever we launch a new product and as compelling as Ampere is, there will no doubt be shortage of product. We just can't -- you can't ramp a fab to follow that front load of demand of new buyers that quickly. So that said, we have a great relationship with Samsung. The product is in volume production. We've begun shipping to our channel partners, and you will start -- you will see volume product hitting the shelf starting on the dates that we've announced. And it will -- naturally, as the entire supply chain ramps continue to grow as we get toward the holiday season.