As the ABF substrate shortage eases, manufacturers hope that 2022H2 can gradually increase graphics card shipments

According to DigiTimes, some insiders looking ahead to the future business of ASRock and PowerColor said that the shortage of ABF substrates is likely to ease around mid-2022. At present, the main ABF substrate suppliers include Xinxing Electronics and South Asia Technology, etc., which have invested in expanding production capacity in the past period of time to further increase supply, which will help board manufacturers increase graphics card shipments this year.

BOTH ASRock and PowerColor are AMD graphics partners, and it is said that there have been very strong graphics sales in the past few months, which has greatly contributed to the overall performance. Both ASRock and PowerColor hope to continue their efforts, and when the supply of ABF substrates eases, they can gradually expand graphics card shipments in the second half of 2022. It may be a bit unexpected that the ABF substrate supply problem will be resolved so quickly, bearing in mind that a few months ago, some people in the industry still pessimistically believed that the shortage of ABF substrate supply may continue until 2025.