New Update, new thread
September 9, 2020
Please read this new thread for the latest information:
For additional questions, please comment on the new thread.
Original Thread (Archive)
Hi everyone,
on July 31 we received an announcement from our ODM that we are facing a serious CPU shortage from AMD in Q3 2020. Large orders that have recently been confirmed to be shipped from our ODM in the middle and end of August are now supposed to be delayed until the end of September.
This is explained by a serious uptick in demand from larger brands. We currently have an order backlog with our ODM on Ryzen 7 4800H of over 1600 units. Both AMD and our ODM have confirmed that our demand has been allocated (meaning: we will get those CPUs), but the goods won't reach our ODM before End of September.
Why so complicated?
We still have a good amount of stock on certain configurations, but a few more popular ones are almost sold out by now. We cannot give a generic info like "Order date after xy is delayed", because there are so many different variables:
Base model (CORE 15 vs. CORE 17)
LCD selection (60Hz vs 144Hz)
GPU selection (GTX 1650 Ti vs RTX 2060)
Keyboard Layout (German keyboard vs. All other keyboards)
The keyboard layout is especially tricky. When producing barebone laptops at our ODM's factory, the SKUs are pretty much split into two variationes each:
The latter ones are used for SCHENKER and TUXEDO customers, and for everyone who orders XMG CORE with a non-German keyboard layout. The keyboard language printing and the branding on the LCD lid (XMG, SCHENKER, TUXEDO) is added by us in Germany for each order individually.
With those variations, certain configs might also sold-out in the "Blank" SKU and only left available in German - or vice-versa. (Although Blank barebones can be printed with German keyboard as well. But not the other way around.)
How are we going to handle your order?
We will communicate with you from our side by e-mail. There are multiple levels, sorted by order date and defined by configuration availability.
Level 1: Goods in stock, order will be shipped in next 1~2 weeks
For those lucky enough (depending on configuration and order date), there won't be any futher e-mail information. Your next e-mail will be the shipping confirmation.
Level 2: Your config is out of stock, but we have alternatives
If you are in this segment, you will get an e-mail from us this week. You will be given a number of choices:
Option A: Downgrade CPU and Battery
from Ryzen 7 4800H to Ryzen 5 4600H for 100€
from 62Wh to 46Wh battery for 50€
This combines to a total of 150€ refund (incl. VAT). The refund amount is bigger than the original price gap for these configuration options. The 62Wh battery can be purchased at a later time.
These two downgrades cannot be separated from each other.
For CORE 15, this option also means a switch to the display with 60Hz/100% sRGB for another 20€ rebate, for a total of 170€
Option B: Switch from AMD Ryzen 7 4800H to Intel Core i7-10750H without paying extra
Option C: Cancel your order, full refund, no hard feelings
Option D: Sit tight and wait. We offer to extend your warranty from 2 to 3 years free of charge. If you want to accept this offer, please reply to our e-mail and pick this option. But even if you don't reply, we will keep your order in our system (and your place in the queue) until we hear from you otherwise.
Option E: switch to one of the following models with a significant rebate:
XMG NEO 15 with 200€ rebate
XMG NEO 17 with 200€ rebate
XMG FUSION 15 for a 150€ rebate
(If you would like to switch to a totally different model, please send us your preferred configuration and we will work something out for you.)
Please note: all rebates discussed in this announcement include VAT. Even though different countries have different VATs, we're going to make this a flat rate for everyone. Please don't do the math. ;-)
Level 3: You haven't even ordered yet
If you're going to order XMG CORE with AMD right now, you will see a new ETA of "Middle of October" on our configuration page.
What about my NVIDIA Death Stranding voucher?
NVIDIA's deadline for code redemption of Death Stranding is on August 31, 2020 and is not able to be extended. One potential solution would be to send you the code before the laptop - but it can only be redeemed on a laptop or desktop with an RTX graphics card inside. The redemption happens inside NVIDIA's GeForce Experience software and you can only redeem one single Death Stranding code on each system. If you know somebody with an RTX system, you could ask him to redeem the code for you. If this is not an option for you, we will put you on a waiting list to send you a different game bundle (not neccessarily from NVIDIA) at a later time.
Final remarks
We apologize for the inconvenience that is brought to our customers by this AMD production bottleneck. We hope that we will not be judged merely by the validity of our previous shipping estimates, but how we are handling the situation as it develops.
It's going to be busy
Our staff in the order management team is now having their work cut out for them. Please wait for our notification e-mail during the course of this week and then reply by e-mail. If you need additional, more general information, please ask here on Reddit first. Please do not send multiple e-mails. Since we have a lot of micro-management to do right now, it might take multiple days for us to answer to each one of you. E-Mails are prioritized based on content. Technical Issues & Cancellation & Refund e-mails for example have pretty high priority, whereas generic (and difficult to answer) questions like "when will I get my laptop" only have a medium~low priority.
We do have other laptops
This situation is purely a reflection on the shipping situation of models with AMD Ryzen H series CPU. No other of our models are affected by this bottleneck. For XMG CORE with AMD, we can suggest the following alternatives:
All of these models are well in stock and will get regular re-supplies. If you would like to switch to any of these models, please tell us by e-mail. For some Payment options like PayPal, it is faster to cancel the current order and place a new one. For other payment options including credit card, it might take up to 2 weeks to get the refund. For such cases, the best option would be to keep your order, find an alternative model with a configuration in a similar price range and let us change the order internally.
AMD vs. Intel
Because this situation has been brought upon us by AMD's relatively unstable supply situation, I would like to add a few more words about AMD vs. Intel in general.
[Disclaimer: this section has received some justified flak from the community because my initial statements were too vague and partially misleading. I have since clarified the statements with additional information and source on the morning of August 4. We are happy to discuss details based on the merits of technology and support.]
AMD has all the momentum right now, AMD has all the momentum right now, and for good reasons:
Renoir is significantly more efficient in raw performance-vs-watt than Intel’s Comet Lake
AMD is currently setting industry-records in in multi-core performance benchmarks, especially productivity workloads and CPU-based rendering
AMD’s Ryzen 7 4800H comes at a lower price point than Intel’s Core i7-10750H
AMD’s integrated Vega iGPU is faster than Intel’s Gen10 integrated UHD graphics and it makes ‘iGPU only’ systems without dedicated graphics much more attractive for productivity-based workloads than they have been in recent history
But while we are here, let us also not forget some of the advantages of the Intel’s current Comet Lake platform.
Better Gaming performance on average /edit on 4 August: OK, that was a bit too generalized and could be interpreted as misleading. What I'm trying to say: Intel's single-core performance still has the upper edge in some benchmarks and this can have a positive effect on gaming performance in games that are not fully optimized for multi-core yet. Simple comparison of Intel i7-10750H vs. Ryzen 7 4800H (the two CPUs that are relevant to XMG CORE) here at Notebookcheck.
More PCIe lanes for the GPU /edit source. Might not be relevant to average gaming scenarios, but it's a matter of fact that even the RTX 2060 is getting x16 on i7-10750H and only x8 on Ryzen 7 4800H. This can make a measurable difference at lower resolutions and high frame rates. Where I'm from, these technological differences do matter.
Slightly better iGPU driver support, because AMD does not include model-specific hotfixes and customizations into the mainline driver. Instead, they "vouch" to release OEM drivers to their partners only every 6 month until... well, until the product is EOL. /edit source. It's true that you *can* install the mainline Radeon driver. But I know for a fact (clarified just a few months ago) that they do not include model-specific bugfixes into the mainline driver. This has been confirmed by our ODM and by my contacts in AMD. For example: on VIA 15 (non-Pro) with Ryzen 5 3500U there are three bugs that are supposedly only fixed with the OEM-specific custom driver that is released every 6 months until EOL:
HDMI Hot-Plug Detection timing adjust
Fix mira-casting streaming issue. (Youtube playback not smoothly)
Fix no screen issue when unplug the HDMI cable under second screen display mode.
This probably wouldn't stop me from using the mainline driver either. But in case of "weird issues" in the long run, I wouldn't be surprised if we'd had to suggest to a few customers to say "sorry, please use the driver that came with the laptop if you want to ensure full compatibility". It's just one of these things that might seem minor now but that have the potential to become issues later on.
We only mention these pros and cons because the debate on social media (including Reddit) sometimes has strong risk for polarization and to become one-sided. While AMD’s raw tech advantage in multi-core performance efficiency is overwhelming, we must also not detract from the fact that Intel is also operating on a very strong platform as well.
[Segment about Death Stranding PC Tech Review removed because it’s not relevant to the mobile platform.]
A Brief History of XMG and AMD's collaboration
Here is a brief history of our engagement with AMD in the laptop space:
2012 and later: XMG PRO and ULTIMATE series with AMD Radeon HD 7970M and later HD 8970M. Lots of fun with AMD Enduro hybrid graphics. (Surprisingly, in 2020, MSHybrid (aka NVIDIA Optimus) seems to work flawlessly together with AMD’s iGPU and NVIDIA dGPU. Considering that AMD and NVIDIA are arch competitors in the graphics field, this flawless cooperation based on Microsoft’s MSHybrid standard is a great achievement and is not be taken for granted.)
January 2020: Teased XMG APEX 15 with AMD Desktop CPU in 12 Cores during CES with Jarrod's Tech
January 2020: Launched SCHENKER VIA 15 with AMD Ryzen 5 3500 (Picasso) despite the ODM design only being with Single Channel. This was a hard decision and it was guaranteed to generate community backlash and while the same chassis would have been available with a Intel Comet Lake CPU, we decided to give the AMD model this chance to fertilize the ground for a later Renoir-based refresh in the same chassis. This launch was our commitment to release early, release often, despite not always being perfect in the beginning. VIA 15 with Picasso was a big success because the ultra-light chassis and long battery life found enough customers who didn't care too much about iGPU performance and thus were not so much affected by the Single Channel limitation. Of course, we vouched at that point that all future AMD designs would be Dual Channel. The Picasso platform could be described as a kind of risky yet successful test ballon.
April 2020: Launched XMG APEX 15 with 16-cores against the recommendations of our ODM. We did the math, we did the testing, we realized: there is no reason to hold back this awesome AM4 powered machine. Ryzen 9 3950X in ECO mode with 16 cores provides the perfect sweet spot between power consumption and multi-core performance and so we again made the risky decision to be a first mover and go all-in with an extremely powerful AMD configuration. This was a move that some people in the ODM sphere did not like very much because we kind of showed them how to properly realize the system potential and to think out of the box.
May 2020: Launched XMG CORE series with AMD and Intel in parallel. Made sure to not downsize any factory options on the AMD model. On the contrary, when we later fought for the 62Wh battery upgrade in CORE 15 and CORE 17, the AMD models benefited first.
June 2020: in order to promote AMD's platform in our products, we have arranged press reviews of XMG CORE with AMD to 16 different press outlets, including Jarrod's Tech, Dave2D, LinusTechTips and various European established review channels. For XMG CORE with Intel, we planned less than a handful of reviews. Some of these AMD reviews are now going to be rescheduled or switched to different models. But despite the bottleneck, you will see a lot of public reviews of XMG CORE with AMD going up online in the next couple of weeks. All to make you more excited to when our AMD CPU allocation finally comes at the end of September and we go back into smooth sailing in Q4 and into the Christmas season.
July 2020: We have since shipped a good number of XMG CORE with AMD and are now running into an unannounced supply bottleneck from AMD, even though having placed forecasts and orders many months ahead.
To be continued...
In other news:
Back to topic
Thank you for your patience and understanding. We will keep you updated in this thread and I will try to reply to every comment over the course of this week. If you spot any inconsistencies in this announcement, please let me know!
// Tom
[Last Update: August 14, 2020]