Intel processor security vulnerabilities The fire has not yet been burned to the supply chain. The PC brand factory revealed that at the end of 2017, an intensive meeting with Intel had been held to discuss how the incident had been handled, but no conclusion had been reached. PC supply chain pointed out that the current customer has not been instructed to ship all normal, but the industry analysis, the real impact and the extent of the size of the need to wait until the Lunar New year before the clear. Intel was subsequently clarified that the issue was not unique to Intel, and Intel had started providing software, firmware updates to protect against potential security problems, and that the impact on general computer users was not significant and would be mitigated over time. It is expected that by the end of next week, Intel's update will include more than 90% of the processor products in the past 5 years. The PC brand factory points out that the software mentioned above firmware update, mainly for the products have been shipped, as for the products have not yet shipped, still have to wait for Intel processing, downstream assembly plant pointed out that the current shipping business as usual, brand customers did not have new instructions, semi-finished products and already in the warehouse waiting to ship the product pull, did not stop. The industry has described the ' bullwhip effect ' as a negotiated solution between Intel and the brand factory, take time, many brand factory only after the new year holiday, once there is any decision, reaction to the downstream assembly plant orders or pull kinetic energy, the estimate will fall before and after the lunar calendar year, as the front whip, the back end needs time response, then the response will be extended . PC in recent years, the weak shipments, and the mainland wages rose year after year, the PC supply chain meager profit, few suppliers will choose to work overtime during the Lunar New Year period, and will increase production capacity before the Lunar New Year, to make up for the annual holiday shipments, if the Intel processor incident, the supply chain impact to be clear before the Lunar new Year, whether there will be urgent orders, still have to observe . But the immediate situation is that the supply chain has no effect on the general response, perhaps the reason is that in the first week of January, the subsequent evolution is still hard to say, and if so, the possible evolution of the script is that the 1th quarter problem is solved, so only the kinetic energy of the deferred pull of January is transferred to 2, March, the overall 1th quarter of the shipment kinetic energy unchanged, Another possible situation is that the impact time will be longer, the first half of the off-season will be more light. Another factor is the attitude of consumers. Intel has released updates for possible security concerns, while the site points out that the processor will be less effective after the update, and Intel notes that extensive testing has been conducted to assess the impact of this security update on system effectiveness. Including Apple, Amazon, Google and Microsoft have both evaluated and reported the results, and this security update has minimal impact on performance. The PC industry points out that consumers are less sensitive to security, and through the update, can avoid this security problem, even at the expense of processor efficiency, however, most of the consumers use the PC in the Internet and clerical processing, the feeling is not obvious, so the incident is continued to burn, depends on the follow-up market reaction, if the consumer reaction is fierce, Brand Factory is bound to feel the pressure, further will affect the pull situation, the contrary may also, and all the clouds light wind. However, unlike the general consumer's sensitivity to security concerns, business users are completely different, and therefore, business users will be to the server, or through the cloud service server, on the related issues of high concern, according to the server supply chain, Intel has 2 weeks ago, with the relevant vendors for different platforms, to propose solutions, Estimates should have limited impact on supply.
