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Just released, Intel is attacking Apple, Again!

soAsian

Active member
Yahoo Finance: Intel CEO: My job is to win Apple back.

Probably I'm too dumb to understand the modern practice of marketing and customer relationship. To win back Apple's business, from Pat Gelsinger's point of view, the first thing Intel must do is to have six YouTube videos to discredit Apple's products.

According to this Yahoo interview, Pat Gelsinger believes Intel must to have superior products that Apple can not make themselves in order win Apple's business. I disagree with his logic and thinking direction.

TSMC gets bigger and better is not because they keep attacking Apple, Qualcomm, Xilinx, Nvidia, AMD, or even Intel's products, features, and credibility. Actually TSMC has no semiconductor product that is better than any TSMC's customers'. In reality TSMC has no product that can compare/compete against TSMC's customers'.

If Pat's approach really makes sense, then I should have told my son that the best way to win back his ex girlfriend's heart is to badmouth her credibility, make her feel inferior to him, and make her to realize that he is so much powerful than her.

Am I too harsh on Intel?
the key point for me is "it will take couple years".

Pat talk about it will take Intel couple years to win back Apple or use Intel foundry. in a couple years, the industry might decided to design their own chip and outsourced to foundry for production and skip Intel's chip altogether. can Intel be a foundry in couple years?

maybe Uncle Sam's free money can help Intel
 

Daniel Nenni

Admin
Staff member
Pat is talking to Wall Street not you and I. He knows full well that Intel will not get Apple business back. It's a story for investors who don't know any better.


Yahoo Finance: Intel CEO: My job is to win Apple back.

Probably I'm too dumb to understand the modern practice of marketing and customer relationship. To win back Apple's business, from Pat Gelsinger's point of view, the first thing Intel must do is to have six YouTube videos to discredit Apple's products.

According to this Yahoo interview, Pat Gelsinger believes Intel must to have superior products that Apple can not make themselves in order win Apple's business. I disagree with his logic and thinking direction.

TSMC gets bigger and better is not because they keep attacking Apple, Qualcomm, Xilinx, Nvidia, AMD, or even Intel's products, features, and credibility. Actually TSMC has no semiconductor product that is better than any TSMC's customers'. In reality TSMC has no product that can compare/compete against TSMC's customers'.

If Pat's approach really makes sense, then I should have told my son that the best way to win back his ex girlfriend's heart is to badmouth her credibility, make her feel inferior to him, and make her to realize that he is so much powerful than her.

Am I too harsh on Intel?
 

hist78

Well-known member
Pat is talking to Wall Street not you and I. He knows full well that Intel will not get Apple business back. It's a story for investors who don't know any better.
Except investors today are much more sophisticated than before, compare to the crazy time during dot-com bubbles or before 2008 financial crisis.

I hope Pat can spend all his energy on improving Intel's technology, products, and services and let those excellent products and services to speak for Intel. Intel urgently needs a true leader instead another PR specialist.
 

slin

New member
I heard Apple actually saved ~$2 billion in going with their own in-house designed chips for macs. They've always been religious about vertical integrations, I don't see why they would ever go back to Intel or any other vendor. They had great success with their A-series chips for iphone/ipad in terms of performance per watts, it wouldn't be hard to carry that over to the mac lineups.
 

Daniel Nenni

Admin
Staff member
I heard Apple actually saved ~$2 billion in going with their own in-house designed chips for macs. They've always been religious about vertical integrations, I don't see why they would ever go back to Intel or any other vendor. They had great success with their A-series chips for iphone/ipad in terms of performance per watts, it wouldn't be hard to carry that over to the mac lineups.

Apple will save even more money when they repurpose the M1 technology for the cloud. Apple has a huge cloud packed with Intel chips. Pat Gelsinger will lose that business as well, absolutely. Not to mention the cloud business of Google, Amazon, Facebook, AirBnB, etc.... Domain specific chips will run over the off-the-shelf IDM chips which include Intel, AMD, and Nvidia.

At the TSMC OIP conference the AMD CTO made a nice pitch which reminded me that TSMC has a large private cloud that you can bet is now powered by AMD!
 

hist78

Well-known member
Apple will save even more money when they repurpose the M1 technology for the cloud. Apple has a huge cloud packed with Intel chips. Pat Gelsinger will lose that business as well, absolutely. Not to mention the cloud business of Google, Amazon, Facebook, AirBnB, etc.... Domain specific chips will run over the off-the-shelf IDM chips which include Intel, AMD, and Nvidia.

At the TSMC OIP conference the AMD CTO made a nice pitch which reminded me that TSMC has a large private cloud that you can bet is now powered by AMD!
"At the TSMC OIP conference the AMD CTO made a nice pitch which reminded me that TSMC has a large private cloud that you can bet is now powered by AMD!"

Pat Gelsinger is not helping. He is burning the bridge even before crossing the river.

Post in thread 'Morris Chang speech Oct 26 2021' https://semiwiki.com/forum/index.php?threads/morris-chang-speech-oct-26-2021.14846/post-48880
 

Jumper

Member
The only way for Intel to get Apple back is to make absolutely giant leap in architecture and a big leap in node. We know that they will be glad if they catch TSMC in nodes and theoretically they can make better architecture but that won't be enough.
 
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