Can Intel recover even part of their past dominance?
- Thread starter Arthur Hanson
- Start date
MKWVentures
Moderator
you dont recover glory. The gain new glory.
Intel was a dominant execution engine in the past with no competitor who could succeed. those days are gone.
yes the brand gives them an advantage.... but that brand has new characteristics now.
just an opinion.
Intel was a dominant execution engine in the past with no competitor who could succeed. those days are gone.
yes the brand gives them an advantage.... but that brand has new characteristics now.
just an opinion.
Intel is still dominant in business computers. I suspect this is due to decades of contracts embedding them into long term work; however, that wont last forever.
Intel's issue is going to continue to be cost and profit. It doesn't do much good to have the majority of the market share if you are bleeding money to do it.
AMD seems content (at present) to continue the march to gobble up as much of a % of the really profitable segments (DC, HEDT) as they can before putting the full court press on OEM (where they will be forced to sell at a much lower margin).
For Intel to return to its days of glory, it must find a way to make a profit. Every layoff depletes Intel's future ability to dominate.
I personally believe that they will need to re-focus their efforts on design and spin off the foundry. Intel can't survive on their own chips alone in foundry. The equipment has gotten too expensive.
Intel's issue is going to continue to be cost and profit. It doesn't do much good to have the majority of the market share if you are bleeding money to do it.
AMD seems content (at present) to continue the march to gobble up as much of a % of the really profitable segments (DC, HEDT) as they can before putting the full court press on OEM (where they will be forced to sell at a much lower margin).
For Intel to return to its days of glory, it must find a way to make a profit. Every layoff depletes Intel's future ability to dominate.
I personally believe that they will need to re-focus their efforts on design and spin off the foundry. Intel can't survive on their own chips alone in foundry. The equipment has gotten too expensive.
siliconbruh999
Well-known member
You know that Foundry is what's keeping them market share and IFS alone is not the only problem design is as well and AMD is benifiting off of Intel's Software Efforts.
AMD is still getting freebie from Intel they are not contributing meaningful to x86.
Not even x86-64 ?
siliconbruh999
Well-known member
i meant the software part AMD is very dependent on Intel Software Contribution there are numerous article where Intel doing OSS stuff is helping AMD as well but AMD doesn't contribute much in the kernel that benefit both
Xebec
Well-known member
I think AMD is even worse than this -- by giving a strong x86 design to China, they locked out both Intel and AMD from a large (or complete) portion of the Chinese market long term. Talk about a poison pill for your competitors growth..
AMD–Chinese joint venture - Wikipedia
AMD has received permission from the US Department of Defense and Department of Commerce to export the Zen 1 core design to China.<a href="https://en.wikipedia.org/wiki/AMD–Chinese_joint_venture#cite_note-CutressWilson-7"><span>[</span>7<span>]</span></a> Due to legal restrictions AMD has set up multiple companies to allow licensing of x86technology to China
..
siliconbruh999
Well-known member
Yeah this is not good for both of them but it was a necessary evil for AMD to be able to sell in China l.
Probably not. Lip-Bu will transform Intel but they will no longer be #1 at anything. They will certainly be relevant and innovative but not number #1. There is just too much competition from all sides and too much money to be had. Nvidia is the new Intel.