I have been a big critic of how Intel handled the announcement of XP but in one area I think they did the right thing and that is the "early" announcement of the technology. As a SNIA participant I can speak to the incredible energy and excitement in the architecture and software community around the announcement. The is at least a decade's worth of work to be done to fully enable the hybrid memory/persistent memory computing model and Intel did the world a service by energizing this group of folks to really start concentrating on getting the needed work done. IMO, if Intel had not forced Micron's hand and rushed the announcement and had waited another year we wouldn't have both Microsoft and Linux having released versions that have persistent memory libraries.
Intel in Serious Trouble?
- Thread starter Arthur Hanson
- Start date
TAM means total addressable market. It's another way of saying "in your dreams" (i.e. no chance of you even getting 10% of that market)
P
Portland
Guest
In terms of CPUs there's nothing concrete from the Intel's competition only promises. You can criticize intel on IOT, mobile, and memory but who really cares. Intel will make a lot of money no matter what.
Never heard about Ryzen (consumer), ThreadRipper (prosumer) and Epyc (server)?
AMD Ryzen R5 1600 and R7 1700 are already in the top 5 of the Amazon best sellers CPUs (and they were released just few months ago).
Perhaps you also missed the brilliant Intel X299 platform launch (simply a mess), badly rushed exactly because "there was no competition". The new Skylake-X CPUs get over 90 degC even at stock frequencies and they were supposed to be overclock champions. They also had to announce higher cores count CPUs (>10) when they knew about ThreadRipper launch (16 cores, 32 threads from AMD), but not even the motherboard manufacturers were aware of those CPUs (in fact, the availability is still TBD).
Intel’s 3D XPoint (and 3D NAND) investments are definitely taking a financial toll at this stage. The Non-Volatile Memory Solutions Group (NSG) has endured 5 consecutive quarters of losses with about 6 quarters more expected until profitability (if 3D XPoint is successful). It’s a multibillion dollar bet on the future of memory.
PassMark CPU Benchmarks - AMD vs Intel Market Share
Last year 17%, today 31%.
Not sure how representative it is but i guess that 800 000 CPU sample should do.
BTW. best part is still to come, so you are right about promises...
Released parts are only mainstream/high-end. Later this year will come low-end and laptop parts and also HEDT parts (2x more cores for roughly same price => best for workstations/rendering machines etc.).
So there is real risk that Intel will fall from 80% down to 60% in term of PC market volume (which is biggest and most lucrative part of their income).