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Intel still has the advantages that allow them to screw up and survive. 1. Process knowledge and manufacturing capacity. You can buy from others only as much
by Nokinside 9y ago
Intel still has the advantages that allow them to screw up and survive.
1. Process knowledge and manufacturing capacity. You can buy from others only as much as they have manufacturing capacity. Only real threat to Intel comes from combined volume of GlobalFoundries, TSMC, Samsung and UMC. Apple, NVIDIA, AMD, ARM and Qualcomm can get past Intel only trough these companies.
2. Profit margins. Intel makes 60 percent profit margins, AMD struggles from decade to decade. That's not a coincident. It's the direct result of pricing decisions by Intel. Whenever AMD gets ahead Intel in uP technology, Intel has always the option of cutting profit margins and prevent AMD from gaining more market share.
- Tharkun 9y agoThe odd bit of anti-competitive behaviour (and billion-dollar lawsuits that come with it) is also something of an advantage...if an unfair one.