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Just wait until Apple drops Intel. It's going to be a bloodbath.
by GiorgioG 8y ago
Just wait until Apple drops Intel. It's going to be a bloodbath.
- chrisseaton 8y agoIs Apple really a major customer of Intel? I’m not so sure.
- GiorgioG 8y agoI wouldn't say it's a particularly small number: https://www.statista.com/statistics/263444/sales-of-apple-mac-computers-since-first-quarter-2006/ https://www.statista.com/statistics/263444/sales-of-apple-ma... Add that to AMD's recent surge, Intel's in a world of hurt.
- Tuna-Fish 8y ago> Add that to AMD's recent surge, Intel's in a world of hurt. Meh. Looking at the sales numbers of past quarters, AMD still hasn't significantly hurt Intel. They have made a lot of inroads among hobbyists and in small-store prebuilts, but the major brands still appear to be dominated by Intel. It's a real shame that nobody seems to have made an actually good Raven Ridge laptop. The CPU is imho objectively better for laptop use than any Intel competitor, but all laptops built with it appear to have a major deficit of some kind or another. Another mystery is lack of Epyc uptake. There are a lot of workloads where Epycs should be dominating Intel server chips when compared at the same price or power level, especially after all the recent chip vulnerabilities which are much less serious for AMD than they are for Intel, but Epyc sales are definitely lagging. Is AMD unable to make them, or are companies just wary of buying AMD?
- TazeTSchnitzel 8y agoThere's a lot of interest in Epyc for certain use cases. It's just the server world moves slowly because when you're spending millions on massive amounts of hardware, and it needs to run 24/7 for years without defects, you want to make sure it works.
- rbanffy 8y agoCloud moves slowly because you don't want to force users to redeploy and, once racked, those boxes stay there for a good couple years. In-house ever-expanding large installs are much more agile. Look at how Google adopted POWER, to how Cray is offering ARM nodes in their supercomputers.
- jaxtellerSoA 8y ago> It's just the server world moves slowly THIS! I am not sure why people are expecting Epyc to take off like a rocket, it won't. Companies maintaining 24/7 hardware don't jump on new tech. I think Epyc will eventually take a good chunk of the market, but it will take a few years. Also, if you are expanding an existing VMWare stack you can't mix CPU architecture and have HA. So unless you are building a new stack, then Epyc might not even be an option, even if the Admin might prefer Epyc.
- dijit 8y agoSo, I work as what is effectively a sysadmin role for a decently large deployment in a decently large company and I can say that we're buying EPYC for some stuff but not everything _yet_. Build farms, where there's a lot of compute needed and it doesn't really matter the reliability of the systems, for instance, have EPYC. Some workstations have Threadripper (nobody has Ryzen) as time goes on, with AMD beating Intel in the middle market, we will expand from builders to VM farms, from VM farms to bare metal hosting, from bare metal hosting to underpinning entire projects. It will take another 2 years of AMD being on top for our company to favour AMD. But I think it's possible.
- davidcuddeback 8y ago> Another mystery is lack of Epyc uptake. AMD and AWS just announced EC2 instances with Epyc processors a few minutes ago: https://www.anandtech.com/show/13547/amd-next-horizon-live-blog-starts-9am-pt-5pm-utc https://www.anandtech.com/show/13547/amd-next-horizon-live-b... Edit: Now on the front page: https://news.ycombinator.com/item?id=18392834 https://news.ycombinator.com/item?id=18392834
- pbarnes_1 8y agoWe're looking at moving to Epyc but waiting for Epyc2. Currently on 2 socket Gold 6126's across the board.
- Crontab 8y agoDon’t underestimate AMD’s ability to shoot itself in the foot.
- bigpicture 8y ago> Don’t underestimate AMD’s ability to shoot itself in the foot. Every single consumer-targeted Intel chip has integrated graphics capable of displaying a 4k movie on the screen/tv without so much as breaking a sweat. AMD has exactly 3 Ryzen chips with that capability, none of which fit into their "Lot's of cores!" strategy. I'm not sure that AMD understands what drives the majority of consumer purchases.
- GiorgioG 8y agoNon-technical, non-gaming consumers don't care about integrated graphics. They're fine with whatever's in the box. But for folks like me (and many others here) who build their own machines, we typically don't settle for integrated graphics. I have 2 4k monitor and I occasionally game, sure the latest and greatest Intel chips can probably do the multi-monitor setup, but I doubt you can play Call of Duty Black Ops 4 on them and expect a reasonable framerate.
- BeetleB 8y ago>I wouldn't say it's a particularly small number: It's not the number of sales alone that tells the story. It's also the profit margin. Apple is well known for allowing very low margins to their suppliers. It's not clear to me how much of Intel's revenue comes from Apple. Well, Googling, I see this: https://www.forbes.com/sites/greatspeculations/2017/10/04/intel-shouldnt-worry-too-much-about-apples-chip-ambitions/#213c86cb1c58 https://www.forbes.com/sites/greatspeculations/2017/10/04/in... Very rough math, but to the tune of $3B a year from Macs. It's not nothing, but is less than 5% of Intel's revenue. This site says $4B: https://markets.businessinsider.com/news/stocks/intel-stock-price-apple-chip-could-wipe-out-3-to-4-billion-in-sales-2018-4-1020358616 https://markets.businessinsider.com/news/stocks/intel-stock-... Intel's revenue growth per year these days is around this amount.
- xxs 8y agoYes, all the radio is intel made
- chrisseaton 8y agoI know they use Intel components. I’m asking if it’s a large volume of components relative to Intel total revenue.
- herpes 8y agoI was under the impression that Apple's T2 chip was replacing third-party components like that.
- agumonkey 8y agoit's not any customer either, it's free bad press to be dropped by such a known company
- mtgx 8y agoSince most other companies tend to copy Apple like sheep, Apple dropping Intel would be a huge blow to Intel's image and brand.
- i_am_nomad 8y agoAnd for the high end of the market, there’s Power9 processors, which are truly incredible. Intel cannot compete with that.
- OpenBSD-reich 8y agoWith any luck, they'll use IBM POWER again! (Please don't be ARM, please don't be ARM)
- BillinghamJ 8y agoWhy not ARM? It's seeming like it'd be a very sensible choice at this point, given the performance being delivered for iOS devices these days.
- deleted 8y ago[deleted]