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How much of Intel’s demise is due to their layoffs from 4 years ago? Did they cut too deep and mess up the secret sauce?

by jmpman 7y ago

wbhart 7y ago
I'm no Intel fanboy, but I think it is too early to speak of Intel's demise. They are still making a lot of money. I mean, AMD only has single digit penetration into the datacentre market, for example, and Intel is still compelling on mobile. And I suspect the real answer is they set their targets too ambitiously with their new node. Their 10nm was simply too big a jump with too many unproven technologies, with too many unexpected obstacles. But I wouldn't count them out of the game just yet. They are an aggressively competitive company. They'll be back.
- chapium 7y ago
  Just look at what happened to amd around 2010. Intel can punch back. Hard.
  - HelloNurse 7y ago
    Intel could punch hard around 2010. We'll see what they'll be able to do now. Improving the price (not the quality) of their high-end product range from vastly inferior to slightly inferior is, at best, an attempt to remain relevant; new and better products are needed to recover actual market share, and their timeline remains doubtful.
  - llampx 7y ago
    They weren't bleeding on the portable side of things in 2010. Apple, Microsoft and Google (TPU) all have some sort of custom chips now which aren't x86
- tracker1 7y ago
  Considering purchasing cycles are over the course of years that's not surprising. My work issued laptop is just over a year old, and I wouldn't expect a new one for another 3-4 years. Not to mention purchasing contracts that are negotiated once or twice a decade that may specify Intel. AMD is expected to double their penetration by the end of the coming year in the server space, which is huge. I think they'll also make inroads into the laptop space as well. Given that they're the preferred APU for next gen consoles won't hurt their sales to developer channels either. I would be surprised if they haven't captured about 1/3 of the overall x86 market by the end of 2021, which is where Intel will probably be where they want to be technology wise, until then it's AMDs game.
MisterTea 7y ago
The CPU bugs go back much further, probably the late 00's in the beginning of the end. Short sighted speed cheating got them into this mess.

How much of Intel’s demise is due to their layoffs from 4 years ago? Did they cut too deep and mess up the secret sauce?

by jmpman 7y ago

How much of Intel’s demise is due to their layoffs from 4 years ago? Did they cut too deep and mess up the secret sauce?

wbhart 7y ago

I'm no Intel fanboy, but I think it is too early to speak of Intel's demise. They are still making a lot of money. I mean, AMD only has single digit penetration into the datacentre market, for example, and Intel is still compelling on mobile. And I suspect the real answer is they set their targets too ambitiously with their new node. Their 10nm was simply too big a jump with too many unproven technologies, with too many unexpected obstacles. But I wouldn't count them out of the game just yet. They are an aggressively competitive company. They'll be back.

chapium 7y ago
Just look at what happened to amd around 2010. Intel can punch back. Hard.
- HelloNurse 7y ago
  Intel could punch hard around 2010. We'll see what they'll be able to do now. Improving the price (not the quality) of their high-end product range from vastly inferior to slightly inferior is, at best, an attempt to remain relevant; new and better products are needed to recover actual market share, and their timeline remains doubtful.
- llampx 7y ago
  They weren't bleeding on the portable side of things in 2010. Apple, Microsoft and Google (TPU) all have some sort of custom chips now which aren't x86
tracker1 7y ago
Considering purchasing cycles are over the course of years that's not surprising. My work issued laptop is just over a year old, and I wouldn't expect a new one for another 3-4 years. Not to mention purchasing contracts that are negotiated once or twice a decade that may specify Intel. AMD is expected to double their penetration by the end of the coming year in the server space, which is huge. I think they'll also make inroads into the laptop space as well. Given that they're the preferred APU for next gen consoles won't hurt their sales to developer channels either. I would be surprised if they haven't captured about 1/3 of the overall x86 market by the end of 2021, which is where Intel will probably be where they want to be technology wise, until then it's AMDs game.

MisterTea 7y ago

The CPU bugs go back much further, probably the late 00's in the beginning of the end. Short sighted speed cheating got them into this mess.