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Why speculate? If we take i9s to be considered par equivalents to high-end CPUs we find in MacBook Pros, and the market distribution of cheap to expensive CPUs
by willis936 6y ago
Why speculate? If we take i9s to be considered par equivalents to high-end CPUs we find in MacBook Pros, and the market distribution of cheap to expensive CPUs is similar in both desktop and notebook segments, then we can simply look at earnings reports.
https://s21.q4cdn.com/600692695/files/doc_financials/2019/2019-Annual-Report.pdf https://s21.q4cdn.com/600692695/files/doc_financials/2019/20...
From page 34:
6% of Intel's Desktop platform volume is $705Mn, so total volume is $11.75Bn.
5% of Intel's Notebook platform volume is $1080Mn, so total volume is $21.6Bn.
So the desktop market is slightly larger than half the size of the notebook market, but $12Bn is a lot of money to leave on the table then turn your back to. Especially since an aged microarchitecture threatens all CPU-related revenue streams.