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At some point one wonders if Intel will just cede the desktop and enthusiast markets to AMD and/or Apple and just focus on server and high-end computing? As an

At some point one wonders if Intel will just cede the desktop and enthusiast markets to AMD and/or Apple and just focus on server and high-end computing? As an IBMer this feels familiar for some reason...

LegitShady 6y ago
Amd 2qe on the market for decades practically as second in the performance tier. I'm not sure why Intel who should ostensibly have lower unit costs would abandon a market for a possibly temporary situation one or two deign nodes away might now be able an issue.
ginko 6y ago
What would keep AMD or Nvidia from eventually eating Intel's lunch in the server market as well?
- breakfastduck 6y ago
  Nothing, they'd just die a lot slower
Aperocky 6y ago
No reason why servers will always stick with Intel. Amazon already has their own Graviton ARM chips - And that's EC2, cloud native workflows might have already migrated.
- m4rtink 6y ago
  Not to mention HPC, with the top three supercomputers being Power & ARM.
  - sliken 6y ago
    Intel isn't doing to well in HPC either. The top intel system is now at #6, and the vast majority of the performance in inside the matrix-2000 accelerator. The highest pure Intel system is at #9. Even with high end servers Intel seems to be losing to AMD Epyc.
Wohlf 6y ago
Not a chance, the consumer market it massive. Even among PC enthusiasts, AMD is in the minority. It's not even close: https://store.steampowered.com/hwsurvey https://store.steampowered.com/hwsurvey I'd sooner expect Intel to start making their own ARM chips to compete with Apple.
- dk1138 6y ago
  Thanks for the link! Didn't know steam made that kind of analysis public. But I'd take a closer look at those numbers: in 5 months intel has lost 2.5 points that AMD has gained. Doing some stupid, atrocious math of just taking the average point gain over those 5 months (and not accounting for the fact that my pc enthusiast friends are stating that their next machine will be AMD), that puts November of 2023 that they are 50% market share. That gives Intel very little time to pivot.
- account42 6y ago
  Steam marketshare is slow to change because it includes a lot of people with older PCs. Look at new sales and the picture is very different: https://imgur.com/a/yEKDpd2 https://imgur.com/a/yEKDpd2

LegitShady 6y ago

Amd 2qe on the market for decades practically as second in the performance tier. I'm not sure why Intel who should ostensibly have lower unit costs would abandon a market for a possibly temporary situation one or two deign nodes away might now be able an issue.

ginko 6y ago

What would keep AMD or Nvidia from eventually eating Intel's lunch in the server market as well?

breakfastduck 6y ago
Nothing, they'd just die a lot slower

Aperocky 6y ago

No reason why servers will always stick with Intel. Amazon already has their own Graviton ARM chips - And that's EC2, cloud native workflows might have already migrated.

m4rtink 6y ago
Not to mention HPC, with the top three supercomputers being Power & ARM.
- sliken 6y ago
  Intel isn't doing to well in HPC either. The top intel system is now at #6, and the vast majority of the performance in inside the matrix-2000 accelerator. The highest pure Intel system is at #9. Even with high end servers Intel seems to be losing to AMD Epyc.

Wohlf 6y ago

Not a chance, the consumer market it massive. Even among PC enthusiasts, AMD is in the minority. It's not even close: https://store.steampowered.com/hwsurvey https://store.steampowered.com/hwsurvey I'd sooner expect Intel to start making their own ARM chips to compete with Apple.

dk1138 6y ago
Thanks for the link! Didn't know steam made that kind of analysis public. But I'd take a closer look at those numbers: in 5 months intel has lost 2.5 points that AMD has gained. Doing some stupid, atrocious math of just taking the average point gain over those 5 months (and not accounting for the fact that my pc enthusiast friends are stating that their next machine will be AMD), that puts November of 2023 that they are 50% market share. That gives Intel very little time to pivot.
account42 6y ago
Steam marketshare is slow to change because it includes a lot of people with older PCs. Look at new sales and the picture is very different: https://imgur.com/a/yEKDpd2 https://imgur.com/a/yEKDpd2