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My question is what is the play for Intel and AMD right now? Are they shitting their pants or is this something that was somewhat expected given the progression
by asdfasgasdgasdg 6y ago
My question is what is the play for Intel and AMD right now? Are they shitting their pants or is this something that was somewhat expected given the progression of Apple's chips and their announced plans? Do Intel/AMD understand how Apple managed to so outmaneuver them? Is the performance gain Apple has delivered an inherent advantage of ARM over x86, and if so, does that imply that we are going to be seeing a migration to ARM in the PC space in the coming decade?
I'm deeply fascinated by these questions. I'd love it if someone in the chip design industry who is knowledgeable about the situation would comment.
- pjmlp 6y agoGiven that Apple only has about 10% of the world desktop market, and zero server presence, very unlikely.
- yyyk 6y agoAMD is fine. Its processors are competitive (often superior) and it's gaining marketshare. Intel has been in trouble for some time due to its own failure to downscale, a failure which has little to do with x86. They'd be losing to someone else if Apple/AMD hadn't been there. Intel still has some time to recover: it has plenty of money, and Apple/AMD are unable right now to take full advantage of their position. Apple/AMD rely on a supplier (TSMC) which does not have the capacity the supply all or even most of the processor demand, so Intel gets quite a bit of marketshare almost by default.