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Well put. People are being their usual teamsport participants on x86 vs ARM. Intel has execution problems in two departments - manufacturing and integration. IS
by blinkingled 6y ago
Well put. People are being their usual teamsport participants on x86 vs ARM. Intel has execution problems in two departments - manufacturing and integration. ISA is not an issue - they can very well solve the integration issues and investing in semiconductor manufacturing is the need of the hour for the US so I can imagine they getting some traction there with enough money and will.
IOW even if Intel switched ISA to ARM it won't magically fix any of the issues. We've had a lot of ARM vendors trying to do what Apple did for too long.
- klelatti 6y agoIntel / AMD had a duopoly on desktop / server because of x86 for a large number of years. Loss of that duopoly - even with competitive manufacturing - has profound commercial implications for Intel. M1 and Graviton will be followed by others that will all erode Intel's business.
- blinkingled 6y agoOn the other hand if x86 keeps competitive there's lot of inertia in its favor. So it could go either way. Desktop especially has been a tough nut to crack for anyone other than Apple and they are only 8% of the market.
- klelatti 6y agoProbably more than 8% by value and with the hyperscalers looking at Arm that's a decent part of their business at risk - and that's ignoring what Nvidia, Qualcomm etc might do in the future. Agreed that intertia is in their favour but it's not a great position to be in - it gives them a breathing space but not a long term competitive advantage.