4 ms·

Hopefully Gelsinger will be to Intel what Nadella was to Microsoft. Both are engineers following finance people who while they still made a lot of money, lost t

Hopefully Gelsinger will be to Intel what Nadella was to Microsoft. Both are engineers following finance people who while they still made a lot of money, lost the tech initiative. I would love to see a 3 way competition between Intel, AMD, and Apple for consumer chips.

ncw96 6y ago
I’d expect to see Qualcomm in the mix as well, at least for laptop chips.
- wyldfire 6y ago
  They are in the mix, though their share is likely extremely small. But there's several Snapdragon-based laptop designs currently on sale.
  - fomine3 6y ago
    It's involving by acquiring Nuvia.
nicoburns 6y ago
And indeed a continuing 3 way competition between TSMC, Samsung and Intel for actually fabricating the chips.
adamcstephens 6y ago
I wouldn’t put Apple in the same category. They’ll never sell chips except as part of their vertically integrated systems.
- ISL 6y ago
  Even if they remain vertically-integrated, if they can sell an Apple datacenter blade or produce bespoke architectures for major cloud providers, the market is large -- Apple-scale.
  - gh02t 6y ago
    It would be interesting to see how that would work and what sort of unique features Apple would offer in a proper enterprise product, but I'm struggling to imagine Apple returning to that market in earnest. Even Xserve was not really about being a server in its own right so much as it was for providing infrastructure to support their desktops.
  - dkjaudyeqooe 6y ago
    Apple is a consumer electronics company and they keep reiterating that. Their whole strategy is to be an island unto themselves where they can maintain high gross margins and squeeze their suppliers. They're not interested in competing on other people's terms in commoditized markets. They sell luxury goods.
    - amelius 6y ago
      > They sell luxury goods. Apple owns like half of the consumer market, everybody and their mother has Apple hardware, so not sure how you would call that "luxury goods".
      - dkjaudyeqooe 6y ago
        I'm not sure about your 'half' figures, but that's how Apple positions itself. An iPhone is a status symbol as much as a phone. Macs are too, but to a much lesser degree. Also their entire line up is not luxurious, but some items are nakedly luxury items like the some of the watches. One of the reasons for Apple's success is that it's managed to pull off mass-market luxury better than anyone else. Arguably, luxury items doesn't have to be exclusive, just overpriced.
        wmf 6y ago
        Apple passed 50% market share (sales, not installed base) in the US and has something like 80% share among people under 20 years old.
- RcouF1uZ4gsC 6y ago
  I was speaking here mainly for a consumer perspective buying complete systems. For me, my personal computers such as my laptop and/or desktop will likely contain a CPU made by Apple(if I buy a Mac) or Intel/AMD(if I buy a PC). Right now for laptops, Apple is blowing away the competition, especially Intel. I would love for Intel to get back in the game so I have more choices.
ksec 6y ago
>Gelsinger will be to Intel what Nadella was to Microsoft Nadella is good only because his predecessor was crap. ( Sorry Steve Ballmer ). I dont think they are in the same league. Gelsinger will be a far better CEO as this company roadmap has shown. Engineers alone dont make great CEO, that was the word Andy Grove told Gelsinger. You need a product person, with vision, strategy, engineering and business senses. And somehow they are a very rare breed.

ncw96 6y ago

I’d expect to see Qualcomm in the mix as well, at least for laptop chips.

wyldfire 6y ago
They are in the mix, though their share is likely extremely small. But there's several Snapdragon-based laptop designs currently on sale.
- fomine3 6y ago
  It's involving by acquiring Nuvia.

nicoburns 6y ago

And indeed a continuing 3 way competition between TSMC, Samsung and Intel for actually fabricating the chips.

adamcstephens 6y ago

I wouldn’t put Apple in the same category. They’ll never sell chips except as part of their vertically integrated systems.

ISL 6y ago
Even if they remain vertically-integrated, if they can sell an Apple datacenter blade or produce bespoke architectures for major cloud providers, the market is large -- Apple-scale.
- gh02t 6y ago
  It would be interesting to see how that would work and what sort of unique features Apple would offer in a proper enterprise product, but I'm struggling to imagine Apple returning to that market in earnest. Even Xserve was not really about being a server in its own right so much as it was for providing infrastructure to support their desktops.
- dkjaudyeqooe 6y ago
  Apple is a consumer electronics company and they keep reiterating that. Their whole strategy is to be an island unto themselves where they can maintain high gross margins and squeeze their suppliers. They're not interested in competing on other people's terms in commoditized markets. They sell luxury goods.
  - amelius 6y ago
    > They sell luxury goods. Apple owns like half of the consumer market, everybody and their mother has Apple hardware, so not sure how you would call that "luxury goods".
    - dkjaudyeqooe 6y ago
      I'm not sure about your 'half' figures, but that's how Apple positions itself. An iPhone is a status symbol as much as a phone. Macs are too, but to a much lesser degree. Also their entire line up is not luxurious, but some items are nakedly luxury items like the some of the watches. One of the reasons for Apple's success is that it's managed to pull off mass-market luxury better than anyone else. Arguably, luxury items doesn't have to be exclusive, just overpriced.
      - wmf 6y ago
        Apple passed 50% market share (sales, not installed base) in the US and has something like 80% share among people under 20 years old.
RcouF1uZ4gsC 6y ago
I was speaking here mainly for a consumer perspective buying complete systems. For me, my personal computers such as my laptop and/or desktop will likely contain a CPU made by Apple(if I buy a Mac) or Intel/AMD(if I buy a PC). Right now for laptops, Apple is blowing away the competition, especially Intel. I would love for Intel to get back in the game so I have more choices.

ksec 6y ago

>Gelsinger will be to Intel what Nadella was to Microsoft Nadella is good only because his predecessor was crap. ( Sorry Steve Ballmer ). I dont think they are in the same league. Gelsinger will be a far better CEO as this company roadmap has shown. Engineers alone dont make great CEO, that was the word Andy Grove told Gelsinger. You need a product person, with vision, strategy, engineering and business senses. And somehow they are a very rare breed.