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> They've been doing this year after year for over a decade. So was Intel for decades, then they weren't.
by soperj 5y ago
> They've been doing this year after year for over a decade.
So was Intel for decades, then they weren't.
- saagarjha 5y agoSure, but we saw them stalling for several years. Apple doesn’t seem like they’re in that sort of rut.
- bredren 5y agoNote, Intel had three different CEOs in the past four years.
- totalZero 5y agoApple was also ballasted by iPhone sales during the lull in personal computing that took place about five years ago. Take a look at their income breakdown and you'll see what I mean. Intel bungled the transition to EUV but that isn't the only challenge they have had to surmount in the past decade. Personally I don't see the Intel rut as particularly deep or mucky. Intel has good management, and Gelsinger has deep knowledge of how enterprise customers operate due to his experience. They have a road map for some exciting product releases in the next couple of years, and they dominate their game in terms of market share. Intel made over $20B profit last year, and semiconductor demand is booming across the board, but they still get trashed by the masses. It's really interesting (if you're into stocks) to compare Intel’s P/E ratio against the rest of the sector. Even the market doesn't think particularly highly of them.
- zucker42 5y agoIntel's stalled mostly at the fabrication side. Since Apple is fabless, this isn't really a good comparison.
- kmonsen 5y agoI don't think this is a story, but someone still has to fab them and they can stall
- SilverRed 5y agoThe difference is that if Apple gets stalled, the whole world does since Apple uses whoever is best at the time.
- soperj 5y agoWhat if the best is intel?
- georgeburdell 5y agoThank you. I roll my eyes when someone uncritically states that fabless companies don't get stuck on process. TSMC was basically in Intel's shoes pre-finFET, so its customers were SOL.
- sudosysgen 5y agoWell, no. Intel stalled at the design side. Even with superior processes to AMD they weren't competitive, and their CPU designs had only small changes for a decade.
- samtheprogram 5y agoWeren’t they stalled for nearly a decade on the manufacturing process node (14nm from 2014 on), so design was really the only way they’ve been able to produce any improvements? I’ve tried keeping up to date on this and that has seemed to be the case.
- sudosysgen 5y agoYes, and they didn't improve at all. AMD outperformed Intel on an even weaker process, TSMC 14nm.
- johnebgd 5y agoThey didn't have real competition for a decade. Now they do.