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- The PC is in decline (bad for intel) - Intel lost the mobile platform - Apple is moving to ARM, PC laptops to follow soon. - AMD is eating intel lunch in t
by alfor 5y ago
- The PC is in decline (bad for intel)
- Intel lost the mobile platform
- Apple is moving to ARM, PC laptops to follow soon.
- AMD is eating intel lunch in the high performance x86
- Servers are starting to move to ARM
Last piece of the puzzle
- Intel is not doing great at the fab level.
It doesn’t look good for Intel, they need to do a radical transformation fast.
Innovate now or die.
- neogodless 5y agoI agree with many of your points, however... > - Apple is moving to ARM, PC laptops to follow soon. > - AMD is eating intel lunch in the high performance x86 That first one really needs... a source? It's a guess, but far from a certainty! The second one is partially true? AMD has greatly increased their market share and is much more competitive with Intel than they were 5 years earlier. They are not beating Intel in market share, but they are gaining on them. They recently had leads in performance, but it's not a one-sided race.
- silvestrov 5y agoThe first is true to a degree if "PC laptops" includes the laptops kids use in schools: a lot of schools have switched to ChromeBooks due to price and ease of management.
- alfor 5y agoI agree, it’s not done on the server, it’s just that AMD was nonexistent a few years ago and now have share of the market. Intel was the only choice for top performance and were able to dictate the price at the high end.