8 ms·
They can't even compete with AMD anymore....
by Ptchd 4y ago
They can't even compete with AMD anymore....
- newsclues 4y agoThey can in the Fab sector. Global Foundries was the spin off in 2009 of AMDs fabs.
- metaphor 4y ago> They can in the Fab sector. I'm bullish on Intel's IDM 2.0 vision in the later stages of a 10-year horizon, but as of today and for at least the next few years, this assertion is unsubstantiated bullshit. According to their latest Q3 10-Q filing[1], Intel Foundry Services segment accounts for $576M revenue and -$289M operating losses YTD. In contrast, Globalfoundries' last relevant 6-K filing[2] reported $3.933B revenue and $501M operating profit YTD...and oh by the way, GFS Q3 earnings call isn't until next week Tuesday, so these numbers reflect only 6 months of the current fiscal year. The reality these numbers support is that Intel's (bleeding) cash cow is in making and selling their own chips, not fabbing other companies' designs. Furthermore, the only named portfolio segment that's currently doing worse that Intel Foundry Services is Accelerated Computing Systems and Graphics, which has hemorrhaged -$1.275B in operating losses YTD. Even Mobileye segment generated 2.3x more revenue than Intel Foundry Services segment YTD, and is profitable despite being acquired only 5 years ago. To be fair, AMD intentionally divested their legacy foundry capabilities a decade ago; conflating GFS with AMD in the foundry space is logically indefensible, and there's meaningful underlying reasons why AMD pivoted to fabless. [1] https://www.sec.gov/Archives/edgar/data/50863/000005086322000038/intc-20221001.htm https://www.sec.gov/Archives/edgar/data/50863/00000508632200... [2] https://www.sec.gov/ix?doc=/Archives/edgar/data/1709048/000170904822000038/gfs-20220630_d2.htm#i2a7bb5776ed844ff953e2059f533ca84_106 https://www.sec.gov/ix?doc=/Archives/edgar/data/1709048/0001...
- newsclues 4y agoLong way to agree that a company that has divested their fab business doesn’t compete with Intel in the fab market.
- BuckRogers 4y agoAMD? That company shouldn’t be mentioned in the same sentence as Intel. Intel’s profits are more than AMD’s entire revenue. I get it if you just like the products, but there’s no comparison between the two as far as being companies.
- Ptchd 4y agoYou sound like the people that say that Tesla is larger then all other car companies combined...
- tester756 4y agoI don't think Earning money is different from market valuation
- gleenn 4y agoFinancially yes, but how are you serious when comparing companies only based on their financials and ignoring one of their main products? AMD is currently eating Intels lunch.
- Kukumber 4y agoOil companies make a shit ton of money, should we blacklist EV car companies for that reason?
- bee_rider 4y agoWho is talking about blacklisting AMD, here?
- sbf501 4y agoWhat do you mean by "eating Intel's lunch"? As OP said, Intel profits dwarf AMD revenue. So I'm not sure what you mean? Can you show numbers that would support "eating one's lunch"? Although you did say to ignore financials, so which makes the analogy meaningless.
- innocenat 4y agoIntel 13th gen seems to outsell Ryzen 7000 everywhere so...
- Ptchd 4y agoI wasn't talking about sales... more about performance and cost (In the end I know that profit is all that matters though...)
- taneq 4y agoSo if the Intel chip is more expensive and slower, why is everyone buying them? (Not a fanboy and not currently up to speed with where the market is at, just trying to follow the logic.)
- InvaderFizz 4y agoIf I were to guess: AMD came out really poorly on motherboard pricing for AM5, 7000 CPUs are market leading in price, availability has been poor. Intel meanwhile has an established year old motherboard pipeline for their current socket that 13th gen can be dropped in to. If this were 14th gen vs Ryzen 7000 the calculus would be different as all the Intel purchases would also include a motherboard. Also, Ryzen 5000 is going gangbusters outselling everything else.
- davidgay 4y ago> Also, Ryzen 5000 is going gangbusters outselling everything else. Which is why they just dropped their prices? (see, e.g., https://forums.anandtech.com/threads/amd-has-dropped-5000-series-cpu-pricing.2608185/ https://forums.anandtech.com/threads/amd-has-dropped-5000-se...)
- InvaderFizz 4y agoThose are official cuts, they've been those prices at retail two weeks. You can see the 5600X price drop on Amazon happened Oct 26[0]. If you look at the Amazon best sellers[1], it gives you a pretty good idea of where things stand. 0: https://camelcamelcamel.com/product/B08166SLDF?context=search https://camelcamelcamel.com/product/B08166SLDF?context=searc... 1: https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/zgbs/pc/229189 https://www.amazon.com/Best-Sellers-Computer-CPU-Processors/...
- dyingkneepad 4y agoThere is what you want to believe, and then there is what is actually happening. Intel is still market-leader in most aspects and is still very much fighting AMD in equal or better position when it comes to their top-end products and benchmark results. Also, the news is about manufacturing chips, which AMD does not do any. We should be mentioning TSMC here.
- scarface74 4y agoIn what respect is Intel the market leader?
- beebeepka 4y agoOEM
- Sakos 4y agoThe recommended budget platform has been Intel for most of this year. They're clearly still competitive but that only lasts as long as AMD continues to reorient their pricing upwards to a more luxury tier. The new budget AMD mainboards cost 200+ Euros now. Intel doesn't even need to execute well when AMD is about to play itself.
- BirAdam 4y agoIntel still commands the market with about 3/4 as far as market share. They simply make more CPUs than everyone else if you’re not looking at phones.
- Ptchd 4y agosure, but that's because they have contracts with PC manufacturers? not because they have a better product at a better price....
- idonotknowwhy 4y agoThey're also put performing AMD at the top end with their latest chips. And they dominate in the Steam hardware survey (gamers more likely to build their own machines)
- c_o_n_v_e_x 4y ago... and IT procurement folks are familiar with the brand name. "No one ever got fired for buying IBM."
- iforgotpassword 4y agoDid you see the benchmarks for their current gen CPUs? They are on par with Ryzen 7000 and better in performance per Dollar. Especially since they still support ddr3 and fit in 12th gen sockets, making it even more attractive if you want to upgrade from last gen. With AMD you're forced to buy all new, with expensive ddr4.
- neogodless 4y agoMinor correction: Last generation and legacy support is for DDR4. The new, more expensive stuff is DDR5.
- iforgotpassword 4y agoLol thanks, seems I'm getting old.
- CodeArtisan 4y agoIf it is of any indication, Intel is still very strong amongst Steam users. https://store.steampowered.com/hwsurvey/?platform=pc https://store.steampowered.com/hwsurvey/?platform=pc Have a look at the graphic "PC Processor usage by manufacturer". The ratio hasn't changed at all since May 2021; still 70% for Intel. edit: more numbers https://store.steampowered.com/hwsurvey/processormfg/ https://store.steampowered.com/hwsurvey/processormfg/
- PartiallyTyped 4y agoBy watt (hah) metric? On raw performance; the 13900k(+f) outperforms the 7950x. On performance per watt however, AMD holds the crown.