Originally Posted by ksec
After the recent Intel conference call i now firmly believe there will be a Huge Price Cut or some very cheap lower model soon.
See here is the problem, Intel can't afford huge cuts! The new process nodes are very expensive so the shrinkage in chip size doesn't save as much money in the past. Combined with lower sales this puts Intel in a tough position.
( They promised $299 Haswell Laptop? ) And like everyone else I have the conspiracy theory that Intel 22nm yield are too good and Haswell isn't selling as fast as expected. Hence the push or delay of Broadwell by one / half quarter.
Broadwell is supposedly 14 nm. As for Haswell it is possibly the worst drawn out product roll out that Intel has done in years. Somebody at Intel needs to pull a Steve jobs and trim down the product lineup to a rational size. Frankly I don't know how many SKUs they now have just for Haswell based chips but it is far too many.
In a way your are right, it looks like Haswell has yet to put any steam into the i86 processor market.
And with the way things are going, Tablet and Smartphone will again put another dent into the PC industry dropping at anywhere from 6%-10% next quarter. So while Intel's Haswell has great margin ( Which helped Intel sustains its profits ), the whole industry is rapidly shifting to Tablet. And I guess with the Super Fast iPad that will be announced on Oct 22nd it will be even worst for Intel.
Most certainly. If AMD ever gets its ARM based processors out, so that the rest of the industry has access to high performance chips, Intel will be in a world of hurt. A very low power ARM chip with AMD graphics would be very interesting in the marketplace. Then you have Qualcom and the other SoC vendors that will have 64 bit ARM on the market soon.
All of these solution run at power levels well below Intels even with Intels process advantages. Think about it this was, how long would iPhone last on its battery if it had a 64 bit Atom in the box. So yeah things look really bad for Intel. I can't see a tablet or cell phone manufacture logically going down the Intel path.
As for Apple I have to wonder what exactly they will do for the tablet processor. They are pretty far ahead technology wise, I could see them simply upping clock rate instead of a major A7 revision. Of course everyone would love to see a beefed up A7X. If A7X does happen, nobody will have anything even close to such a chip on the market.
So it doesn't seem too far off that Apple could get that $200 or more off from Intel next year. Especially when Broadwell arrives.
Given that we agree on so much above I'm not sure why you believe this. $200 per chip discount would be massive in Intels eyes. I don't think Intel would do it even if Apple threatened to transition some Mac hardware to ARM. Broadwell promises some savings due to higher integration, that is a good thing, but I don't see the chips them selves being much cheaper if at all. Intel will want to get the same profit from each motherboard if it can. The overall cost of the motherboard will be less but that will be due to factors outside of Intel.
Although I really wish Apple could use some CPU savings and put those into PCI-E 3.0 SSD in next year iMac model.
Funny I wish that Apple would pull head from ass and morph the physical design of the iMac into something I might actually buy. Put those SSD cards and RAM cards behind a panel I can get to and I might start to get interested in the iMac.
As to the SSD idea, I really don't know what in the hell Apple is up to with the iMac nor the Mini. If they can stick a high performance SSD in the Mac Book AIRs it ought to be easy for them to do the same in the iMac or Mini. This is just another reason why I don't see Apple as being serious with the desktop market, they through all of this developmental effort into the Mac Books and push out trivial updates for the iMac, and Mini. Thankfully the Pro is getting an update after years of neglect. The thing here is that Apple has been shipping laptops with some sort of SSD for years now, you would expect a trickle down after awhile.