obiwanbill

You created quite the “House of Cards” there … let me tug on a few cards where u got your facts wrong … Intel won’t be manufacturing their GPU’s, TSMC will! Doh! So now, any advantage you were attributing to Intel for GPU’s … doesn’t exist! In fact, it’s worse because they will be competing with AMD & NVIDIA for access to GPU chips @ TSMC.

Let’s tug on another two cards … sure, Intel can make lots of CPUs (compared to AMD) and the benchmarks are telling us, we r getting “less” than from AMD. They better be priced as the “value leader”. Whoops … so where are Intel’s sky high margins going to come from?  Making CPU’s for Apple? Haha … why would Apple want to fund their competitor. They used to do that with “Scamsung”, I’m sure that lesson has been learned, deeply. Do u need a refresher?

Your House of Cards is tumbling to the ground! 😭

I bought my first computer in the mid 80’s, remember the Amiga? I’ve seen lots of stuff, my friend. 

Bill

bleab said:

omasou said:

The end of the headline should read... FOR Intel.

The CEO is probably so happy that he can blame further delays on the pandemic instead of Intel's inability to innovate and compete.

I've always thought this whole Apple Car thing wasn't so much about "the car" but instead about the hardware, i.e. silicon and the software. Apple doesn't want to sell cars they want car makers to use their hardware and software. What's the point of this side trip? The point is if Intel doesn't figure it out Apple will eat what's left of their processor business for mobile and embedded devices.

The Intel bashing is wishful thinking delusion. Thanks to the combination of Apple's small market share, terrible ARM chips by Qualcomm and MediaTek and the lack of capacity for AMD at TSMC who prioritizes mobile chips, Intel has 80% market share. Despite all of the "Intel is doomed" nonsense, this isn't going to change. Even if Apple Silicon double's the traditional macOS market share, it will still be barely over 10% and less than the ChromeOS market share for the past year. And while it seems that the Apple blogs have become AMD's biggest cheerleaders since Apple announced that they were leaving Intel, the truth is that the chip shortage has affected AMD even more. It is the reason for the latest XBox and PlayStation console shortages. Most OEMs and DIYers who want to use the latest AMD chips can't get their hands on enough to make more than a few models so they are resorting making new devices with the 10th and 11th gen Intel chips that they have on hand instead. Thanks to AMD making the decision to spin off their foundry, the main thing that keeps them from being truly able to rival Intel is TSMC's needing to make a combined 300 million iPhones and iPads a year, plus fill orders for the hundreds of millions of Qualcomm and MediaTek chips that go in Android and ChromeOS devices. Meanwhile Intel can dedicate their entire foundry output to their own chips.

Not only that but expect Intel to make inroads in the discrete GPU game in the next 2 years. AMD is going to continue to be stuck behind iPhone, iPad and Mac chips at TSMC. Nvidia is going to be held back by the combination of the bottleneck at TSMC and low yields at Samsung Foundries. So when the Intel discrete GPUs launch 3Q2021 they will sell by virtue of being pretty much the only option that people will be able to practically buy. So this whole idea that losing the 20 million CPUs that they sell Apple a year was going to set off this chain reaction that was going to bring Intel to their knees was always magical thinking, just as were the claims that iPads were going to kill off Microsoft and the endless "now THIS is what will finally kill off Android!" claims that have only recently stopped. While they certainly want it, Intel didn't need Apple's business before 2005 and they don't need it now. 

crazyexcalibur said:

They did this with the AirPod Pro. They made the ANC worse in it after a firmware update. Why do they keep doing that?