Intel is feeling intense competitive pressure… but on the low end, from ARM chips. With >95% saturation, Intel doesn’t have any growth left in the desktop/server market, and they’ve missed out on phones. I think they’re hoping to catch the next wave by focusing on IoT devices.
But by diverting focus towards IoT, they seem to have lost momentum with desktop/server chips. Tick-tock is dead, and their upcoming generation of CPUs is going to be 14nm again. If AMD can capture just 10% of the server market, it would be a huge disruption.
I’m also not entirely sure why anyone outside of a clueless middle manager would choose to use Intel for “IoT”; these devices are typically small, cheap, and low-margin; why would you use a relatively encumbered, expensive, and engineer-unfriendly Intel SoC when there are tons of cheap, powerful, and easy (in terms of tooling and documentation) ARM SoCs available? And with RISC-V, licensing would be even less of an issue than it is with ARM.
Intel has dominated desktop processors because they’re good at making big, complicated things that are expensive enough to produce that additional IP costs aren’t a deal breaker for consumers. I’m skeptical that they can translate this advantage to simpler processors as well.
I’m really looking forward to AMD being a contender again. I feel like Intel products have really stagnated over the years due to lack of competition. This will be good for AMD and Intel users alike.
sure but was it actually leaked or is this just someone hoping to generate hype?
We’ll find out fairly soon. I’m really hoping that Intel has some serious competition.
Intel is feeling intense competitive pressure… but on the low end, from ARM chips. With >95% saturation, Intel doesn’t have any growth left in the desktop/server market, and they’ve missed out on phones. I think they’re hoping to catch the next wave by focusing on IoT devices.
But by diverting focus towards IoT, they seem to have lost momentum with desktop/server chips. Tick-tock is dead, and their upcoming generation of CPUs is going to be 14nm again. If AMD can capture just 10% of the server market, it would be a huge disruption.
I’m also not entirely sure why anyone outside of a clueless middle manager would choose to use Intel for “IoT”; these devices are typically small, cheap, and low-margin; why would you use a relatively encumbered, expensive, and engineer-unfriendly Intel SoC when there are tons of cheap, powerful, and easy (in terms of tooling and documentation) ARM SoCs available? And with RISC-V, licensing would be even less of an issue than it is with ARM.
Intel has dominated desktop processors because they’re good at making big, complicated things that are expensive enough to produce that additional IP costs aren’t a deal breaker for consumers. I’m skeptical that they can translate this advantage to simpler processors as well.
I’m really looking forward to AMD being a contender again. I feel like Intel products have really stagnated over the years due to lack of competition. This will be good for AMD and Intel users alike.