AMD vs Intel 2019 Edition

[trs96]

The two members of the Wintel monopoly (MS & Intel) both missed out on the mobile device revolution that started back around 2007, led by the iPhone and iPad. MS couldn't produce a phone anyone wanted to buy and Intel couldn't make a low power chip that would perform well enough or stay cool enough in an iPhone. Jobs decided that Apple would have to make their own A series chips and the rest is history. So the beginnings of this Intel slide go back even further than the past 3-4 years. They didn't acknowledge the bigger trend indicating that more efficient lower power chips that run cooler were the direction they should head in.

 

[pastrychef]

The two members of the Wintel monopoly (MS & Intel) both missed out on the mobile device revolution that started back around 2007, led by the iPhone and iPad. MS couldn't produce a phone anyone wanted to buy and Intel couldn't make a low power chip that would perform well enough or stay cool enough in an iPhone. Jobs decided that Apple would have to make their own A series chips and the rest is history. So the beginnings of this Intel slide go back even further than the past 3-4 years. They didn't acknowledge the bigger trend indicating that more efficient lower power chips that run cooler were the direction they should head in.

Yeah... Intel actually sold off their Xscale unit years ago.

Ever since Apple made the announcement that Macs will be going Arm, everyone else is playing catch up.

Qualcomm, PC partners take on Apple with new 8cx Gen 2 5G laptop chip

The company hopes consumers will finally start buying Arm-based Windows devices in bigger numbers, just as Apple gears up for its Arm-based Macs.

www.cnet.com

 

[trs96]

Intel actually sold off their Xscale unit years ago.

About one year before the first iPhone launch.

On June 27, 2006, the sale of Intel's XScale PXA mobile processor assets was announced. Intel agreed to sell the XScale PXA business to Marvell Technology Group for an estimated $600 million in cash and the assumption of unspecified liabilities. The move was intended to permit Intel to focus its resources on its core x86 and server businesses. Marvell holds a full architecture license for ARM, allowing it to design chips to implement the ARM instruction set, not just license a processor core.

 

[Gigamaxx]

About one year before the first iPhone launch.

On June 27, 2006, the sale of Intel's XScale PXA mobile processor assets was announced. Intel agreed to sell the XScale PXA business to Marvell Technology Group for an estimated $600 million in cash and the assumption of unspecified liabilities. The move was intended to permit Intel to focus its resources on its core x86 and server businesses. Marvell holds a full architecture license for ARM, allowing it to design chips to implement the ARM instruction set, not just license a processor core.

Look at the last aquisition, Apple Ethernet supplier. 6 Billion for another ARM company.

 

[pastrychef]

The failures at Intel has cost Bob Swan his job.

After corporate blunders and setbacks, Intel ousts CEO Bob Swan

Embattled US chip giant makes move just days before strategy update.

arstechnica.com

 

[thedocbwarren]

The failures at Intel has cost Bob Swan his job.

After corporate blunders and setbacks, Intel ousts CEO Bob Swan

Embattled US chip giant makes move just days before strategy update.

arstechnica.com

Indeed! The announce at CES of 11th gen is a very weak response to AMD and Apple (in my opinion.) 14nm and similar to previous, less cores (even if slightly faster.) Just seems they can't compete as they are. Not sure where their major issue is outside losing their top chip designers.

Me personally I'm not bothring to plan a new build (even if for Linux.) See no point in x86 right now.

 

[scottkendall]

Indeed! The announce at CES of 11th gen is a very weak response to AMD and Apple (in my opinion.) 14nm and similar to previous, less cores (even if slightly faster.) Just seems they can't compete as they are. Not sure where their major issue is outside losing their top chip designers.

Me personally I'm not bothring to plan a new build (even if for Linux.) See no point in x86 right now.

I think it is less about chip designers and more about sticking to what they have done for years instead of trying new things. This is what happens when you let keeping the shareholders happy drives your business instead of innovation driving your business. When innovation comes first the profits will follow at least if you are Apple.

 

[pastrychef]

When innovation comes first the profits will follow at least if you are Apple.

It's also true for AMD.

 

[scottkendall]

It's also true for AMD.

To a much lesser extent, and can we really say they are innovating on the GPU side of the market?

 

[pastrychef]

To a much lesser extent, and can we really say they are innovating on the GPU side of the market?

Yes. I believe they are. For years, they had nothing to compete with Nvidia on the top end. Now, they have RDNA2 which is very competitive on the top end.

The one year charts for Intel and AMD:
Inte:

AMD: