Intel Claws Back Desktop PC and Notebook Market Share From AMD, First Time in Three Years

[Dave2150]

Source: https://www.tomshardware.com/news/i...58.1558187629.1612440682-111186561.1564435319

Sad news for AMD, despite having the best CPU's with Zen3, not being able to afford fabs to make their own CPU's means they will never be able to make enough CPU's for fulfil demand. This means more sales for Intel, even when Intel have the inferior CPU's.

Once Intel retake the gaming crown with Rocketlake, on a cheap as chips 14nm process, this will only get worse for AMD.

Alder Lake also launching 2H 2021, which is likely to be the next 'sandy bridge' moment for Intel, where they leafrog AMD.

I think the nail in the coffin for AMD was being contractually obligated to prioritize console APU's for the the PS5/XboxX, these are sold for such a low margin compared to Ryzen and have eaten away most of AMD's wafer supply from TSMC.

Sad times.

 

[FoxEye]

Alder Lake also launching 2H 2021, which is likely to be the next 'sandy bridge' moment for Intel, where they leafrog AMD.

Until Intel actually execute, my faith in them to "leapfrog" anyone is pretty minimal. Not that I'd mind if it did happen, but I can't say anyone should expect it to happen.

 

[Nutella33]

Sad news for AMD, despite having the best CPU's with Zen3, not being able to afford fabs to make their own CPU's means they will never be able to make enough CPU's for fulfil demand.

I think you are overreacting from a small drop in a single quarter (they are still up YoY and grew their CPU revenue 50%), at a time that they also produced over 5 million console chips. And I'm not sure your fab ownership point really chimes when Intel are also outsourcing chip production because their own fabs can't produce.

Once Intel retake the gaming crown with Rocketlake, on a cheap as chips 14nm process, this will only get worse for AMD.
Alder Lake also launching 2H 2021, which is likely to be the next 'sandy bridge' moment for Intel, where they leafrog AMD.

Competition is good. The 'Wait for xxxx-lake' phrase is almost becoming a meme though after the last 3 years and assumes AMD sits still.

I think the nail in the coffin for AMD was being contractually obligated to prioritize console APU's for the the PS5/XboxX,

There is nothing about AMD's current business or performance prospectus that looks like a nail in the coffin. If anything the vampire is up, walking about and doing quite well.

 

[kitfit1]

There is nothing about AMD's current business or performance prospectus that looks like a nail in the coffin. If anything the vampire is up, walking about and doing quite well.

I tend to agree. As a creature of the night, vampires have a habit of catching prey unawares...............................something any competing vampires will know only too well.

 

[humbug]

I think you are overreacting from a small drop in a single quarter (they are still up YoY and grew their CPU revenue 50%), at a time that they also produced over 5 million console chips. And I'm not sure your fab ownership point really chimes when Intel are also outsourcing chip production because their own fabs can't produce.



Competition is good. The 'Wait for xxxx-lake' phrase is almost becoming a meme though after the last 3 years and assumes AMD sits still.



There is nothing about AMD's current business or performance prospectus that looks like a nail in the coffin. If anything the vampire is up, walking about and doing quite well.

Competition is good. The 'Wait for xxxx-lake' phrase is almost becoming a meme though after the last 3 years and assumes AMD sits still.

Pretty much this.

4 years ago this was "Intel will just pull a super chips out of its arse and put AMD back in its box, because, Intel"

https://imgur.com/gallery/SY3rKiJ

In 2017 AMD pees on Intel's campfire by offering 6900K performance at half the price.
In 2018 AMD takes on Intel's HEDT by offering more for less.
In 2019 AMD murders Intel's HEDT, stone dead, impossible for Intel to compete there now.
In 2020 AMD make Intel completely obsolete by taking from them the only reason to buy Intel at this point, Gaming.

Intel may take back the gaming crown later this year, with a huge Furness of a CPU that's sure to become a meme.

6 Moths later, Zen 4 arrives...

 

[Dave2150]

I think you are overreacting from a small drop in a single quarter (they are still up YoY and grew their CPU revenue 50%), at a time that they also produced over 5 million console chips. And I'm not sure your fab ownership point really chimes when Intel are also outsourcing chip production because their own fabs can't produce.

Intel are only outsourcing as it's a method of taking even more wafers away from AMD.

Do you think AMD stock level is at a good level now? It's going to get worse, as Intel are bidding on the same wafers AMD buy.

 

[Dave2150]

Intel may take back the gaming crown later this year, with a huge Furness of a CPU that's sure to become a meme.

6 Moths later, Zen 4 arrives...

The Nvidia RTX 3000 series also run as hot as furnaces. Does anyone care? No. Why not? They also happen to offer the best gaming performance.

As you've been told in the past, people don't care if it runs hot, they care about performance.

 

[pete910]

Intel are only outsourcing as it's a method of taking even more wafers away from AMD.

https://hexus.net/business/news/components/147366-amd-talks-samsung-resolve-chip-shortages-rumour/

 

[Journey]

Sad times

If that is all you took from the article, then you are literally baiting and trolling with the creation of this thread.

I sense a mod lock incoming unless you read the full article and present a less daft assessment of what was termed "explosive growth" in the CPU sector, showing the biggest Q4 increase in recent history across all x86 segments.

 

[tommoT.Striker]

Source: https://www.tomshardware.com/news/i...58.1558187629.1612440682-111186561.1564435319

Sad news for AMD, despite having the best CPU's with Zen3, not being able to afford fabs to make their own CPU's means they will never be able to make enough CPU's for fulfil demand. This means more sales for Intel, even when Intel have the inferior CPU's.

Once Intel retake the gaming crown with Rocketlake, on a cheap as chips 14nm process, this will only get worse for AMD.

Alder Lake also launching 2H 2021, which is likely to be the next 'sandy bridge' moment for Intel, where they leafrog AMD.

I think the nail in the coffin for AMD was being contractually obligated to prioritize console APU's for the the PS5/XboxX, these are sold for such a low margin compared to Ryzen and have eaten away most of AMD's wafer supply from TSMC.

Sad times.

Very sad news

Is this the end of AMD as we know it?
When does Lisa get her P45?
Should I sell stock now?
When do I get my Intel upgrade for my Threadflopper

 

[4K8KW10]

Very sad news

Is this the end of AMD as we know it?
When does Lisa get her P45?
Should I sell stock now?
When do I get my Intel upgrade for my Threadflopper

Sarcasm or what? Q4 is only a fluctuation caused by the coronavirus pandemic and that the factories are closed and that most customers have no access to the chips whatsoever.

Once, the supply gets fixed, I guess no one will buy Intel... again.

 

[Doobedoo]

It's one of Dave's special threads again

 

[Grim5]

The Nvidia RTX 3000 series also run as hot as furnaces. Does anyone care? No. Why not? They also happen to offer the best gaming performance.

As you've been told in the past, people don't care if it runs hot, they care about performance.

********

rtx3000 cards run extremely cool

don't try to equate your 100c Rocket lake stock cpu to a 65c graphics cards mate

 

[Grim5]

If you want to talk about the future let's talk about Intel's server future

benchmarks are out for next gen Xeon Icelake-SP: 72 cores (36 per glued die) at 3.8ghz with 580w TDP. And it still flops next to a next gen AMD 64 core Epyc at 3.2ghz with 280w TDP

You say gamers dont care about heat, what about Amazon and other server vendors - what would they say to an extra 300w of heat for each CPU

 

[rustyk21]

The Nvidia RTX 3000 series also run as hot as furnaces. Does anyone care? No. Why not? They also happen to offer the best gaming performance.

As you've been told in the past, people don't care if it runs hot, they care about performance.

All things being equal, I have to agree with this. There is a trend on forums that people assume that everyone else is stupid and gets conned by marketing, but I believe that most people read reviews and buy on a price/performance basis, along with factoring in other constraints.
Brand Loyalty (mindshare) is an abstract myth that people promote to get some wierd form of self gratification.
When people talk about operating temps/power/efficiency etc. I think they generally use that as a form of confirmation bias, or just taking sides.

It's like with some of the older AMD GPUS when everyone starting quoting Furmark figures and saying that they used ridiculous amounts of power. Well, yeah, in an unrealistic use case scenario maybe.
If someone wants to run massive volts/100% usage/Max overclock through a CPU. Fine, but that's not a typical efficiency scenario. You can't have it both ways.

 

[Joxeon]

Competition is good as AMD have overpriced their current CPUs and we need Intel competing to keep them in check else we'll be paying £400 for a 6 core by the time 2022 rolls around.

 

[smilingcrow]

Benchmarks are out for next gen Xeon Icelake-SP: 72 cores (36 per glued die) at 3.8ghz with 580w TDP. And it still flops next to a next gen AMD 64 core Epyc at 3.2ghz with 280w TDP.

I’m not expecting much from almost anything Intel on 10nm, but even so, that is terrible.
The 65W chips with iGPUs will probably be fine and that's it!

You say gamers dont care about heat, what about Amazon and other server vendors - what would they say to an extra 300w of heat for each CPU.

It’s a double whammy as there’s the extra power consumption plus the extra cost of cooling.
They’ll have no chance in large data centres and will be number 3 behind ARM and AMD in terms of performance per watt and density.

 

[jigger]

It’s simply case of Intel being able to supply numbers and move inventory that has been sat on shelves to gather dust. Intel must be so glad of the pandemic.

 

[Grim5]

It’s simply case of Intel being able to supply numbers and move inventory that has been gather dust. Intel must be so glad of the pandemic.

Exactly

this numbers don't count consoles

AMD has sold 6 million Zen 2 console CPUs in Q4 2020 to go with its 1 million Zen 3 desktop CPUs - this data only looks at the 1 million and says AMd is losing market share, it ignores that almost all AMD volume is currently allocated to consoles

 

[jigger]

Exactly

this numbers don't count consoles

AMD has sold 6 million Zen 2 console CPUs in Q4 2020 to go with its 1 million Zen 3 desktop CPUs - this data only looks at the 1 million and says AMd is losing market share, it ignores that almost all AMD volume is currently allocated to consoles

Plus the OEM only parts and embedded segment . Not to mention the recent changes in the Chinese console market.