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so how many of you think amd are finally steaming ahead past intel in the market place?
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amd cracked the market
- Thread starter comradpoplin!
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Soldato
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Erm, no, espically now they dont appear to not have anything to combat Conroe.
However, in the last few years they have been slowly working there way into the market.
Now its Intels turn to lead the way.
Conc
However, in the last few years they have been slowly working there way into the market.
Now its Intels turn to lead the way.
Conc
Associate
what the hell is conroe
Soldato
Soldato
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google it.nyzrox said:
or look at the cpu forum
Associate
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Amd will come up with a rival. The only reason Intels been so successful is because they have good advertising. Amd cpu's are just as good and a lot cheaper
amd market share around 20% , Intel 80%
so no, they may have the products but they simply cant compete on volume.
They have made some impressive market share gains in the last few years but despite intels best efforts at self destructing AMD just dont have the money to invest in manufacturing to take advantage of their technical lead.
so no, they may have the products but they simply cant compete on volume.
They have made some impressive market share gains in the last few years but despite intels best efforts at self destructing AMD just dont have the money to invest in manufacturing to take advantage of their technical lead.
Associate
I don't think AMD even have the manufacturing capacity to supply an OEM like Dell even if they could land a deal like that! They're expanding slowly though, and in a couple of years the market will probably look very different, especially as Intel have already been convicted of anti-competitive behaviour in S. Korea and are facing lawsuits elsewhere.
They're expanding slowly though, and in a couple of years the market will probably look very different, especially as Intel have already been convicted of anti-competitive behaviour in S. Korea and are facing lawsuits elsewhere.bbreezeuk said:
yup, but thats the point, AMD couldn't produce the volume required, dont matter how good their cpu's are.
For AMD to take over from Intel they would need to build at least an additional 4 X 300mm fabs, each running 30K+ wafers per month, a conservitive price for a 90nm (with the possibility of 65nm shrink) 30K+capacity fab is around 5 Billion dollars, so 20 billion in capital costs to get even close to Intels capacity, then theres the chipsets to go with it, NV, ATI etc would also have to get 4 X the capacity from TSMC & the other foundries who produce the chipsets...
basically...
aint going to happen.
Caporegime
markysparky said:
I'm not convinced to be honest, Conroe looks very very impressive, and AMD CPUs have been getting steadily closer to intel price-wise over the last few years (as their CPUs have become more performance competitive).
If we leave the fanboy comments aside, I think this round shall be Intels. Why? Look at Conroe benchmarks, it's put against an FX60 which is clocked faster and if the AM2 benchmarks are anything to go by (I'd still take them with a pinch of salt as I don't agree with THG's comparison for that review), I doubt AM2 will provide anything near Conroe initally (since the different between AM2 and S939 won't be anything like ~20% different shown in the Conroe bench. Conroe is due for release Q3 this year, unless AM2 pulls something special out of the bag when it's released then I think we'll see people jump ship.
It's all very well AMD might have something to counter it but unless it comes soon AND stamps all over Conroe then they are up a certain creek without a paddle. What has surprised most people is the fact that Conroe not only beat an FX60 which was overclocked, it beat the FX60 by a considerable margin (~20%) If they are planning something then it NEEDS to be this year or Q1 2007 at the very latest...after that it's too late...until the next round begins.
It's all very well AMD might have something to counter it but unless it comes soon AND stamps all over Conroe then they are up a certain creek without a paddle. What has surprised most people is the fact that Conroe not only beat an FX60 which was overclocked, it beat the FX60 by a considerable margin (~20%) If they are planning something then it NEEDS to be this year or Q1 2007 at the very latest...after that it's too late...until the next round begins.
Soldato
Last time I checked AMDs total revenue is equal to Intels profits. AMD have stole themselves a nice piece of market share and has allowed them to be more competitive, but they are far far off "steaming past" Intel.
Associate
Well, they don't really need to equal Intel's capacity though, assuming that every increase in AMD's output equals a proportionate drop in Intel's sales...mcmad said:
So they probably only need to have about 1/2 Intel's manufacturing capacity in order to equal them in sales. They're building another fab now, but it will be years before they could ever be a significant force in the industry.What I'm worried about is AMD's current reliance on the enthusiast market, which accounts for most of their sales. If Conroe really does turn out to be that much better than AM2, it will really put a dent in their sales, possibly forcing them to close and giving Intel a REAL monopoly on the market (which we all know would not be a good thing!). Still, I doubt AM2 will be as bad as it currently looks when it comes out. A64s also had problems on release but they got ironed out, after all.
I'm constantly hoping that AMD will take a leaf out of Ati's book and lisence their CPU designs out to other fabs. Not their top-of-the-line, obviously, but I imagine there would be a huge demand for low-cost chips such as Bartons and Tbreds in developing countries like India or China, and by lisencing out to local companies to manufacture for them AMD could make a tidy profit without the need to build more fabs.
manveruppd said:
When the A64 was released, yes it did have it's problems but Intel had nothing that could complete on the same level at the time (AMD also had the AXP - hence they had two processors which kept it ahead of Intel). But now, AMD have a very real threat and it means that if AM2 doesn't deliver at launch or shortly after launch then I think they'll find it hard to come back, unless they push the bar higher (like Conroe, A64, AXP, etc.).