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Intel to launch 6 core Coffee Lake-S CPUs & Z370 chipset 5 October 2017

Well if the 8700K is 350 then Intel have some problems. Maybe Intel should just hold at £90-100 per core.
Need to remember it's not just gamers who will buy them. I've worked with a few companies now that have top end mainstream CPU's in their desktops, maybe not the top end at this point in time but top end when they were bought. For those buyers the on-board GPU does matter as that's what they use. That's got to be worth £50 probably, so really it's more like a £300 CPU with £50 graphics chip IMO.
Partly for the above reason I think I'll be going to X299 or similar in future although onboard graphics can be useful when between GPU's.
 
I might change from my 5820k next year, go from HEDT to mainstream. Only if it's a good boost to Ice Lake, especially if they move up to 8 cores as well. Zen 2 might be worth a look too, but at least things are definitely getting interesting now with processors.

Then again 2 years later we'll be at DDR5..
 
Hardly as I'm just pointing out the potential for AMD to impact Intel.
It's much too early for AMD to have impacted on Server sales much yet and they haven't even released an APU yet for mobile or desktop.
The potential is there but I'm not predicting Intel's decline.
Q2 2017 won't have been impacted by AMD to any significant degree; way too early.

Only one retailer but a big one, 54% AMD, 46% Intel.

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https://hothardware.com/news/amd-beats-intel-mindfactory
 
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Those numbers are fairly misleading though, a better indicator of sales would be looking at AMD's and Intel's financial reports.
Intel Q2 (April to June) 2017 report does give an indication of increased competition from AMD, they note a 3% decline in desktop processor revenue. The Q3 reports coming in October are going to be interesting because those will include Threadripper and Epyc sales and this supposed uptick in AMD Ryzen sales in desktop.
Anandtech has summaries of the reports here:
Intel Q2 2017
AMD Q2 2017
 
Those numbers are fairly misleading though, a better indicator of sales would be looking at AMD's and Intel's financial reports.
Intel Q2 (April to June) 2017 report does give an indication of increased competition from AMD, they note a 3% decline in desktop processor revenue. The Q3 reports coming in October are going to be interesting because those will include Threadripper and Epyc sales and this supposed uptick in AMD Ryzen sales in desktop.
Anandtech has summaries of the reports here:
Intel Q2 2017
AMD Q2 2017

Why would you use the word "Misleading" its a retailers product volume sales report represented as precisely that.
There is nothing misleading about it.

Your Financial Reports are from the last quarter, pre Ryzen, or at least only one month of half the Ryzen's now on the market, you're telling me my slide is misleading?
 
Those numbers are fairly misleading though, a better indicator of sales would be looking at AMD's and Intel's financial reports.
Intel Q2 (April to June) 2017 report does give an indication of increased competition from AMD, they note a 3% decline in desktop processor revenue. The Q3 reports coming in October are going to be interesting because those will include Threadripper and Epyc sales and this supposed uptick in AMD Ryzen sales in desktop.
Anandtech has summaries of the reports here:
Intel Q2 2017
AMD Q2 2017

Depends Intel make money from a lot revenue streams. Many of them not having anything to do with product sale.
 
We are certainly not talking about keys to unlock features on your Intel Chipset that should be a part of the cost of the motherboard, If we are talking about how Intel gets its revenue rather than CPU sales then yeah Intel are masters of charging you extra for something you already have.
 
Why would you use the word "Misleading" its a retailers product volume sales report represented as precisely that.
There is nothing misleading about it.

Your Financial Reports are from the last quarter, pre Ryzen, or at least only one month of half the Ryzen's now on the market, you're telling me my slide is misleading?

Yeah. Why use retail sales statistics to judge retail sales when you can bundle property management, IP royalties 80% of the graphics market and lots of lateral accounting.
 
@humbug it's misleading from the point of view that sales at 1 retailer don't denote market share in general, but it does show a trend.
And all of the Q2 months included R7 and R5 on the market, R3 only available for about 1 month though, reason why I said Q3 is going to be a lot more interesting. We'll get some idea if Epyc has had any kind of impact on Intel in their Q3 report.

@jigger true, they're very diversified nowadays, but their big money makers are still data center and consumer computing (mostly mobile SKUs).
 
The question is: what percentage of total CPU revenue do retail desktop chips represent?
Clearly Ryzen is doing well at retail but I have no idea what that means in the wider context.
 
The question is: what percentage of total CPU revenue do retail desktop chips represent?
Clearly Ryzen is doing well at retail but I have no idea what that means in the wider context.

According to AndreiD linked revenue reports AMD's revenue is up about 25% on the last quarter, this despite not having a full quarter of Ryzen 5, no Ryzen 3, no Threadripper and no EPYC.

They also still don't have Ryzen based APU's for all those mobile parts, thats Q4 i thing, might be Q1 2018, not sure...

Edit: Ryzen 5 launch mid may so that is a full quarter, Ryzen 3 July, Threadripper just a few weeks ago, no EPYC.
 
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@humbug it's misleading from the point of view that sales at 1 retailer don't denote market share in general, but it does show a trend.
And all of the Q2 months included R7 and R5 on the market, R3 only available for about 1 month though, reason why I said Q3 is going to be a lot more interesting. We'll get some idea if Epyc has had any kind of impact on Intel in their Q3 report.

@jigger true, they're very diversified nowadays, but their big money makers are still data center and consumer computing (mostly mobile SKUs).

Two firms are so different right now you might as well compare fiscal data from two random businesses.

Come back in twenty years.
 
@humbug AMD doesn't separate RTG in their earnings report, most analysts have that growth pegged to the GPU mining craze with big Polaris pricing being inflated due to strong demand. It's good for AMD though, that increased revenue is going to no doubt help, even if it's from miners.

@smilingcrow Desktop processor revenue doesn't seem to represent that big of a share for Intel, but might for AMD, difficult to dissect given how AMD reports their revenue.

@jigger They're companies competing in the same sectors, their financial data is complementary since if Intel loses 3% in desktop processor revenue you know it's due to AMD mainly.
 
RTG only had one GPU in Q2 and its one which is a year old.

@jigger yeah He's right about that, Data-centre and Mobile make up the vast bulk of anyones revenue.

AMD despite not having any Data-centre or Mobile are up 25%.

@AndreiD one retailer or not AMD's sales go up from what 10% vs 90%? pre Ryzen to 54% AMD 46% Intel its significantly telling, i don't think even you would argue other retailers are still 10% vs 90% Intel, well you can try but i think anyone reading it would take you for a fool.
Massive CPU sales pickup for the continents largest hardware retailer... "no no its cuz old GPU sales"

AMD retail CPU sales are up very very significantly, that's where their 25% growth has come from, not ancient GPU's launched last year.

Once Mobile and EPYC go on sale i suspect AMD revenue will take another huge leap, perhaps much much more than 25%
 
It's probably easier just to look at large partner shipments to indicate where volume is. Retail is like a drop in the ocean compared to OEM's like Dell/HP/Acer/Lenovo etc. Retail does however provide a good indication of how a product is being received, and AMD have certainly shown they can make a splash in that ocean, now they need to make it into a wave with APU's, then they will see some real volume and market share. It will take well into Q3 '18 to see that larger impact in financials and market share however, single digits for the next 2-3 quarters would still be a great win for AMD.
 
Just on a side note.

Take your selves back 6 months, what if i told you Germany's largest Hardware Retailer will be selling more AMD CPU's than Intel in August, you would laugh and say i was crazy, i would say i was crazy.
 
Just on a side note.

Take your selves back 6 months, what if i told you Germany's Largest Hardware retailer will be selling more AMD CPU's than Intel in August, you would laugh and say i was crazy, i would say i was crazy.

Personally, no I wouldn't. I've been there before when it has happened, and I have watched Intel twiddle their thumbs, then ram them firmly up their backsides. Total disregard for innovation, in the desktop segment, and almost complete stagnation in the HEDT market.
 
Just on a side note.

Take your selves back 6 months, what if i told you Germany's largest Hardware Retailer will be selling more AMD CPU's than Intel in August, you would laugh and say i was crazy, i would say i was crazy.

I would have laughed my arse off.
 
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