What are your thoughts?
17 replies (most recent on top)
"Almost nobody needs a top-of-the-line laptop to do their tasks. Most things that people want to do with computers can be done on a machine that is five to ten years old without any trouble at all."
Says the guy from Intel stuck on 14nm and selling rebranded 5 year old CPU's.
Almost nobody needs a top-of-the-line laptop to do their tasks. Most things that people want to do with computers can be done on a machine that is five to ten years old without any trouble at all. For example I use a ThinkPad T460p, and while the geekbench scores for its processor are maybe half of what Apple achieves here (even worse for multicore!), it does everything I need faster than I need it.
Battery life, screen quality, and ergonomics are the only thing most consumers need to care about. And while Macs are certainly doing well in those categories, there are much cheaper options available that are also good enough.
Apple is on 5nm first because they buy a sh!t ton of leading edge wafers for iPhones.
Volume matters.
The dmbfux at Intel missed a golden opportunity to enter mobile phones and this is the consequence.
iPhones are eating into PCs and servers in much the same way Intel used client PC volumes to achieve massive fab scale and disrupt RISC workstations and servers.
Notice how iOS phone and iPad apps can now run on macs. The writing is on the wall. The Wintel platform is at grave risk.
"its on 5nm. we have to see Intel/AMD move to 5nm before making comparison."
As someone who has already worked with TSMC 7nm, 5nm, and 3nm I can help you with the math. You'll pick up about 15% real world performance / watt at best from process node to the next node but more likely 10%. Let me know if you think process will bring x86 up to par with M1*
@1ylo - Agreed. Inflection point was in the 2014-2017 timeframe under the Big Klown's regime, particularly the huge layoffs of 2015 and 2016. Every decision that corrupt, bloviating mo--n made was the wrong one, and trust has not recovered since.
It’s just plain embarrassing.
Its a sad slide from a former chip giant nicknamed chipzilla not too long ago to the industry laughing stock.
Your leadership failed and failed hard.
Resting on past success is a recipe for future failures. The chief architect of the M1 chip started his own company which was bought out by Qualcomm.
If you think Apple is just a small fish in the laptop world, just wait until you see Qualcomm with these silicon beasts and their strong partnerships with Microsoft. X86 on windows is going to die for those that can see a few years ahead.
There is a SERIOUS reckoning coming and not many people in leadership positions seems to get it.
I think I will buy one.
I personally think Intel has never recovered from the last big round of layoffs. Digging yourself out of that level of mistrust is essential to compete in this environment, but there will never be any trust for anyone working at the company longer than 5 years. That doesn't mean Intel will fold and go under, but they will never again be what they once were.
Intel is already a zombie company like so many in the US. The fab space is owned by TSMC. Nvidia is the 800 lbs gorilla in GPUs and AI acceleration with AMD taking the leftover. AMD is dominating in x86 market. The x86 server space is being taken over by AMD while all the big tech firms have their own in house Arm CPUs (Amazon AWS, Microsoft Azure, Google GCP, and Facebook). Mobile is dominated by Apple, Qualcomm, and Mediatek Arm solutions. Meanwhile Apple M1 and followups is just embarrassing for Intel client CPUs. It's so bad that the latest cringe Intel ads bashing Apple don't even mention Intel CPU's because even the company executives are too ashamed.
But Intel is printing $$ people will say. There's only one group that keeps the lights on and that's DCG. However, the big tech companies don't want Intel server parts. They only buy them because AMD cannot supply enough inventory so they are forced to buy from Intel at steep discount. It's a slow moving train wreck for Intel but the wreck has already happened. Once big tech can ramp up their own in house Arm server CPU's, augmented with AMD Epyc, demand for Intel parts will dry up unless offered at a very steep discount.
its on 5nm. we have to see Intel/AMD move to 5nm before making comparison.
For the LOLs
https://www.marketwatch.com/story/intel-ceo-pat-gelsinger-hopes-to-win-back-apple-by-outcompeting-it-11634515343
From Anandtech:
In terms of CPU performance metrics, Apple made some comparisons to the competition – in particular the SKUs being compared here were Intel’s Core i7-1185G7, and the Core i7-11800H, 4-core and 8-core variants of Intel’s latest Tiger Lake 10nm 'SuperFin' CPUs.
Apple here claims, that in multi-threaded performance, the new chips both vastly outperform anything Intel has to offer, at vastly lower power consumption. The presented performance/power curves showcase that at equal power usage of 30W, the new M1 Pro and Max are 1.7x faster in CPU throughput than the 11800H, whose power curve is extremely steep. Whereas at an equal performance levels – in this case using the 11800H's peak performance – Apple says that the new M1 Pro/Max achieves the same performance with 70% lower power consumption. Both figures are just massive discrepancies and leap ahead of what Intel is currently achieving.
So, curb-stomping Intel yet again. Good luck in beating Apple's chip performance and winning their business back, Pat! LOL
@vcj -- Intel is not going anywhere. I agree intel stock will not skyrocket but it will be still around and I will be getting hefty pay with little work. I have been with intel for 22 years and will suck intel blood for another 10 years. Who cares as long as king/queens like me getting excellent salary and benefits for going to few meetings a day and just bullshitting there.
Pat and Intel are so in trouble, TMG and silicon is finished, no wonder Pat asking for government bailout, FUBAR, how sad is LTD!
https://news.yahoo.com/intel-pressures-u-government-help-000630446.html
https://www.anandtech.com/show/17019/apple-announced-m1-pro-m1-max-giant-new-socs-with-allout-performance
Meh. Intel is still king and will be king.
RIP Intel.
You are getting smoked on two fronts with AMD and Apple.
Qualcomm will soon follow up in a few years.
What a ridiculous grossly mismanaged company.
Nothing changes, here or there