Don't be so sure OP
8 replies (most recent on top)
Thats why I love donald trump. You can hate him. Still gotta love him
The arrogance is astounding, no wonder intel with all its strength, great engineers, great management crushed it in tablets, phones, mobiles, Itanium, Larabee, and so many other spectacular success, party on
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The software infrastructure for x86 can be established very very quickly. Windows 10 for ARM with x86 emulation is already a reality, and that emulation would be good enough for most average users. For higher-end users, mainboard manufacturers can solder an i5 or comparable AMD processor on mainboards for ARM CPUs to let legacy x86 apps run natively in a VM. That sounds like it will be expensive, but a last-generation i5 coupled with a high-end ARM CPU might actually end up having a better cost/value ratio than a new i7. And you just have to give people the feeling that this is where things are going. If Apple ever does a switch away from Intel, then people will definitely get that feeling.
"People will always need our products!", "Our competitors historically haven't been able to deliver!"
Famous last words of companies that have become too big and successful for their own good.
And sure, Intel will still be around in 10 years, just like Nokia is still around. Microsoft will own the Intel PC processor brand, and the "Intel Datacenter Inc." will be spun off into a minor still profitable business. Worldwide number of employees will be down to 10,000-20,000.
Agree with OP, Intel will still be here and Intelliers will still continue partying and spending. Look at Intel now, even with Ryzen coming out in end Feb, Intel's not bothered and continue spending and partying with lavish parties thrown in SF end Feb with MIT staff around the world flying over for SF party. When you are a 50+ billion company, there's great momentum and lots of room to maneuver. PCs, laptops, workstations, servers will always be needed. As long as the software infrastructure for non x86 is not established, x86 will always be a cash cow. And AMD historically have never been able to deliver, so Intel does not seem bothered and continue allowing its favored groups like MIT to throw $ everywhere.
The truth of how dark is the future is all buried in this very insightful quote...................
Joseph Moore of Morgan Stanley
"We were surprised to see Coffee Lake, the 4th generation 14 nm part, added to the roadmap late last year, but expected it to complement 10 nm products. But Intel basically conceded that this will be their go-to-market product for Christmas, the 8th generation Intel processor family – though they did tell us that there will be client product out this year on 10 nm, the volume will be mostly next year. 4 generations of 14 nm is certainly a surprise, and if there is minimal volume of 10 nm this year, it’s really effectively not a 2017 process […] There are two reasons to put the 2017 focus on the 4th generation 14 nm part, instead of the 10 nm part, and neither of them are positive. The most likely rationale is that 10 nm volume is simply available too late in the year to hit the back to school/holiday market without disrupting the supply chain; In the 2014 launch of 14 nm, a late launch proved to be disruptive. The other explanation, which seems more what the company is describing, is that it’s simply more economic, given mature yields on 14 nm – but to us, this suggests that the performance and cost benefits of 10 nm aren’t playing out as quickly as expected. While a mature process yield would help margins in 2017, it certainly would extend the competitive window for AMD’s Zen, which looks to be competitive with Kaby Lake and potentially also Coffee Lake (which Intel claimed was 15% better performance than Kaby Lake)."
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OP: Really, ask the Blackberry, Motorola, Nokia how quickly things imposed! Or how quickly did Motorola, TI, National and AMD semiconductor withered and they weren't one trick pony like intel is!
BY the way did 14nm hit the forecasts and commits from 2 years ago? Last I checked there are 4 product generations on 14nm because 10nm is such a resound successful program at LTD and TMG! What happened to Tick Tock?
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