from the so-that-would-make-it-fifty-cents? dept.
Arthur T Knackerbracket has found the following story:
Talking at the Canalys Channels Forum in Barcelona, Alex Cho, president of HP's Personal Systems Business, claimed Intel's supply worries were across a portfolio of products, "not just specific CPUs".
[...] At the same event in the Catalonian capital, Gianfranco Lanci, chief operating officer at Lenovo, branded the lack of chips as a "concern" and a "limitation", saying the global PC market shipments could have grown at 7 to 8 per cent in Q3 if availability had improved, rather than the 4 per cent recorded.
[...] Steve Brazier, CEO at Canalys, said the "short answer is that we don't know [what is causing Intel's shortages]. And they are not telling anybody, so nobody completely knows why. All we can do is speculate that they made a serious software design flaw."
He added: "The interesting thing is the PC vendors do not know, they have no better information than we have. There is no sign of a short-term fix."
Of course, this has played into the hands of Intel nemesis AMD, which Brazier claimed was "now equal or ahead in performance – and it's cheaper". The Register is awaiting CPU market share figures from the analyst.
[...] We are also told that organisations, including financial institutions and cloud providers, are replacing current Intel chips with ones that have Meltdown and Spectre fixes built in.
An Intel spokesperson sent us a lengthy statement: "We continue working to improve the supply-demand balance for our PC customers. We invested an added $1bn in capital to achieve more capacity and flexible supply. As a result, we increased our 14nm capacity by 25 per cent while also ramping 10nm production.
"We've improved our supply every quarter. However, in the first half of 2019 we saw PC customer demand that exceeded our expectations and surpassed third-party forecasts. We are actively working to address the supply-demand challenge, and we expect supply in the second half will be up compared to the first half. We continue to prioritise available output toward the newest generation Intel Core products that support our customers' high-growth segments, and we plan to further increase our output capacity in 2020." ®
Related Stories
Intel's CEO Bob Swan is looking beyond CPU market share:
"We think about having 30% share in a $230 billion [silicon] TAM[*] that we think is going to grow to $300 billion [silicon] TAM over the next 4 years, and frankly, I'm trying to destroy the thinking about having 90% share inside our company because, I think it limits our thinking, I think we miss technology transitions. we miss opportunities because we're, in some ways pre-occupied with protecting 90, instead of seeing a much bigger market with much more innovation going on, both Inside our four walls, and outside our four walls, so we come to work in the morning with a 30% share, with every expectation over the next several years, that we will play a larger and larger role in our customers success, and that doesn't just [mean] CPUs.
It means GPUs, it means Al, it does mean FPGAs, it means bringing these -technologies together so we're solving customers' problems. So, we're looking at a company with roughly 30% share in a $288 billion silicon TAM, not CPU TAM but silicon TAM. We look at the investments we've been making over the last several years in these kind of key technology inflections: 5G At autonomous, acquisitions, including Altera, that we think is more and more relevant both in the cloud but also ai the network and at the edge, and we see a much bigger opportunity, and our expectations are that we're going to gain our fair share at that much larger TAM by Investing in these key technology inflections." - Intel CEO Bob Swan
A 30% TAM in all of silicon would mean that Intel not only has more room to grow but is a lot more diversified as well. With the company working on the Nervana processor as well as its Xe GPU efforts, it seems poised to start clawing market share in new markets. Interestingly, it also means that Intel is not interested in defending its older title of being the CPU champion and will actually cede space to AMD where required. To me, this move is reminiscent of Lisa Su's decision to cede space in the GPU side of things to turn AMD around.
Intel's business strategy is now focused on whatever an "XPU" is as well as GPUs, FPGAs, machine learning accelerators, and next-generation memory/storage:
This means the company intends to continue making its heaviest bets in areas such as Optane storage, hardware Artificial Intelligence acceleration, 5G modems, data center networking, and more. The slide that really drives this commitment home comes from Q2's investor meeting that explicitly shows the company moving from a "protect and defend" strategy to a growth strategy. If this slide were in a sales meeting, it wouldn't say much—but delivered to the company's investors, it gains a bit of gravitas.
Most of this was revealed nearly six months ago at the company's May 2019 investor's meeting, but the Q3 investor's meeting last week continues with and strengthens this story for Intel's future growth, with slides more focused on Optane, network, and IoT/Edge market growth than with the traditional PC and server market.
[*] TAM = Total Addressable Market.
Related: Intel Promises "10nm" Chips by the End of 2019, and More
Intel's Interim CEO Robert Swan Becomes Full-Time CEO
AMD Gains Market Share in Desktops, Laptops, and Servers as of Q4 2018
PC Market Decline Blamed on Intel, AMD to See Gains
Intel Chip Shortages - at Least Another Quarter or Two to Go, Say PC Execs
Intel announces $20 billion increase in stock buybacks (from $4.5 billion)
Intel Xe High Performance Computing GPUs will use Chiplets
(Score: 0) by Anonymous Coward on Sunday October 20 2019, @04:19AM (9 children)
and their quarterly shortages.
If we had true Communism where the people owned the means of production, there would be enough plenty of everything for everybody all the time.
(Score: 1) by fustakrakich on Sunday October 20 2019, @04:49AM (8 children)
Oh no! Under Communism it is far better if the shortages last all year, not a measly three months
La politica e i criminali sono la stessa cosa..
(Score: 0) by Anonymous Coward on Sunday October 20 2019, @05:07AM (2 children)
Under glorious Free Software regime, nobody will ever have to work to earn a living, and all lodging will be free.
(Score: 0) by Anonymous Coward on Sunday October 20 2019, @08:43AM (1 child)
Of course rent on the unit will be free. For the amount of unwashed 'musk' that will have permeated the domicile no one would ever be willing to live in that domicile again, no matter how many gallons of febreeze you filled it will to try and tackle the stench.
Ahh yeah, the only dystopia bigger than either Communist Russia, or Late Stage Capitalist/Nationalist America: Mid-Stage Stallmaninist Neckbeardia.
(Score: 0) by Anonymous Coward on Sunday October 20 2019, @09:21AM
Toe Jam was only the beginning.
(Score: 4, Funny) by driverless on Sunday October 20 2019, @08:36AM (4 children)
Under Communism there are no shortages. Anyone who incorrectly claims there are shortages, of which there are none, will be sent to gulag. Once trains start running again.
(Score: 3, Touché) by Anonymous Coward on Sunday October 20 2019, @04:28PM (1 child)
You could replace 'communism' with Trump, and shortages with pretty much anything.
Under Trump there was no collusion. Anyone who incorrectly claims there was collusion, of which there was none, will be sent to gulag. Once trains start running again.
Under Trump there was no improper request to investigate a political rival. Anyone who incorrectly claims there was an improper request, of which there was none, will be sent to gulag. Once trains start running again.
Under Trump, the supreme court nominee is not a serial rapist and a drunk...
Under Trump, there was no abandoning of our only indigenous ally in Syria, leading to their slaughter, and the resurgence of ISIS...
Under Trump, there is no repeated violations of the emoluments clause, with countries renting multiple suites in his hotels, and never visiting them, just to get on his good side...
.
.
.
Note there are more people imprisoned in the US than anywhere else on earth. Gulag indeed.
https://www.google.com/url?q=https://www.cnn.com/2018/06/28/us/mass-incarceration-five-key-facts/index.html&sa=U&ved=2ahUKEwi5kPOin6vlAhVzHzQIHbMPDNMQFjAAegQIARAB&usg=AOvVaw1ec3q0yqk8tl9wxf5lwc-a [google.com]
And, the poor state of US infrastructure is well known.
https://www.google.com/url?q=https://www.businessinsider.com/asce-gives-us-infrastructure-a-d-2017-3&sa=U&ved=2ahUKEwjhw-i4n6vlAhUFFzQIHa68ByEQFnoECAsQAg&usg=AOvVaw2yn3Tzu2D5I9Sjv7ENOhb4 [google.com]
(Score: 2) by Bot on Tuesday October 22 2019, @05:35AM
>Under Trump, there was no abandoning of our only indigenous ally in Syria, leading to their slaughter, and the resurgence of ISIS...
You may love or hate trumpusconi, IDGAF
BUT
if you align to the left, that is, with the ones who treated vietnam vets like shit, who chanted yankees go home, and who have now the nerve to criticize one who sent the yankees home after fighting an elected government using an indigenous ally who wants an ethnocentric state, which are here classified as sovranist terrorists, I dunno if I should laugh or weep.
Account abandoned.
(Score: 1) by fustakrakich on Sunday October 20 2019, @05:18PM
Trains? My god, you're a bunch of softies! Let them walk, and carry the ones that can't.
La politica e i criminali sono la stessa cosa..
(Score: 0) by Anonymous Coward on Monday October 21 2019, @03:52AM
The new trains are blue.
(Score: 3, Insightful) by Anonymous Coward on Sunday October 20 2019, @04:38AM (4 children)
Go ahead and take your time, Intel. I am going with an AMD Ryzen for my upcoming system.
(Score: 2) by Runaway1956 on Sunday October 20 2019, @05:09AM
Yes, that exactly. If AMD takes advanatage of Intel shortages, there should be a LOT MORE AMD chips in use next year.
(Score: 2) by takyon on Sunday October 20 2019, @06:23AM
Intel 10nm Desktop CPU Shortage to Last Another Year or Three
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 5, Touché) by driverless on Sunday October 20 2019, @08:33AM (1 child)
Dammit, with all these shortages how am I going to get my fill of Meltdown, Spectre, Spoiler, Foreshadow, Drophead, TLBleed, Redcam, SpectreRSB, Fallout, XZone, Zombieload, RIDL, and all the rest? With the accumulation of "workarounds" for all these special Intel features I'm already nearly down to the speed of a 4.77Mhz 8088, and now they create a shortage just to prevent it from going all the way back to a 4004.
(Score: 2) by takyon on Sunday October 20 2019, @08:35AM
Too bad there is no other x86 company. Goodbye darkness my old friend.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 3, Informative) by Mojibake Tengu on Sunday October 20 2019, @05:39AM
Unavailability of maliciously designed CPUs is a boon for everyone. Putting an Intel N4200 into one of my contraptions was a great mistake of me. Never again.
Respect Authorities. Know your social status. Woke responsibly.
(Score: 4, Informative) by Subsentient on Sunday October 20 2019, @08:44AM (3 children)
So many others have made hideous choices, kneeling to China's genocidal, evil regime.
AMD has many agreements with Chinese firms, and that worries me.
I'm watching you, AMD. I'm watching you very closely. Don't disappoint me.
"It is no measure of health to be well adjusted to a profoundly sick society." -Jiddu Krishnamurti
(Score: 4, Interesting) by takyon on Sunday October 20 2019, @09:23AM
Arguably, they made a mistake palling around with China in the first place, but the relationship appears to be over:
https://soylentnews.org/article.pl?sid=19/06/05/1727207 [soylentnews.org]
https://seekingalpha.com/article/4272070-amd-forced-china [seekingalpha.com]
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 3, Informative) by Mojibake Tengu on Sunday October 20 2019, @12:59PM (1 child)
AMD is a precious gem of Taiwan economy. And Taiwan was established by Chinese Nationalists. They are Chinese, for the first, that's principial part of being Chinese Nationalists. They know and understand what their homeland is. Petty politics aside, they are still part of a 5000 years old coherent culture. They will not assist any foreigners with destruction of their homeland.
But more important for current Taipei politics direction is, they just observed the success of another U.S.-supported separatists, in Kurdistan. And they will make their own conclusions, for sure. Trust is a non-renewable resource.
Maybe you are little bit confused about which one is a genocidal, evil regime around here.
Respect Authorities. Know your social status. Woke responsibly.
(Score: 2) by Freeman on Monday October 21 2019, @04:14PM
The US's past certainly isn't all sunshine and roses, but comparing the current governments. China is a bastion of evil by comparison. Now, you can complain all you want about that statement.
Here's a couple of sticking points with regards to China.
Human Right's Violations
https://en.wikipedia.org/wiki/Organ_harvesting_from_Falun_Gong_practitioners_in_China [wikipedia.org]
https://www.washingtonpost.com/opinions/china-is-creating-concentration-camps-in-xinjiang-heres-how-we-hold-it-accountable/2018/11/23/93dd8c34-e9d6-11e8-bbdb-72fdbf9d4fed_story.html [washingtonpost.com]
Fool me once shame on you, fool me twice shame on me.
https://www.cia.gov/library/center-for-the-study-of-intelligence/csi-publications/csi-studies/studies/vol-59-no-4/chinese-industrial-espionage-technology.html [cia.gov]
You think China's only against non-citizens?
Empahsis mine.
https://www.independent.co.uk/news/world/asia/china-surveillance-big-data-score-censorship-a7375221.html [independent.co.uk]
Chinesse Actress missing. Why was she missing for months? While tax evasion isn't a good thing, if she indeed did do that. Disappearing someone for months, because of it. That's not a good thing.
https://abcnews.go.com/International/fan-bingbing-mysterious-disappearance-chinas-top-actress/story?id=57982292 [go.com]
https://abcnews.go.com/International/missing-chinese-actress-fan-bingbing-hit-129-million/story?id=58252330 [go.com]
Joshua 1:9 "Be strong and of a good courage; be not afraid, neither be thou dismayed: for the Lord thy God is with thee"
(Score: 2) by bzipitidoo on Sunday October 20 2019, @09:33AM
Main problem I've been having with recent Intel based systems is inadequate cooling. My Intel NUC (with a Skylake CPU) rapidly overheats if I play a game that exercises the built in 3D graphics acceleration. Might or might not get 5 minutes of play. Runs fine for weeks as long as I don't game. I got an ASUS stick computer that has the same problem, plus it also overheats if I ask it to play a video. My Kaby Lake based laptop is okay, haven't had any problems with that overheating.
(Score: 2) by EEMac on Sunday October 20 2019, @02:29PM (1 child)
If only there were some OTHER major manufacturer of CPUs.
(Score: 3, Touché) by takyon on Sunday October 20 2019, @02:49PM
AMD : We Outperform Intel by 400%+ Per Dollar With Zen 2 Powered EPYC CPUs [wccftech.com]
Whoa.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 2) by Rupert Pupnick on Sunday October 20 2019, @06:00PM (5 children)
So they are claiming they blew the demand forecast? Really?
(Score: 2) by takyon on Sunday October 20 2019, @06:10PM (4 children)
https://wccftech.com/rumor-intel-says-biggest-advantage-against-amd-is-their-financial-horsepower-price-cuts-and-discounts-cost-chipzilla-around-3-billion/ [wccftech.com]
https://cdn.wccftech.com/wp-content/uploads/2019/10/Intel-vs-AMD.png [wccftech.com]
This is the company we're talking about.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 3, Insightful) by Rupert Pupnick on Sunday October 20 2019, @09:21PM (3 children)
Well, if the plan is to take customers by cutting prices, the execution is failing because they don’t have adequate supply.
(Score: 2) by Booga1 on Monday October 21 2019, @12:38AM (1 child)
If the strategy is to bleed profit margin instead of customers, they're going about it the right way.
I'm sure they know how to price things so they can stay a comfortable margin "behind schedule" and know they'll sell every single processor they make.
Institutional momentum is where Intel is probably targeting this move. If they're only 30% more expensive than AMD instead of 80%, it becomes easier to just stick with the same vendor supply and support infrastructure. They mainly want to hold on to customers on the fence about switching to AMD products.
(Score: 2) by Rupert Pupnick on Monday October 21 2019, @12:37PM
But if the plan is for Intel to take customers away from AMD by undercutting pricing and therefore selling more chips, Intel has to actually have enough chips to sell. TFS claims otherwise. Either the plan is broken, or I'm not understanding the plan.
(Score: 2) by takyon on Monday October 21 2019, @06:26AM
Moving all of your product as fast as you can make it is a nice problem to have. That's a problem AMD has had with 3900X and other chips.
The $3 billion may be for reducing prices as well as outright bribes. Any fines for anti-competitive actions that Intel incurs are going to add up to far less than what they need to spend to address AMD.
Intel will eventually get back on course, around 2021 or 2022. They will adopt chiplets and/or other advanced manufacturing techniques. Until then, they have to play to their strengths and throw money at the problem.
[SIG] 10/28/2017: Soylent Upgrade v14 [soylentnews.org]
(Score: 2) by jmichaelhudsondotnet on Monday October 21 2019, @10:16AM (1 child)
Anyone trusting israel to produce CPU's for anyone's interest other than their own is living in a delusion.
The intel brand is over, finished. It is a spy chip and this will only get worse.
You might as well build a subfloor under your house with a vast maze that only zionists can use to get in your house.
And I am not sure if you have heard this, but these people belive God gave them land and this means they can break any rule, law, treaty or alliance at any time without worrying that their god will be upset with them, it's actually encouraged to betray their enemies for Zion.
I want processors produced by people who don't believe god gave them any land, or anything else delusional and morally compromising, is that even possible?
thesesystemsarefailing.net (but especially any systems which give zionists a free pass on their offensive fantasy religion and power over those they percieve as infidels)
decultification.org (but especially stop offloading intellectual property to zionists, ffs)
(Score: 3, Interesting) by Bot on Tuesday October 22 2019, @05:42AM
>The intel brand is over, finished. It is a spy chip
They got the name right.
Account abandoned.