Intel internal memo highlights competitive challenges AMD poses
A recent post on Intel's employee-only portal titled, "AMD competitive profile: Where we go toe-to-toe, why they are resurgent, which chips of ours beat theirs," has found its way to Reddit and offers a fascinating glimpse into how Intel perceives one of its largest competitors and the challenges it is posing to some of its divisions.
[...] Penned by Walden Kirsch as part of "the latest in a Circuit News series on Intel's major competitors," the piece notes how AMD was the best-performing stock on the S&P 500 last year and enjoyed its second straight year of greater than 20 percent annual revenue growth in 2018. One of the reasons for AMD's resurgence, Kirsch surmises, is its strategic re-focus on high-performance products in the desktop, datacenter and server markets.
Specifically, Kirsch highlighted AMD's use of TSMC's 7nm manufacturing process, victories in public cloud offerings and its next-gen Zen-core products as factors that will "amplify the near-term competitive challenge from AMD."
[...] The company believes its 9th Gen Core processors will beat AMD's Ryzen-based products in lightly threaded productivity benchmarks as well as in gaming benchmarks. With regard to multi-threaded workloads, Intel said AMD's Matisse "is expected to lead."
Soon to be discontinued internal news series.
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(Score: 5, Interesting) by c0lo on Thursday June 27 2019, @05:30AM (9 children)
They had me by the "out-of-box experience", but to top that with "supplier sustained consistency, and more" is simply irresistible.
(Score: 4, Funny) by bob_super on Thursday June 27 2019, @07:59AM (1 child)
My x64 chip with artificial product segmentation is more special than your x64 chip with uniform feature set !
(Score: 1, Funny) by Anonymous Coward on Thursday June 27 2019, @02:57PM
(Score: 3, Insightful) by EEMac on Thursday June 27 2019, @12:18PM
To rephrase Intel's memo: the other option is a better value right now, but we're bigger, and we have bigger partnerships.
It's funny how that works until it doesn't. Just ask DEC in the 1970s, IBM in the 1980s, AOL in the 2000s, or . . .
(Score: 0) by Anonymous Coward on Thursday June 27 2019, @01:08PM
Rather than a chip, they cover al the spectrum, making the customer meltdown in the Intel experience.
(Score: 3, Interesting) by bzipitidoo on Thursday June 27 2019, @01:19PM (4 children)
I quit building my own systems thanks to price. Been a long time since I've been able to buy the components and put it together myself for less than the price of a complete system.
Mostly, upgrading an existing system hasn't ever been feasible. Can't do much more than shove in more RAM and a bigger hard drive or SSD. And that might cost more than just buying a whole new system. Last time I upgraded RAM was on a Pentium II system. Got it with 64M, and 2 years later upped it to 192M when RAM prices had come down some more. Gave the system a couple more years of usefulness, but it proved to be not really worth doing.
Partly, I was trying to avoid the new misfeature Intel had introduced with the Pentium III, the much hated CPU serial number. When I finally upgraded, I leapt from the Pentium II to the Pentium IV. Now we have that abominable Management Engine to deal with. The unique ID seems kind of trivial next to the ME.
(Score: 2) by Freeman on Thursday June 27 2019, @04:30PM (3 children)
I can certainly build a much nicer system for myself, cheaper, than I can buy as a package deal. Also, getting into the case, swapping things out, etc. Becomes a much easier task than, with the we used special screws/rivets to screw you out of self-repair, Consumer/Gamer Desktop computers. Sure, you can likely find a specific computer, that you won't be able to build exactly for cheaper, but it's not the case in general.
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: 0) by Anonymous Coward on Thursday June 27 2019, @07:25PM (1 child)
yeah, store bought PCs are only comparable if you aren't picky or don't mind them wasting your money.
(Score: 2) by bzipitidoo on Thursday June 27 2019, @09:52PM
That's if you're fool enough to pay full price. I always wait for a sale. Used to get my PCs from Woot, before Amazon bought them. When I felt I needed a new computer, I'd check every day, until the special of the day was a desktop system. Might take a month, but one would eventually be offered, and I might take it, or wait for the next system.
Also, I always try for the inflection point, the point at which the cost for more capacity, speed, and power starts rising steeply.
Peak Price of a new PC has come down amazingly over the decades. A middling PC system was $2000 in the late 1980s. Most I ever spent on a system was $3000 in 1990 for a nice new higher end 486 based system. Hit $1500 by the mid 1990s, $1200 by the late 1990s, and slid under $1000 in the early 2000s. By the late 2000s, $500 was enough to get a decent system that was a step or two above the bottom end. And today? Low end laptops can be had for under $200.
(Score: 3, Insightful) by toddestan on Friday June 28 2019, @03:45AM
Nice thing about building a system for myself is that I get the system I want, with the components that I picked out. This also helps some if I want something a bit non-standard, like a decent graphics card in something that isn't a ridiculous $2500 gaming PC. Granted, I usually spend a bit more more money than a pre-built system, but often the reason the pre-built system is cheaper is because they skimped somewhere that people don't look. A cheap power supply that can barely power the stock components, slower ram, that kind of thing. Of course, nowadays this doesn't matter as much because the PC will more than likely still be plenty fast for what it's going to be used for.
With that said, the last time I built a PC was in 2012, so if I had to replace this computer (no real reason yet), I'd have to evaluate the options.
(Score: 0) by Anonymous Coward on Thursday June 27 2019, @05:51AM
(Score: 2) by DannyB on Thursday June 27 2019, @04:36PM (4 children)
The Intel Inside sticker might soon act as a purchasing deterrent.
The sticker is a signal that bad things are inside. Management Engine. Endless new speculative execution vulnerabilities and attacks. Unique serial numbers.
Intel's buildings should have the Intel Inside sticker
asphyxiatedaffixed to the building.
The thing about landline phones is that they never get lost. No air tag necessary.
(Score: 2) by etherscythe on Thursday June 27 2019, @06:38PM
Unique serial numbers.
Think of the "unlicensed replica enterpreneurs"!
"Fake News: anything reported outside of my own personally chosen echo chamber"
(Score: 0) by Anonymous Coward on Thursday June 27 2019, @07:27PM
yeah, they need to focus on trustworthy, secure hardware with complete FOSS support. AMD is still not 100% in this regard either so there is an opportunity.
(Score: 4, Informative) by turgid on Thursday June 27 2019, @08:17PM (1 child)
That happened before, in the days of the Pentium IV which was designed for high clock frequency (marketing) over actual performance. AMD was busy with Hammer (Athlon, 32-bit) and SledgeHammer (Opteron, 64-bit) with a much better microarchitecure, meanwhile intel was away sailing the itanic into the iceberg. Then AMD took it's eye off the ball (let go its talent) and intel recovered. AMD got its talent back, got a new generation of chips.
I refuse to engage in a battle of wits with an unarmed opponent [wikipedia.org].
(Score: 5, Informative) by DannyB on Thursday June 27 2019, @08:40PM
I remember that. The focus on clock cycles over actual performance. AMD's better chips, for a while. The Itanic. And let's not forget that Intel threw in the towel on the Itanic and we got the AMD 64 instructions. Forever called by that name. Just to rub Intel's nose in it.
The thing about landline phones is that they never get lost. No air tag necessary.