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  • #4226 S_x96x_S addikt -vitya- #4225
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    S_x96x_S

    addikt

    válasz -vitya- #4225 üzenetére

    (#piac-versenytárs-figyelés)

    > A semiaccurate cikk csak subscribereknek erheto el :(

    :R kénytelenek vagyunk a képzelőerőnket használni - és kitalálni a címből ..

    Ha a teória helyes ("A key market shifts away from Intel") ,
    akkor az AMD-nél Datacenter bevétel növekedésnek kell megjelennie.
    Mindenesetre az Intelnél bizonyos szegmensekben már érzik a versenyt.
    persze sok minden bekavar ( export korlátozások, járvány, ... ) ami érinti az AMD-t is,
    és valószínűleg az ARM is lecsipett valamennyit a piacból ..

    Inteles friss adat:
    Intel 2020 Q3 "Data-centric revenue* declined 10 percent while PC-centric revenue was better than expected, up 1 percent YoY." [link]

    AnandTech:
    Intel Reports Q3 2020 Earnings: Still Very Profitable, But Challenging Times Ahead
    " Breaking this down, Intel cites a significant drop in enterprise and government sales, coupled with a jump in 5G SoC sales that are dragging down the average."

    "In the interim, Intel is likely to face some of the stiffest competition in at least a decade, if not more. AMD and several Arm customers are eyeing Intel’s client and server market share (and associated profits) with their improved products, and while the company continues to talk up its own products, it's increasingly clear that they don't expect to be able to return to their traditional leadership position until at least 2023. So for now, with Intel still working to adapt to their newfound flexible fab strategy, combined with finally correcting a troubled 10nm process, it’s clear that after a long period of record revenues some challenging times are ahead for the company."

    "Speaking of future products, Intel has also confirmed that they’re now sampling Alder Lake, which will be their 2021 client CPU. Intel’s first x86 hybrid CPU, the company has previously said that it will be for both desktops and mobile, and it will also be built on their 10nm Enhanced SuperFin process. With that said, Intel traditionally samples new parts well in advance – especially for parts that will lead to major platform changes – so this shouldn’t be taken as a sign that Alder Lake is anything sooner than a Q3/Q4 2021 product."

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