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• #7858 S_x96x_S addikt

  Új Válasz 2022-09-08 21:22:47 #7858

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  S_x96x_S

  addikt

  Az Intel szerint .. a következő 2 évben még csökken a piaci részesedése ( az AMD javára )
  Talán 2025 amikor újra lesz ( ~ piaci részesedést is növelő) versenyképes termékük.

  wccftech "Intel Anticipates Further Market Share Loses To AMD Through 2023, Aims To Re-Establish Growth By 2025"

  Pat: "Sapphire Rapids is the best product in areas like Al performance and security capabilities, highly differentiated from anything else in the marketplace. It's better than the AMD alternative in terms of power performance but not dramatically so. So we win the benchmarks, but it's not like it's a compelling crushing leadership position. As I tell our teams if the product is close to competition, it's not a good product, right? An Intel product will be dramatically better than the alternatives as we go forward.
  
  .....
  Competition just has too much momentum, and we haven't executed well enough. So we expect That bottoming. The business will be growing. But we do expect that there continues to be some share losses. We're not keeping up with the overall TAM growth until we get later into 25, 26 when we start regaining share—material share gains.

  Intel CEO, Pat Gelsinger at Evercore ISI TMT
  "

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