Wednesday, October 6th 2021
Intel's Pat Gelsinger Exclaims "Intel is Back" AMD is "Over"
Intel's recently appointed CEO wasn't mincing words in a recent interview with CRN, where he claimed that Intel not only "have the best product" but also that "this period of time when people could say, "Hey, [AMD] is leading," that's over." We'd say them are fighting words, regardless of what various leaks have suggested, since Intel still has a lot to prove with its upcoming Alder Lake CPUs.
Gelsinger continues with "We have 80 percent market share. We have the best software assets that are available in the industry. We do the best job supporting our partners and our OEMs with it. We have an incredible brand that our channel partners, customers want and trust. Wow, that's a lot of assets in that. If the channel partner doesn't see value in that, I want to talk to him." It's pretty clear from this that Intel believes that they're doing a bang up job and if their customers don't see it, then they need a talking to.
For those that were hoping for an engineer to be at the reins of Intel again, the interview with CRN reads like a marketing spinner is at the head of the company. "We are back with a very defined view of what it requires to be leadership in every dimension: leadership product, leadership [chip] packaging, leadership process, leadership software, unquestioned leadership on critical new workloads like AI, graphics, media, power-performance, enabling again the ecosystem. This is what we will be doing with aggressive actions and programs over the next couple of years." How Intel is planning to take the lead in the graphics market is going to be interesting to see if nothing else.
Most of the interview is about how Intel is planning on growing its channel and partner ecosystem, but the article also touches on things like Apple, although once again, Gelsinger dismisses Apple's move away from Intel hardware by saying " We ultimately see the real competition to enable the ecosystem to compete with Apple". This suggests that he doesn't seem to understand why Apple decided to make its own processors in the first place. He also doesn't seem to be a fan of what he calls "Apples closed garden" while calling Windows an "open ecosystem".
When asked how Intel is going to be able to compete with AMD and the various Arm based server parts from companies like Amazon and Ampere, he simply answers "do better products". It's hard to take that kind of an answer seriously and although Intel is hardly in a situation where they're likely to end up on the brink of ruin any time soon, the company has been losing ground in both the server, desktop and notebook markets over the past couple of years.
Gelsinger isn't expecting any further slips in terms of market share, mostly due to the fact that neither Intel or AMD can increase their production at the moment and the situation is likely the same for the Arm based server chip makers. Furthermore, he's expecting pricing to remain stable, although this seems to be referring to server parts, as consumer CPUs aren't discussed in the article. He doesn't see a thread from Arm based server CPUs either, claiming that they have a "very minimal" market share today and will continue to do so.
One interesting quote about the consumer PC side is that he believes that with Alder Lake, Intel will have the "energy efficiency leadership", something no-one else is expecting. That said, it seems like he does have some respect for AMD, saying "AMD has done a solid job over the last couple of years. We won't dismiss them of the good work that they've done". It'll be interesting to see how this unfolds over the next couple of generations of CPUs from both companies, as Intel still has a lot to prove with its new CPU designs.
Source:
CRN
Gelsinger continues with "We have 80 percent market share. We have the best software assets that are available in the industry. We do the best job supporting our partners and our OEMs with it. We have an incredible brand that our channel partners, customers want and trust. Wow, that's a lot of assets in that. If the channel partner doesn't see value in that, I want to talk to him." It's pretty clear from this that Intel believes that they're doing a bang up job and if their customers don't see it, then they need a talking to.
Most of the interview is about how Intel is planning on growing its channel and partner ecosystem, but the article also touches on things like Apple, although once again, Gelsinger dismisses Apple's move away from Intel hardware by saying " We ultimately see the real competition to enable the ecosystem to compete with Apple". This suggests that he doesn't seem to understand why Apple decided to make its own processors in the first place. He also doesn't seem to be a fan of what he calls "Apples closed garden" while calling Windows an "open ecosystem".
When asked how Intel is going to be able to compete with AMD and the various Arm based server parts from companies like Amazon and Ampere, he simply answers "do better products". It's hard to take that kind of an answer seriously and although Intel is hardly in a situation where they're likely to end up on the brink of ruin any time soon, the company has been losing ground in both the server, desktop and notebook markets over the past couple of years.
Gelsinger isn't expecting any further slips in terms of market share, mostly due to the fact that neither Intel or AMD can increase their production at the moment and the situation is likely the same for the Arm based server chip makers. Furthermore, he's expecting pricing to remain stable, although this seems to be referring to server parts, as consumer CPUs aren't discussed in the article. He doesn't see a thread from Arm based server CPUs either, claiming that they have a "very minimal" market share today and will continue to do so.
One interesting quote about the consumer PC side is that he believes that with Alder Lake, Intel will have the "energy efficiency leadership", something no-one else is expecting. That said, it seems like he does have some respect for AMD, saying "AMD has done a solid job over the last couple of years. We won't dismiss them of the good work that they've done". It'll be interesting to see how this unfolds over the next couple of generations of CPUs from both companies, as Intel still has a lot to prove with its new CPU designs.
189 Comments on Intel's Pat Gelsinger Exclaims "Intel is Back" AMD is "Over"
As for AMD being over I will wait until we see benchmarks and we see growth in Intel's market share.
At the same time, Intel does have the money to trash talk, even if it's just to hype investors. They also have their own fabs, as blessed/cursed as that can be, and can maintain stock better unless/until AMD can buy out the majority of TSMC's node production similar to how Apple can and does. And naturally, if it doesn't quite work, they can just ramp up the power reqs again until it's competitive in everything except power efficiency.
My 9900K consumes like 100-150 watts in gaming locked at 5.2. Could not care less if it can hit 225+ in synthetic burn-ins with avx2.
It's not exactly like Ryzen 5800X/5900X/5950X running at 4.7 GHz or even 4.8 are "cool" in comparison. Still needs some decent cooling.
The leaks of Adler Lake have me skeptical. The little cores are only found on expensive SKUs, suggesting that is a core-war gimmick, Windows 11 is likely going to be needed to get the best results, and more than anything, I would like to see some reviews that show that runaway power consumption is a thing of the past. Intel has a lot to prove, IMO. When they were dominant, they didn’t talk about “the competition,” so the fact that they are having some hard feelings suggests this will be an RX580 moment—designs pushed to the limit to get some performance credibility back. I guess we’ll find out.
It's not like Apple uses ARM chips in their higher end stuff. However ARM in MacBook Air makes perfect sense (some some of the lower end stuff too).
ARM is cheap and "fast enough" for most stuff while consuming very little power. This way Apple can spend the money on SCREEN which matters more for most users and still be able to sell MacBook Air for a pretty low price. Perfect for students for example, with 15-18 hours of battery life. You can use it for 2 days without charging...
ARM chips are heavily dependant on optimization and perfect programming in order to yield good/best performance and that is the reason why it works this well for Apple, since their ecosystem is more closed and dev's generelly knows which models they are coding for.
These two are not equal statements:When looking at the current generation, in the sub-200€ CPU market Intel is the only player in town :)
And 11400F is nothing to scoff at.While you are correct, "oversimplified to the absurd" is also quite an exaggeration. Rocket Lake is probably a pretty good example for the impact of "mostly [the fab node]" problem. Rocket Lake is smack in the middle of Zen2 and Zen3 when it comes to IPC, let down primarily by power consumption and smaller cache. First of which is directly related to fab node used and second is usually related to the available transistor budget. Latter is usually also related to the fab node.
The website was a ghost town literally overnight...
From my perspective...Intel has come up with nothing more than incremental improvements since first gen. Milking the (cash cow)public with every new generation and they keep coming back for more. I simply can't understand it myself...other than destroying the worlds resources for nothing...what does it accomplish? What is 8-10% IPC improvements netting you at the end of the day?
From my perspective...this extreme acceleration of production is destroying our children's future and it's these companies who are doing this who are crying about climate change the loudest. It makes zero sense.
Unless there is an alternate explanation...and I personally believe there is. My thesis would start with taxation and control. What about yours?
Oh...veered off topic. Apologize.
Where is Conroe 2 Intel? Where? When?
Best,
Liquid Cool
P.S. Phanbuey. If I was running China...NOW is the best time to attack Taiwan. They won't get a better opportunity after the mid-term elections. They have a window here and I believe someone is going to mis-step. Israel-Iran seems plausible as well. Not to mention Russia and....ok, sorry, going off topic. I'll stop here.
You seem to be under the impression that I was somehow arguing that doing these things was smart, sensible, something like that. Please rid yourself of that impression, as I haven't said anything like that. Whether or not these decisions are sensible (I would argue they typically aren't; most high-end GPU purchases are driven by technofetishism and an inability to make rational buying decisions, or at best under some very specific conditions for why it makes sense for that person), this happens. I haven't commented beyond that. I'm just saying that a) these GPUs sell well, and b) there are very few 2160p120+ displays out there, and 1440p144+ displays have been taking off in the past year or two, meaning most people buying high end GPUs are likely using one of those. And as you say, that leaves you CPU bound. Whatever the rationale may be, an absolute consideration of performance/$ is not the basis for these decisions, and whether the GPUs only really make sense for 2160p is rather immaterial when faced with the reality that 2160p gaming is rare.Leaks are leaks. They might be accurate, or they might be complete fabrications. We have also had leaks promising major gains, and other showing lacklustre results (which I assume you've missed, since you haven't mentioned them, and they go against what you're saying?). As such, I take the sensible apporach of reserving judgement until we have actually reliable benchmarks to go off of. For now, we have no way of knowing anything concrete.
Gelsinger continues with "We have 80 percent market share.
Maybe give out a few more x86 licenses and see how long that lasts.
Not hard when have only 1’real’ competitor with no fabs.
if there was a dozen capable companies making x86 to mass market and you had 80% market share that would be something to brag about.
If it wasn't, they wouldn't be doing so many scummy things in the "channel". I mean, we know for a fact that they have and most likely still are, or they wouldn't have been fined for it.
If true, fine, but if the market dominance and performance comes at “drag them across concrete” prices then I’m not too sure I care.
And while not quite a dozen, there were several more companies making x86 chips back in the 90s and Intel's share was still just as high...
After theyr high rise they would kiss the Floor again.
AMD life a long time only from Cheap and Median Consumers, and since 3000 or Renoir they piss on them harder then any Company did it in the past.
There's a fair few stories as to why Intel retained the lead but they're irrelevant to this thread too.