Worldwide Semiconductor Revenue Declined 11% in 2023, Intel Reclaims No. 1 Spot

[Daven]

I said this is likely the third so 1-2 before this. I'd count Larrabee as first & I guess Phi as the second?

Intel is on the fourth attempt maybe?
i740 in 1998
Larrabee
DG1
DG2

Famous Graphics Chips: Intel’s GPU History

Intel has a long history in PC graphics chips and in late 2020 announced a new discrete GPU (dGPU), the Xe Max.

www.computer.org

 

[las]

If you dont know the revenue figures dont post about them.

Intel Q3 2023 $14B
AMD Q3 2023 $6.1B

Again businesses are not choosing iGPUs. They are choosing complete systems. Intel is still in the majority of these systems. BoA IT buyers are not saying ‘man those Intel iGPUs are so good. We need those.’ They are saying ‘we can get 1000 dell laptops for x amount over Lenovo.’ Those laptops happen to have Intel in them. Get real.

And again the money is in Big Data hardware. All Intel’s market share is from being the leader for so long. Now they are declining.

Q3 who cares, full 2023 is not out yet.

Yeah they are choosing complete systems and Intel is the one that can deliver. Also during COVID where AMD couldn't. AMD mobile is a mess and everyone with experience about this market knows it. Im shipping 1000s of laptops every week. There's Intel logo on pretty much every one of them, because this is what companies ask for. Why do you think Intel is 1st in this post?

Intel dominates completely in the enterprise segment. AMD takes some server marketshare but Intel still has the majority and its not even close.

Yeah Intel is declining, thats why stock is up 60% in a year and they take 1st place in this thread Nvidia was the big winner tho. Intel is not going anywhere.

I was talking about Intel, they always lead AMD with at least a node or so till Zen dropped so their (better)performance wasn't down to superior nodes? The last *dozer chips were out around the same time or slightly earlier & on 28nm, Intel already had 14nm chips since 2014 IIRC.

Zen and Zen+ was nothing special. Intel could easily counter them by increasing clocks and core count.

First when AMD left the mediocre Global Foundries 12nm node and went for TSMC 7nm, things changed and prices went up too.

Zen 5 at 3nm TSMC vs Arrow Lake on 20A is going to be very interresting. A true next gen battle on even terms.

 

[Daven]

Q3 who cares, full 2023 is not out yet.

Yeah they are choosing complete systems and Intel is the one that can deliver. Also during COVID where AMD couldn't. AMD mobile is a mess and everyone with experience about this market knows it. Im shipping 1000s of laptops every week. There's Intel logo on pretty much every one of them, because this is what companies ask for. Why do you think Intel is 1st in this post?

Intel dominates completely in the enterprise segment. AMD takes some server marketshare but Intel still has the majority and its not even close.

Yeah Intel is declining, thats why stock is up 60% in a year and they take 1st place in this thread Nvidia was the big winner tho. Intel is not going anywhere.


Zen and Zen+ was nothing special. Intel could easily counter them by increasing clocks and core count.

First when AMD left the mediocre Global Foundries 12nm node and went for TSMC 7nm, things changed and prices went up too.

Zen 5 at 3nm TSMC vs Arrow Lake on 20A is going to be very interresting. A true next gen battle on even terms.

If Intel only competes in laptops, they are done.

Intel stock is returning to past gains on AI speculation, but so is AMD.

 

[las]

If Intel only competes in laptops, they are done.

Intel stock is returning to past gains on AI speculation, but so is AMD.
View attachment 330286

Intel competes in everything, gaming, desktop, mobile, servers and enterprise in general + open their fabs up for others. They will be taking 1st spot in the following years as well. They are going to be the new TSMC with process leadership in a few years. Mark my words.

I know how all the stocks are doing. It's what I do on the side. I gobbled up AMD stock back in 2017 with early Ryzen numbers and sold on the peak in late 21. Has been trading stocks like this since 2010. Owned Tesla, Microsoft, Nvidia, Intel, AMD and many more. Everything sold near the peak or bought again later on a drop. Easy money. I am still waiting to release the Nvidia stocks, still climbing hard. Probably going to keep them into 2025. Almost fcked up during the mining craze and almost sold them. Glad I didnt. Aiming for 2500-3000% gain. Lets see.

 

[theouto]

Intel still owns most Enterprise segment too, AMD is not even close.

For CPU desktop and gaming market, AMD does well but Intel still sits at most marketshare, around 65-70%

AMD Comes Roaring Back, Gains Market Share in Laptops, PCs and Server CPUs

AMD gains share amid slow market recovery in Q3 2023.

www.tomshardware.com

Fun fact, amd's market share keeps growing, so sure, intel has a majority market share for now.

 

[las]

AMD Comes Roaring Back, Gains Market Share in Laptops, PCs and Server CPUs

AMD gains share amid slow market recovery in Q3 2023.

www.tomshardware.com

Fun fact, amd's market share keeps growing, so sure, intel has a majority market share for now.

Nothing new, I know the exact numbers behind, I do it for a living and AMD is not even close to Intel

 

[sethmatrix7]

Zen and Zen+ was nothing special. Intel could easily counter them by increasing clocks and core count.

If that was true Intel already would've done it.

 

[SOAREVERSOR]

AMD Comes Roaring Back, Gains Market Share in Laptops, PCs and Server CPUs

AMD gains share amid slow market recovery in Q3 2023.

www.tomshardware.com

Fun fact, amd's market share keeps growing, so sure, intel has a majority market share for now.

The catch is intel will retain market share for the same reason Microsoft and Adobe do. Sure there are competitors that often push out superior products, but nobody gets fired if an intel system tanks. And that's the raw guts of it. I work in enterprise level IT and though shall only buy intel and nvidia, mention AMD and you're going to get sacked.

That is the brutal reality of all this. When one has to bulk order a few thousand laptops, tons of servers, and other items it's the support that counts not raw performance metrics. And when you boil it all down and then reduce it with acid and look at what's left everyone is just bulk ordering intel systems from Dell, HP, and Lenovo, and if they have a GPU it's going to be nvidia (amd is toxic) unless there is a very specific reason you need to deviate from this. The service on these is vastly superior as well. Support for AMD systems sucks donkey cocks. On an intel system, support is pretty good. Also the HP or Dell support products work best on intel, AMD eh it might work, might not. GPU is the same game, nvidia works, AMD is hold my beer and lets see.

That's why many places will not even consider an AMD option. It's a risk and you'd have to build an entire new image for the AMD systems and nobody wants to do that. When we deploy an AMD system it's usually a specific ask and the funds are pulled from the project not general IT funding and we give them the kicker of "but when this fucks up, and it will, we are not supporting it and you are fucked" and they normally run linux and the developers handle them.

This was even true in AMDs athalon 64 era where they just crushed the competition. It simply wasn't worth the extra time wasted by our department to deal with the systems when the intel systems didn't need it. Why bother?

Intel is fine.

 

[theouto]

The catch is intel will retain market share for the same reason Microsoft and Adobe do. Sure there are competitors that often push out superior products, but nobody gets fired if an intel system tanks. And that's the raw guts of it. I work in enterprise level IT and though shall only buy intel and nvidia, mention AMD and you're going to get sacked.

That is the brutal reality of all this. When one has to bulk order a few thousand laptops, tons of servers, and other items it's the support that counts not raw performance metrics. And when you boil it all down and then reduce it with acid and look at what's left everyone is just bulk ordering intel systems from Dell, HP, and Lenovo, and if they have a GPU it's going to be nvidia (amd is toxic) unless there is a very specific reason you need to deviate from this. The service on these is vastly superior as well. Support for AMD systems sucks donkey cocks. On an intel system, support is pretty good. Also the HP or Dell support products work best on intel, AMD eh it might work, might not. GPU is the same game, nvidia works, AMD is hold my beer and lets see.

That's why many places will not even consider an AMD option. It's a risk and you'd have to build an entire new image for the AMD systems and nobody wants to do that. When we deploy an AMD system it's usually a specific ask and the funds are pulled from the project not general IT funding and we give them the kicker of "but when this fucks up, and it will, we are not supporting it and you are fucked" and they normally run linux and the developers handle them.

This was even true in AMDs athalon 64 era where they just crushed the competition. It simply wasn't worth the extra time wasted by our department to deal with the systems when the intel systems didn't need it. Why bother?

Intel is fine.

Interesting insight! And yeah, that is a very big part of why AMD will stay in second place for a while, though for that reason is why I am surprised at how steadily they are gaining market share in the server space. We'll have to give it time I guess

 

[Daven]

The catch is intel will retain market share for the same reason Microsoft and Adobe do. Sure there are competitors that often push out superior products, but nobody gets fired if an intel system tanks. And that's the raw guts of it. I work in enterprise level IT and though shall only buy intel and nvidia, mention AMD and you're going to get sacked.

That is the brutal reality of all this. When one has to bulk order a few thousand laptops, tons of servers, and other items it's the support that counts not raw performance metrics. And when you boil it all down and then reduce it with acid and look at what's left everyone is just bulk ordering intel systems from Dell, HP, and Lenovo, and if they have a GPU it's going to be nvidia (amd is toxic) unless there is a very specific reason you need to deviate from this. The service on these is vastly superior as well. Support for AMD systems sucks donkey cocks. On an intel system, support is pretty good. Also the HP or Dell support products work best on intel, AMD eh it might work, might not. GPU is the same game, nvidia works, AMD is hold my beer and lets see.

That's why many places will not even consider an AMD option. It's a risk and you'd have to build an entire new image for the AMD systems and nobody wants to do that. When we deploy an AMD system it's usually a specific ask and the funds are pulled from the project not general IT funding and we give them the kicker of "but when this fucks up, and it will, we are not supporting it and you are fucked" and they normally run linux and the developers handle them.

This was even true in AMDs athalon 64 era where they just crushed the competition. It simply wasn't worth the extra time wasted by our department to deal with the systems when the intel systems didn't need it. Why bother?

Intel is fine.

So Intel’s big business strategy is fear. Lol! As I said Intel is in big trouble if they don’t pivot soon. While fear is a big motivator it is not sustainable.

 

[R0H1T]

Intel is fine.

Sure that's why Intel's balance sheet has been in the red for the last two(?) years

This was even true in AMDs athalon 64 era where they just crushed the competition. It simply wasn't worth the extra time wasted by our department to deal with the systems when the intel systems didn't need it. Why bother?

Part of the reason why Intel dominated the x86 space, which simply doesn't get mentioned these days, is that Intel spent 10-20x as much as AMD on their R&D sure that also included fans but even after that they had a budget an order of magnitude what AMD could afford at their lowest. With that in mind Zen is a minor miracle in itself, now you have ~ Apple, Nvidia, QC, TSMC & yes even AMD that can outspend Intel (R&D) in some if not all the segments they operate in! Intel simply isn't a big fish in this pond anymore & if they're not careful they'll become less relevant than AMD was last decade. Nothing lasts forever & billion dollar companies can also vanish overnight, although in this case it's highly unlikely to happen.

 

[Vayra86]

So Intel’s big business strategy is fear. Lol! As I said Intel is in big trouble if they don’t pivot soon. While fear is a big motivator it is not sustainable.

It is more than that. Its presence. Similar things apply to Nvidia's GPUs and their ties to developers, or CUDA support.

Service matters, enterprises just spend the money and want to have zero issues. I can completely echo what the guy said. The metrics are just different from what we would see as good systems.

I mean it even applies to the Nvidia gaming segment. Part of the reason lots of people choose green is because the dedication to progress is clearly higher than it is at AMD. Its undeniable. Features get there faster, there are more of them, support is better across applications, etc. AMD made big strides since RDNA, but its not the same. I hate Nvidia's guts at the moment, but still, it is what it is, they're doing things right on the quality of their service.

 

[Random_User]

AMD, Apple, Qualcomm, Nvidia, etc will all switch to Intel once Intel pivots from being a chip designer to a chip maker.

This exactly. And it seems the problem is not only due to intels foundries are late to the party ans are somewhat inferior. As soon as intel will drop their personal interest in fabrication, everyone would be much secure. So far...

 

[Minus Infinity]

Quickly raise prices, that stimulates consumers no end.

 

[uuee]

I was talking about Intel, they always lead AMD with at least a node or so till Zen dropped so their (better)performance wasn't down to superior nodes? The last *dozer chips were out around the same time or slightly earlier & on 28nm, Intel already had 14nm chips since 2014 IIRC.

32nm Sandy Bridge was already better than anything pre Zen.

 

[las]

If that was true Intel already would've done it.

What are you talking about LMAO. It is exactly what they did.

Zen = Ryzen 1000
Zen+ = Ryzen 2000

And Intel easily countered these chips.

12nm GloFo was mediocre because of clockspeeds.

 

[JAB Creations]

AMD, Apple, Qualcomm, Nvidia, etc will all switch to Intel once Intel pivots from being a chip designer to a chip maker.

AMD using Intel foundries? Your interpretation of AMD's leadership amounts to the following: