Can Intel comeback ?

[SS451]

So Intel has had a bit of a rough ride,  but do you think they came comeback from it ? 

 

They make their own chips in house which might be what saves them but that is arguably what doomed them in the first place. 

[monopoly_hater]

You are forgetting all the OEMs that buy from them. Intel is not going anywhere

[jordanbuilds1]

6 minutes ago, SS451 said:

So Intel has had a bit of a rough ride,  but do you think they came comeback from it ? 

 

They make their own chips in house which might be what saves them but that is arguably what doomed them in the first place. 

if battlemage sucks, its over for intel, but its looking like battle mage is gearing up to be a good release.

[jordanbuilds1]

Just now, monopoly_hater said:

You are forgetting all the OEMs that buy from them. Intel is not going anywhere

which are now going to snapdragon

[GOTSpectrum]

2 minutes ago, SS451 said:

So Intel has had a bit of a rough ride,  but do you think they came comeback from it ? 

 

They make their own chips in house which might be what saves them but that is arguably what doomed them in the first place. 

These exact same questions were asked of AMD many times in the 2010s...

 

Intel is still the most common processor, mostly thanks to laptop manufacturers still preferring Intel and mini PCs with low-end chips like the N100 being so cheap.

 

Intels current XEONs are not terrible, they aren't great either, but they are somewhat competitive. With the 200 series Intel has finally shaken off their "Throw more power at it" mentality. The only question now is how they move forward. Because to get an energy-efficient chip they had to turn to TSMC to do the fabbing of their cores. It will be very interesting on who ends up fabbing 300 series. Or if Intel decides to just spin off IFS like AMD did with their foundries in 2008, or if they can finally get back to competing on node development in regards to power efficiency and density. 

 

Intel are a big company with a large cash stack, they aren't going anywhere... At least not yet 

[vanpuffelen]

Maybe when AMD fumbles with AM6? It's always been back and forth between the two and their sockets.

 

When AMD had AM3, Intel was on top.

When AMD had AM4, they were climbing.

Now that AMD has AM5, they're on top.

AM6 could mean some kind of downfall to them if they don't fumble the bag, but I doubt it.

 

But, hey, that's all just a theory.

A GAME THEORY

[monopoly_hater]

3 minutes ago, jordanbuilds1 said:

which are now going to snapdragon

Snapdragon is a joke. If I wanted a disposable laptop, Apple does that better.

[GOTSpectrum]

3 minutes ago, jordanbuilds1 said:

which are now going to snapdragon

Not to mention the Snapdragon chip laptops are priced as premium options, which is not where the majority of sales happen 

[GOTSpectrum]

1 minute ago, monopoly_hater said:

Snapdragon is a joke. If I wanted a disposable laptop, Apple does that better.

Pretty much 95% of the laptops on te market are disposable, no CPU upgrades, obviously, but also no ram upgrades, and many don't even offer storage upgrade options. 

 

Modern laptops, no matter the chip are nowhere near as repairable and upgradable as they used to be. God I miss socketed laptop chips. Hopefully CAMM2 takes off and we get a new wave of upgradable laptops 

[freeagent]

AMD came back a couple of times, so did Intel.

[Guest]

It always seems to go back and forth every couple years. In a couple years it's gonna be AMD at the bottom again, then Intel a couple years after that, and so on.

Neither of them are going out of business for a very long time. They will come back to be the favored company once again, we just don't know when.

[jordanbuilds1]

1 minute ago, freeagent said:

AMD came back a couple of times,

tbf thats also due to amd making really good gpus at the time

[ToboRobot]

Intel certainly has a lot of talent, that could be used to create awesome products to return to it's former glory.

The economics and politics of this may be more important than the engineering.

The business will continue to exist, maybe a new name, maybe in different parts, but for the most part Intel will continue to exist as chips are still required.

One possibility that I haven't seen discussed much, is Intel could "buy" (to protect it's x86 IP) another company like Broadcom or Qualcomm to be more competitive.

Another possibility, could be nVidia wanting an x86 licence, and opening up CUDA cores for the other x86 licensees, so AMD and Intel would standardize GPU cores with the CUDA architecture, and nVidia would get an x86 license so they can build full stack AI products.  Would be interesting to see Intel and AMD CPUs compete with CUDA based iGPUs. 

[Dedayog]

2 minutes ago, jordanbuilds1 said:

tbf thats also due to amd making really good gpus at the time

Yes, that's how you come back, by making good products.   You're implying that it's an anomaly.  It's just how things work. 

 

15 minutes ago, jordanbuilds1 said:

if battlemage sucks, its over for intel, but its looking like battle mage is gearing up to be a good release.

What do you mean by this?

 

Battlemage is a GPU, so if they lose that... they still have the billions they make from CPUs.  Across way too many markets to count.

 

It's not over for Intel, even if Battlemage fails.

 

13 minutes ago, monopoly_hater said:

Snapdragon is a joke. If I wanted a disposable laptop, Apple does that better.

Not everyone has the money to throw away Apple products all.  Hence Chromebooks, which are arguably one of the best ideas around.   The reach they had, especially schools, was enormous.  Brought computing to a LOT of people.

[GOTSpectrum]

Just now, jordanbuilds1 said:

tbf thats also due to amd making really good gpus at the time

I mean, they weren't "really good" They were just about competitive most of the time, their advantage was the fact they used less power than nvidia, and ATI had been around longer than Nvidia. 

 

Intel have battlemage coming, I hope they sort out the issue with high-precision math though as that really limits them for my uses.

[jordanbuilds1]

Just now, Dedayog said:

What do you mean by this?

 

Battlemage is a GPU, so if they lose that... they still have the billions they make from CPUs.  Across way too many markets to count.

 

It's not over for Intel, even if Battlemage fails.

intel lost alot with the release of alchemist, and with these core ultra chips i dont think it would truely help buisness now.

[freeagent]

2 minutes ago, jordanbuilds1 said:

tbf thats also due to amd making really good gpus at the time

I am not talking about GPUs at all.

 

These companies go  back and forth all the time, you probably weren't around to see it, and if you were, you were probably too young to care.

[GOTSpectrum]

Just now, ToboRobot said:

One possibility that I haven't seen discussed much, is Intel could "buy" (to protect it's x86 IP) another company like Broadcom or Qualcomm to be more competitive.

Intel don't have the needed funds or market cap to buy either of those companies. Intel has about 19 billion in cash, and a market cap of a little over 100b. 

 

Qualcomm has a market cap of 173b and Broadcomm is 769b. It would be more feasible for Broadcomm to buy Intel, than the other way around. 

[GOTSpectrum]

6 minutes ago, Dedayog said:

What do you mean by this?

 

Battlemage is a GPU, so if they lose that... they still have the billions they make from CPUs.  Across way too many markets to count.

 

It's not over for Intel, even if Battlemage fails.

Intel has lost 19 billion dollars this year, they are not remotely profitable rn

They have taken on 10b in debt in the last 2 years too 

[jordanbuilds1]

3 minutes ago, freeagent said:

I am not talking about GPUs at all.

 

These companies go  back and forth all the time, you probably weren't around to see it, and if you were, you were probably too young to care.

not exactly what i ment, if amd didnt have a gpu sector, they prob would not be in buisness right now, infact they almost went buisness (tmk) back when the fx series released.

[monopoly_hater]

16 minutes ago, GOTSpectrum said:

Pretty much 95% of the laptops on te market are disposable, no CPU upgrades, obviously, but also no ram upgrades, and many don't even offer storage upgrade options. 

 

Modern laptops, no matter the chip are nowhere near as repairable and upgradable as they used to be. God I miss socketed laptop chips. Hopefully CAMM2 takes off and we get a new wave of upgradable laptops 

I agree, but snapdragon take it a step further. Not to mention Windows on ARM is dogshit.

 

8 minutes ago, Dedayog said:

Not everyone has the money to throw away Apple products all.  Hence Chromebooks, which are arguably one of the best ideas around.   The reach they had, especially schools, was enormous.  Brought computing to a LOT of people.

Chromebooks are glorified tablets. They make Apple look like a open, consumer friendly platform. And speaking of which, no school should buy Apple or Chromebooks when you get a used Latitude 7290 for under 100 bucks. Robust, open, repairable, and relatively powerful.

[Dedayog]

4 minutes ago, GOTSpectrum said:

Intel has lost 19 billion dollars this year, they are not remotely profitable rn

They have taken on 10b in debt in the last 2 years too 

Give more context

 

19 billing loss, but what was revenue last year as a comparison?   How significant is 19?  

 

May be impactful, I don't know their financial statement or projections.    Their roadmap is still important.

[freeagent]

2 minutes ago, jordanbuilds1 said:

not exactly what i ment, if amd didnt have a gpu sector, they prob would not be in buisness right now, infact they almost went buisness (tmk) back when the fx series released.

That is why they bought ATi. Always had guaranteed income.

[jordanbuilds1]

2 minutes ago, monopoly_hater said:

when you get a used Latitude 7290 for under 100 bucks. Robust, open, repairable, and relatively powerful.

and shitty and used, theres a reason companies dont buy used hardware, especially old hardware.

[Tan3l6]

AMD did a decent comeback after Bulldozer etc failure, Intel has to make similar effort. Not easy, sure.