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"
Intel are back to cheating and playing dirty? I can totally believe it.
He's probably not your Dad, remember that.
I mean, he has said it now, like most poor Volta moments, I can't help but wonder , who the f#£@ got this past the PR team, push your wares yes, but minimize the likelihood of you looking stupid.
Like EA with Powered by football, for FIFA
I mean wtaf , cheese, powered by cheese, it is beyond ridiculous.
As is Pat's statement.
2. A manufacturing process that is competitive enough to TSMC-s 7nm.
This is a pretty big step forward.
That's Ridiculous.
As for arguing with you, no thanks I have been there before , it's dull and completely predictable.
No matter how incompetent you believe the UK government to be, they will disappoint you.
I would have thought it would have come down somewhat ? Mind you its all speculation at this point .
ideally it would be nice to have 3 or 4 big players with close to equal market share and company size. It would probably on the whole employ more cpu researchers than one company would and probably on a whole help drive cpu advancement a bit more. In theory if they all had fabs it would probably also help reduce supply issues like we have seen with covid and give the customer more choice.
it is also extremely expensive and complicated to enter the automotive market and compete with GM or Toyota or Honda right off the start, but there is a lot more automotive companies. the other part of my point was the cpu market is also hindered by licensing and other such red tape and duopoly barriers, let alone the reason you mentioned. Trying to attract brain power and capital would not be easy for sure.
There is value in fab business becoming B2B thing. It would just be nicer if TSMC was not so far ahead of the rest.There are reasons such as "national islands", with, say French people mostly sticking with French brands and it being nearly impossible for others to enter Japanese market.
However, even there we see things getting bigger and bigger.. (as if Hegel/Marx were right about something :))Very good point about barriers. Sadly we see new barriers being created (GSync, CUDA, most of the Apple's crap, that glorified upscaler by NV) and customers eagerly embracing the crap. Heck, the hate towards Epic Store.
The only organization that I would count on changing anything in that regard is EU.
"No more roaming costs, motherfathers!"
"USB-C for all devices, cry us a river, Apple!!!"
US government might intervene if it gets to far, I'm afraid, a both AMD and Intel are US companies.
Also, refusal to use a platform that is missing tons of features, has terrible software integration, and comes from a company that constantly flip flops on whether the PC is the best platform or a hopeless graveyard run by a CEO with an ego that gives randy pitchford a run for his money is not "hate". It's just common sense.
Oh yeah, and introducing platform exclusivity to the PC with it's generous bribes. In case you havent noticed the PC market does not enjoy that type of toxic segregation and consoles can keep that particular brand of monetization.
I also haven't seen any indication of Epic being opposed to PC gaming (or flip-flopping) at least since they opened the EGS. Now, two and a half years isn't a lot to go off of, but that argument goes both ways.
I frankly have no idea what software integrates with Steam - in my experience Valve wants their own solutions or none at all. No doubt there is all kinds of stuff I don't know of though. The only integration with EGS that I've come across is GOG Galaxy (which Steam notably lacks official integration with), which works very well.
As for features, we've argued this before at length, but my opinion still stands that features are only valuable if used, and only in the games in which they are used. For example, I like Steam Remote Play, but given that I use it a handful of times a year it's in no way a determining factor for where I buy my games. The impact is minimal. And third party software generally tends to work better for most things (whether that's MMO raid management, in-game voice/chat, or most other stuff), which generally doesn't need platform integration at all. The main function of a game store/launcher is and continues to be the ability to buy, download, update and play games, which EGS does excellently, and it thankfully has the most central add-on feature (which relates directly to core gameplay): cloud saves. Beyond that, store/launcher features are mostly optional, variable from game to game, and complexly interwoven with other third party services. Thus, unless there is a glaring omission (a lack of cloud saves would definitely be this), I don't see the problem with buying games across stores.
I mean, you can argue that EGS lacks features just as you can argue that Steam's UI (and especially the overlay) are hopelessly dated and impractical. Both are true, and neither is a deal-breaker to me. They're just different. And more options = more betterer.
All I see here is hot air, not unlike what came out of that water chilled turbo CPU they used one day. We won't forget :) And Pat's hot air smells like old people.