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.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.
189 Comments on Intel's Pat Gelsinger Exclaims "Intel is Back" AMD is "Over"
to say the are "back" (should have never "lost" the spot)..
reminds me a bit of cars in the 70s.
e.g. having US having Firebird +7L V8, yet unable to outperform a 1.6L 4cyl VW GTI.
Intel's capital expenditure in 2021 is 18-19B USD.
I know this is not on topic but: 70s?
In first half of 70s Firebird topped out with 7.5l V8 rated to ~270kW and over 650 Nm of torque...
Golf Mk1 GTI started in mid-70s with 1.4l R4 producing 81kW and 150 Nm.
Even with the size and weight difference, that is a lot to overcome.
When it comes to size and weight - Golf Mk1 was over a meter shorter than Gen2 Firebird - 3.7/3.9 m vs 5 m - and ~20 cm narrower - 1.61/1.64 m vs 1.86 m. Curb weight was 810 kg vs 1700kg.
I think it will be faster than Zen 3 over all but not by a whole lot , certainly not as much as they are making out.
Roll on Nov 5th.
Yeah I know its the 4th, but where I live it won't be until the 5th !
Show me some unbiased reviews! Not saying TPU have tested unfairly, infact nothing to do with it. Im saying that the chart used is not cpu power only, it is whole system power. Which was a reply to high power usage on 12900k of 330w compared to Ryzen 5900x 115w. He is referring to Ryzen quoted figures on chart are 183w which is way higher than other persons quote of 115w, but 183 w refers to whole system where as 105w is for cpu only. Ryzen figure is wrong anyway as it should be 105 w.
Chart lists Ryzen at 183w stock which makes sense for approx 130-140w cpu + mb with ram ssd etc plugged in .
CBR20 multi is not that intensive anyway!
we dont buy tsmc chips in retail box, its intel and amd. so i was referring to those 2..
and yeah, i meant mid/late, not early 70s.
and sorry, but for me "racing" involves turns, straight line is just reaction/acceleration test, so yes, no chance the golf loses :D
even if i just looking at numbers, 2.5x the hp compared to the golf, yet not even 30% faster. not really something special (with enough brute force you can make a truck go 400mph)
and even more recent: 2014 ford mustang with a 5L V8, yet no independent rear suspension. ok.
not saying i wont own/drive a US classic/muscle car, but more for the sound/smell than anything else.
so to me like with intel:
multiple times more money for EVERYTHING (vs amd), yet their stuff isnt even 2x faster...
AMD is not a chip fab company, it is a chip design company, and so is Intel.
TSMC is not a chip design company, it is a fab company, and so is intel.
The reality is that Intel has had far, far, far too little capital investment over the past 5-7 years. It's much smaller than TSMC's capital invest. It's going to take at least two more years for Intel to catch up to TSMC on their top process node. However, AMD is not privy to TSMCs latest node - Apple gets that.
So with AL, we are about to see what happens when there is node parity between Intel and AMD. The main reason Zen 4 may have an advantage would be the TSMC N5 node it will be on which is about 70% more dense than Intel 7. However, there are big indications that AMDs N5 volume may be limited - because TSMC N3, which Apple would normally use in 2022, is delayed until 2023. Hence, Zen 4 will likely have to share TSMCs N5 volume in 2022.
If that delay happens - which TSMC has said it will - then by 2023 you'll have Intel Meteor Lake on 200MT/mm2 Intel 5 node vs Zen 4 or maybe Zen 4.5 on 170MT/mm2 TSMC N3. I think I know how that is going to work out.
why? they have multiple time the funds of amd....
AMD is not who Intel has to worry about, that's low depth thinking.
Intel's CPU architectures are just fine, look at Tiger Lake and Alder Lake. Heck look at Rocket Lake on 1/3 the density, competing against Zen 3. Those chip designs have been sitting around waiting for their nodes to catch up.
AMD was just in the right place, at the right time, to take advantage of TSMCs node advantage.
On a more serious note, the efficiency of these CPUs is hardly impressive, but they do decently on absolute performance as well. Still, something drastic has to happen with Intel CPUs pretty soon, this isn't a tenable path forward.
OVER, not over. ..
you did well Pat but nahhh.