and that 10%.. could be gained.. if zen.. could clock higher... doesnt zen max out @ 4 ghz.. maybe 4.2 ghz at best ?? intel over all, i think has a minimun 200mhz over zen... correct?
Im not a fan boy, but it cracks me up that people think ryzen will affext intel at all. You cannot even find a ryzen from an oem pc maker like dell or hp. Only enthusiasts are buying it up, which make up a tiny sliver of the market
Eh, people don't understands the difference between Intel and AMD in terms of size and markets. Ryzen might as well have a huge impact on AMD soon, but that doesn't mean it will have any on Intel.
This very much. Even in the years of athlon, athlon xp and athlon 64 you did not see a huge impact on intel. And this was very much a AMD dominating the enthusiast market. Though I would not be surprised if the markings at the time did not look as good as now for Intel.
Intel is really milking enthusiast with $1,000 "extreme" CPUs when they can.
Well, obviously. AMD has only released enthusiast desktop chips so far. Would anyone sensible expect Zen to hurt Intel in markets where it doesn't compete at all?
We'll see what happens when the server and mobile parts drop in a few months. Based on how dominant Ryzen is for the enthusiast desktop market, I expect it to do pretty well.
Obvious Zen isn't going to affect Intel overnight. But I think 2017 will be Intel's best year, as it gets the most out of 14 nm, for a long time in the future. Their microarchitecture lead is disappearing to IBM, AMD and ARM, their FPGA (and Phi) stuff doesn't really compete with Nvidia, and GlobalFoundary's decision to skip 10 nm to work on cracking a real 7 nm means their process lead may have gone by 2020.
To IBM?? ....come on LOL ex Big Blue has lost any grip and most of the revenue. To AMD? assuming Intel will stand without doing nothing. ARM ? yes in handset. GloFo?? this is the more funny statement. Right now GloFo has not the track record and the technology to steal the process lead to UMC, you figure Intel. GloFo is manufacturing under license and a nice pertentage of revenue goes to Samsung. Your words are fine for TSMC or Samsung.
"The next generation 10nm node is looking very promising though, with Intel claiming 25% better performance" Seriously? You believe that? Good luck... (And the site that's making the claim seems to be broken. When I click on the link all I get is a spinning cursor...)
Intel have officially said that they expect the first round of 10nm transistors to be slightly SLOWER than their now optimized 14nm transistors. Which means that to get 25% improvement they'd need either a dramatically improved IPC or a dramatically rebalanced pipeline that can sustain higher frequencies. Both would be an enormous departure from their pattern over the last ten years or so.
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"Finally, the All Other category had revenues of $42 million and an operating loss of $1.082 billion."
Way to bury the lede! Loss of $1 billion on $14 billion of revenue is not nothing... What exactly is being hidden in that All Other? Is that where the MobilEye purchase gets accounted for? (That was $15 billion, but I don't know the details of how that splits into cash vs shares, or the schedule of payments.)
62% margin, huh?!! I guess that's the profit margin you command when you have little competition because you blocked or killed all competition through underhandedness years ago. Hope Ryzen does its best to lower that shameful number somehow.
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osxandwindows - Thursday, April 27, 2017 - link
Looks like AMD didn't do much after all.michael2k - Thursday, April 27, 2017 - link
Ryzen wouldn't have any impact yet.Alistair - Thursday, April 27, 2017 - link
Yeah and AMD was so close this time, just 10 percent more single core performance and they'd have it in the bag.Qasar - Friday, April 28, 2017 - link
and that 10%.. could be gained.. if zen.. could clock higher... doesnt zen max out @ 4 ghz.. maybe 4.2 ghz at best ?? intel over all, i think has a minimun 200mhz over zen... correct?axpneo - Friday, April 28, 2017 - link
Intel's instruction per clock cycle count is also better, so not only do they have more clocks per second, they also do more per clock.edlee - Thursday, April 27, 2017 - link
Im not a fan boy, but it cracks me up that people think ryzen will affext intel at all. You cannot even find a ryzen from an oem pc maker like dell or hp. Only enthusiasts are buying it up, which make up a tiny sliver of the marketxype - Friday, April 28, 2017 - link
Eh, people don't understands the difference between Intel and AMD in terms of size and markets. Ryzen might as well have a huge impact on AMD soon, but that doesn't mean it will have any on Intel.zavrtak - Tuesday, May 2, 2017 - link
This very much. Even in the years of athlon, athlon xp and athlon 64 you did not see a huge impact on intel. And this was very much a AMD dominating the enthusiast market. Though I would not be surprised if the markings at the time did not look as good as now for Intel.Intel is really milking enthusiast with $1,000 "extreme" CPUs when they can.
ET - Saturday, April 29, 2017 - link
Not to mention that most of the market is laptops and AMD has only released desktop chips so far.asodfngoinaios - Monday, May 1, 2017 - link
Well, obviously. AMD has only released enthusiast desktop chips so far. Would anyoneI fully expect Ryzen to hurt Intel
asodfngoinaios - Monday, May 1, 2017 - link
Well, obviously. AMD has only released enthusiast desktop chips so far. Would anyone sensible expect Zen to hurt Intel in markets where it doesn't compete at all?We'll see what happens when the server and mobile parts drop in a few months. Based on how dominant Ryzen is for the enthusiast desktop market, I expect it to do pretty well.
zepi - Friday, April 28, 2017 - link
Ryzen was launched on 2nd of March. It wouldn't have much time to impact intels sales yet.bcronce - Sunday, April 30, 2017 - link
Intel's R&D budget is 3x AMD's gross revenue. I'm sure AMD will impact Intel, but there is a large difference of scale between them.Meteor2 - Friday, April 28, 2017 - link
Obvious Zen isn't going to affect Intel overnight. But I think 2017 will be Intel's best year, as it gets the most out of 14 nm, for a long time in the future. Their microarchitecture lead is disappearing to IBM, AMD and ARM, their FPGA (and Phi) stuff doesn't really compete with Nvidia, and GlobalFoundary's decision to skip 10 nm to work on cracking a real 7 nm means their process lead may have gone by 2020.Gondalf - Friday, April 28, 2017 - link
To IBM?? ....come on LOL ex Big Blue has lost any grip and most of the revenue. To AMD? assuming Intel will stand without doing nothing. ARM ? yes in handset.GloFo?? this is the more funny statement. Right now GloFo has not the track record and the technology to steal the process lead to UMC, you figure Intel. GloFo is manufacturing under license and a nice pertentage of revenue goes to Samsung.
Your words are fine for TSMC or Samsung.
name99 - Friday, April 28, 2017 - link
"The next generation 10nm node is looking very promising though, with Intel claiming 25% better performance"Seriously? You believe that? Good luck...
(And the site that's making the claim seems to be broken. When I click on the link all I get is a spinning cursor...)
Intel have officially said that they expect the first round of 10nm transistors to be slightly SLOWER than their now optimized 14nm transistors. Which means that to get 25% improvement they'd need either a dramatically improved IPC or a dramatically rebalanced pipeline that can sustain higher frequencies. Both would be an enormous departure from their pattern over the last ten years or so.
------
"Finally, the All Other category had revenues of $42 million and an operating loss of $1.082 billion."
Way to bury the lede! Loss of $1 billion on $14 billion of revenue is not nothing...
What exactly is being hidden in that All Other? Is that where the MobilEye purchase gets accounted for? (That was $15 billion, but I don't know the details of how that splits into cash vs shares, or the schedule of payments.)
Gastec - Sunday, August 20, 2017 - link
The "All Other" is and has always been related to CEO and board "activity" :)LuckyWhale - Friday, April 28, 2017 - link
62% margin, huh?!! I guess that's the profit margin you command when you have little competition because you blocked or killed all competition through underhandedness years ago. Hope Ryzen does its best to lower that shameful number somehow.patrickjp93 - Saturday, April 29, 2017 - link
Given IBM's profit margin on their own products is in the 300% area, 62% is nothing.anoldnewb - Sunday, April 30, 2017 - link
profit margin = profit / sales (revenue) it rarely exceeds 100%zavrtak - Tuesday, May 2, 2017 - link
You might have added here a zero to much, it should be more in the 30% range for q1/17