So what this tells me is that Meltdown/Spectre stuff and Ryzen did not mean anything to Intel bottom line. Also they were smart in stop products that did not make run.
Most consumers don't really know or care about the performance loss since some of the patches arrived in february and then retracted and then new patches, and so on until april. So alot of confusion and q1 cannot reveal anything about that. Intel announced datacenter sales slowdown and that is where the security issues will hurt the most as customers cannot allow the servers unpatched and must replace a lot of their older hardware that is most severely afftected by the patches. Also q1 cannot account for that as large orders take months for delivery. Since datacenter is growing more than 20% YoY and EU and China announcing accelerated datacenter pickup a slowdown for Intel is pretty revealing.
"Although Intel missed out on mobile, IoT has the potential to quickly surpass mobile, and they’ve committed to this space early, and are seeing strong growth."
That's funny, Intel's IoT is the misleading way to label embedded. There is some IoT there and Mobileye but Intel is not really playing in IoT. IoT is too competitive and low ASP for them.Worse, they don't have the expertise or the distribution channel.
They just announced cutting off the wearables 'limb' and a lot of earlier IoT chips have been discontinued over the years. I agree, this is just Intel moving other business into what has traditionally been IoT to appear they are growing their TAM.
LOL what are you smoking? We already know what you are eating and for that, you win the "Trump of the Month" and a toilet brush for your mouth!
For the sake of other readers that might be curious how Intel defines their IoT segment: "IOTG develops and sells high-performance Internet of Things compute solutions for retail, automotive, industrial, and video surveillance market segments, along with a broad range of other embedded applications. These market-driven solutions utilize silicon and software assets from our data center and client businesses to expand our compute footprint into Internet of Things market segments. "
Look at that graph that shows the process size reduction (in nm) since 2001. Clearly you can't have transistor features less than 0 nm, so we are approaching an asymtote. Any increase in density from here on will be a victory hard fought.
"EPYC hasn’t really made an impact on their earnings yet" Funny that you should say that. In the earnings call they specifically mention "deceleration of DCG growth", because of "tougher competition going into the second half."
Agree, but posted earnings are, by definition, what happened in the past. Intel's stated caveat is about the already growing adoption of EPYC, which will take some of the sales from their Xeon lines. I just love that chipzilla will once again try a bit harder (invest more, improve faster, and -gulp- lower prices ) to get my money - good for me, good for us!
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HStewart - Thursday, April 26, 2018 - link
So what this tells me is that Meltdown/Spectre stuff and Ryzen did not mean anything to Intel bottom line. Also they were smart in stop products that did not make run.sgeocla - Friday, April 27, 2018 - link
Most consumers don't really know or care about the performance loss since some of the patches arrived in february and then retracted and then new patches, and so on until april. So alot of confusion and q1 cannot reveal anything about that.Intel announced datacenter sales slowdown and that is where the security issues will hurt the most as customers cannot allow the servers unpatched and must replace a lot of their older hardware that is most severely afftected by the patches. Also q1 cannot account for that as large orders take months for delivery. Since datacenter is growing more than 20% YoY and EU and China announcing accelerated datacenter pickup a slowdown for Intel is pretty revealing.
Krysto - Friday, April 27, 2018 - link
Don't trivialize the issue. Otherwise the next time they may not even care about fixing such an issue, and we'll all be worse off.95% of Intel consumers don't even know what Meltdown and Spectre are.
Drumsticks - Friday, April 27, 2018 - link
Almost all of their growth came outside of consumer CPUs. I'm not sure why that would lead to the conclusion that Ryzen had no impact.jjj - Friday, April 27, 2018 - link
"Although Intel missed out on mobile, IoT has the potential to quickly surpass mobile, and they’ve committed to this space early, and are seeing strong growth."That's funny, Intel's IoT is the misleading way to label embedded. There is some IoT there and Mobileye but Intel is not really playing in IoT. IoT is too competitive and low ASP for them.Worse, they don't have the expertise or the distribution channel.
sgeocla - Friday, April 27, 2018 - link
They just announced cutting off the wearables 'limb' and a lot of earlier IoT chips have been discontinued over the years.I agree, this is just Intel moving other business into what has traditionally been IoT to appear they are growing their TAM.
IoT much hype, embedded very old grandpa tech. /s
Vlad_Da_Great - Friday, April 27, 2018 - link
Misleading for those with a fish size brain. IoT is the whole eco system. Intel does now around 70%(+-5) of that revenue out of services.jjj - Friday, April 27, 2018 - link
LOL what are you smoking?We already know what you are eating and for that, you win the "Trump of the Month" and a toilet brush for your mouth!
For the sake of other readers that might be curious how Intel defines their IoT segment:
"IOTG develops and sells high-performance Internet of Things compute solutions for retail, automotive, industrial, and video surveillance market segments, along with a broad range of other embedded applications. These market-driven solutions utilize silicon and software assets from our data center and client businesses to expand our compute footprint into Internet of Things market segments. "
BillBear - Friday, April 27, 2018 - link
Tick, Tock, Thwack, Thunk, Thud?shabby - Friday, April 27, 2018 - link
Thop!TEAMSWITCHER - Friday, April 27, 2018 - link
Look at that graph that shows the process size reduction (in nm) since 2001. Clearly you can't have transistor features less than 0 nm, so we are approaching an asymtote. Any increase in density from here on will be a victory hard fought.lefty2 - Friday, April 27, 2018 - link
"EPYC hasn’t really made an impact on their earnings yet"Funny that you should say that. In the earnings call they specifically mention "deceleration of DCG growth", because of "tougher competition going into the second half."
Brett Howse - Friday, April 27, 2018 - link
Key word being yet.eastcoast_pete - Sunday, April 29, 2018 - link
Agree, but posted earnings are, by definition, what happened in the past. Intel's stated caveat is about the already growing adoption of EPYC, which will take some of the sales from their Xeon lines. I just love that chipzilla will once again try a bit harder (invest more, improve faster, and -gulp- lower prices ) to get my money - good for me, good for us!Krysto - Friday, April 27, 2018 - link
How much of that is due to Trump's lower taxes = higher profits?Zingam - Sunday, April 29, 2018 - link
So the Meltdown warmed up their profit margins very well!Good make more bugs like that, Intel :)
dwade123 - Sunday, April 29, 2018 - link
Intel and Nvidia looks through AMD as if they don't exist. The majority of consumers don't even know AMD exists aside from a few vocal minority.