Pat also said “AMD is in our rearview mirror” after Alder Lake and this month intel released a “new generation” that doesn’t even beat AMD’s current gen or come remotely close in efficiency so yeah I’ll just take what he says with a grain of salt.
It doesn’t need to beat. Especially not on desktop. Desktop is like Lamborghini vs Ferrari vs Porsche. They are all winners.
The real fight is in Mobile Laptop. And that is where MeteorLake has two edges over AMD.
Ai accelerator chip and Big.LITTLE. And one could argue that they have volume as well. The laptop manufacturers want volume and consistency.
AMD has to compete for nodes from TSMC vs. Apple, NVIDIA, Qualcomm, Intel and even AMD’s own Sony and XBOX platforms. Intel arguably has an edge on this front.
Apple does have to use its volume from TSMC for iPad, iPhone, watches and then MacBooks.
Intel has the luxury of supply and maybe even oversupply if they have Foundry customers lining up.
I agree with you apart from your points about apple. The air is the only one without a fan, and in the Software Engineering jobs I’ve worked, Macbook Pros are abundant due to being more reliable than Windows/ Linux-based machines. So apple do ship their laptops at volume, more than AMD does anyway. It just depends on which career segments you are taking into account.
14th gen’s perf/watt is irrelevant in the grand scheme of things. It wasn’t even brought up in today’s investor call, and none of the big name investors even brought it up during Q&A
Investors aren’t DIY enthusiasts. What they want is how the company performs. So far Intel is getting a good revenue from laptops and desktops but they’re losing the data center battle with AMD.
zen3 and zen4 are neck and neck with 12th and 13th gen. amd has the sales and marketing momentum so theyre still moving more units, at least for the desktop side.
They’re not though. Plain Zen 3 and 4 are worse. When you slap a bunch of cache on, then they’re more competitive. That’s not what was written originally though.
Most of the people seething about Gelsinger’s comment fail to realize that a single high cost CPU beating the competition by 5% doesn’t make for a product line up.
AMD’s client division has been reporting consecutive losses for the past four quarters as a result of their baseline desktop products underperforming, a gigantic Zen3 inventory issue, and not being able to ship laptop chips in volume.
Pat also said “AMD is in our rearview mirror” after Alder Lake and this month intel released a “new generation” that doesn’t even beat AMD’s current gen or come remotely close in efficiency so yeah I’ll just take what he says with a grain of salt.
It doesn’t need to beat. Especially not on desktop. Desktop is like Lamborghini vs Ferrari vs Porsche. They are all winners.
The real fight is in Mobile Laptop. And that is where MeteorLake has two edges over AMD.
Ai accelerator chip and Big.LITTLE. And one could argue that they have volume as well. The laptop manufacturers want volume and consistency.
AMD has to compete for nodes from TSMC vs. Apple, NVIDIA, Qualcomm, Intel and even AMD’s own Sony and XBOX platforms. Intel arguably has an edge on this front.
Apple does have to use its volume from TSMC for iPad, iPhone, watches and then MacBooks.
Intel has the luxury of supply and maybe even oversupply if they have Foundry customers lining up.
I agree with you apart from your points about apple. The air is the only one without a fan, and in the Software Engineering jobs I’ve worked, Macbook Pros are abundant due to being more reliable than Windows/ Linux-based machines. So apple do ship their laptops at volume, more than AMD does anyway. It just depends on which career segments you are taking into account.
14th gen’s perf/watt is irrelevant in the grand scheme of things. It wasn’t even brought up in today’s investor call, and none of the big name investors even brought it up during Q&A
Investors aren’t DIY enthusiasts. What they want is how the company performs. So far Intel is getting a good revenue from laptops and desktops but they’re losing the data center battle with AMD.
They blew them out for a solid 2 years in client so idk chief seems like a bit of a goalpost
zen3 and zen4 are neck and neck with 12th and 13th gen. amd has the sales and marketing momentum so theyre still moving more units, at least for the desktop side.
Not on the OEM side which is where the vast majority of sales go. Intel and Nvidia have a stranglehold there.
People judge the entire Zen 3 and Zen4 by the X3D model. Which in the casebof Zen3 was one single CPU
What you’re saying is the DIY crowd not the OEMs like Dell and HP. Intel has that covered and AMD is pivoting to data centers and AI.
No they’re not. Go revisit base Zen 3 and Zen 4 figures (not X3D).
Yes, look at everything expect that stuff that beats intel. Makes sense…
“Zen 3 and Zen 4 are neck and neck”
They’re not though. Plain Zen 3 and 4 are worse. When you slap a bunch of cache on, then they’re more competitive. That’s not what was written originally though.
Most of the people seething about Gelsinger’s comment fail to realize that a single high cost CPU beating the competition by 5% doesn’t make for a product line up.
AMD’s client division has been reporting consecutive losses for the past four quarters as a result of their baseline desktop products underperforming, a gigantic Zen3 inventory issue, and not being able to ship laptop chips in volume.
He’s talking to investors, not hardware enthusiasts. From that perspective, he’s right.
It catches up sooner or later. They were raking in the cash with the million Skylake refreshes. But look where they are now.
Yeah, I listened to the investor live stream. Not a single investor call in question cared about 14th gen desktop
No investor cares about the tiny DIY market. Intel has Meteor lake lined up in the laptop space, and that’s infinitely more important.