It's so strange how this is all playing out almost exactly like the Athlon XP days except with lots of cores and clouds.
Intel delays 10nm Cannon Lake processors, again, until late 2019
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Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#12The end is nigh Intel. Just like Apple switched to Intel Power PC’s were not upgrading, so will Apple switch to ARM.
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Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#13The end is nigh Intel. Just like Apple switched to Intel Power PC’s were not upgrading, so will Apple switch to ARM.
Macs aren't a huge percent of Intel's processor business. It's a big enough percent that they would miss it, but Apple's desktop and portable market share is still small. And then there are servers.
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#14It's so strange how this is all playing out almost exactly like the Athlon XP days except with lots of cores and clouds.
Does anyone believe there's another core duo type massive leap out there to even be had this time around though? AMD is going to slowly pull a bit ahead of intel, especially in bang for buck, but i don't see how they can catch back up.
As it is, last time intel jumped ahead it was by repackaging and souping up an a mobile arch that in and of itself was based on the old pentium 3 arch. They can't really mine the parts bin that way this time around either.
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#15I wonder how cloud computing providers feel about this. On the one hand, competition between Intel and AMD for the cloud probably means cheaper chips for them. On the other hand, they were probably looking forward to the power savings from Intel's 10nm chips.
Azure has started using ARM chips with Windows Server...
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#16It's so strange how this is all playing out almost exactly like the Athlon XP days except with lots of cores and clouds.
except ARM is nearly a viable competitor, too now.
Windows 10 ARM laptops are already shipping.
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#17It used to be that Intel was undisputed king of the silicon race. It's kind of shocking that they've fallen so far behind. TSMC is already doing 7nm mass production right now: https://www.digitimes.com/news/a20180622PD204.html (arguably, what they call "7nm" isn't quite that, but still...)
Every single time an article comes up about this someone says this, and every single time someone refutes this saying that 7nm is a lie. Intel 10nm is supposed to be more dense than TSMC 7nm (if they ever get there).
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#18The end is nigh Intel. Just like Apple switched to Intel Power PC’s were not upgrading, so will Apple switch to ARM.
Macs aren't a huge percent of Intel's processor business. It's a big enough percent that they would miss it, but Apple's desktop and portable market share is still small. And then there are servers.
True, but Apple releasing a truly desktop-class ARM into a MacBook might finally kick Qualcomm and PC laptop manufacturers into gear to releasing something that doesn't suck (like when Apple released a 64-bit ARM CPU and Qualcomm first made fun of it then quickly released their own)
Re: Intel delays 10nm Cannon Lake processors, again, until late 2019
#19It used to be that Intel was undisputed king of the silicon race. It's kind of shocking that they've fallen so far behind. TSMC is already doing 7nm mass production right now: https://www.digitimes.com/news/a20180622PD204.html (arguably, what they call "7nm" isn't quite that, but still...)
The consensus the last time there was a delay was that TSMC's 7nm process is roughly comparable to Intel's 10nm process.
They're still ahead, but only until Intel finally ships 10nm.
I'm not sure how much this affects the industry in general, but I bet there are some interesting Intel vs Arm discussions being fueled in Apple's product roadmap meetings.