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Intel's Humbling

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Re: Intel's Humbling

#61

Intel has truly been on a remarkable spree of extremely poor strategic decisions for the last 20 years or so. Missed the boat on mobile, missed the boat on GPUs and AI, focused too much on desktop, and now AMD and ARM-based chips are eating their lunch in the data centre area.

You're missing the big one: they missed the boat on 64-bits. It was only because they had a licensing agreement in place with AMD that they were able to wholesale adopt AMD's extensions to deliver 64-bit x86 processors.

Re: Intel's Humbling

#62
post #50

Everyone acts as though Intel should have seen everything coming. Where was AMD? Was AMD really competitive before Ryzen? Nope. Core 2 series blew them out of the water. Was ARM really competitive until recently? Nope. Intel crushed them. The problem for Intel is the inertia of laziness due to a lack of competition. I wouldn’t count them out just yet, however. The company’s first true swing at modern GPU was actually…

ARM has been really competitive since, well, 2007, when the first iPhone hit the market, and when Android followed in 2008. That is, last 15 years or so. Not noticing a hugely growing segment that was bringing insane reams of cash to Apple, and Qualcomm, Samsung and others involved is not something I could call astute.

Pretty certainly, Intel is improving, and of course should not be written off. But they did get themselves into a hole to dig out from, and not just because the 5nm process was really hard to get working.

Re: Intel's Humbling

#63
post #2

As someone that doesn’t really understand the space and stuff that the article is talking about, I was surprised that “Apple Silicon” didn’t appear here since from my perspective having used both Intel and Apple Silicon Macs, it’s a huge “wow” change. Was Apple leaving and Apple Silicon Macs being so incredibly better than Intel ones not actually a big deal for Intel?

Apple had been sandbagging the Intel chips for several generations of macbook with anemic cooling solutions, poor thermal throttling curves, and fans that wait until the last moment to turn on. To the extent that the fastest CPUs available in Macbook Pros did not outperform lower models, because both became thermally saturated. When properly cooled, the Intel silicon tends to perform a lot better. Additionally, both…

They didn’t sabotage them. The CPUs just didn’t align with Apple’s goals. It’s not like they gave the M1 CPUs the cooling that Intel didn’t get. My Mac Mini M1 never spins up its fans and everything is fine. I love it. If it did, I’d consider it a downgrade.

Re: Intel's Humbling

#64

Earlier quoted context omitted.

At those envelopes they are nowhere near as good as what Apple makes. Even if Intel makes a thing that doesn't mean it's actually any good. I had some of those Intel ULV parts back in the day. They sucked.

I'm not sure what you had back in the day, but even Intel's E cores these days are spritely. Gone are the days of slow Atom cores. Pretty sure an equivalently clocked Intel E core of today beats the fastest Intel core ever shipped in an Apple product.

Neither here nor there--when Apple needed Intel to ship a decent, performant core that didn't overheat and chew through battery life, they could not.

Apple switched to their own silicon, and life for their customers has radically improved.

Maybe Intel has a great E Core now. Good for them if they do.

Re: Intel's Humbling

#65

Intel has truly been on a remarkable spree of extremely poor strategic decisions for the last 20 years or so. Missed the boat on mobile, missed the boat on GPUs and AI, focused too much on desktop, and now AMD and ARM-based chips are eating their lunch in the data centre area.

Xeon is not something people normally run on desktops.

Datacenters were and still are full of monstrous Xeons, and for a good reason.

Re: Intel's Humbling

#66
This reminds me of the situation at Boeing, albeit w/ less fatal consequences. For a long time, it's been a company that has focused on maximizing profits through "innovative" business practices, first and foremost, rather than innovative R&D. It's completely unsurprising that Intel has been struggling lately against its genuinely inventive competition.

Re: Intel's Humbling

#67

Intel has truly been on a remarkable spree of extremely poor strategic decisions for the last 20 years or so. Missed the boat on mobile, missed the boat on GPUs and AI, focused too much on desktop, and now AMD and ARM-based chips are eating their lunch in the data centre area.

They still dominate PC’s and the server market.

Re: Intel's Humbling

#68

Earlier quoted context omitted.

Apple had been sandbagging the Intel chips for several generations of macbook with anemic cooling solutions, poor thermal throttling curves, and fans that wait until the last moment to turn on. To the extent that the fastest CPUs available in Macbook Pros did not outperform lower models, because both became thermally saturated. When properly cooled, the Intel silicon tends to perform a lot better. Additionally, both…

Intel stopped making good chips for the things Apple cared about: efficient, cool designs that can run well with great battery life in attractive consumer products. Apple "sandbagging" was them desperately trying to get a poor Intel product to work in laptops they wanted to be thin and light. Even today though their designs haven't really changed all that much--in fact the MacBook Air is actually just as thin and now…

It was Apple's decision to put an 8-core i9 in an MBP chassis that was utterly incapable of dealing with the heat. Yes, the M1 is far more efficient and Apple deserves a lot of credit for it, but their last Intel laptops were much worse than they needed to be.

Re: Intel's Humbling

#69
post #30

Earlier quoted context omitted.

Apple had been sandbagging the Intel chips for several generations of macbook with anemic cooling solutions, poor thermal throttling curves, and fans that wait until the last moment to turn on. To the extent that the fastest CPUs available in Macbook Pros did not outperform lower models, because both became thermally saturated. When properly cooled, the Intel silicon tends to perform a lot better. Additionally, both…

Absolutely ridiculous. No, Apple did not juice the M1 by giving it better cooling than x86. Quite the opposite, they took a big chunk of their design+process wins to the bank and exchanged them for even cooler and quieter operation because that's what they wanted all along. Cool and quiet was a deliverable . It's absurd to point out that apple could have gotten higher perf from x86 at higher power as if it's some kin…

> Absolutely ridiculous. No, Apple did not juice the M1 by giving it better cooling than x86.

This is such an uncharitable and adversarial interpretation of parent. Sandbagging intel =/= juicing M1.

Re: Intel's Humbling

#70
post #50

Everyone acts as though Intel should have seen everything coming. Where was AMD? Was AMD really competitive before Ryzen? Nope. Core 2 series blew them out of the water. Was ARM really competitive until recently? Nope. Intel crushed them. The problem for Intel is the inertia of laziness due to a lack of competition. I wouldn’t count them out just yet, however. The company’s first true swing at modern GPU was actually…

Intel’s problem was the cultural and structural issues in their organization, plus their decision to bet on strong OEM partner relationships to beat competition. This weakness would prevent them from being ready for any serious threat and is what they should’ve seen coming.
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