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Intel exiting the PC business as it stops investment in the Intel NUC

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Re: Intel exiting the PC business as it stops investment in the Intel NUC

#131
post #21

Does NUC stand for something? Is it an Intel sub-brand or a more general classification?

It's Intel branding for their SBC efforts - "Single Board Computer", I'd argue. While officially it stood for "Next Unit of Computing", every Intel NUC was effectively an SBC more or less, from designs small enough to fit in an HDMI dongle to Mac Mini style units. The SBC architecture is what permits the form factors.

> https://en.wikipedia.org/wiki/Single-board_computer

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#132
This makes me sad, but fortunately there are many other manufacturers in this space. I have an NUC10i7FNB Intel(R) Core(TM) i7-10710U CPU @ 1.10GHz, 1608 Mhz, 6 Core(s), 12 Logical Processor(s) NUC as my desktop computer.

I love it! I work with IntelliJ for Java multithreaded software development usually with 12 software threads due to the 12 hardware threads, I work with up to 3 Lubuntu LXQT virtual machines simultaneously but usually just 1.

It's 4" by 4" compact and I use a Anker bluetooth speaker with it and it has 32GB RAM and a 1TB SSD.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#133
Cloud Compute.

Seems like a huge lost opportunity for by Intel not targeting the "consumer" cloud compute market with NUC's, because they wanted to protect their high margin server chip business.

There's huge classes of workloads that a NUC would do just fine on for the cloud, and cloud operators would love the lower power & physical size of these NUC compute devices.

AMD has embraced it, and you'll see 7000 chips at various cloud compute companies like OVH & Hetzner.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#134

Cloud Compute. Seems like a huge lost opportunity for by Intel not targeting the "consumer" cloud compute market with NUC's, because they wanted to protect their high margin server chip business. There's huge classes of workloads that a NUC would do just fine on for the cloud, and cloud operators would love the lower power & physical size of these NUC compute devices. AMD has embraced it, and you'll see 7000 chips at…

For that kind of use case, you'd want a blade server or similar, not a NUC. In particular, you'd want something that works with a rack.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#135

Earlier quoted context omitted.

> Apple does totally fine with mac mini. Is there data on how well they actually sell? I always vaguely assumed it was a pretty low-volume product that they couldn't actually get rid of due to niche customer applications. They've historically often been very slow to _update_ it; they definitely don't treat it as one of their more important products.

> Is there data on how well they actually sell? I always vaguely assumed it was a pretty low-volume product that they couldn't actually get rid of due to niche customer applications. They've historically often been very slow to _update_ it; they definitely don't treat it as one of their more important products. The Mac mini has always been Apple's low-cost trojan horse product for existing PC users who already have a…

I don’t think a lot of people still buy desktops outside of the gaming segment.

I would make a bet that the MacBook Air outsells both the iMac and Mac mini by a ratio of 10 to 1.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#136
post #29

I wish Intel or someone would get into the enthusiast firewall market. Very High GHZ 2 to 4 core CPU, 2 to 4 NICs, x86, <$250, 1-8GB soldered RAM, Simple M2, very basic video out, would be very popular for home firewalls and maybe even businesses with a decent IT department/person as a Firewall/VPN appliance.

Devices similar to what you are asking for are out there now, in recent years the market for these devices seems to have exploded. I recently built something similar to this one with i7 of some generation or other and quad 2.5gbit NICs etc. They are available in all sorts of neat fanless configs and a range of CPUs, and generally have no issues saturating all 4 ports at peak speeds etc. I just pulled the first hit from Amazon for "vpn appliance":

> https://www.amazon.com/SENSTUN-Firewall-Appliance-Fanless-Ba...

Being that they are just PCs, you can install pfSense or whatever solution you want. They are silent and no larger than a typical network switch. If anything, the enthusiast firewall market has been well served recently - there are well over 20+ models on amazon alone right now intended for homemade firewalls or routers.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#137

I call BS on them being not good market fit, Apple does totally fine with mac mini. also these are just laptops w/o screen and battery. IMO the real reason may be worries around minipcs finally getting good enough that they may cannibalize higher margin PC market. BTW there are other vendors like Beelink that make semi decent tiny computers and I have one of those as my teenage kids pc,works just fine.

> BTW there are other vendors like Beelink that make semi decent tiny computers and I have one of those as my teenage kids pc,works just fine. The issue is, Intel's aiming more upmarket (based on their pricing) for something that doesn't offer a lot more. Intel's done interesting/fun things, such as building the entire motherboard into a single slot sized unit, but going out and buying a Beelink is a better propositi…

I completely agree with your analysis. I'm writing this on a Beelink (running aftermarket Linux) and couldn't be happier about the value proposition. I started my shopping looking for a NUC, but they were all too pricey for what I wanted/needed.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#138

I call BS on them being not good market fit, Apple does totally fine with mac mini. also these are just laptops w/o screen and battery. IMO the real reason may be worries around minipcs finally getting good enough that they may cannibalize higher margin PC market. BTW there are other vendors like Beelink that make semi decent tiny computers and I have one of those as my teenage kids pc,works just fine.

I would bet the majority of Mac minis sold are used as ci/cd servers for iOS and Mac development. I would also bet the Mac mini is the third lowest selling Mac with the Mac ultra and Mac Pro being the least.

anecdotal evidence: that’s the exact purpose of all of our mac minis at where I work.

It’s also the exact purpose of my home mac mini

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#139
post #122
post #51

Earlier quoted context omitted.

The Mac Mini is a totally different market: it 1) runs macOS 2) has Apple Silicon 3) has no competitors for running macOS 4) is the cheapest entry point into iOS development which is a high paying job

In the US, maybe. Android rules the rest of the world and Europe, Japan and China.

> Europe

definitely not

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#140
Funny enough, I predicted this in a previous HZ comment 3 months ago when they cut their server systems business.

> "My guess is that they're cutting the portfolio down to feature only chipsets and add-in cards. Just CPUs, GPUs, FPGAs, ASICs, networking. It makes sense if anything - it really focuses on their core business. No more side-projects with questionable profitability. In the last 2 years since Pat Gelsinger took over, they've cut RealSense, Movidius, Optane Memory, IPO'd MobileEye, and now exited the Server Systems business. The only odd-ball left are their NUC business."

If any hedge funds are looking for analysts, I'm always open to offers...

It's sad to NUCs go, but it was inevitable. They made products for customers, while simultaneously competing with said customers. It's hard to build any decent partnerships on that premise. I'm currently typing this on a Serpent Canyon NUC though, so it's certainly bittersweet.

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