https://www.fool.com/investing/2020/06/15/will-intel-new-chips-widen-moat-vs-...Intel gestures towards the mobile market again with new chips for lightweight laptops and foldable devices.Smaller, faster, and more power-efficient
Intel claims the Hybrid chips will fully support Windows 10 applications with a 56% smaller package area, 47% smaller board size, and a 91% reduction in standby power consumption than its comparable Y-series processors.
In terms of real-world applications, Intel expects the chips to offer up to 24% better power efficiency during web browsing, up to 1.7 times better graphics performance, and up to 54% faster conversions of video formats. They could also offer double the throughput for AI-enhanced workloads.
Intel is aiming these CPUs at lightweight laptops and foldable devices. Samsung's Galaxy Book S, Lenovo's ThinkPad X1 Fold, and Microsoft's dual-screen Surface Neo are the first three devices to use the new CPUs.Once again --- comparing Intel against Intel is both pointless and meaningless. Intel must do better than QUALCOMM in this market slice, not Intel. Intel must do better than AMD in this market slice, not Intel. Intel must do better than ARM Holdings X-series in this market slice, not Intel.
Right now Intel has just now realized they have something to lose while they were deep in the throes of actually losing it .....
And I find it fairly funny that Intel is also "busy losing it" to Intel's business partner Mediatek, the same company Intel buys its radio tower modems from.
And from Samsung, let's not forget good Intel business buddy Samsung, the one Intel has to build all of Intel's most modern chipset trial lots since Intel's own 10nm and 7nm is still acting fairly broken right now.
Seriously, this market slice combat is really all about CHROMEBOOKS ...... with perhaps a side dash of Qualcomm Windows on ARM laptops.Chromebooks own the education market and are making inroads into business uses .......
Intel does not want to lose Chromebooks, and next year's light duty APUs from AMD may well steal that market segment away from Intel.
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Nice gesture, Intel. Now let's think about that astronomical price tag you are putting on your first Foveros stacked Big bigger samples that you are sending out right now .......
Intel, you may want to rethink that a little bit. Intel, you are defining the pricing of a market segment right now (intending for you to be the one to fill it) that is actually a "made to order" perfect fit for next year's lower cost higher performance Cezanne AMD 5nm APU's.Intel is having to compete on PERFORMANCE (Tiger Lake)
Intel is having to compete on BATTERY LIFE (Alder Lake)
With Intel, you can have one or the other ........ NOT BOTH AT THE SAME TIME
With AMD 5nm APUs you get both, and you get a lower price tag and a lower unit cost and much better built in graphics.
When businesses make the wager on which company to use for processors when they plan a new product, they look for what is coming for the next 2 years.
With Intel, you get a vague promise and a 50-50 chance of actually seeing it anywhere close to on time.
AMD, 100% chance of seeing it on time, 25% chance of seeing it up to three months early.
AMD contracts 2 years in advance for TSMC production slots, coming right in behind Apple in the order of build presidence for new lithography waves.
AMD tends to hit their build slots on the nose with no issues building their products.
Intel wants to go with fully mature "maximum utilization" TSMC process waves, so Intel is coming in 2-3 years past the totally new wave front that Apple rides.
AMD comes in between Apple and Intel time-wise and AMD costs less than either of them by far.