The AMD vs Intel war is a complete re-run of the Microsoft vs Apple fanboy wars. We all saw how that turned out, right? And the similarities are striking. Microsoft ripped off Apple IP (and anybody else that they could) in order to build their monopoly empire which centered around two main products: Windows and Office. These two products account for the vast majority of their profits.
Intel is similar in that their profits come from basically three sources: Their desktop, mobile and server lines. All of which are X86 based. If they lose any significant amount of share in any of these markets then they will feel an equal impact on their bottom line. In other words, they basically have all their eggs in one basket, which works for them since, like Microsoft, they currently enjoy a stranglehold on the traditional market.
But there's a flaw in their strategy, just like there was in Microsoft's. Microsoft got a little too comfy and lazy and took their eye off the ball. They thought they had everything tied up and that Apple could never change their dominant position in the market, which they were mostly right about. But Apple now has a much greater market cap then Microsoft and is viewed as a far greater company overall. So how did they do this? By diversifying their product portfolio outside of the traditional IT market and exploiting what would be called "niche" markets at the time.
And this is how AMD will make a lot of money, by exploiting markets that Intel hasn't been doing well in or doesn't really care about or has no competitive products in. You're already seeing this with the low end fusion APUs that have already taken a lot of market share from Intel's Atom line. The next was Llano, and if it wasn't for AMD having manufacturing issues with 32nm then the amount of growth in mobile that AMD would have captured would have been alarming, not just significant. And Now you have the Radeon, which just picked Nvidia up off the ground and slammed it on it's head. AMD just opened up huge potential gains not only in the enthusiast GPU market but also in the GPU Compute market. Combined with the Opteron, AMD now has a startlingly powerful GPU compute platform all to itself, which also runs on FOSS. It will be very popular with the Linux HPC crowd.
And that brings me to GlobalFoundries Fab 8 28nm. This is now one year away and will be a state of the art fab that will most likely be producing a lot of X86 CPUs. When AMD shrinks Bulldozer to 28nm it';s anybody's guess what route they will take and what improvements they will make so I'll just take a stab at it: They will most likely implement SuVolta's DDC tech to bring power consumption down significantly. This implementation alone won't bring power consumption down by 50%, but combined with a half node shrink it might bring it down 30-40%. This will lead to better cache latencies and much higher clocks. It will also facilitate the creation of a quad module APU. And this is what Intel fears the most. One of these by itself will be very powerful since it can be used for GPU compute enhanced processing without any additional hardware. One of these with a discrete card is downright scary to Intel as it will be able to communicate with an AMD GPU in an entirely new way. This is why AMD didn't bother going with an on-die GPU interconnect tech yet because what they need it something very specific that will utilize the on-die GPU as an instruction intermediary with the discrete unit, as well as serve as a floating point accelerator.
To me it's only a matter of time because most of the components are already assembled. This is how you mount an assault.
"This will lead to better cache latencies and much higher clocks. It will also facilitate the creation of a quad module APU. And this is what Intel fears the most. One of these by itself will be very powerful since it can be used for GPU compute enhanced processing without any additional hardware."
As we move towards heterogeneous computing Intel will lose its CPU advantage as the GPU is a much more powerful processing unit than the CPU, in short AMD APU will win.
You are absolutely right. Monopooooopoooolists pooop bribes and threats to make money, and they get complacent.
IBM and Apple probably already have plans for AMD fusion processors.
That would explain why the cheating monopolist is excreting Ultrabooks at Apple.
Whewee, that's some good detective work there, rantus maximus !
I liked your dissertation and crystalball's assertions that began this thread. Maybe you can explain something for me :
How might AMD's absorbtion into GloFo alter AMD's corporate subordination to intc - given AMD remains to be intc's R&D department disguised as a competitor ?
L'il Ol' Chessplayer,