Intel's new Haswell processors have been dominating the tech news for the past few days. The new silicon changes the playing field by integrating the CPU and GPU into an energy efficient package that allows OEMs to build notebooks, tablets, and Ultrabooks that will offer consumers better battery life.
But where does the Haswell refresh leave AMD? Is there still room for a second player in the processor market?
First, let's examine what Haswell brings to the table. According to Intel, Haswell's unique selling point is lower power consumption. This improvement benefits the PC landscape across the board:
It allows desktops to run cooler and more efficiently, reducing power bills and increasing reliability.
It means a lower cooling bill and increased reliability for servers (Intel launched one Haswell processor aimed at servers; the 13W TDP, 1.1GHz Xeon E3-1220LV3.
It offers increased battery life for portable devices.
While all three are important, it is the increased battery life that Intel is pushing hardest. After all, PC sales are in the gutter as people choose to spend their money on post-PC devices.
This is where Intel feels the money is.
So, more performance for less power consumption. That sounds like a massive win for Intel and game over for AMD right?
The problem with Haswell is that while it is streets ahead of anything that AMD has to offer, this next-generation silicon comes with a considerable price tag attached. As I reported yesterday, Haswell processors are expensive.
The Core i7-4650U (2.9GHz base, 3.3GHz turbo, 4MB cache) and the Core i5-4350U (2.6GHz base, 2.9GHz turbo, 3MB cache). These are priced at $454 and $342 respectively for a tray of 1,000 processors. Compare these to the equivalent previous-generation Ivy Bridge parts, the Core i7-3687U and the Core i5-3437U, which are priced at $346 and $250 respectively.
It's clear that Intel is milking the battery benefits for all they are worth, and perhaps beyond.
So as far as pie
That "considerable price tag" is the difference between having to plug your computer in wherever you go, and only plugging it in when you go to bed for the night, or even less often.
The cost of the chip is also offset by a reduced cost of motherboards. Total system cost should be about the same as if any other CPU were used.
AMD has nothing even remotely approaching this, in x86 now or in its ARM or x86 roadmaps.
AMD is not going to find a low-price niche with any value in it. It's going to be crummy chips for crummy phones sold by drugstores next to the hearing-aid batteries.
I guess you really dont understand do you. No Company wants to work with Intel when they can work with a company that works, for or at least with them to make their product better, without stealing everything they can.
Haswell is not even a player, Advanced Micro Devices (NYSE:AMD): AMD has broken from its Windows-only platform, as it will be releasing chips designed to embrace Google’s (NASDAQ:GOOG) Android and Chrome operating systems. The new chips will be based on x86 and ARM architecture, which can run multiple OSes, according to Lisa Su, senior vice president and general manager of global business units at AMD. ”We are very committed to Windows 8; we think it’s a great operating system, but we also see a market for Android and Chrome developing as well,” Su said.
It leaves AMD frozen out of: servers, PCs, laptops, tablets and phones.
AMD is left with a badly written ARM story and zero margin console chips as a consolation prize.
AMD will warn and miss in Q2. AMD will never see a profit again. AMD will be bankrupt by year end. AMD is over.
AMD will not WARN the general public! They are too corrupt for that (Their history tells it all) They will first warn friends and family to dump and short then come at the CC and dump the longs ...
Didn't you learn guys from the recent hype on MSFT Xbox ? the insiders tipped their friends and for no reason the stock doubled then they turned out right AMD got the XBox deal !!!! No insider tips Hunh !
Sentiment: Strong Sell