![]() They seem to be doing things pretty well, IMO. > side (which you don't give enough credit for). Without taking their eye off their manufacturing > are trying to get into phone/tablet CPUs too. > they're getting into the baseband market, and Nor should they take their eyes of x86 PC and server market. There is not enough profit in mobile CPU space to just concentrate on that. The point is they need to diversify multiple ways to make up for it. > big enough to make up for shrinkage of the x86 market. > The MIC/GPGPU appears insignificant so far, and even if it succeeds, is unlikely to be > They have been growing GPU and MIC/GPGPU markets, Sure they need to accept lower margins to get into new markets, but they are doing it.įinancials are slightly down for 2012 vs 2011, but if revenue is predicted to grow in 13, then this looks more like a bounce as spending grew after the financial crisis, than the beginning of Intel's terminal decline. This does not exactly look like a company on the back foot. 2013 forecast is increase in revenue, with margins down a little. Revenue has gone from $35bn in 2009 to $53bn in 2009, gross profit increased by more than 50%, operating income tripled, and R&D has doubled. > And investors aren't going to be happy if Intel's revenue and profit shrink, rather My point is that to consider Haswell a failure because it won't play in smartphone/tablet space is utterly absurd. > It is indeed huge, and very profitable for Intel. > don't abandon your core market before you've even cracked a different, emerging one. > x86 CPUs are phenomenal in this space, and Haswell doesn't look like an exception. > Despite the mobile hype, the PC and server market is still huge, with high ASPs. Intel by the way is stepping away from the somewhat goofy sounding Tick-Tick-Tock naming, it'll be Process architecture optimization. Around 2020/2021 we should see 7nm. The 10nm products under code-name Cannonlake will be released 2nd half of 2017. ![]() The 10nm Cannonlake parts will follow in 2017. Kaby lake will be based on Skylake and will offer better performance (architecture update).Įffectively this means we will see three families of 14nm Intel chips: Broadwell from 2014, Skylake in 2015, and Kaby Lake in late 2016. ![]() ![]() However, Intel will release Kaby lake likely in the 2nd half of 2016. Intel started rolling out its 14nm "Skylake" processors last autumn, the 10nm "Cannonlake" chips were originally planned to be the follow-up. After Cannon lake we'll see Icelake and Tiger Lake. We are now at Skylake, which will be followed by Kabylake and Cannonlake. This way Intel can release a new processor each year. So after a new procedure (die shrink), there will be a new architecture followed by an upgrade of that architecture. In it's yearly Form 10-K document about Intel's financials the company now really makes note of a three-step cycle. Examples: Haswell (22nm Tock, LGA-2011, high-end), Broadwell (14nm Tick, LGA-1150, mainstream) and Skylake (14nm Tock, LGA-1150, mainstream). Roughly every year to 18 months, there was expected to be one tick or tock. Now if this sounds like gibberish to you allow me to explain every "tick" represents a shrinked process technology based on the previous micro-architecture (sometimes introducing new things like instructions, as with Broadwell, released in late 2014) and every "tock" designates a new micro-architecture. Based on Moore's Law this been proven to become more and more difficult, it's becoming Tick-Tock-TockĮarlier this year we already reported that starting with Kaby Lake things would to be changing as the cycle changes towards two tocks. The familiar "Tick-Tock" is a model used by chip manufacturer Intel Corporation start started in 2007 to follow every micro-architectural change with a die shrink of the process technology. ![]()
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