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0 pointsblinkingled5y ago0 comments

Well put. People are being their usual teamsport participants on x86 vs ARM. Intel has execution problems in two departments - manufacturing and integration. ISA is not an issue - they can very well solve the integration issues and investing in semiconductor manufacturing is the need of the hour for the US so I can imagine they getting some traction there with enough money and will.

IOW even if Intel switched ISA to ARM it won't magically fix any of the issues. We've had a lot of ARM vendors trying to do what Apple did for too long.

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klelatti5y ago

Intel / AMD had a duopoly on desktop / server because of x86 for a large number of years.

Loss of that duopoly - even with competitive manufacturing - has profound commercial implications for Intel. M1 and Graviton will be followed by others that will all erode Intel's business.

blinkingledOP5y ago

On the other hand if x86 keeps competitive there's lot of inertia in its favor. So it could go either way. Desktop especially has been a tough nut to crack for anyone other than Apple and they are only 8% of the market.

klelatti5y ago

Probably more than 8% by value and with the hyperscalers looking at Arm that's a decent part of their business at risk - and that's ignoring what Nvidia, Qualcomm etc might do in the future.

Agreed that intertia is in their favour but it's not a great position to be in - it gives them a breathing space but not a long term competitive advantage.

j / k navigate · click thread line to collapse

0 pointsblinkingled5y ago0 comments

IOW even if Intel switched ISA to ARM it won't magically fix any of the issues. We've had a lot of ARM vendors trying to do what Apple did for too long.

0 comments

klelatti5y ago

Intel / AMD had a duopoly on desktop / server because of x86 for a large number of years.

Loss of that duopoly - even with competitive manufacturing - has profound commercial implications for Intel. M1 and Graviton will be followed by others that will all erode Intel's business.

blinkingledOP5y ago

klelatti5y ago

Probably more than 8% by value and with the hyperscalers looking at Arm that's a decent part of their business at risk - and that's ignoring what Nvidia, Qualcomm etc might do in the future.

Agreed that intertia is in their favour but it's not a great position to be in - it gives them a breathing space but not a long term competitive advantage.

j / k navigate · click thread line to collapse