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Intel CEO talks 5G, China, and 2019's "stable" PC market

By midian182
Feb 26, 2019
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  1. While it isn’t shown in the clip, Fortt says the conversation started on the industry’s current hot topic: 5G. Intel is apparently aiming to capture 40 percent of the 5G base station market, while its 5G modem chips are set for release later this year. We already heard that the XMM 8160 chip was being brought forward by six months, though Intel will still be playing catchup on Qualcomm, whose X50 modem is appearing in a slew of upcoming 5G devices, including Samsung’s Galaxy S10 5G.

    Swan stated that, like many US companies, he was excited by what appears to be the progress being made in US-China trade talks. “Global trade is good for the industry,” he said, adding that the thawing of relations would open up opportunities for Intel.

    The CEO notes that Intel has had successive record years from 2016 onwards, and it expects the same for 2019. This led the conversation onto the state of the PC market, which Swan says is responsible for 50 percent of Intel’s revenue. He believes the industry will be stable this year, defined as plus or minus half a point. That’s pretty much what we saw last year: IDC had growth for PC shipments at -0.4 percent, while Gartner put it at -1.3 percent. Some would call this stagnant rather than stable, of course.

    Swan added that while stability in the PC industry is good for Intel, the explosive growth comes from its data center business, though that's another area where it’s facing competition from AMD.

    Check out the full interview below.

    Permalink to story.

     
    Last edited: Feb 26, 2019
  2. Squid Surprise

    Squid Surprise TS Evangelist Posts: 2,568   +1,548

    "Swan added that while stability in the PC industry is good for Intel, the explosive growth comes from its data center business, though that's another area where it’s facing competition from AMD."

    AMD's "competition" stands at 3% market share.... While that might be a huge improvement for AMD, I hardly think that constitutes a real threat to Intel's profit margins...
     
    xxLCxx likes this.
  3. xxLCxx

    xxLCxx TS Addict Posts: 231   +153

    Not a single word on Spectre and building CPUs which are NOT faulty. This guy should work for Volkswagen!
     
  4. wiyosaya

    wiyosaya TS Evangelist Posts: 4,126   +2,418

    As I see it, he is assuming that relations with China do not fold in on themselves with China banning imports from sIntel. There are no guarantees.

    IMO, no surprises given his degrees are in business. As I see it, business wonks like him tend to blow a lot of hot air. For example, Rory Reed who was AMD's CEO before Lisa Su.

    That kind of complacent thinking is what got sIntel to where they are today, and lead to the increase in AMD market share. AMD's market share is not standing still by any means. IMO, it is more about where that market share is going than what it currently is.
     
    xxLCxx likes this.

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