Intel may be cancelling its Arrow Lake "Refresh" desktop CPUs

[zamroni111]

Intel still dominate in all markets

AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024

www.anandtech.com

Enterprise / Server = Intel 76.4%

AMD stagnated in several markets, especially mobile, which is a huge market. Most companies spends vastly more money on buying laptops than actual servers.

AMD had a good run tho. Mostly thanks to Intel being stuck at 14 and 10nm, which is now a thing of the past. 3nm next, then 18A and beyond.

and even with 76.4% market share higher listed price per core, intel still loses money.

but it's no wonder because epyc zen4 beats latest xeon by a lot while cheaper by half.

Intel Xeon Platinum 8592+ "Emerald Rapids" Linux Benchmarks Review - Phoronix

www.phoronix.com

 

[Felusy]

FYI, Intel is rapidly losing enterprise market share. Why you think Intel is rapidly losing value?

Intel using TSMC instead own fabs just shows how far behind Intel is. Desperate move.

No they are not. Intel still has over 75% enterprise marketshare, 90% laptop marketshare. You are dreaming too much. Lets get back to reality. Intel dominate in all CPU markets still.

Oh so Intel is deperate because they use TSMC? What is AMD then? AMD left GloFo behind as well. TSMC is the reason Ryzen even succeded, Ryzen 1000 and 2000 on GloFo was trash. Without TSMC, AMD would have nothing, stuck on GloFo 12nm which is far worse than Intel 14nm ever was. Even TSMC 16nm beats 12nm GloFo with ease.

Lunar Lake reviews are looking very good. Postive all over. Vastly lower power usage.

Intel Lunar Lake Review Roundup: Chipzilla Is Back With Strong Performance & Efficiency, Xe2 GPU Shines

Intel Lunar Lake has launched, &it looks like the reception from tech outlets has been superb, marking a big comeback for the blue team.

wccftech.com

Intel is back. AMD cheaped out, used 5nm and 7nm IO dies and underdelivered massively with Zen 5. Sales are noneexisting. Reality calls.

Around 55% PC Users Find AMD Ryzen 9000 "Zen 5" CPUs To Be 'Mediocre', Reveals 3DCenter Poll

More people view AMD Ryzen 9000 CPUs negatively than positively but the overall impression remains somewhat neutral.

wccftech.com

Worst AMD CPU launch since Bulldozer according to Techspot, called a flop in tons of their videos.

 

[Felusy]

and even with 76.4% market share higher listed price per core, intel still loses money.

but it's no wonder because epyc zen4 beats latest xeon by a lot while cheaper by half.

Intel Xeon Platinum 8592+ "Emerald Rapids" Linux Benchmarks Review - Phoronix

www.phoronix.com

They loose money solely because of their foundries, which is why they are splitting the companies very soon.

AMD left GloFo behind years ago as well. No difference at all. Being fabless is just easier.

Intel Lunar Lake gets blazing reviews FYI.

Meanwhile AMD gets mediocre reviews for Zen 5 and sales are extremely low, even after pricecuts.

Zen 5 = Brand new arch, built ground up and massively disappoints. Mostly because they cheaped out and used 5nm again, with same 7nm IO die.

Sadly Zen 6 is 2026+
Lets hope 9000X3D can save Ryzen 9000 series.

AMD without node advantage, has no chance of being Intel. AMD had node advantage for years and still did not beat Intel. Intel still dominate all CPU markets.

 

[HardReset]

No they are not. Intel still has over 75% enterprise marketshare, 90% laptop marketshare. You are dreaming too much. Lets get back to reality. Intel dominate in all CPU markets still.

Oh so Intel is deperate because they use TSMC? What is AMD then? AMD left GloFo behind as well. TSMC is the reason Ryzen even succeded, Ryzen 1000 and 2000 on GloFo was trash. Without TSMC, AMD would have nothing, stuck on GloFo 12nm which is far worse than Intel 14nm ever was. Even TSMC 16nm beats 12nm GloFo with ease.

Lunar Lake reviews are looking very good. Postive all over. Vastly lower power usage.

Intel Lunar Lake Review Roundup: Chipzilla Is Back With Strong Performance & Efficiency, Xe2 GPU Shines

Intel Lunar Lake has launched, &it looks like the reception from tech outlets has been superb, marking a big comeback for the blue team.

wccftech.com

Intel is back. AMD cheaped out, used 5nm and 7nm IO dies and underdelivered massively with Zen 5. Sales are noneexisting. Reality calls.

Around 55% PC Users Find AMD Ryzen 9000 "Zen 5" CPUs To Be 'Mediocre', Reveals 3DCenter Poll

More people view AMD Ryzen 9000 CPUs negatively than positively but the overall impression remains somewhat neutral.

wccftech.com

Worst AMD CPU launch since Bulldozer according to Techspot, called a flop in tons of their videos.

Intel server share is going down, and fast. That's why Intel is in trouble.

Diffrerence is: Intel has own fabs, AMD has not. Intel using TSMC is very desperate move. Intel could also have used TSMC 7nm but cheaped out

Techspot just totally missed point of Zen5, like said many times. Just looking few benchmarks is not enough. Techspot always change their opinion pretty soon, like 6500XT...

 

[Felusy]

Intel server share is going down, and fast. That's why Intel is in trouble.

Diffrerence is: Intel has own fabs, AMD has not. Intel using TSMC is very desperate move. Intel could also have used TSMC 7nm but cheaped out

Techspot just totally missed point of Zen5, like said many times. Just looking few benchmarks is not enough. Techspot always change their opinion pretty soon, like 6500XT...

Nah Intel is in trouble because they spend tons of money on their fabs. Intel still has majority marketshare in all markets and is selling well. Laptop market is huge, and Intel has 90% or more. Companies spends way more buying laptops. Better margins too.

AMD had their own fab, but left them behind and now rely 100% on TSMC do deliver anything good.

Nvidia can use Samsung and still beat AMD for example. AMD needs to have node advantage to compete, and they now lost that in the CPU market.

Even Intel Clearwater on 18A is ready.

Ryzen was pure crap when they used GloFo. TSMC was their savior. AMD has been living the easy life, being fabless. Intel will use both their own fabs and TSMC going forward, and Intel can afford to use TSMCs best nodes, AMD can't - They will be forced soon tho. Or they can't compete.

Zen 5 failed massively. 5nm with same 7nm IO die = Fail. AMD is rushing 9800X3D forward to hopefully retain gaming crown. Arrow Lake incoming and Lisa Su feels the heat. Zen 5 has been a disaster and now Intel hits the nail right on the head: Brand new arch on 3nm TSMC = Bad news for AMD. Lunar Lake already scores top reviews. Beats AMD on efficiency with ease. Lunar Lake even beats ARM on efficiency.

Lets see if 9800X3D will replace my 7800X3D or I will go 285K. 285K will have vastly better all-round performance thats for sure.

Intel stock is going up up up.

 

[HardReset]

Intel spent money on fabs and then use TSMC. Makes "sense".

AMD had own fabs yes but that was 15 years ago.

Nvidia Still switched on TSMC despite being able to beat AMD with Samsung. Again, makes "sense".

Again, Intel using TSMC just proves Intel wasted money on fabs that don't produce good enough CPUs.

Guess what? AMD cares about server market share. Desktop chips are just sidekick for AMD and do not tell Anything about AMD competitiveness. Also laptop chips are mostly Intel, no matter howebad. So again, how good Lunar Lake is doesn't matter at all about anything. Intel is in trouble because AMD is so far ahead on servers. How good Intel desktop or mobile chips are doensn't make ANY difference about ANYTHING because Intel is so far behind on servers.

 

[Felusy]

Intel spent money on fabs and then use TSMC. Makes "sense".

AMD had own fabs yes but that was 15 years ago.

Nvidia Still switched on TSMC despite being able to beat AMD with Samsung. Again, makes "sense".

Again, Intel using TSMC just proves Intel wasted money on fabs that don't produce good enough CPUs.

Guess what? AMD cares about server market share. Desktop chips are just sidekick for AMD and do not tell Anything about AMD competitiveness. Also laptop chips are mostly Intel, no matter howebad. So again, how good Lunar Lake is doesn't matter at all about anything. Intel is in trouble because AMD is so far ahead on servers. How good Intel desktop or mobile chips are doensn't make ANY difference about ANYTHING because Intel is so far behind on servers.

Intel has 76.4% server marketshare still and Clearwater is incoming on 18A:

Intel Clearwater Forest is Set to be a Tech Breakthrough Server Chip

The next-gen Intel Clearwater Forest Xeon is set to deliver a series of fabrication and assembly breakthroughs into a really cool product

www.servethehome.com

Guess what, more and more servers use ARM anyway. AMD has no ARM solutions, which is why they lost Switch 2 - That and FSR was simply too bad. Nintendo wanted DLSS and good performance per watt, AMD can't deliver that and lost.

In terms of GPUs, AMD is several generations behind when looking at the overall picture. RDNA4 looks to be another joke.

Laptop market is bigger than the servermarket, I do b2b for a living. Shipping millions upon millions of laptops a year. 90% is Intel. Also, during covid and lockdowns, Intel could easily deliver. AMD could not. TSMC was overbooked. Zen is a fragmented mess on mobile too. Just ask Lenovo, they sell like 95% Intel based laptops.

AMD is chasing AI like clowns, because they have no chance against Nvidia here. Nvidia has 100 times the R&D funds and is years ahead.

Who cares if Intel makes their chips or not, AMD don't make their own chips. Lunar Lake looks impressive and leaks of Arrow Lake does as well. Why do you think AMD is rushing 9800X3D forward? Lets see... Sadly it will be destroyed outside of gaming. Intel simply offers better allround performancec and TSMC 3nm is going to fix power usage.

 

[HardReset]

Intel has 76.4% server marketshare still and Clearwater is incoming on 18A:

Intel Clearwater Forest is Set to be a Tech Breakthrough Server Chip

The next-gen Intel Clearwater Forest Xeon is set to deliver a series of fabrication and assembly breakthroughs into a really cool product

www.servethehome.com

Guess what, more and more servers use ARM anyway. AMD has no ARM solutions, which is why they lost Switch 2 - That and FSR was simply too bad. Nintendo wanted DLSS and good performance per watt, AMD can't deliver that and lost.

In terms of GPUs, AMD is several generations behind when looking at the overall picture. RDNA4 looks to be another joke.

Laptop market is bigger than the servermarket, I do b2b for a living. Shipping millions upon millions of laptops a year. 90% is Intel. Also, during covid and lockdowns, Intel could easily deliver. AMD could not. TSMC was overbooked. Zen is a fragmented mess on mobile too. Just ask Lenovo, they sell like 95% Intel based laptops.

AMD is chasing AI like clowns, because they have no chance against Nvidia here. Nvidia has 100 times the R&D funds and is years ahead.

Who cares if Intel makes their chips or not, AMD don't make their own chips. Lunar Lake looks impressive and leaks of Arrow Lake does as well. Why do you think AMD is rushing 9800X3D forward? Lets see... Sadly it will be destroyed outside of gaming. Intel simply offers better allround performancec and TSMC 3nm is going to fix power usage.

Intel share is going down, fast.

Oh, more servers use ARM and Intel does not make ARM servers so Intel has no troubles?? Start having some logic. Nintendo wanted cheap solution for Switch so they took Nvidia failed attempt. Now they wanted more same. Nothing more complex than that. Nintendo is still small player vs Sony and MS.

Laptop market is Very small against servers. First, one laptop has one CPU. One server has many CPUs. Also profit margins for servers are Much higher. Again, Intel losing server share is reason they are in trouble. And again, Intel being able to deliver DOES NOT MATTER AT ALL. When Intel ditched 10nm process, waiting times for Intel laptops was around 6 months. Guess what? Nobody cared.

Again, AMD does not care if Arrow Lake is good or not, because servers are what matters and there AMD wins hands down.

 

[Felusy]

Intel share is going down, fast.

Oh, more servers use ARM and Intel does not make ARM servers so Intel has no troubles?? Start having some logic. Nintendo wanted cheap solution for Switch so they took Nvidia failed attempt. Now they wanted more same. Nothing more complex than that. Nintendo is still small player vs Sony and MS.

Laptop market is Very small against servers. First, one laptop has one CPU. One server has many CPUs. Also profit margins for servers are Much higher. Again, Intel losing server share is reason they are in trouble. And again, Intel being able to deliver DOES NOT MATTER AT ALL. When Intel ditched 10nm process, waiting times for Intel laptops was around 6 months. Guess what? Nobody cared.

Again, AMD does not care if Arrow Lake is good or not, because servers are what matters and there AMD wins hands down.

Hahahah - Intel is 17% up in less than a month. Think again. 25+ billion in funding came in.

Laptop market is huge LMAO, you have zero experience with this. Laptop market is 10 times bigger than desktop market.

Intel is in touble because they spend billions on their fabs. You know what a financial report is? Go read.

AMD only has 23.6% servermarketshare, not even 1/4 of total market and Intel has next gen stuff coming out. The only reason AMD gained marketshare, is because Intel had trouble with their fabs. AMD has been living the easy life, milked by TSMC.

 

[HardReset]

Hahahah - Intel is 17% up in less than a month. Think again. 25+ billion in funding came in.

Laptop market is huge LMAO, you have zero experience with this. Laptop market is 10 times bigger than desktop market.

Intel is in touble because they spend billions on their fabs. You know what a financial report is? Go read.

AMD only has 23.6% servermarketshare, not even 1/4 of total market and Intel has next gen stuff coming out. The only reason AMD gained marketshare, is because Intel had trouble with their fabs. AMD has been living the easy life, milked by TSMC.

Intel has been spending billions in fabs before too. Intel has now only 70+% server market share, it used to be 90+%. And it's goind down fast. That's why Intel is in trouble.

 

[Felusy]

Intel has been spending billions in fabs before too. Intel has now only 70+% server market share, it used to be 90+%. And it's goind down fast. That's why Intel is in trouble.

Intel has closer to 80% than 70% and it's not going down fast, because companies don't upgrade their servers very often and many continues to stick with Intel regardless of your dreams and hopes.

70% or 80% - it is still the majority of marketshare and Intels destroys AMD in terms of mobile/laptops and even desktop in the OEM market with about 90% marketshare as well.

Financial Results

ir.amd.com

https://download.intel.com/newsroom/2024/corporate/2Q-24-earnings-release-89T32a86.pdf

2024 Q2 numbers - Intels Data Center revenue is higher than AMDs, you know financial reports exist right?

AMDs YoY goes up, sure. But Intel still beats them and Clearwater on 18A is coming very soon.

AMD GPU sales are massively down, worse than ever right now, soon dropping below 10% dGPU marketshare with RDNA4 incoming that will change nothing.

 

[HardReset]

Intel has closer to 80% than 70% and it's not going down fast, because companies don't upgrade their servers very often and many continues to stick with Intel regardless of your dreams and hopes.

70% or 80% - it is still the majority of marketshare and Intels destroys AMD in terms of mobile/laptops and even desktop in the OEM market with about 90% marketshare as well.

Financial Results

ir.amd.com

https://download.intel.com/newsroom/2024/corporate/2Q-24-earnings-release-89T32a86.pdf

2024 Q2 numbers - Intels Data Center revenue is higher than AMDs, you know financial reports exist right?

AMDs YoY goes up, sure. But Intel still beats them and Clearwater on 18A is coming very soon.

AMD GPU sales are massively down, worse than ever right now, soon dropping below 10% dGPU marketshare with RDNA4 incoming that will change nothing.

AMD server CPU market share:

Q1/2020: 5.1%
Q1/2024: 24.1%

Intel is going down fast, at same time Intel lost almost 15%. Just like you said, companies don't upgrade servers often so Intel will lose even more share even if they launched something today. That market share drop mean billions, that's why Intel is and will be in trouble.

As for discrete market share, who gives a ****? Let's imagine AMD stop making dGPUs altogether and releases APUs that are faster than anything Nvidia has. Soon AMD will have 0% dGPU share but they have fastest GPU available. Do they care? In other words, faster integrated GPUs AMD release, faster dGPU share will go down. Fact check: for dGPU market share one RTX4090 is as valuable as one GT710.

 

[Felusy]

AMD server CPU market share:

Q1/2020: 5.1%
Q1/2024: 24.1%

Intel is going down fast, at same time Intel lost almost 15%. Just like you said, companies don't upgrade servers often so Intel will lose even more share even if they launched something today. That market share drop mean billions, that's why Intel is and will be in trouble.

As for discrete market share, who gives a ****? Let's imagine AMD stop making dGPUs altogether and releases APUs that are faster than anything Nvidia has. Soon AMD will have 0% dGPU share but they have fastest GPU available. Do they care? In other words, faster integrated GPUs AMD release, faster dGPU share will go down. Fact check: for dGPU market share one RTX4090 is as valuable as one GT710.

Pulling numbers out of your *** does not prove anything.

AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024

www.anandtech.com

Intel had 3 billion in data center revenue last quarter.
AMD had 2.8 billion.

That is reality for you.

Many companies are waiting for Clearwater Forest.

Cutting-edge Process Technologies for Data Center

Intel Xeon processors, codenamed Clearwater Forest, deliver Intel 18A and advanced chiplet packaging to the data center.

www.intel.com

Intel is going nowhere. Stock up 20% in a month. Keep dreaming.

 

[HardReset]

Pulling numbers out of your *** does not prove anything.

AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024

www.anandtech.com

Intel had 3 billion in data center revenue last quarter.
AMD had 2.8 billion.

That is reality for you.

Many companies are waiting for Clearwater Forest.

Cutting-edge Process Technologies for Data Center

Intel Xeon processors, codenamed Clearwater Forest, deliver Intel 18A and advanced chiplet packaging to the data center.

www.intel.com

Intel is going nowhere. Stock up 20% in a month. Keep dreaming.

Oh, AMD almost catched Intel despite being under 1% 7 years ago Yet you say Intel is fine DD

That article is just technology BS, nothing about Actual product.

 

[Felusy]

Oh, AMD almost catched Intel despite being under 1% 7 years ago Yet you say Intel is fine DD

That article is just technology BS, nothing about Actual product.

Intel is fine yeah, that is why stock went up 20% in a month. Lunar and Arrow Lake looks very good. Lunar Lake beats both AMD and Qualcomm/ARM in efficiency.

Arrow Lake leaks got AMD to rush out 9800X3D.

AMD struggles in GPU market, gaming, AI and Enterprise is dominated by Nvidia.

AMD is doing fine? Yeah for now. Soon back to being the small player as usual.
Had TSMC not existed, then AMD would still be using GloFo 12nm. LMAO. GloFo 12nm is far worse than Intel 14nm ever have been. TSMC 16nm beats GloFo 12nm with ease as well. This is why AMD left them.

Intel is using TSMC 3N and 18A in a few months. Things are looking very good. Pumping out chips at several fabs is always good. Remember Nvidia with Samsung 8/10nm + TSMC 4N capping tons of marketshare? More output = More marketshare.

Dell XPS 13 (2024, Lunar Lake) review: Intel is so back

Intel actually delivers on its Lunar Lake battery life promises with the XPS 13.

www.xda-developers.com

"Intel is so back" - HardReset disagrees tho No-one care.

Let the competition begin. AMD should probably not have used 5nm and the same 7nm IOD again

9800X3D is the only chip that will matter in Ryzen 9000 series. Dual CCD options are DOA.

You claim AMD does very well in Data Center, yet Intel still has higher DC revenue and the majority of marketshare

You act like companies are not buying Intel, meanwhile, as a b2b sales representative, I know you are 100% incorrent and Intels financial report confirms it... Duh!

 

[HardReset]

Intel is fine yeah, that is why stock went up 20% in a month. Lunar and Arrow Lake looks very good. Lunar Lake beats both AMD and Qualcomm/ARM in efficiency.

Arrow Lake leaks got AMD to rush out 9800X3D.

AMD struggles in GPU market, gaming, AI and Enterprise is dominated by Nvidia.

AMD is doing fine? Yeah for now. Soon back to being the small player as usual.
Had TSMC not existed, then AMD would still be using GloFo 12nm. LMAO. GloFo 12nm is far worse than Intel 14nm ever have been. TSMC 16nm beats GloFo 12nm with ease as well. This is why AMD left them.

Intel is using TSMC 3N and 18A in a few months. Things are looking very good. Pumping out chips at several fabs is always good. Remember Nvidia with Samsung 8/10nm + TSMC 4N capping tons of marketshare? More output = More marketshare.

Dell XPS 13 (2024, Lunar Lake) review: Intel is so back

Intel actually delivers on its Lunar Lake battery life promises with the XPS 13.

www.xda-developers.com

"Intel is so back" - HardReset disagrees tho No-one care.

Let the competition begin. AMD should probably not have used 5nm and the same 7nm IOD again

9800X3D is the only chip that will matter in Ryzen 9000 series. Dual CCD options are DOA.

You claim AMD does very well in Data Center, yet Intel still has higher DC revenue and the majority of marketshare

You act like companies are not buying Intel, meanwhile, as a b2b sales representative, I know you are 100% incorrent and Intels financial report confirms it... Duh!

AMD share up 24% up and trend is upwards. Intel losing share 15% and trend is downwards. Intel is doing fine and AMD not? Stop trolling.

AMD left GF because GF ditched 7nm process and some that sohuld have followed it. Speculating is useless.

Basically you admit that current Intel CPUs suck if Lunar Lake make huge gains. Because huge gains are impossible if previous product do not suck.

Companies buy Intel because they are full of *****s. Server share shows that they will get smarter. And some time it will happen on laptops too. Just like Apple ditched Intel CPUs because they sucked.