With the release of Alder Lake less than a week away and the "Lakes" thread having turned into a nightmare to navigate I thought it might be a good time to start a discussion thread solely for Alder Lake.
I can't see how Intel won't be gaining marketshare
Weren't they gaining marketshare even when Vermeer was sold out everywhere? AMD probably doesn't care by this point. Losing desktop market share to dunk on Intel in the server sector is definitely something they will do.
By all rights, Alder Lake should help Intel take some more market share on the desktop. The problem is that Intel can't push a similar product in workstation or server segments. Looks like Sapphire Rapids is Q3 or Q4 even to hyperscalars. Oof.
Long, long way to go for AMD before they even get anywhere near to 50% in any of those segments.Im expecting Intel to gain in Desktop due to AlderLake vs Ryzen 5000 and AMD to gain in Mobile due to Ryzen 6000 in the coming quarters.
But due to capacity constraints AMD cannot get a lot of market share with Ryzen Mobile 6000 that they would have taken otherwise.
Also I would really like to see how desktop and Mobile/Client market share will change between them in the coming quarters,. Will the change be 1 to 1 ?? market share lost in desktop will it translate in market share gains in Mobile/Client due to Ryzen mobile 6000 ???
Bellow Q2 2021 marketshare
"Alder Lake. All of a sudden... Boom! We are back in the game. AMD in the rearview mirror in clients, and never again will they be in the windshield; we are just leading the market," Gelsinger gushed.
Why do people keep bringing up the server market?Weren't they gaining marketshare even when Vermeer was sold out everywhere? AMD probably doesn't care by this point. Losing desktop market share to dunk on Intel in the server sector is definitely something they will do.
By all rights, Alder Lake should help Intel take some more market share on the desktop. The problem is that Intel can't push a similar product in workstation or server segments. Looks like Sapphire Rapids is Q3 or Q4 even to hyperscalars. Oof.
Yeah, just lower the power settings and you should be fine. Intel really pushed the baseline for these chips a bit too far so they have a bit of an undeserved reputation for being power hungry. You can walk back the power settings quite a lot and the performance will barely suffer by comparison.
I will work with a non-K CPU as well, don't worry.i already watched the bios manual of the H670 and it seems this possibility is there (in the O/C panel), but i assume it's working there with a non K Cpu.
Why do people keep bringing up the server market?
If Zen 4 is DDR 5 only, then I doubt you will see great adoption till some time in 2023.
One of the dynamics that we do think about a great deal is how and when to introduce that AM5 ecosystem and ensure that the DDR5 supply, as well as pricing of DDR5 memory, is mature and something that's easily attainable for an end-user.
David McAfee, AMD
Intel data center group went from 19 bil in 2017 to 26 bil in 2020, about a 35% increase since zen came along, how exactly can't they afford to lose some of that increase?Because it's what AMD is chasing, almost-exclusively. Intel can ill-afford to just lose server. AMD can afford to lose desktop.
Intel data center group went from 19 bil in 2017 to 26 bil in 2020, about a 35% increase since zen came along, how exactly can't they afford to lose some of that increase?
If AMD loses more of the desktop market they are going to end up like IBM, releasing some server hardware every once in a while and barely getting by.
If you look at it from another angle, of the entire x86 market AMD sits at 22% of laptops and something like 18% of all desktops. No matter how you look at it, their laptop volume is definitely larger than their desktop sales.Neither companies can afford lose either segment. Intel can't afford to lose more server and AMD shouldn't lose more desktop.
The dynamics of the two companies are different. Intel may have a much larger revenue share, but it's needed because they are an IDM in a transitional phase. They are talking about a $30 billion capex and some are saying it's not enough.
AMD can't afford to lose desktop, because unlike Intel where the laptop volume overwhelms their desktop share, AMD's split is more even. Yes, it will probably change, but that's not the case now.
This is also why Intel is absolutely adamant on not losing laptop share. Because it takes up 2/3rds of the PC volume share and likely greater revenue and margins.
Intel data center group went from 19 bil in 2017 to 26 bil in 2020, about a 35% increase since zen came along, how exactly can't they afford to lose some of that increase?
AMD shouldn't lose more desktop.
Neither companies can afford lose either segment. Intel can't afford to lose more server and AMD shouldn't lose more desktop.
The dynamics of the two companies are different. Intel may have a much larger revenue share, but it's needed because they are an IDM in a transitional phase. They are talking about a $30 billion capex and some are saying it's not enough.
AMD can't afford to lose desktop, because unlike Intel where the laptop volume overwhelms their desktop share, AMD's split is more even. Yes, it will probably change, but that's not the case now.
This is also why Intel is absolutely adamant on not losing laptop share. Because it takes up 2/3rds of the PC volume share and likely greater revenue and margins.
You may have had this good laugh right now, but I'm not entirely sure that the cheap parts and lower end CPUs are where AMD wants to have the big market share gains.Intel's cheap motherboards and lower end CPU's either haven't come out yet or have only just been released, so pointing to Nov 21 is beyond ridiculous.
We can revisit this prediction by the end of the year or when we have figures for the end of the year and I suspect you will be happy that you aren't a gambling man.
If you mean completely delusional, then no, I'm pretty sure that's a fairly new symptom. I've said it like a week after his promotion: publicly he's acting like a 9 years old version of Jensen. Can't for the life of me figure out why the board lets him do this, but there's a bright side though: perfect match for Raja!Intel boss Pat Gelsinger says AMD 'is in the rearview mirror' following Alder Lake release | TechSpot
Boom!? Was he always like this?
Yes they do for sure, but when literally everything you make sells immediately, you'd still prefer the vast majority of your actually produced goods to be as high end as it's feasible - meaning you don't abandon some markets completely, but pretty much pulling a shortage plagued intel, where you could practically never find the ultra good value Pentiums and i3s.Just remember, platform volume helps to amortize r&d costs over more units, making each unit less "all in" expensive to produce. Low end, volume products certainly serve a purpose.
Counter-intuitively enough, I'm hoping for the first, but I'm expecting the latter: it will be really fast and by no means cheap, regardless of the platform costs at the time of release.OF course. The market doesn't operate in a vacuum. What helps AMD right now is that they seeded the market with cheap AM4 platfom components to build up critical mass. Now, inexpensive but decent AM4 boards are plentiful. This gives them a notable platform cost advantage vs. Alder Lake. They can afford to take profit on their high end Zen3 products now.
They won't have that with AM5. Instead, they will have expensive, early production motherboards with expensive RAM against an established player with a mature ecosystem. Unless they are massively faster than Intel, they have to compete on platform price. This means that AM5 needs to release with a full stack of cpu parts, low to high, unless they are just fantasticaly faster all over the place.