AMD offers more than a "better value". That's why Intel is in trouble right now. When AMD comes out with Zen3 and all Intel has to counter them is Comet Lake, that just makes things worse for Intel.
No, it won't.
Both companies are able to sell as much as they can make right now.
It doesn't matter if AMD gets an even larger lead. They won't sell more as long as they don't increase their volume potential.
According to whom? AMD isn't running their own fabs anymore. You think TSMC can't keep up with market demand? The absolutely can.
No.
AMD operates within the contracted manufacturing capacity and TSMC 7N is reserved in 100%. That's the whole point.
If there was some free 7N capacity, TSMC would gladly give it to AMD.
According to Q1 statement, they expect 2020 revenue to grow 25+-5% Y/Y. And that includes Xbox and PS5 launches.
AMD grew by 2019 growth was 50%.
Can we just be honest with ourselves here and admit that Intel is not regaining technical dominance in the server market this year?
Why would they need to "regain technical dominance"? It's not a video game about dominance. It's business.
As for planning "to match AMD this year in mobile", I think you are ignoring the significance of Intel needing to actually do that. Mobile is one of AMD's lowest-priority development targets. Why is Intel struggling there?
There's no struggling. Tiger Lake follows a fixed launch schedule.
Intel won't rush with announcing anything until the products are ready. Mobile chips are for OEMs only and Intel usually launches them when PCs are ready to ship.
AMD "launched" Zen2 mobile SoCs in January. It's mid May already.
They showed 2 laptops during the presentation:
- ASUS G14 - the flagship 4800HS model - AFAIK started shipping in April and is mostly out-of-stock already.
- Lenovo Yoga Slim 7 - expected to house 4800U - is still in "coming soon" phase:
Learn more about the Yoga Slim 7 (14, AMD), a stylish 14” laptop that boasts up to AMD Ryzen 7 processing, and FHD display (glass optional), Dolby Atmos®-enhanced sound, and cool smart features.
www.lenovo.com
There's hardly any -U laptop officially announced at this point. Just leaks mostly.
Yes, we know Comet Lake-S isn't going to be the high-end gaming CPU of choice this year.
Again: it doesn't have to be. People will have to buy it anyway.
Price cuts will only take you so far, and they can do irreparable harm to the brand.
Reality check: Intel cuts prices but still makes a ton of money. AMD doesn't.
Which tells you a lot about how initial MSRP are being set.