The guy was referring to market share of chips sold , like the amount of chips, not revenue market share.
That's not what all current indicators suggest. Questionable whether even the GPU will use N3.
this thread is about future rapids, and here we had a discussion about emerald vs saphire, yet you dismiss it with a "who cares?" "you have no chance!"
I guess I am saying that regardless of which of the 2 choices has 8 or 12 channels of DDR4 or DDR5, the performance, and the performance/watt and the wattage make any current Intel server CPU a BAD choice. If data center managers don't get that, its their problem to deal with the power bills and buying more servers or CPU to deal with the capacity.
If the iGPU was battlemage based, architecturally, then I doubt it's gonna be on N3. Because that would mean either the discrete version of battle mage was N3 or they backported the architecture to an older node for discrete cards. The discrete battle mage cards being on N3 doesn't really make sense in the 2024 timeframe for Intel (and idek if TSMC is ready for 3nm GPUs in 2024). And backporting also doesn't really make sense in light of recent Intel communication about streamlining and simplifying their GPU architecture between markets.
I think that's the key bit. I can completely believe they intended to have a flagship big iGPU product on N3 at some point, but they've been slashing budgets for CCG and AXG severely, and that kind of low ROI halo product would be the first to be cut.
What would be better than N3 next year? Doubt they're going to jump on 20A or even 18A for GPUs.
At minimum Gracemont, most likely Crestmont. But there are other factors at play with the MTL SoC die that will render an apples to apples comparison impossible. Lion Cove + Skymont on N3 vs 20A will be much more informative in that regard.
Different type of libs on SOC tile than the HP ones Intel is using? Maybe built using HD cells for the cores in the SOC tile? If not, I don't see why at least density wouldn't be comparable between them.
Where the amateurs might note irregularities, someone with enough domain knowledge could reasonably deduce what Intel's done. That said, I think it's unlikely that we'll see any accurate coverage of the topic publicly.
videocardz.com
H2 at that. Good odds we don't see anything N2 other than Apple until 2026. We'll probably see mostly N3E in '24 and N3P in '25.
N2 might not provide much density, but the PnP numbers are quite compelling. I'm sure there'll be plenty of demand for it in 2026.
wccftech.com
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