Curious how that works given the fact we're talking about 4 million units for Intel's ENTIRE GPU business in 2022.
So like what? Maybe 2 million units for the entire desktop market in 2022? How do u want to reach 10% with that?
The combined dGPU shipment for 2021 is about 50 million. And Q1 for Intel is a non-existent quarter. They also said 4 million+. That in 8-10 months is roughly 10%. How much of Nvidia's shipments are based on the archaic GT710s and the endlessly rebranded MX mobile GPUs?
That's not even my point anyways. It really doesn't matter whole lot for the first year whether it's 5 or 10%. That's a significant loss for existing players and a big gain for the newcomer.
And like it was pointed out numerous times before it's already half of AMD's dGPU size, in a worst case scenario since volume will continue to ramp quarter over quarter for a newcomer in the first year.
Again, the original iPhone shipped only 1.5 million units. You need years of consistent execution to take decent marketshare. There's no such thing as entering a new market and suddently taking 25% overnight.
A company of Intel's size should be able to push more if it really wanted, even for a "first product".
This is true in a sense but Intel has almost no credibility in the GPU market. So unless they are completely lying and are shipping 4 million but only quarter are being built, they still need to do immense amount of work to get the AIBs to use it and the partners to ship them in systems.
The AIBs and retailers aren't completely braindead either. Remember Lakefield? How many systems were featured with that CPU? 2? And 1 that actually sold? What about Kabylake-G? They sucked so no one used them Intel or not.
Perhaps it won't pan out the way they say it will but taking the numbers by face value I'd say 4 million for the 1st year is good to darn impressive.
In reality they only have slightly more power to influence the market.