Originally posted by: Extelleron
Originally posted by: Idontcare
Originally posted by: myocardia
Actually, it's going to be sometime in 2009 before the mainstream chips are released, possibly even mid or late 2009, if we're to believe the latest rumors.
The lead at this point is so damning that I 100% believe Intel's merely hedging against a dark horse coming out with Shanghai when they roadmap in anything Nehalem mainstream on the desktop coming from 45nm.
As soon as Intel has confirmation (i.e. retail shanghai chips in hand) of whether or not Penryn will be sufficient to fend off Shanghai you can bet everything mainstream relating to Nehalem gets slipped to Westmere and 32nm timeline for cost management and yield reasons.
I think the reason for this is that Intel doesn't care so much about expanding market share at this point - they are more concerned about their gross margins and their profits at the end of the day.
Gross margins have been a problem for Intel in the last few years and are down from where they used to be; they used to be close to 60% on average, and now we see closer to 50%.... Q1 2008 was 53.8%.
Right now Intel is beginning to replace its 65nm lineup with 45nm products that are cheaper to produce and sell in the same price brackets as the previous parts. This is of course good for margins. Penryn (@ 107mm^2) is replacing Conroe (143mm^2) in the <$266 market, and Yorkfield (214mm^2) is replacing Kentsfield (286mm^2) in the >$266 market. Granted there might be a slightly higher cost for an equivalently sized 45nm chip compared to a 65nm chip, but for certain they are saving some money.
Now if in 2009 Intel releases mainstream Nehalem at the same price brackets as the current Penryn/Yorkfield generation, then their margins will be going down. Nehalem is a more expensive part to produce than Penryn without a doubt, and this will be true especially for the quad-core parts; Nehalem quad is a 246mm^2 die, Yorkfield is two 107mm^2 die. Not only is die size going up, but the chip is well over 2x the size as the current ones and yields will definitely go down.
As you said, as long as Penryn is competitive with 45nm Phenom (which it should be; Yorkfield is solidly faster than 65nm Phenom and the 45nm parts are only going to be 10-15% faster. Even if they were equal or faster per clock, the Phenoms will not reach the same clocks as mature Penryn chips) I do not believe they will be making any push for Nehalem to become mainstream with the 45nm process. That is not to say they will not release Nehalem at any price bracket <$1,000, but I believe that only the high-end quads (Q9550 bracket) and high-end duals (E8600 bracket) would be replaced by a Nehalem equivalent in 2009. From comments made by an Intel employee on xtremesystems, the cost of entry for a Nehalem oc'ing platform in 2009 (LGA 1366) will be $400+ for the CPU and likely similar costs to current X38/X48 motherboards.