Revenue down 22%.
Edit: Oh and it gets better... Intel posted a loss!
The reason AMD is totally opaque on this is that AMD itself doesn't want the console manufactures to know. After all if their own contract conditions are know and the overall numbers are know the competitor's contract conditions can be deduced. And Sony and Microsoft are pretty fierce competitors in that field, to the point that it's actually surprising how much both of them rely on the same hardware supplier in AMD.During the big shortages where there was very little RDNA2 availability compared to Ampere, I remember wanting to get an idea of how good a deal the console manufacturers were getting and trying to work out the margins there. AMD's report were totally opaque on this.
I'm personally still pretty positive that he does the right moves for Intel's future. Unfortunately this doesn't help the immediate present as well as his outspoken personality, both which continued to help obfuscating the precarious situation Intel was and is in. I'd like to think there was a better precautionary way to go about that instead just waiting for the numbers to crash like it seems to happen now. I guess that's moot now.
It's already biting him, considering how furious Intel is at the Raptor Lake leaks. People have been turned off by how little improvement it brings compared to ADL. Not good when you are a few months away from launch. The leaks are just going to convince people to jump on AM5.“AMD in the rear view” is going to bite him.
All the leaker said was that Intel's investigating, which is probably standard for all but planted "leaks". It's not like Raptor Lake had much room to wow anyway. It was always going to be an Alder Lake refresh, and perform accordingly.considering how furious Intel is at the Raptor Lake leaks
All the leaker said was that Intel's investigating, which is probably standard for all but planted "leaks". It's not like Raptor Lake had much room to wow anyway. It was always going to be an Alder Lake refresh, and perform accordingly.
Shouldn't that be one of the very first requirements of Intel? And it's confirmed it isn't?
Yeah tho as refreshes go it seems pretty great. Better perf/w, 50-100% more cores, better IPC for things that need copious L2. Thats more than we used to get for gen on gen.
Why though?! The chips act is about getting tech made in the usa, how is getting more tech from more companies made in the usa a bad thing? As long as a good part of it is also intel CPUs.Shouldn't that be one of the very first requirements of Intel? And it's confirmed it isn't?
This quarter was 15.3 ,looks pretty average for 2017.LOL might be???
| 2017-12-31 | $17,053 |
| 2017-09-30 | $16,149 |
| 2017-06-30 | $14,763 |
| 2017-03-31 | $14,796 |
AM5 has zero increase in core count and only a small increase in IPC (as does raptor) the only thing heavily increasing on AM5 is the power consumption (and with that clocks) which until now everybody was praising as the best thing ever...It's already biting him, considering how furious Intel is at the Raptor Lake leaks. People have been turned off by how little improvement it brings compared to ADL. Not good when you are a few months away from launch. The leaks are just going to convince people to jump on AM5.
Well you can only pull this trick one time and every other time after that it is going to seem much less impressive, so intel is saving this for when it will make the most impact, also they already tried it with broadwell so they might have insights and not do it at all.I would prefer to see the space taken up by E-cores to be replaced with cache so they can have their own 5800X3D clone. But no, it would be too much for Intel to do the sensible thing.
This quarter was 15.3 ,looks pretty average for 2017.
When the AMD report comes out next week, we will see. If they are selling everything they can make (like before) Then I say in server its not s downward trend.It's quite a different look when that revenue figure is part of a downward trend. Intel has no current enterprise CPU product until 2023. None. Their best server chip is vageuely competitive with Rome. That is not good for near-future DCG revenue. It's caught up with them, and it's eating DCG alive.
Client group has a current product, for now. Sadly CCG is losing even more money, more-likely due to downtrends in the economy and consumer demand issues.
You forgot to correct for inflation. It's been so flat for so long that it's easy to forget you even need to do it, but 2017q2 revenue in 2022 money is $17.8B. Today's results are down 15% from 5 years ago.This quarter was 15.3 ,looks pretty average for 2017.
So he's managed to secure a largesse rarely seen outside of the military industrial complex, and he's complaining that it was a distraction?And maybe now that I spend a little bit less time in Washington, the focus for us as a team is getting that execution to be superb once again.
Pat Gelsinger , Q2 2022 Earnings Call
Goog luck with the new contra-revenue scheme!
I think his aim was to present the Washington win as a sign for future success in execution, but I also saw it as a slip of the tongue of sorts.and he's complaining that it was a distraction?
What ? It HAS grown on trees for them for many years. That or they have been printing it.So he's managed to secure a largesse rarely seen outside of the military industrial complex, and he's complaining that it was a distraction?
It's almost like Intel and their shareholders expect money to grow on trees!
care to expand?
Yeah, though that increase on paper is very small; 50W lower PL4, 20W higher PL2, same PL1. In a similar boat is Zen 4, which actually increases both the PL1 and PL2 equivalents (TDP and PPT). Leaks definitely make it seem like Raptor Lake uses a lot more power in games, but I don’t trust those numbers, because the release notes for the bios version they tested on explicitly stated only basic compat, not performance optimized. Also, that leaker disabled the PL4 limit on Raptor and Alder Lake to get those peak power draw numbers.You forgot the watts.
Exactly, made not designed. The US already has plenty tech designed in the US, Intel's stuff, AMD's stuff, Arm high end cores, Apple Silicon etc. But Intel has the only leading edge fab in the US, CHIPS as I understand it should help the US to both stay in the leading edge fab race and allow more US designs to be made in the US as well. If Intel (is allowed to) put that money into its designs instead fabs it helps nobody but itself.Why though?! The chips act is about getting tech made in the usa, how is getting more tech from more companies made in the usa a bad thing?
The IDM is external fabbing, intel fabbing designs of others, it's not a design farm for intel designs, it's a FAB for anybody to pay for to make their products.Exactly, made not designed. The US already has plenty tech designed in the US, Intel's stuff, AMD's stuff, Arm high end cores, Apple Silicon etc. But Intel has the only leading edge fab in the US, CHIPS as I understand it should help the US to both stay in the leading edge fab race and allow more US designs to be made in the US as well. If Intel (is allowed to) put that money into its designs instead fabs it helps nobody but itself.
In March, CEO Pat Gelsinger introduced “IDM 2.0,” a major evolution of that strategy. Intel’s new IDM model includes significant manufacturing expansions, plans for Intel to become a major provider of foundry capacity in the U.S. and Europe to serve customers globally, and expansion of Intel’s use of external foundries for some of its products.
When the AMD report comes out next week, we will see. If they are selling everything they can make (like before) Then I say in server its not s downward trend.
Every quarter here being this one and the previous one, two quarters total, while they had 10 quarters before that all between 18 and 19 bil...up from several years before that of 15-16 bil per quarter.I was referring to a downward trend for Intel specifically. They're losing more and more revenue every quarter.
