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Question Intel Q2 Results

10nm is finally getting in shape:
  • it finally surprassed 14nm in volume
  • 50 million Tiger Lakes shipped to date
  • millions of Alder Lake will ship this year
Mobileye is also doing great, might be a pretty big deal if it continues that way.

But yeah, the data center slide is significant, especially when considering AMD has quite a few more quarters before Sapphire Rapid is here
 
To add beyond those comments after a very brief look:
  • Gross Margin had a good bump this quarter but operating margin down.
  • ASP across x86 products continues to decrease.
  • Q3 projection a bit 'soft' with Gross Margin back down again and revenue down Y/Y
  • DC being down volume and ASP hurts but IoT and MobilEye growth is very strong. Will be interesting to see if they are able to continue this growth rate.
  • Increase in full year revenue projection is nice, even if it is just a small amount.
Edit: ASP is actually up a little in notebooks and DC. I was looking at Y/Y which is down across the board.
 
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DrMrLordX said:
It also means that Ice Lake-SP still isn't affecting Intel's DCG revenue much (if at all).
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Not necessarily. The launch quarter can have a revenue slump probably because there's a transition period. You can see that very clearly with Apple. Intel is a bit more complex. We'll have to see Q3 results.
 
IntelUser2000 said:
Not necessarily. The launch quarter can have a revenue slump probably because there's a transition period. You can see that very clearly with Apple. Intel is a bit more complex. We'll have to see Q3 results.
Click to expand...

Eh. I guess they did technically launch Ice Lake-SP in Q2 (April). So we'll see.
 
jpiniero said:
Would explain why Aurora didn't dump Intel.
Click to expand...

At some point they're basically getting a half billion dollar supercomputer for free so there's reason enough there. Also, trying to switch to AMD, IBM, or some other vendor wouldn't get them something that much sooner. It's not as though any of those companies could just magic something up in a few months.
 
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