- Jul 7, 2017
I didn't say Intel shouldn't be wary. Just that the doomsaying usually gets out of hand.Not that I disagree with your overall post, but this particular viewpoint is exactly one that Intel should be very wary of. There are plenty examples of businesses enjoying record numbers and dominant market shares while failing to adapt to already growing new competition. A huge one such is Nokia that actually had its best financial numbers and the biggest market share for the couple years after iPhone launched and smartphones in general arrived.
The new reality is that AMD has competitive CPU cores again, after almost a decade of near irrelevance.
That means AMD is definitely going to reduce Intels Market share, especially in servers where Intel essentially had ~100% of the x86 server market.
It's basically impossible to hold that kind of share if you have viable competition, Intel will obviously want to hold as much of it as possible, but the other thing Intel should, and has been doing is diversifying against the multiple threats to its dominant x86 position.
The market share changes are going to help AMD MUCH more than they are going to "hurt" Intel.
I think people should focus more on the benefit to AMD than the negligible harm to Intel.