How many people actually throw away two year old computers? My parents still have an old P4 machine at home that they use. I have an aunt who's still running Windows 98 on a machine she bought over a decade ago because all she uses it for is checking her email.
I usually run on a 4 year upgrade cycle and consider that relatively fast. That and when I replace my current computer, I'm not going to throw it away.
I'm the appointed "family purchaser" for my extended family and I am loathe to the job. As such I have zero incentive to urge these folks to upgrade their systems, but I'm also smart enough to know its not in my best interest to argue with them to not upgrade as often as they do.
That said, I find myself consistently buying new rigs for friends and family on a 3yr replacement cycle. This year I will be replacing 1 desktop and three laptops.
The point is to not get fixated on the absolute number, whether its every 2yrs or every 3 or every 4 the bottom line is that whatever the number is it is responsible for roughly 80% of Intel's existing $50B in annual revenue. They can't afford to allow that cycle extend by one year, their revenue would drop by $10B easy if the cadence went from 2yrs to 3yrs.
Assuming that they keep the same manufacturing process, wouldn't this be MUCH more expensive? I was under the impression that each layer added something like 2 weeks to the fabbing process. I could see it reducing power, just not cost.
You are referring to the cycle-time of adding a metal layer (which is about 1wk) whereas the photo you are looking at is showing actual dies being literally stacked on top of each other, no cycle-time adder for that.
It does raise cost, would you rather sell 4 dies each for the price of $X (netting 4x$X) or would you rather sell 4 dies stacked together for the price of maybe 1.5x$X?
The point here isn't the ASP angle but the technological capability angle. The 3rd dimension, literally making processing cubes, has yet to be exploited. As such you can expect it to eventually be exploited.
The question for us would be, after exhausting that avenue,
what then?