AMD’s Ryzen processor finally caught up with last year’s 7nm Zen2 architecture, with both process and performance advantages, something rarely seen in the past few decades. For Intel, however, official competition for friends seems to be an understatement, arguing that the decline in CPU share is due to their lack of capacity. Intel CFO Chief Financial Officer George Davis spoke at Morgan Stanley’s TMT conference recently.
In his view, Intel’s CPU share decline is mainly related to their own, due to lack of capacity, especially in the low-end market with fewer core, because one of Intel’s strategy to deal with the lack of capacity is to prioritize high-end Core/Strong products, Pentium, Celeron and other low-end CPUs are the most out of stock.
George Davis says Intel will address the shortage of capacity this year, taking back the low-end CPU market it lost before, which, according to Intel, has increased capacity by 25 per cent, particularly the tight 14nm process.
For the CPU market, George Davis says Intel is not afraid of competitive pressure, partly because Intel has grown enough consumer loyalty over the years to be less volatile.
Second, even if CPU performance is not as good as you can, it also takes into account the advantages of the entire platform, such as support for a specific memory or a particular optimization instruction set, Intel refers to the advantages of the home and AVX512 and DL Boost AI acceleration instructions.
In addition, George Davis talks about future process developments, and now 10nm capacity is accelerating, which is a key part of Intel’s process leadership.
In the future, Intel will also launch the 7nm process in 2021, a generation of processes that are also very important, not only for process technology upgrades, but also for maintaining leveling with friends in processor performance, and the basis for the future 5nm process.