Newly abandoned through Cupertino, Intel did not want to delay its 7nm procedure that had been announced at the end of last week.
Just a year ago, Intel, despite everything, killed the demons that maintained its 10nm procedure and kept him away from top buyers for years. But we now know that the first 7 nm procedure will not be on the streets until early 2023. Like the 10 nm procedure, it will start in knowledge centers.
Intel CEO Bob Swan said last week that 7 nm was 12 months behind and that the company could simply use external foundries to stay on track. He also said Intel was making plans for more 10nm-based products.
This looks like a repeat of the 14nm product procession that Intel has been releasing in recent years.
At the time, Intel got ahead of its rivals enough to have time to burn. This time, he doesn’t have that luxury and the computer industry moves under his feet. The chip giant knows this and recently announced its Lakefield hybrid processors that mix low-power, high-power cores as Arm has been doing for a long time.
The other difference is that until 2020, AMD is also far from in progress. Fortunately, AMD’s recent Ryzen announcements have boasted of their watt-consistent functionality and yet outperform Intel across a wide range of benchmarks.
“What you would have noticed if you wanted to take a look at [these references] a few years ago is that AMD in all the spaces here would have been a really big deficit,” AMD’s director for its advertising customers, Matthew Unangst, said in May. .
“When we took a look at Cinebench 1T, which was once a giant deficit of dual debit functionality, we’ve practically eliminated this deficit and are very close to parity.”
While AMD is moving through its 7nm process, it should be noted that not all production measures are equivalent and that its 7 nm is not necessarily my 7 nm, nor the Intel of 7 nm. It’s more of a marketing term now than any mirror image of absolute physical size.
See also: Delayed Intel 7 nm products; The first 7 nm visitor processor expected to be delayed in 2022 or 2023
In 2017, Intel claimed that its 10 nm procedure would have twice the transistor density of its competitors, and last year Swan said Intel 7 nm would be the equivalent of Taiwan Semiconductor Manufacturing Company (TSMC)’s five-nm procedure used for iPhone chips. Figures comparing Intel 10nm to TSMC 7nm verify this view.
This may be a viable scenario for Intel if the global remains static, however, Samsung has been talking about its 3 nm procedure for a year, and volume production is expected to arrive in 2022 after a delay induced through COVID, the Korean giant will. have your foundries run in a new Gate-All-Around procedure before a 7 nm Intel procedure is put up for sale.
A possible prankster in the flea world came last week when Bloomberg announced that Nvidia was thinking of buying Arm from Softbank. If the deal materialized, Intel would eventually face some other competitor with amazing graphics processing credentials in CPU space.
Meanwhile, out in the wings, RISC-V is still chugging along too.
Clearly the sharks are circling and Intel is facing an existential crisis, right? Not quite. The company also released its second-quarter earnings last week and posted revenue growth of 20% to $19.7 billion for the quarter. Of that number, $9.5 billion was from the PC business, representing an increase of 7%.
If that is an existential threat in the midst of a global pandemic, many other companies would love to get such a deal.
The other thing in Intel’s favor is that, in addition to the watt-consistent functionality, the overall functionality is as critical as it used to be. Apple surely whips Qualcomm in terms of cellular chip functionality and yet the normal user probably won’t notice this, as the capacity level of Android devices is pretty good.
See also: Former Apple Executive: Apple Arm-based silicon to boost Microsoft Windows-Intel duopoly finish
The risk to Intel is not so much to go bankrupt, but to lose its valuable leadership position, whether genuine or perceived, that has allowed it to have healthy margins and a reliable relief ecosystem. As an AMD hardware user, disorders tend to appear from time to time, showing that help is not quite there compared to Wintel’s full experience, but the hole narrows.
That’s before Cupertino introduced an Apple Silicon ad bombardment that makes the public think that chips other than Intel on Macs will make them the fastest, the biggest of all time, or any other barrel of adjectives that Apple makes the decision to launch.
To stay on top, Intel will want to pull a 10nm rabbit out of your hat to stay in the game in order to compete with the 7nm and decrease the processes of other foundries.
Intel is in real danger of losing its place on the pedestal, a place it has grown used to over many decades.
The Monday Morning Opener is our opening save of the week in technology. Since we run a global site, this editorial is Monday at 8:00 a.m. AEST in Sydney, Australia, at 6:00 p.m. Eastern Time, Sunday in the United States. It is written through a member of ZDNet’s global editorial board, which includes our publishers in Asia, Australia, Europe and North America.
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