Why Intel’s Lack of Innovation is Costing Them Huge: A Deep Dive into Inventory Worth and Competitor Progress

Do you actually assume that Intel ought to create greater than a processor with go-fasterstripes tiles in blue. 5 years in the past the worth of 11 {dollars} was greater than now, from 40 to 29 (rounded)
AMD has gone from $25 to $158 within the final 5 years
Qualcomm from 60 to 198
ARM from 60 to 128
Apple from 40 to 178
TSMC from 35 to 146
ASML from 172 to 896
NXP from 81 to 258
Tokyo Electron Ltd from 39 to 206
Microsoft from 111 to 395

In brief,
Intel is not impressing buyers, and its bulletins do not present a transparent change in path that evokes confidence. On this they’re far behind the remainder of the pc/chip/tech trade.
Intel has been hacking for much longer, however it nonetheless sticks to its previous idea. There are many sensible individuals and likewise ARM licenses. They need to have realized a very long time in the past that they needed to introduce utterly new merchandise. ARM, Open Risc, no matter.
When the SoC within the iPhones turned quicker than Intel laptop computer chips, this was laughed at. The M4 within the iPad is now quicker than the quickest processors from Intel, in line with benchmarks. I’ve a robust opinion that individuals watch the storm like chickens.
The primary technology Snapdragon for Home windows is on ARM which is now being broadly distributed towards Apple’s M3. That is clearly the longer term for the Laptop computer phase. Section the place Intel gained probably the most.

[Reactie gewijzigd door Jan Onderwater op 28 mei 2024 18:17]