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Captain_Yuri said:

Intel CEO On Losing Market Share To AMD: “We Lost Share, We Lost Momentum. We Think That Stabilizes This Year”

https://wccftech.com/intel-ceo-on-losing-market-share-to-amd-we-lost-share-we-lost-momentum-we-think-that-stabilizes-this-year/

Feels like we heard this one before. The biggest thing that's preventing me from buying Intel on Desktop is their longevity. The two CPU generations per socket continues to be very dumb and imo they need to go the route of AMD and provide 3-4 years of CPU generations. Of course, that isn't the only metric as we have seen Intel outselling Zen 4 but it is a key metric none the less as we see AM4 outselling Raptor Lake.

On laptop, imo Intel needs to do something with their efficiency. Apple has shown how insane the battery life can be with their Macbooks to the point where as a person that never even considered getting one bought one. AMD is certainly chasing after them while Intel continues to be the power hungry option. Sure it's very performant to go with Intel but I'd rather have 8-10 hour battery with 10-15% lower cpu performance than 5-6 hour battery.

Server has been an Epyc disaster for them and continues to be so. They simply can't scale as well as AMD can nor can they provide a full solution like AMD or have features like Cuda and their Ai libraries. Even Nvidia is coming out with full solution with their Grace CPUs. While Intel does have their server GPUs, it's so far behind both Nvidia and AMD that it's not even funny.

Their desktop department is relatively healthy. Their biggest issues are the aforementioned 2-generation platform support, but also the power draw. In a world where energy prices are skyrocketing, this can be a very big drawback to some clients - especially business clients who need to fill entire offices with computers. And those offices more and more switching to laptops isn't doing Intel any favors right now due to the exact same issue, which gives them atrocious battery life.

Also, these days desktops are by far the smallest section of the market, so just being strong there will not be doing much good to their market share.

All in all, power draw is their biggest issue. If Intel can solve that, then they can win shares back both in Laptop, but also in server segments, as here much is calculated in performance per watt, where Intel really doesn't shine. While they might not reach the scalability of AMD, they could still thrive just below the top after doing so.