1 billion mobile GPUs for in 2012; Intel is not leader

apoppin · Posted: Mon Jul 09, 2012 7:25 pm

Nvidia has already found god

http://www.celtnet.org.uk/gods_c/cuda.html

CUDA and the 3 wise men
(the engineers from distant lands brought her a heatpipe cooling for Fermi in the above sculpture)

Quote:

[Cuda is Brythonic goddess known from an inscribed sculpture found at Cirencester, England where she is depicted as a mother goddess with fertility symbols and she represents prosperity and health.

Cuda is known from an inscribed sculpture found at Cirencester, England, the capital of the Dubunni tribe. The image depicts her as a mother goddess, accompanied by three hooded Genii Cucullati (hooded figures found in sacred contexts who are generally small in stature and carry eggs, or other fertility attributes). The goddess is depicted seated with something in her lap (possibly an egg or loaf [the egg would equate with a cult of fertility]) and the three hooded figures are standing. The nearest figure appears to be accepting something from Cuda.

Intel's gods have no chance; Nvidia is already "making plans" for the collision of the Andromida Galaxy with the Milky Way in 4.5 Billion years
:tease:

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Ocre wrote:

battery life is no longer important and having your phone get charged every 30mins is just normal.

What are you talking about?! Certainly not Medfield, that is for sure...............

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

http://www.reuters.com/article/2012/05/ ... 4H20120510

Paul Otellini wrote:

SMARTPHONE PUSH

With worldwide PC shipments barely growing, Intel has been racing to establish a foothold in smartphone and tablet markets, where processors based on ARM Holdings' power-efficient chip designs are widely used.

Last month in India, Lava International launched the first smartphone using Intel's new Medfield processor, and the device has received respectable reviews from benchmark testers.

"We're getting awfully good reviews for our first phones," Otellini told investors at an annual Intel event. "We have ambitions; you'll see more announcements over time and very cool capabilities built into phones."

Before declaring that Intel is a serious player in the mobile market, many investors are waiting to see how successful the new handsets become with consumers. Growing expectations that Intel will be able to compete have fueled gains in its shares in recent months.

Quote:

Otellini also forecast that Intel, with its deep pockets, would survive as one of a handful of leading-edge chip manufacturers as the sector moves toward larger and costlier factories.

With the industry preparing to increase the size of the silicon wafers it uses, letting manufacturers fit more chips on each, future leading-edge factories will cost more than $10 billion each to build, compared with about $5 billion now, Otellini said.

Intel, Samsung Electronics and contract manufacturer TSMC will be among the few companies able to build those larger factories and keep them working full time, experts have said.

Reflecting higher costs in cutting-edge chip manufacturing, Intel is boosting its capital spending this year to $12.5 billion from about $10.8 billion in 2011.

"When you see a capex of ten or twelve billion you say, 'Oh my god.' But you forget that our (annual) revenue is approaching $60 billion," Otellini told an analyst who questioned Intel's higher spending.

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Here is a wild and wooly thought to chew on. What precisely did intel license from nvidia? Bear in mind intel already owns a fair bit of graphics IP themselves due to buying the tech behind their old i740 graphics cards which then became their integrated graphics tech, and they developed their own shader tech.

Haswell will bring with it a new instruction as part of AVX2 called gather, which is a way of doing parallel loads from different parts of memory in one instruction. It originated in GPU's. It should make it far easier for compilers to generate vectorized code because they only have to issue 1 instruction instead of up to 18 separate instructions, and it is vastly faster than 18 separate load commands too.

Ocre · **Joined:** Mon Nov 22, 2010 5:22 am **Posts:** 2113

grstanford wrote:

SMARTPHONE PUSH

With worldwide PC shipments barely growing, Intel has been racing to establish a foothold in smartphone and tablet markets, where processors based on ARM Holdings' power-efficient chip designs are widely used.

Last month in India, Lava International launched the first smartphone using Intel's new Medfield processor, and the device has received respectable reviews from benchmark testers.

"We're getting awfully good reviews for our first phones," Otellini told investors at an annual Intel event. "We have ambitions; you'll see more announcements over time and very cool capabilities built into phones."

Before declaring that Intel is a serious player in the mobile market, many investors are waiting to see how successful the new handsets become with consumers. Growing expectations that Intel will be able to compete have fueled gains in its shares in recent months.

Quote:

Otellini also forecast that Intel, with its deep pockets, would survive as one of a handful of leading-edge chip manufacturers as the sector moves toward larger and costlier factories.

With the industry preparing to increase the size of the silicon wafers it uses, letting manufacturers fit more chips on each, future leading-edge factories will cost more than $10 billion each to build, compared with about $5 billion now, Otellini said.

Intel, Samsung Electronics and contract manufacturer TSMC will be among the few companies able to build those larger factories and keep them working full time, experts have said.

Reflecting higher costs in cutting-edge chip manufacturing, Intel is boosting its capital spending this year to $12.5 billion from about $10.8 billion in 2011.

"When you see a capex of ten or twelve billion you say, 'Oh my god.' But you forget that our (annual) revenue is approaching $60 billion," Otellini told an analyst who questioned Intel's higher spending

but doesnt this sort of go against what you have been touting? i often have said that intels x86 market isnt growing much unless you count growing stagnant and you would always counter it.

also then the 2nd big text where you see the capital spending figures. You claimed 10billion is nothing to intel. saying it is so insignificant that they could lose that amount it in their sofa and never notice.
Apparently every billion is important................. as it should be.

Intel is throwing around the big time dollars and its all towards the arm market. All this cash to get to sell CPUs that have extremely low low margins. Why would this be of interest to them? Its because ARM isnt going away but spreading like wildfires. Intel set around while ARM has broke records. Nothing in computing has ever seen such massive growth so quickly. Year to year, ARM numbers are staggering. Intel sit back and now they want a part of this action.....

Intels plan is to buy their way out of trouble, and apparently they seriously see the need to. All of the x86 phones coming out anytime soon will be 100% payed for by intel. Any brand name they can get to carrying them and they will be out nothing. Intel will buy their way into the cell phone market. They are willing to let tens of billions do the trick. Its a brilliant plan.....maybe......

Intel will cover everything, all these companies will have to do is put their brand sticker on the intel designed and provided phones. They have nothing to lose, intel is providing everything. The manufactures can surely gain from the billions intel will throw at them. That sure fire is one way to gain a presence in the market. 12billion is only right at the entire revenue qualcomm could make in a year, their profits would be like a third of that. Intel throwing that kinda money just to have products in the ARM space is unreal. There is nothing anyone can do about it, intel will have x86 phones everywhere. Just about every manufacture out there will have an intel supplied phone with their name on it. Why not, they have nothing to loose at all. Whether they sell or not is a whole different story. But it wont matter to the manufactures who wont have a dime in them. They could give them away and most likely they will cost next to nothing, all expenses already paid by intel.

I dont know what to really think about such a plan. Its nothing i have ever seen before. I guess intel plans to just get their products out there at no matter what cost to them. It will for sure get their phones on the market. But will people ever choose to pay for them? This plan isnt fail proof, its actually a huge huge risk. Not that it will bankrupt intel or anything. its just not the way its ever been done before. As far as i can tell this is their master plan and its sort of a backwards one from the way i see it. One that could have lasting effects on the way the manufactures and carriers will view them. kinda could leave a mark. Why start buying these chips when they know intel is desperate enough to give them away. Not only the SoC, they are giving away complete phones. Already designed and engineered and ready to mass produce, on intels own tab. Isnt that so nice of them!!!!!!!!! Cant wait to see how this all pans out, hehe. >:)

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Ocre wrote:

but doesnt this sort of go against what you have been touting? i often have said that intels x86 market isnt growing much unless you count growing stagnant and you would always counter it.

First all it is desktop shipments that are not growing much according to the quote, not x86. Now even if intels x86 processor growth really is "stangnant", that's still roughly 50 billion dollars (allowing a few billion for revenue not related to x86 cpu's here) worth of "stagnation" per year. I certainly wouldn't mind a few percent of that "stagnating"in my bank account!

as for your second highlight, read the following paragraph of the quote in full!

Otellini wrote:

"When you see a capex of ten or twelve billion you say, 'Oh my god.' But you forget that our (annual) revenue is approaching $60 billion," Otellini told an analyst who questioned Intel's higher spending

Quote:

Intel is throwing around the big time dollars and its all towards the arm market.

Not all of it is aimed at the arm market at all. Haswell will still be coming out for laptop and desktop markets, they are building a 14nm FAB that also will utilize 450mm wafers plus all their other R&D. But, yes, intel does see an opportunity in the mobile market and they are going to compete against ARM to get a share of it for sure. Why do you think so much effort has gone into Medfield and the intel reference phones, and their plans to be in at least 20 tablets running windows 8, not to mention their x86 Android efforts? Don't forget investing in FAB machinery manufactures to get 450mm wafer tools into production faster, which FABs other than intel will benefit from also. http://semiaccurate.com/2012/07/09/inte ... k-of-asml/

Quote:

Intels plan is to buy their way out of trouble

Nonsense! What is intel purchasing (other than a few shares in ASML)? Intel identifies markets they would like to compete in and then spends their own money to do so.

Quote:

Not only the SoC, they are giving away complete phones. Already designed and engineered and ready to mass produce, on intels own tab. Isnt that so nice of them!!!!!!!!! Cant wait to see how this all pans out, hehe.

I think this will be fantastic for consumers, frankly. It will bust the power of the Telco's to dictate to consumers what hardware they can use and what apps they can run. It will be like Compaq and the clone makers exploding the IBM PC market open all over again.

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Two absolutely brilliant posts at the other forum.

http://forums.anandtech.com/showpost.ph ... tcount=168

http://forums.anandtech.com/showpost.ph ... tcount=170

Quote:

Correct. Despite the journalists' and phone obsessed's dreams, the mobile market is, so far, a totally discrete market from the traditional PC market. PC sales are increasing, and the boom in mobile sales seems to stand completely alone from it (Of course sales in the mobile space are increasing faster, it's a relatively new, unsaturated market).

Will most media report that? No, but the sales volumes show a story that doesn't align with the story presented by to those who fantasize about a "post-pc" world. As of yet, mobile devices (i.e. phones/tablets) have supplimented, but not replaced traditional PCs. In fact, I'd suggest that anyone who can actually drop in a tablet and replace their entire computing experience was treating the PC as a modern television, and never really using it to begin with.

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Light entertainment: CharLIE tries to make sense of the 11% drop that his moles didn't warn him was coming. :lol:

http://semiaccurate.com/2012/07/10/amds ... -11-in-q2/

apoppin · Posted: Wed Jul 11, 2012 9:43 am

After looking at his long-winded "analysis", i can only agree with him

Intel did it and Nvidia just offered collateral damage.

i believe that hhis quarter will reflect AMD's (lack of strategy) with HD 7000 series
(i think it gets worse before it can get better; they have nothing but Trinity in the APU/CPU space and nothing but GHz Ed. to pull the Radeons out of a deep HOLE)

It's pretty awful when all you have are APUs and nothing new coming until Piledriver and HD 8000.
-- at this point, "respin insurance" would have looked great for their graphics division
:hello:

grstanford · **Joined:** Sat Apr 24, 2010 11:19 am **Posts:** 4968

Intel did what? Appealed to consumers?

AMD has only themselves to blame; nobody forced them to design Bullshit the way they did or put as little effort as they did into Phenom/II for that matter either. Nobody forced them to squander their K7/k8 profits on ATi instead of spend the money developing BullDozer, Brazos etc properly.

Not to mention all the employee layoffs. I bet their is barely anybody left from the NexGen purchase at AMD anymore (buying NexGen is what turned AMD into a viable competitor, K6, K7 & K8 were all designed by the NexGen engineers), and they have no-one left from ARTX on the former ATi side either, just a bunch of college interns who can only design chips with automated layout tools.

1 billion mobile GPUs for in 2012; Intel is not leader

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