Re:Intel’s Manufacturing Roadmap from 2019 to 2029
by Spooky23 on Thursday December 12, 2019 @12:23PM
(#21773926)
It’s easy to rag on Intel, but the market changed for them pretty fundamentally. Customers ultimately rule.
On the server side, big hyperscale datacenter customers have large, narrow purchase patterns. They are upending the market — ask around and figure out how many HPE or Dell CEs are still around servicing servers these days.
On the client side, similar patterns exist at a smaller scale. At the higher end Apple probably does 90% of their Intel business with like 10 SKUs. At the lower end, there’s a huge demand for cheap, and many companies skipped refresh cycles.
This was impactful imo as the old ways of dealing with manufacturing issues (sell underclocked parts, etc) are harder when Amazon has prepaid for 30 million units of SKU x.
On the server side, big hyperscale datacenter customers have large, narrow purchase patterns. They are upending the market — ask around and figure out how many HPE or Dell CEs are still around servicing servers these days.
On the client side, similar patterns exist at a smaller scale. At the higher end Apple probably does 90% of their Intel business with like 10 SKUs. At the lower end, there’s a huge demand for cheap, and many companies skipped refresh cycles.
This was impactful imo as the old ways of dealing with manufacturing issues (sell underclocked parts, etc) are harder when Amazon has prepaid for 30 million units of SKU x.