Intel Has a Big Problem
Intel is a hot mess even without these security disasters.<p>Just look at their product release lifecycle: In years past, they&#x27;d get maybe one extra product release off each new arch (tick&#x2F;tock); for example, Sandy Bridge bore Ivy Bridge and Haswell bore Broadwell.<p>Skylake has born SIX new product lines; Goldmont, Goldmont Plus, Kaby Lake, Kaby Lake Refresh, Coffee Lake, and the upcoming Cannonlake. Their failed 10nm shrink has forced product delays; remember, Cannonlake (the 10nm shrink of Skylake) was supposed to be released in <i></i>2016<i></i>, and its not even out yet. Just at CES this week they said they&#x27;ve shipped mobile Cannonlake CPUs.<p>They have zero presence in mobile. Their best efforts involve competent Y-series processors. Then Apple comes around and, seemingly without even trying, destroys them [1] with a product that&#x27;s more thermally efficient and, in some ways, more powerful than Intel&#x27;s <i>best</i> mobile processors, not just their thermally efficient ones.<p>They have little presence in HPC&#x2F;AI, where Nvidia is slaughtering everyone and its not even close.<p>Its completely inevitable they&#x27;re going to lose Apple as a customer for consumer products; its just a matter of time. AMD is gaining traction with Zen, and they&#x27;re moving in the direction enterprise cloud provider want (lots of cores, not much $$). How much longer can Intel keep holding on? Do they have an ace they&#x27;ve been hiding? Will people even trust their ace after Meltdown?<p>[1] <a href="https:&#x2F;&#x2F;9to5mac.com&#x2F;2017&#x2F;06&#x2F;14&#x2F;ipad-pro-versus-macbook-pro-speed-tests&#x2F;" rel="nofollow">https:&#x2F;&#x2F;9to5mac.com&#x2F;2017&#x2F;06&#x2F;14&#x2F;ipad-pro-versus-macbook-pro-s...</a>