Incoming Intel CEO Derides Company's Inability to 'Deliver Better Products' Than Apple's M1 Chip

[mschmalenbach]

When you make the focus all about the product it becomes easier for somebody else to come along with a better product - or a cheaper identical one.

the bulk of the value from a user perspective is not the product alone, but all the things wrapped around it that make a difference to the user in ways that matter to the user.

‘lifestyle’ companies have been showing the way to better financial performance for 20+ years.

I hope Intel does wake up - a solid competitor to AMD would be good for users. But it’s not a given and there’s no inherent right to survival just on the basis of past glories.

 

[bbplayer5]

I traded in my 2017 macbook pro towards a new M1. Night and day.

 

[averagenerd81]

The irony here. I will enjoy my lifestyle MacBook Air with M1 that is besting Intel's offerings with fans that spin up loudly anytime something is drawn on the display.

Put up or shut up is what comes to mind.

 

[jz0309]

so a jab at Apple, so what, it's actually a compliment and recognition that Apple is ahead ... and of course he has to stimulate Intel employees ... time will tell what he can achieve, the future of computing is changing, and that is a good thing for everyone

 

[btbeme]

I have three neighbors and an uncle who all work in production for Intel. None of the four have even heard that Apple is making the M1, much less how it performs. I would estimate that means that Intel has not taken the advancement very seriously - certainly not enough for a wake up call to its production folks.

I'm certain that the shopping mall CEOs of the world saw Amazon as nothing but a bookstore.

 

[Corsig]

Its good to have a wake up call. By intel improving Apple and others will improve their products

 

[ArtOfWarfare]

Blackberry and Microsoft also derided Apple’s entry into the phone market. Look where they are now.

IDK, they mocked the iPhone and mocked people for saying it was a threat.

This guy is mocking Apple, but even more so mocking his own company for allowing Apple to take the lead. He's acknowledging that Apple is a threat and has produced a decidedly superior product than anything Intel has.

I don't think Apple is really Intel's problem though. Apple won't be selling their silicon to competitors, and Apple won't take over computers, servers, mobile, or gaming. Apple is more of a symptom - the fact that Apple has outdone Intel means that others can also outdo Intel. Others can migrate away from Intel.

 

[btbeme]

Maybe Intel should take the advice Michael Dell once gave to Apple and liquidate the company so that its shareholders can use the proceeds to invest in companies that actually have a future.

I was working with Apple when Steve sent out an all-employees email. It read, simply, "Today, AAPL's market capitalization value exceeded Dell's value for the first time. Just though you would like to know."

 

[bluespark]

I'm sure "lifestyle company" must have struck these chip guys as quite a zinger, but . . . yes? And one that also makes really good chips?

 

[Just sayin...]

It’s been clear for a while now that Intel is in trouble. If anybody can shake things up, Pat Gelsinger can - I’m just hoping it isn’t too late.

 

[imran5720]

What else you expect him to say? that Intel's doomed ?

 

[deputy_doofy]

The last thing that Intel needed was a new CEO who dismisses Apple and M1 chip. I see another set of failures for Intel under this dummy.

 

[PinkyMacGodess]

Rallying the troops. Possibly a good sign.

 

[PinkyMacGodess]

The last thing that Intel needed was a new CEO who dismisses Apple and M1 chip. I see another set of failures for Intel under this dummy.

I don't get that impression. I think he was trying to shame Intel for not getting to the M1 first.

 

[gnasher729]

Blackberry and Microsoft also derided Apple’s entry into the phone market. Look where they are now.

Although it was reported that some people at Blackberry got hold of one of the first iPhones and said "What have these guys done, it's f***ing computer!" That was likely not the official message though

The relevant number for Intel is: The M1 chip, used exclusively for low-end Macs, is more powerful than 98% of all chips that Intel is selling. That's up from 90% for an iPhone chip two years ago.

 

[springsup]

Lol. Apple couldn’t care less.

As they say: put up or shut up.

 

[deputy_doofy]

I don't get that impression. I think he was trying to shame Intel for not getting to the M1 first.

I don't hate Intel. I'd like to see them get back on track, but his dismissive attitude of Apple being a "lifestyle company" already rubs me the wrong way.

 

[confess_jason]

Apple is a lifestyle company. No Aperture, iWork still sucks, Final Cut still sucks, and even amateur-grade software like iMovie and GarageBand are woefully underdesigned. I cannot begin to tell you how infuriating it is to see bugs in MacOS that are YEARS old. YEARS. Instead of focusing on great software we get Apple TV shows and Apple Music hosted by your boy Rapper I Never Heard Of. Oh, and here's some AirPods and watch bands.

 

[ruka.snow]

Sounds like he has a good head on his shoulders and he is right that the dominant chip maker should not be outpaced by Apple. Those words should ring in every engineers heads that they let not only AMD get ahead but Apple too and they need to innovate their way to the top again and then keep at it.

 

[Psychicbob]

I’m not sure what Intel can do. The x86 architecture is the rabbit hole they are stuck in, and I’m not sure what other options there are out there. The only thing they could do is licence their own ARM chips and try to outdo Apple at the SoC game.

 

[Allards]

Intel is almost a decade behind, he first should sell their manufacturing facilities to TMSC and let them retool those facilities to produce what Intel can’t anymore (state of the art CPU’s).

But the turnaround is going to take them a couple of years and in the meanwhile the competition isn’t sitting still.

I’m bullish on Intel!

 

[mnsportsgeek]

The last thing that Intel needed was a new CEO who dismisses Apple and M1 chip. I see another set of failures for Intel under this dummy.

He didn't dismiss it. He is saying Intel has been beaten by a "lifestyle" company. He's embarrased that Intel is inferior.

 

[apparatchik]

I might be wrong but Apple designed chip output might be larger than Intels now? How many Intel chips got produced in 2020 vs Apple's? Ive seen how iPads outsell any other consumer OEM desktop & laptop lines combined, so, if you sum all the AX chips plus now MX's etc, Apple Silicon business might very well be larger than Intel's...

If the new CEO doesnt see ARM and Apple in particular as its biggest threat to date, he might just be the guy to bury Intel into the ground.

 

[robjulo]

We'll see. But it sounds like some dinosaur is severely out-of-touch with reality.

I disagree. To me it sounds like a guy who knows his company's lunch has been getting eaten by Apple and it's time to get their act together.

 

[xxray]

Taking jabs at a company that (1) you’re still partnered with and (2) who isn’t even primarily a chip-maker, yet is doing it better than you, really isn’t doing anything for you but making you look very insecure. And justifiably so.