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Incoming Intel CEO Derides Company's Inability to 'Deliver Better Products' Than Apple's M1 Chip
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Why is he worried about Apple when Amazon is creating their own server CPU that is spinning laps around their best chips....
Exactly! I have always been a fan of AMD in my PCs, from Athlon 64 to Phenom II to now Ryzen. They seem to catch a good break every 7-8 years when Intel becomes too complacent. Even Sony & Xbox are seeing the benefits! So glad Apple decided to ditch Intel for its own silicon and pave the way forward. Intel will need to shake things up & really innovate if it doesn't want to end up like IBM.
Big mistake to dismiss Apple in such a way. How did he land that job? 
"lifestyle company,"
Fear, incompetence and powerlessness. Let them go bust.
Fear, incompetence and powerlessness. Let them go bust.
Apple has already passed them and now Microsoft is creating its own chips. Glad I dumped my Intel shares years ago.
The thing I think that gets lost is that these guys for the most part are also spokespeople for their company and are intentionally trying to be arrogant and not humble. Any ground they cede to the competition comes across as praising the competition. Inevitably it comes to bite them in the ass, similar stuff happens in sports all the time as well. But from an outsider perspective it’s all just part of the game and nothing more or less than that.
Same thing in the past with Dell, Ballmer, etc. Apple has steamed ahead but it shouldn’t be a huge surprise for competitors to be dismissive. Hell even Apple started to become boastful with the whole “can’t innovate, my ass” before they were eventually humbled by their own future products. It’s really just showmanship
Same thing in the past with Dell, Ballmer, etc. Apple has steamed ahead but it shouldn’t be a huge surprise for competitors to be dismissive. Hell even Apple started to become boastful with the whole “can’t innovate, my ass” before they were eventually humbled by their own future products. It’s really just showmanship
Where would Apple and AMD be without TSMC? Obviously, without a top tier fab, you have ... Intel's problem.
Before Apple announced the M1 I was convinced they would switch to heterogeneous AMD x86/ARM cpus. That obviously didn’t happen - I way underestimated the performance of Apples ARM implementation and TSMCs ability to push EUV into production. Intel made a series of hugely damaging missteps because they couldn’t see the future beyond x86, and it’s going to take them years to recover. But I don’t think they’re going to disappear any time soon.
This is what happens when a company can't compete with another company, they go negative on the successful company. Sorry, Intel, but I don't see Apple as a 'lifestyle' company. I see app as a company that tries to make great products in both software and hardware. I see Apple as a company that sees what others have done, and completely leap frogs their concepts, taking a product where 'no company has gone before.'
I don’t understand this mentality. Give praise where praise is due, and if your competitors are doing something well then give them credit for their success, learn from it, and try to beat them.
Even IBM are innovating once again at the moment, so that just shows how out of touch Intel are.
Microsoft stock is up over 800% in the past 10 years compared to 1,000% for Apple, and both are among only 4 companies with a market cap of over a trillion.
So yeah look where Microsoft is now. Second only to Apple.
Living in Portland I'm surrounded by Intel employees with their test fabs all being located here. I can tell you their morale is in the dumps right now. Apple just opened a whole office here specifically to poach their best employees and that shouldn't be hard since Apple pays significantly better. Intel is bogged down trying to design a processor and fab technologies and Apple has focused just on the design so they can really shine while Intel gets stuck trying to migrate to new nm processes.
My next desktop PC will have a Ryzen chip in it... and my next laptop will be an Apple M-series Macbook.
Intel isn't even on my radar anymore...
Intel isn't even on my radar anymore...
Not sure why some read "Lifestyle Company" as if its pejorative. He is dead-on. You can be a "tech" company and a "lifestyle" company at the same time.... I would say it's incredibly hard to do but Apple is one of the few that have turned tech into lifestyle. Google is trying to become a "lifestyle company" too.
There are thousand of articles dissecting how Apple has this Luxury/lifestyle reputation, all around tech.
dujour.com
There are thousand of articles dissecting how Apple has this Luxury/lifestyle reputation, all around tech.
Apple Positions Itself as a Luxury Lifestyle Brand
Uncovering the secret to Apple’s success beyond genius tech innovations like the iPhone 6 and Apple Watch.
dujour.com
Hardest part of his job is to somehow make top talent and new talent move to intel , they been bleeding top talent for a while , they pay less then the competition and their trajectory is looking bad , making it even harder to recruit , I left the company 6 years ago and for them to recruit me back they will have to put me in the salary bracket of engineers that are 2 level ahead of me from a technical POV . Let’s see if he can make the board increase the compensation for engineers , my guess .... he won’t.
I would NOT under-estimate what this guy brings (back) to the company !
I grew up in Silicon Valley (long walking distance to ALL of Apple's main campuses, in fact), & have lived there Off & On since 1970.
Intel could easily pivot to the Dual Manufacturing Strategy that was pre-Released a few days ago, going with TSMC for low-margin chips, & keeping high-margin chips In-House.
To this day, Apple's ONE & ONLY chip design that really impressed me was the Register-Rich A7 in the 5s.
That caused the entire smartphone industry to immediately pivot to 64-bit designs, whether they were ready OR NOT.
I grew up in Silicon Valley (long walking distance to ALL of Apple's main campuses, in fact), & have lived there Off & On since 1970.
Intel could easily pivot to the Dual Manufacturing Strategy that was pre-Released a few days ago, going with TSMC for low-margin chips, & keeping high-margin chips In-House.
To this day, Apple's ONE & ONLY chip design that really impressed me was the Register-Rich A7 in the 5s.
That caused the entire smartphone industry to immediately pivot to 64-bit designs, whether they were ready OR NOT.
Obligator RaRa - let's make this a war - stuff. I'm sure Intel is trying to keep their talent from leaving, although I believe that has already happened to a large extent. Then there's the inertia of the past 5+ years of arrogance and mismanagement to overcome, and the x86 legacy boulder they continue to have to carry uphill. Oh, and the major stockholders saying: "Do something, damn it! We're going to lose our asses!".
This right here is why Intel will continue to suck. Ego. They think that by virtue of being Intel, everything they do must be right.
I was at a conference at the Monterey bay aquarium when opteron had just been started shipping. I lead the design methodology team for that chip. People from Intel were there too. We all had badges, so I see a bunch of Intel folks talking and I overhear them. “It’s impossible for opteron to be that fast. And AMD claims they had only a couple of dozen people working on. No way this is for real.”
What Intel has never understood is that one good CPU designer is worth a dozen of their drones. And Apple has hired many folks I used to work with at AMD and other companies, and I assure you they are good designers.
I was at a conference at the Monterey bay aquarium when opteron had just been started shipping. I lead the design methodology team for that chip. People from Intel were there too. We all had badges, so I see a bunch of Intel folks talking and I overhear them. “It’s impossible for opteron to be that fast. And AMD claims they had only a couple of dozen people working on. No way this is for real.”
What Intel has never understood is that one good CPU designer is worth a dozen of their drones. And Apple has hired many folks I used to work with at AMD and other companies, and I assure you they are good designers.
Insulting themselves by insulting their competition is how CEOs throw a temper tantrum. It's funny.
"We have to deliver better products to the PC ecosystem than any possible thing that a lifestyle company in Cupertino. We have to be that good, in the future."
I think a lot of comments are taking that the wrong way round.
I'm pretty sure he knows that Apple didn't start making CPUs last year, but that that they started some 15 years ago when they bought PASemi.
What he also knows is that Intel has failed to deliver significant performance and efficiency improvements for several years now.
That is what he is barking at, pointing out that someone as big as Intel doing pretty much nothing else than "chips" should have been at least able to stay competitive to someone as Apple who have so many other things on their mind.
He could have said something bout AMD, but that wouldn't have send such strong messages:
- "get of your bums" -> employees
- "message received" -> investors/costumers
I think a lot of comments are taking that the wrong way round.
I'm pretty sure he knows that Apple didn't start making CPUs last year, but that that they started some 15 years ago when they bought PASemi.
What he also knows is that Intel has failed to deliver significant performance and efficiency improvements for several years now.
That is what he is barking at, pointing out that someone as big as Intel doing pretty much nothing else than "chips" should have been at least able to stay competitive to someone as Apple who have so many other things on their mind.
He could have said something bout AMD, but that wouldn't have send such strong messages:
- "get of your bums" -> employees
- "message received" -> investors/costumers
Basically he just admitted that they got caught with their pants down and have nothing in their roadmap to outpace the M1 growth curve. Will they go back to the drawing board or will they tack on a few new features to their upcoming chips that will give them better speed rankings but not add up to real world performance? If they are lucky.