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Incoming Intel CEO Derides Company's Inability to 'Deliver Better Products' Than Apple's M1 Chip
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The entire industry has moved on in terms of chip design, power management and integrating desktop and mobile chips. Intel are still a desktop / server chip based company and a poor one at that.
What he was really saying is that Intel was a provider of chips to the lifestyle company. Now that lifestyle company is making its own better performing chips and that is a real kick for Intel. Its more a swipe at Intel than Apple.
He is right about one thing. The M1 is strictly a Lifestyle computer chip. It's not like Apple could put the current M1 in a current Mac Pro. The memory limitation alone is a major issue. I think even putting it in a Macbook Pro is stretching it. Apple has a lot of work to do to compete with XEON or other Intel chips that can handle 64GB. The M1 is a great start, but it has serious limitations.
I think this is exactly the right attitude. We all know Apple is super innovative and the M1 is in a class all by itself.
But Intel was once prominent but now is decadent. What it needs is an injection of attitude (and talent and execution). I take his comment as saying ”Intel, we ought to be ashamed that we were once the predominant semiconductor company, innovating like crazy in the 70s, 80s, and 90s, but now we’re being smoked by a former customer who designed its own ARM chip that uses far less power and embarrasses us and x86 in general.” This how competitors compete, by chasing the win, and using the L’s as fuel to innovate and become more competitive.
Intel really seemed to have lost its way, almost like it didn’t care about it’s terrible perception in the eyes of customers. Intel is no longer in style, and this guy, seems to take it very personally. he was there when Intel was innovating and had status. He is apparently the chief architect of the 80486 that was very successful in the early days. So to watch the company decline has to feel very disconcerting to him.
We don’t know if he will be successful, but I take this as a much needed pep talk that Intel and its employees needed years ago. Not to steal Apple’s thunder, but to shake up the status quo. A good Intel will make a better AMD and even a better Apple as well. And possibly a better Qualcomm, with its purchase of Nuvia. They all challenge each other when they compete. Without competition, prices will rise, and performance increases will stagnate. So in the end, when they compete and innovate, we, the consumer, win.
But Intel was once prominent but now is decadent. What it needs is an injection of attitude (and talent and execution). I take his comment as saying ”Intel, we ought to be ashamed that we were once the predominant semiconductor company, innovating like crazy in the 70s, 80s, and 90s, but now we’re being smoked by a former customer who designed its own ARM chip that uses far less power and embarrasses us and x86 in general.” This how competitors compete, by chasing the win, and using the L’s as fuel to innovate and become more competitive.
Intel really seemed to have lost its way, almost like it didn’t care about it’s terrible perception in the eyes of customers. Intel is no longer in style, and this guy, seems to take it very personally. he was there when Intel was innovating and had status. He is apparently the chief architect of the 80486 that was very successful in the early days. So to watch the company decline has to feel very disconcerting to him.
We don’t know if he will be successful, but I take this as a much needed pep talk that Intel and its employees needed years ago. Not to steal Apple’s thunder, but to shake up the status quo. A good Intel will make a better AMD and even a better Apple as well. And possibly a better Qualcomm, with its purchase of Nuvia. They all challenge each other when they compete. Without competition, prices will rise, and performance increases will stagnate. So in the end, when they compete and innovate, we, the consumer, win.
Incoming Intel CEO Pat Gelsinger has said that the company must "deliver better products" than Apple, which he described as a "lifestyle company," and says that Intel's best days are "in front of it" (via The Oregonian).
Speaking at an Intel all-hands meeting yesterday, Gelsinger derisively implied that Apple is merely a "lifestyle company," so Intel must be able to surpass its technology:
The jibe at Apple comes after the launch of Apple Silicon last year, which has begun to displace Intel chips inside Mac computers. The M1 chip, Apple's first custom silicon processor for the Mac, has far surpassed the capabilities of equivalent Intel offerings, with markedly better performance and power consumption.
Gelsinger will replace Bob Swan as Intel CEO, having already spent 30 years at the company before leaving in 2009. He was the company's first Chief Technology Officer before becoming CEO of VMware. Speaking to employees, Gelsinger insisted that Intel has its best days "in front of it."
He joins the company at a time of crisis as it contends with multiple threats. With major client Apple dropping Intel for its own custom silicon, and Microsoft expected to follow suit in the near future, Intel has struggled to deliver technological innovations. This is after the company has repeatedly reported delays with its latest processors, while its main competitor, AMD, has proceeded to capture valuable market share.
In December, a major hedge fund with a one-billion-dollar stake in Intel, Third Point, issued a letter urging Intel to take "immediate action" and shake up its business model to combat the mounting threats to the company. Gelsinger's arrival will go some way to appeasing shareholders, but the company has some way to go to regain its footing.
Gelsinger starts as CEO next month, having been lured away from his current job with a package reportedly worth $116 million.
Article Link: Incoming Intel CEO Derides Company's Inability to 'Deliver Better Products' Than Apple's M1 Chip
The ship has sailed.... Good luck catching up.
Incoming Intel CEO Pat Gelsinger has said that the company must "deliver better products" than Apple, which he described as a "lifestyle company," and says that Intel's best days are "in front of it" (via The Oregonian).
Speaking at an Intel all-hands meeting yesterday, Gelsinger derisively implied that Apple is merely a "lifestyle company," so Intel must be able to surpass its technology:
The jibe at Apple comes after the launch of Apple Silicon last year, which has begun to displace Intel chips inside Mac computers. The M1 chip, Apple's first custom silicon processor for the Mac, has far surpassed the capabilities of equivalent Intel offerings, with markedly better performance and power consumption.
Gelsinger will replace Bob Swan as Intel CEO, having already spent 30 years at the company before leaving in 2009. He was the company's first Chief Technology Officer before becoming CEO of VMware. Speaking to employees, Gelsinger insisted that Intel has its best days "in front of it."
He joins the company at a time of crisis as it contends with multiple threats. With major client Apple dropping Intel for its own custom silicon, and Microsoft expected to follow suit in the near future, Intel has struggled to deliver technological innovations. This is after the company has repeatedly reported delays with its latest processors, while its main competitor, AMD, has proceeded to capture valuable market share.
In December, a major hedge fund with a one-billion-dollar stake in Intel, Third Point, issued a letter urging Intel to take "immediate action" and shake up its business model to combat the mounting threats to the company. Gelsinger's arrival will go some way to appeasing shareholders, but the company has some way to go to regain its footing.
Gelsinger starts as CEO next month, having been lured away from his current job with a package reportedly worth $116 million.
Article Link: Incoming Intel CEO Derides Company's Inability to 'Deliver Better Products' Than Apple's M1 Chip
“Handle” 64GB 🙄
The M1 was designed to be exactly what it is. The configs it ships in were NEVER going to have more than 16GB, but your phrasing makes it seem like Apple wasn’t capable...but that’s not how RAM works.
The days of us and MacRumors guessing when the next Mac would be released (delayed until), based on Intel’s chip releases is finally passed. Instead, intel will be worrying about Apple‘s next Mac and chip release as they play catchup. Well played Tim. Maybe we can hear a little less whining on here about Apple abandoning Macs and chasing emojis.
The problem is how shortsighted his comment is. Intel has a two-front battle: AMD and ARM vs x86. Apple isn't the competition... The ARM architecture and all of the companies implementing it are competing against Intel.. As well as AMD. Intel makes tons of money in the server space, but AMD has really started upping its game in that market. It's not just technology, but business practice as well. AMD let's you put as much RAM in a server that its chip can support; whereas Intel artificially caps the amount of RAM you can pair with one of its XEON processors. They force you to buy another proc that's technically identical aside from model number, artificial caps and price. Further in the server space, Intel faces competition from Amazon's ARM server platform, and Microsoft has announced they're going to be designing ARM chips in part for their server platforms. They also need to compete against Qualcomm and their ARM compute platform that companies like Lenovo are using for their ultra portable laptops. And, to further compound all of this... Intel is notibly absent from the consortium of companies designing next generation compute technologies such as Gen-Z and CXL!
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I am so tired of ignorant posts like this. It's APPLE who is creating competition. Apple has already improved their product. Every time Apple does something to best their competition then people say, "Oh this is great now other companies will continue to push Apple". It's time for the other companies to get off their ass and produce good products for the industry.
It's not the "Lifestyle" word that's the problem it's referring to Apple has a "Mere LifeStyle Company". It's discrediting and downplaying. And yes I do get it that the new Intel CEO is basically telling his engineers to move their butts however to discredit a company for whopping them to embarrassment is unprofessional.
Hoping for good things to still come out of Intel to foster competition but still have low expectations for the company.
I think phone and iPad sales are not some odd millions but the vast majority of the Silicon being shipped these days, thats my point, and they ship with desktop class performance cores above Intel Silicon across the board, a quick search brings the following numbers: 261 million PC's shipped around the world in 2019, against 1.5 billion smartphones & 144 million tablets. Server "units" around 16 million.
Sure, every Server CPU sold by Intel in terms of revenue might be worth 4-5 consumer CPU, I dont doubt thats Intel's main revenue steam, but my question stands, Apple is outputting more chips per year than Intel, i.e.: Apple's Silicon business is larger than Intel's.
Apple sells around the same number of iPhones (~220 million) each year than the whole worldwide PC market combined, and every iPhone shipped includes an Apple designed desktop class CPU. On top of that you have iPads (144 million in 2019). Apple is not so much a lifestyle company but the largest CPU/Silicon company along Qualcomm and others, with Intel ever further away on the rear mirror.
Only in the consumer landscape. Intel's biggest revenue source is the server market.
This guy smells like Steve Ballmer: another out-of-touch simpleton cheerleader who will "rah rah" the company into near-bankruptcy while making fun of the technology wiping the floor with his pom poms.
It’s definitely a backhanded-swipe at Apple. It’s like saying “we’re the New York Knicks and we are losing to a WNBA team.”
While it is true that Microsoft is healthy again, I think you know that's not what they meant... how is Microsoft's phone division doing these days?
But it's good to be delusional, right? David and Goliath sort of thing.
I mean he's not wrong. Which makes the situation even more embarrassing. Intel used to be the kings. They need to get it together.
it's more like just "let" his engineers create something good. the company has serious top talent that they've just strangled into squeezing out every drop of performance possible from the same CPU architecture they launched 6 or so years ago. it has worked "well enough" to keep the product itself relevant, but it has finally caught up to them that they're super far behind.
i find it amusing that losing the apple account vs the M1 product is what really nailed it home, and not the fact that they're launching 10nm architecture the same year that their main competitor (AMD) is already well on their way to 7nm, and intel's timeline for that isn't looking great.
the writing has been on the wall for a while that apple was going to make their own silicon in-house. they've been shifting away from using other companies' technology for years now, and have made it very apparent that they're trying to make nearly every aspect of their product from hardware -> software by themselves.
intel was always going to lose apple, but that shouldnt be why people laugh at their executive team for the position they've put themselves in.
