Yeap, two years later and Intel still loose to Trinity's iGPU in the same price point. What a turd
Remember all the hype with trinity? all turds.
A 102mm2 chip has ~586 die candidates per wafer. Even at 100% yield, at $9 a chip that means Intel is getting $5275 per wafer. Simply put, this pricing is not sustainable.
Simply put, this pricing is not sustainable.
Yeap, two years later and Intel still loose to Trinity's iGPU in the same price point. What a turd
How about some design wins that are likely to help Intel penetrate to even 10% of the market?interesting qualifier. how do you define decently specced as I'm sure its a moving target with you. BT-T has lpddr3, and emcc, which are superior to what ure getting in other tablets. high res screens galore. lenovo is claiming they are going to deliver the world's thinnest tablet before the end of the year. battery life looks really good from the snippets ive gathered. What else do you want? I'm sure if intel delivered it you'd find another reason to knock them down.
And you have the independent benchmarks to prove it obviously.power is definitely not comparable against vanilla arm cores. CPU is definitely superior.
I was being lazy. It'll be closer to 3x in most cases.graphics on the other hand are definitely not 2x better than baytrail.
The OEM's must be falling over themselves to get first dibs on these incredibly cheap wonder chips. I have no doubt that Intel will be the only tablet player by the end of this year.maybe in one or two benches you want to cherry pick. besides merrifield is going to have rogue gpu in it so that undercuts your argument. and its being priced less than the s600 despite having a better gpu, much much better cpu and lower power.
I hope you're still short selling AMD. Tagging.I've been an investor and a short seller of amd shares for years. the havent beaten intel in anything other than screwing up more.
Debunking requires some kind of evidence instead of wishful thinking. Intel is already losing a crapload of cash on older 32nm Atoms that they are getting more than $10 for. I can't wait to see the state of their Other Intel Architecture finances if 22nm Bay Trails are selling for $9 like you think they are.can't compete on price debunked already. straw man.
Based on?
I'll completely agree that it likely isn't sustainable by itself - if this were Intel's only product they'd have to change their business model obviously. But it's not. We know that Intel is making some amount of profit on Baytrail at whatever pricing they do offer for antitrust reasons. And then industry comparisons suggest that they'd still be making decent margins at least.
I can definitely understand the disbelief though given that Intel has been laser focused upon maintaining high margins for over a decade now. But all indications are that that has changed... which makes them an extremely dangerous competitor because for the time being they most definitely do have their traditional high-margin business to keep everything running smoothly as they flood the mobile market.
wont waste time responding to any of your points other than being short amd.
This is a FANTASTIC microcosm in how you direct your arguments. By cherry picking whatever makes your argument work and stating it as fact. The stock is up 65% YTD which is great if someone stepped in to buy the stock sub 2. I covered the pos (sub 2) after having shorted it at 8 dollars. even if i hadnt covered, the stock would still be over 50% below its highs from last year when it was pumping trinity/bulldozer. This is while the market has been ripping for the past 2 years. The company initiated a sale-leasebacking of its facilities in texas and singapore. why? Is it because they're doing such amazing damage to intel or is it because they are burdened with a ton of debt and need to hustle for cash to keep the lights on. i think its pretty obvious.
AMD's stock price is down over 50% from 2012's trinity hype. it was a disaster just as bulldozer was a disaster. i dont even know why this is a subject to debate. I hope AMD does well personally but lets call a spade a spade.
Here is the CPU and Overclocking Forum, we are talking about products, this is not wall street.
We'll see if they lower their guidance on margins this Q3 or not.
At best Intel can drag the rest down with them, but Qualcomm won't even flinch as most of their cash is from licensing anyway. To be frank, they appear to have the high end sewn up and Bay Trail isn't even getting a look in. As for Apple, they have so much cash in reserve that they can't be beaten on this kind of tactic either.
Whatever happens next it's sure to be good news for the consumer, but I seriously doubt that fighting it out in the bargain basement is what Intel was expecting for Bay Trail.
I was being lazy. It'll be closer to 3x in most cases.
It must get you to the nerves that a two year old Trinity is still faster than Haswell HD4600. :whiste:yes back to the products. both bulldozer and trinity are unmitigated turds.
Yeap, two years later and Intel still loose to Trinity's iGPU in the same price point. What a turd
This is half the truth. In the mobile segment Trinity isn't faster.
It must get you to the nerves that a two year old Trinity is still faster than Haswell HD4600. :whiste:
Care to show us some numbers at the same TDP ?? say 35W ???
I thought OEMs were asking for the $10 price which indicated Intel was asking ~$15 for lowest model and somewhere between $20-$30 for the top end -Ts.
The Iris 5100 that goes into the 28W SKUs seems to be quite competitive with Trinity's top Radeon HD 7660G in actual game benchmarks. And peak power consumption appears similar for both in the 40-45W range.
Iris 5100 - http://www.notebookcheck.net/Intel-Iris-Graphics-5100.91977.0.html
Radeon HD 7660G - http://www.notebookcheck.net/AMD-Radeon-HD-7660G.69830.0.html
AMD's stock price is down over 50% from 2012's trinity hype. it was a disaster just as bulldozer was a disaster. i dont even know why this is a subject to debate. I hope AMD does well personally but lets call a spade a spade.
No I'm saying AMD will sell more Temash than Intel will sell Bay Trail tablet chips.
A 102mm2 chip has ~586 die candidates per wafer. Even at 100% yield, at $9 a chip that means Intel is getting $5275 per wafer. Simply put, this pricing is not sustainable.
Can't really draw any conclusions unless you know Intel's wafer cost. At $3000, that's 43% GM.
My guess is that only the die-harvested rejects sell for $10 (i.e. "dual cores"). The quaddies are probably in the $15-$20 range.
At thoses prices the BT is litteraly subsided by the SB/IB/HW line.
A 100mm2 Finfet based chip cost will reach the 20$ line
only in Q1 2014 , that is two years after 22nm was implemented.
Using this process wasnt only for performances but also
to speed up amortizations of previous capex that are
hardly reaching their target given the shrinking markets
during theses two years.
.....