AMD: It is easy to say the reality is cruel
Recently, AMD CEO Ruiz to comment, said the past five years, Intel has copied AMD's technology, such as X86-64-bit technology, covering almost every innovation AMD, Intel, AMD also believes that a strong competitor. The author believes that Ruiz's remarks quite admitting their guilt feelings.
Undeniably, from the time point of view, AMD did take the lead in enterprise-class servers with the introduction of dual-core 64-bit Opteron processors, AMD Opteron, but the price was very high, this may be a better operating conditions were the main reasons AMD. But the dual-core 64-bit market applications have not AMD and became popular, because at that time in the industry rarely applied to support dual-core 64-bit applications (operating systems and application software), at a time when Intel already mastered the dual-core 64-bit technology , only that the industrial environment does not need further training before they launch, so focus on the dual-core applications in the construction industry environment. Later proved to Intel move is in line with user needs and market rules. That is, when Intel released its dual-core processor platform, the Intel dual-core market in the early nurturing and energetic efforts of late to spread rapidly. After Intel launched the new Core micro-architecture, while leveraging their brand, technology, cost control and productivity advantages, will be before the AMD high above the dual-core price down to the ordinary user to an acceptable level, all this makes the Intel dual-core processor platform launch only a year or so, AMD's market opportunities on the so-called hollow. That is, from this point on, AMD began the road toward a loss, and opened with the already existing gap between Intel.
When the dual-core market after the failure, AMD late last year and took four-core Barcelona (the Barcelona) to speculation in an attempt to shift the industry and users of its weakness in the dual-core market. But what AMD did not think that Intel first introduced the quad-core processor platform. More unexpected is that contrary to AMD, its own quad-core Barcelona for technical reasons repeatedly delayed, but is tired, in Barcelona during the delay in release, AMD has repeatedly attacked Intel's quad-core is a false four nuclear, and said to go beyond the performance of the Intel Barcelona a lot. Intel has been late to be a generation of AMD quad-core Barcelona launch, Intel has released its second-generation quad-core processor platform, and reach 300 million units shipped. At this time AMD has criticized Intel's quad-core shipments pitifully low, even negligible, and claimed that her four-core Barcelona has not only substantially exceeded the performance of Intel, will ensure adequate supply capacity. But this time AMD has in the cocoon. As of now, AMD Barcelona quad-core shipments for only 100,000, while in the Chinese market, said to AMD quad-core Barcelona is only shipped 90 (I do not know is true, but the global shipments and their recently for a show in high-performance computing nearly 1 / 3 volume of the large inputs of a share of the Chinese market, 90 is likely to be true), many important partner for AMD because the Administration failed supply of quad-core Barcelona are not cut or even give up the idea of using AMD quad-core. In view of this, AMD is really shooting itself in the foot.
What is more discouraging is that AMD, Intel released the AMD quad-core Barcelona soon recently introduced 45-nanometer manufacturing process of updating the generation of quad-core processor platform. At this point the user to see AMD, also known as nano but not the actual performance. But the well-known fact that more advanced manufacturing processes will not only reduce the processor's production costs, can reduce the energy consumption and improve performance. The real test showed that the 45-nanometer manufacturing process of the Intel processor platform, AMD has quad proud Basel far behind them, now have, including Dell, IBM, HP, wave, Lenovo and other major domestic and foreign Server manufacturers have introduced 45-nanometer manufacturing process based on Intel quad-core server products. But at this time AMD is still the performance and capacity as the Basel problem can not prevent loss of customers. Such as the recent use of Intel's new quad-core and the full range of processor platforms, the release of IBM X4-based servers and Dell launched the 10th generation of the server has fully proved this trend. I would also like to note here that although AMD criticized Intel's 45 nanometer manufacturing process, but also next year AMD introduced its 45-nanometer manufacturing process, “Shanghai” processor, I wonder if readers would have felt reading the news. Since innovation is why we can come prides itself on the AMD 45-nano? Will launch you on schedule? Can ensure mass production it? I hope the experience of four-core Barcelona will not be repeated again in AMD's body.
Finally I would like to say that next year, Intel will launch a new 45-nanometer manufacturing process based on the Nehalem architecture, so that the processor micro-architecture produced a qualitative leap again. AMD's Ruiz to this in his recent remarks that some of Intel's Nehalem architecture in copying AMD, actually on the author's understanding, the so-called AMD's Direct Connect Architecture and integrated memory controller technology, Intel already mastered only in the dual-core era, there is no need to use it, Intel increased the cache using the new micro-architecture and updated manufacturing processes in ways that can ensure the processor platform high performance and low power consumption, Moreover Nehalem architecture used in technology and the achievement of the way and AMD are also very different. Intel is copying this is a fundamental lack of factual basis. In fact, AMD should seriously consider is that once Intel's Nehalem release, then whether they will be Intel's come farther.
In fact, AMD is already present besieged, die-hard. The first is from the top to see the entire semiconductor industry, AMD has dropped out of the 10 this year outside (Intel is still the top boss); Secondly, Dell, HP, Asus and other PC makers have slashed orders for AMD (and Intel increased processor procurement); the third is their loss of three consecutive quarters (Intel's latest quarter profits sharply); the fourth is the capital and the serious shortage of capacity (although the company Mubadala has acquired 622 million U.S. dollars of investment, but losses, high cost, manufacturing process behind the other gravely ill, AMD is no doubt drop in the bucket).
Through the above facts, I think that the recent remarks to no avail AMD CEO Ruiz, AMD experienced a heavy blow in the still not back on the right after the track that is still no reason to blame and attack Intel; not seriously reflect on their own; not shift its center of gravity has been mention of the innovation, market and customer needs. Is the so-called talking is easy, the reality is cruel. In fact, AMD today is the most should do is not admitting their guilt in the saliva games, but confronting it face the harsh reality, because this is the first step concerning the life and death.
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