Name: 2020年のインテル対AMD (Intel vs AMD in 2020)
Uploaded: 2021-01-14T09:43:42.000Z
Duration: 16 min 24 s
Description: VoiceTubeの動画で発音を聞きながら英語表現を覚えよう！学べる英語：

基礎受動態

Once of guys used to sense here and I am joined by fill in front of the camera this time, which is kind of rare.

There are there, you know where your point There's a talking piece I want to do, which I normally would just do is a talking head where I talk at you guys.

But instead of talking at you, I wanted to have a conversation with Bill in front of the camera where we sort of talk about where we are with Intel.

Kind of take a look a little bit of the past few years, projecting what the next few years are gonna be because this is a hot topic that's not going anywhere anytime soon.

Are they falling behind a M D, or do they know exactly what they're doing?

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You didn't open this yet, all right, So as long as reasons been around, um, it seems on the surface, like Intel has just been either non responsive doesn't care.

It kind of putting their head in the sand and ignoring the problem and this Israel of the things that people have kind of said.

But what we've done is we've kind of done some research here, taking a look at investor relations Web site or at least investor relations page on Intel's website, which is perfectly public, where they talked about all their earnings, which department they earned them, in which businesses they're in.

The market share changes a cz well as their stock, but what we want to kind of talk about here today is what we think my end up happening in 2020 and kind of answer the question of Does Intel just not care anymore?

Well, beyond its going to this video, it's something that I was pretty much ready to say.

But this is this is this is deeper than that, and hopefully today we can.

All right, let's go and start off with market prices then.

That's now the NASDAQ at $44 of 15 cents U.

32 trick trade of trick losing of trade on Friday.

Now, typically, you'll find Friday as either your biggest increasingly biggest decrease you probably Monday.

For those people, it's kind of market shares are, the market goes, but if we look at Intel, it's kind of funny.

Um, there are $58.95 which is for the first time in a long time.

A single stock of envy is almost the same prices a single stock of in tow.

But if you look at the five year trends in 2016 Intel was at 30 ish bucks a share in 2060.

Amy was 2 to 87 to yeah, so to 14 to 44 bucks in three years.

There's clearly a bit more market growth for MD and 2016 also marks when rise, then came out.

They assumed the market was going to adopt the whole wait and see.

Because unfortunately for a India's Muchas Andy, families might hate to hear this.

They were always known as the high train that derailed.

Yeah, but you know what also happened around that time?

And for the first time in a long time, A M D.

Had a focused, very good leader at the helm of that ship because they had also gone through, like, what, three different CEOs in a five year period.

So Risen was one of those things that caused the upset that it promised.

And if we fast forward now to 2019 were now on second Gen Zen Architecture, third generation risin for both desktop as well as thread Ripper, which is HPD year hyper ta was driving it, which is now causing a disruption in the market, which is what we were hoping for.

Now, you have done some research here about the market trends in terms of how CPS or developed, how long it takes them to come to market.

Don't you explain that you said that there was a keynote once with with video that was saying that they're basically late 3 to 5 years ahead.

So, Jen Sun and specifically said when they came out with the p 100 think it was It was it was like the data center exactly that they were five years ahead in development.

Yeah, but that they do specifically stagger these releases on purpose.

Yeah, like a lot of people think that, like, you know, cos like in video or in tow or even apple or just like sitting on, you know?

Okay, well, I think it's time to launch the 38 e.

I is pretty much already just testing, you know?

I mean, like the R D department in and videos like I'd be willing to the 11th exactly like that's how far ahead that the, you know, these companies have to plan and they kind of work in that space of like, tomorrow's tomorrow as opposed to, you know, working one day ahead.

Basically, which really also shows you considering Intel's a company that has annual releases.

Yeah, that they weren't working on anything for an answer to rise in because I don't think they believe reason was truly going to go anywhere.

Yeah, I think I think that they thought it was gonna be another FX based processor that promised high court counts that just were very poor and I, p.

But I think what they didn't expect in 2016 when AMG had promised a 50% improvement on my PC and they under promised and actually over delivered on that yeah, and then continuously annually improved that I, p.

Are at the point now to where Intel truly wasn't working on anything to release right now to compete with that, which is why we're getting what seems to be rebranded.

CPU is based on the same architectures and only a clock speed bump on architecture that's already around.

Yeah, and you know, you take that 3 to 5 year figure that they're kind of, you know, cos always working 3 to 5 years ahead in the future.

What they were working on in the future 3 to 5 years ago is right now.

And that's when they thought they probably thought rising wasn't gonna go anywhere.

You know, pushing the envelope or anything with our process is now suddenly rides has gone somewhere, and they're like, Oh, crap.

I might even speculate as to say that what they were working on to release right around now is not good enough.

Yeah, like maybe because it we've seen as much as, like, 5% improvement on I, p C.

And other things with the intel like, here's 3%.

But I think that with the improvements that we've been seeing on a m.

I think whatever they may have been working on in 2016 that we would be seeing around now.

Maybe next year might not be enough to catch up to the improvements that we're seeing with Andy now here's the thing.

We're talking course speed versus core clock.

But you you looked at the arc and you saw that basically desktop like this, like mainstream dustup, tends to be kind of their R and D playground, where they're gonna recoup a lot of the cost to develop the architecture's.

Because what we always notices that several years later is where the architecture that's developed for mainstream get scaled up to enterprise solution.

I think the data center group is just basically, they play it safe.

We were looking up earlier like, because they're on the second generation of Intel scaleable processors that which is the current line of like, you know, Data Center, Super High Court, Cal, whatever.

So, yeah, but the first generation of those available processors was not 1/9 Jen Architecture like you would think it was 6 10 in the skylight, so they were selling that to Q 3 2018 Yana processor that launched on desktop that architecture in 2015.

Yeah, you could have bought a brand new Sky Lake processor in 2018 if it was a Z on.

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2020年のインテル対AMD (Intel vs AMD in 2020)

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