Intel is no longer obsessed with 90% cpu market share

Intel also presented at the annual Credit Suisse technology conference, where the current CEO of the company, Bob Swan, explained some very interesting ideas about the future approach that Intel will have and that obsession to maintain the famous 90's market share. %, increasingly difficult to achieve.

Bob Swan, CEO of Intel, declares they will no longer pursue 90% of CPU market share

Bob frankly admitted that he is no longer interested in pursuing a majority market share on the CPU side, as he believes it is 'detrimental' to the growth of the company. In what is one of the most honest and sincere conversations we have heard from this company in a long time.

Bob Swan of Intel blames focusing on 90% of the CPU market share as a cause of lost opportunities and transitions, he expects Intel to have 30% of the TAM of silicon, not CPU, giving way in this market to diversify into other fields, such as the GPU.

Just a few years ago, Intel owned over 90% of the x86 CPU market share, but Bob even went so far as to say that he is trying to "destroy" this idea of ​​having a 90% market share on the CPU side. and instead wants people to come into the office thinking that Intel has a 30% market share in "all silicon." This encompasses chips GPUs, AI, FPGAs, CPUs, etc.

Visit our guide on the best processors on the market

30% TAM across silicon would mean that Intel not only has more reams to grow, but is also much more diversified. With the company working on the Nervana processor, as well as its efforts on the Xe GPU, it seems that it is about to start gaining market share in new sectors where they were not as present. Interestingly, it also means that Intel is not interested in defending its old title of 'CPU champion' and that it will actually give up space to AMD when necessary.

Loss of share against AMD

Bob Swan also answered frankly about how Intel came to a position where it has lost a large chunk of its CPU market share to AMD.

So those three - growing much faster than we thought, building internal modems and slowing down 10nm - resulted in a position where we had no flexible capacity. ” - Bob Swan, CEO of Intel.

Finally, Intel assured that it is ready to make the leap towards 7 nm in the last months of the year 2021 and at 5 nm in 2024. Is this an AMD victory in the CPU market?

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