The leader of Intel does not expect a good period

He previously promised the old form for 2024, but today he is talking about 2025 or 2026.

At the beginning of 2021, Intel appointed Pat Gelsinger to head the company, who quickly got down to work and indicated that the company would return to its old form by 2024. More specifically, he expected the breakthrough to occur in 2024 at the earliest, while around 2024-2025 he predicted an unquestionable advantage for Intel in terms of processor performance. Obviously, it is difficult to do with these dates as an outside observer, since they are so far away that only the company manager can have a real picture of the developments, so you have to accept what he says, not to mention that there is a significant chance of error in such a time frame.

The situation has changed so much now that Pat Gelsinger was less optimistic at the Evercore ISI TMT conference, as he sees the data center market continuing to lose market share in 2023, and the lost share will begin in 2025 or 2026 to recover.

According to the head of Intel, the upcoming development codenamed Sapphire Rapids is better than AMD’s alternatives, but not so much that they catch the advance of the competition. Unfortunately, he did not explain why, if Intel’s design is better, the company will not be able to regain some market share with it.

Looking to the near future, Pat Gelsinger doesn’t expect much good. According to his claim, the competition has too much momentum, while Intel has not done a good job. With this, they have reached a low point, which the company supposedly expected, but they are confident in the growth of the business, but they will not be able to keep up with the general growth of the entire market for a while. The target date now is 2025, when this trend may turn to the right. About 2024, the head of the company did not speak in great detail, but he believes that they will be competitive.

Another interesting factor is that Intel is already paying attention to the performance of ARM in the server market, and according to Pat Gelsinger, the Sierra Forest code-named design is coming, which will only consist of smaller E-Cores and will specifically attack the area where there are a lot of cores need. The head of the company believes that they will offer a better solution than the ARM alternatives.

It is also worth noting that Intel has sold or downsized many of its businesses in the recent period, and according to Pat Gelsinger, the company will probably withdraw from other areas in the future.


Source: Hírek és cikkek – PROHARDVER! by prohardver.hu.

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