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  • Mikemk - Wednesday, April 15, 2015 - link

    To be expected when they only release low end/low power and server chips, and somehow keep forgetting mainstream
  • Laststop311 - Wednesday, April 15, 2015 - link

    they aren't forgetting mainstream. Full power desktop PC's are on a sharp decline in popularity. With tablets and phones being good enough for all the minor low power stuff web browsing movie watching social networking etc and notebooks good enough for a lot of business and productivity stuff like excel and business inventory software and composing letters and answering business email and customer support etc and gaming notebooks for the most part more than sufficient for 1080p gaming with a 970m or higher, the percentage of population that requires a full powered desktop pc just keeps shrinking.

    So why is intel going to focus it's efforts on the full power desktop PC where it's all negative growth? The real money is in 45 watts and below cpu's and soc's. If intel can't start doing better with is sub 10watt tablet soc and sub 4 watt phone soc's they are going to be in trouble as more and more people start using only phones and tablets as their only PC's and even transition from using notebooks. Desktops are quickly becoming only used by content creators and the niche power gamers with the vast majority of regular folk having no need for that much power and favor the super portable solutions that do everything they need them to. Nowadays mainstream means gaming notebook or productivity focused ultrabook
  • Drumsticks - Wednesday, April 15, 2015 - link

    It's extremely short sighted to think that Intel going mobile and low power ISN'T them targeting the mainstream.
  • nathanddrews - Wednesday, April 15, 2015 - link

    You said it yourself - that the loss-heavy Mobile Division has been merged with the PC Division. I'm not sure this is an accurate representation of the data.
  • Shadowmaster625 - Wednesday, April 15, 2015 - link

    Revenue flat for 4 years. Stock price up almost 100%. Good job Fed.
  • Drumsticks - Wednesday, April 15, 2015 - link

    "Details might be scare" in the second to last paragraph!
  • Hrel - Wednesday, April 15, 2015 - link

    Must be nice, to get away with having a monopoly to the point where you can consistently bring in a 60% profit margin.
  • Kjella - Wednesday, April 15, 2015 - link

    Gross margin only includes the direct costs - even AMD operates at a 35% gross margin. In practice you see Intel has 2.6/12.8 billion = 20% operating income to revenue (40% less), AMD is around zilch (35% less). So the way everyone else counts profits they're not all that profitable really.
  • HollyDOL - Thursday, April 16, 2015 - link

    It would seem reasonable to expect decline before release of next major cpu/chipset generation. My guess would be more or less half of that decline is just market starting to hold breath for next gen and/or better price on current one.
  • blzd - Thursday, April 16, 2015 - link

    Not surprising considering they only rebranded their desktop CPUs after a 100Mhz clock speed bump.

    It's just sad that I still bought one anyways, no other real choice and I didn't feel like waiting another 10 months.
  • TheJian - Sunday, April 19, 2015 - link

    This decline is because they keep having to give away 4.1B a year to compete with ARM...LOL. By NVDA Intel, or slowly die as other fabs take you over, your profits continue to shrink (allowing them to spend more than you on fabs), and you just get weaker and weaker over time. As profits go, so does R&D at some point. It won't be long (another year of polish on android 64bit probably) and Intel will be facing a fully loaded ARM PC, with power that is good enough (say 70-100w chip desktop/15-40w laptops) to steal some REAL market share in laptop/PC. ARM can double the size of their current dies on a newer process shortly and slap a heatsink/fan on them to run at 3.5-4.5ghz just like Intel at roughly the same wattage top to bottom. The difference is they'll sell them for $200 or so vs. Intel's 350 i7 Devils canyon etc. They'll probably have dual/tri boots of Android64, linux (some format, ubuntu? redhat? etc), and maybe SteamOS by then. Changing the cpu/windows out will further hurt DX12/WINTEL monopoly, and cut a full PC price by $200-300. I'm talking all the same parts of a PC, discrete NV card and all. Just a change of cpu/windows. This will happen right in time for all the unreal 4 engine (unity 5, etc) games that push arm up into the desktops and finally out of mobile. Then come the apps (games first, then apps) that can use such a PC.

    Either Intel/MS buys NV or the have zero defense soon to a huge swath of users who've never used WINTEL (grew up on mobile/android or ios). Those younger people (and some old I guess) will opt for a far cheaper PC with good enough SOC in it, or for more power by one with NV Discrete cards too (with 8-32GB, SSD's, HD's, 500-1000 psu's etc etc). Of course they may have to bid against google, samsung, apple and possibly even amazon. I think that's about all that would be interested, with amazon probably not as good of a fit and least likely buyer. Perfect fit for Google or Samsung as both sell devices, samsung has fabs (and about to lose a patent case that could be really bad), google could switch to NV's FAR cheaper car solution, gaming chips for their nexus devices & gain gaming chops adding tegrazone (since google is pushing gaming on android as fast as possible) along with great server stuff from NV for datacenter, grid stuff etc. Intel/NV hate each other so maybe it's only a bidding war with MS/Goog/Samsung really. Or maybe Jen just thinks they'll win in the end anyway on gaming, as AMD goes down further and they end up suing the crap out of everyone in patent suits on mobile while they all try to catch NV game experience with devs, drivers etc.

    Things are about to get very rough for WINTEL's side, with signs it's been happening for quite a while already. You know you have problems when you start hiding your mobile losses. MS doesn't just give away their next OS for nothing either. ;) FEAR. Too late though, I think the sheer numbers of android is too large (MS responded far to late) and another shrink or two of chips, new revs and games galore+more polished 64bit OS and this whole market gets turned on it's wintel head. Pro stuff will hang out longer on wintel obviously, but they could easily both lose a huge part of general market share (people who browse, get email. game, play with photos, etc).

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