Subject: Editorial | July 22, 2011 - 01:59 PM | Josh Walrath
Tagged: Sandy Bridge E, Q2 2011, llano, Intel, bulldozer, APU, amd
The first half of this year has been surprisingly strong for the chip industry, and Intel and AMD are helping to lead the way and satiate demand for new processors at all market levels.
Intel was first off the bat to release earnings for their 2nd quarter, and they again broke revenue and profit records for Q2. Gross revenue was a very healthy $13 billion and the company’s net profit was an impressive $3 billion. Margins are down from last year’s high of 67%, but the actual 61% far outshines that of their competition. Q2 2010 results were $10.8 billion in gross revenue and $2.9 billion net profit. While profit was “only” $100 million more than Q1 2010, the extra $2.2 billion in revenue is something to sit up and notice.
Sandy Bridge based parts have continued to propel Intel's domination of the CPU market.
Probably the two greatest strengths for Intel are extracting the most amount of performance per mm squared of die and of overall process technology leadership. Intel has been shipping 32 nm parts for some 18 months now, and their redesigned Sandy Bridge architecture has left their primary competition in the dust when it comes to overall multi-core CPU performance. Intel has improved their integrated graphics capabilities, but this is one area where they simply cannot compete with the more GPU focused AMD. Intel is also facing much increased competition in the mobile market from the Llano based chips and their accompanying chipset, which has been a virtual fortress for Intel until recently. While Intel still rules in CPU performance, the combination of rich graphics, chipset features, and competitive power consumption has made Llano a true threat to the mobile sector.
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