So, here’s something you don’t hear every day. Intel CEO, Bob Swan has claimed that having more than 90% share of the x86 CPU market has made them complacent. More context right? Okay, buckle up. In a recent interview with the man leading team blue, WCCFTech got some interesting answers. The most intriguing was with regard to Intel’s majority share in the CPU market.
Over the past decade, Intel has had a near-monopoly in the x86 CPU market, with control of more than 90% of the market share. For most, this would be something worth remembering. However, Swan believes that this mindset of ruling over the majority share in the CPU market has cost Intel. He claims that this made the company complacent and resulted in many missed opportunities. In fact, he even said that he’s trying to destroy the thinking of having a 90% market share in the CPU side and instead wants people to come into office thinking Intel has a 30% market share in “all Silicon”.
That’s a rather unique strategy the Intel CEO is adopting, although I’m not certain whether it’s out of desperation or something else. Regardless, being overconfident has most certainly cost Intel. The recent trends in the CPU market are almost analogous with Aesop Fable about “The Tortoise and the Hare”.
The other pressing questions were of course regarding Intel’s troubles with 10nm and the coming transition to 7nm. Swan said repeated what Intel reps have been saying over the years. Something along the line of growth not meeting demand. Attributing a global CPU shortage to a “miscalculation” or error in judgment is a rather petty excuse. Whatever the reason may be, it has cost Intel. OEMs have started adopting AMD’s new Ryzen CPUs and in the DIY space, it has made it even hard for Intel’s 14nm chips to compete with AMD’s new Matisse lineup that is both faster as well as more efficient. Here’s the complete transcript.
I call bs. If amd wasn’t breathing down their necks, it would be the same old song and dance. Stagnate until competition catches up.