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Intel Hits Revenue Record in 2014

PC and tablet groups exceed goals
1/15/2015 09:00 PM EST
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wilber_xbox
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Re: As expected
wilber_xbox   1/28/2015 1:04:21 PM
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Intel's mobile and communciation revenue was down 85%, which show how poor Intel or this sector in general performed. Intel was trying hard to break the hold of ARM in mobile/tabet sector with little success. We need to watch out for the next big wave of IoT now.

wilber_xbox
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Re: Making it Intel
wilber_xbox   1/28/2015 1:01:08 PM
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Intel made a good year due to slow demand in smartphone and unexpected poor show of tablet, both of which were eating a good amount of the PC business. Having little presence in smartphone/tablet sector, Intel was hoping to start a fresh with IoT but 2014 turned out to be super good for PC/hardware.

docdivakar
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Re: Making it Intel
docdivakar   1/19/2015 3:21:46 PM
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@Anand.Yaligar One other point to consider in Intel's favour -tablets are fine but they really have not made a dent in being used for serious engineering work in volumes (there are a few exceptions, like in test and measurements, for example). Serious engineering designs still gets done on desktops and laptops. So 2015 could very well be the year of inflection point for PC/Laptop sales -my hunch is they will start to show an uptrend late this year. Touch interface features of Windows 8.x on laptops / desktops (HP Sprout is a great machine!) will offer the best of both worlds on a Windows system.

MP Divakar

docdivakar
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Re: As expected
docdivakar   1/19/2015 3:11:44 PM
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@Anand.Yaligar you are quite correct, Intel's dominance in the server market is not in any imminent danger of being unseated. Servers based on ARM have not had much success, as seen by the exit of Calexeda! Couple of years ago, microservers were pitched as the future of the data center; they would have been sufficient for powering a high volume of lightweight workloads. But with the proliferation of multimedia content, that is no longer the case!

MP Divakar

Anand.Yaligar
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Re: As expected
Anand.Yaligar   1/18/2015 1:04:33 PM
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Intel's Data Center Group has been one of the strong cards in the company's hand, reflecting the growth in cloud services and other factors that have driven demand for servers, especially the two-socket Xeon systems that are Intel's staple.

Following the launch of its latest Xeon E5-2600 v3 server chips, this group showed growth of 25 percent for the fourth quarter of 2014 against the same period the previous year, bringing in revenue of $4.1bn.

Anand.Yaligar
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Re: Intel's revenue (in perspective)
Anand.Yaligar   1/18/2015 1:02:50 PM
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"That is very interesting. Why Samsung or Apple or not finding opportunity in this $55 billion?"

@_hm: They seem to be too engrossed in dealing with chip manufacturer and business propagation policy issues. 

Anand.Yaligar
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Making it Intel
Anand.Yaligar   1/18/2015 1:01:44 PM
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With numbers such as those, one would think Intel is on top of its game, and in the PC market it certainly is. Mobile is a different story for Intel, where it has struggled to gain traction compared to competitors using ARM's ISA. Intel announced a contra revenue plan in November 2013, where it would subsidize the cost difference and help manufacturers implement Intel based mobile devices rather than ARM. It certainly has been successful, with Intel at the heart of many devices launched last year, including such low cost devices as the HP Stream 7.

_hm
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Re: Intel's revenue (in perspective)
_hm   1/16/2015 10:43:00 PM
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That is very interesting. Why Samsung or Apple or not finding opportunity in this $55 billion?

Bruzzer
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Intel Price and Product Voids?
Bruzzer   1/16/2015 12:34:26 PM
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Intel Average Weighed 1K Price by Product Category:

Simple rule is divide by 2 to get first Tier Dealer Price.

AWP all Ivy Bridge E5 1600 v2 = $572.33
1620 v2 is most popular followed by 1650 v2.

AWP all Haswell E5 1600 v3 = $440.27
1620 v3 is far the most popular.

AWP all Ivy Bridge E5 2400 v2 = $596.49
Six core 2420 v2 most popular followed by 2407 v2 and then a ways back 8 core 2440 v2.

AWP all Ivy Bridge E5 2600 v2 = $1,138.03
By volume 8 core, 10 core, 6 core. 2640 v2 and 2650 v2 are most popular in close tie.

AWP all Haswell E5 2600 v3 = $1,005.25
Six core is still by far the most popular followed by 8, 10, 12 cores.

AWP all Ivy Bridge 4600 v2 = $1,725.15
Category began still born shows some movement in January.

AWP all Ivy Bridge E7 Ex v2 = $3,424.78
Category started to move in October with mild ramp now.
4809 and 4850 are most popular with 4830 up through January. 4607 most popular followed by 4640 and 4610 in close tie.

AWP all Ivy Bridge i7 49xx = $572.33
Slight clearing since December.
4820K most popular, leads 4830K, 4960X lags.

AWP all Haswell i7 59xx = $643.38
5820K slightly more popular leading 5960X and 5930K in close tie.

AWP all Haswell Desktop/Mobile Refresh = $263.98.
47xx Devils Canyon far most popular at 42.10% of total volume.

AWP Haswell i7 Desktop = $319.20
AWP Haswell E3 12xxv3 = $252.73
AWP Haswell i5 Desktop = $210.06
AWP Haswell i3 Desktop = $128.16
AWP Haswell Pentium DTP = $70.71

AWP Haswell i7 Quad Mobile = $447.22
AWP Haswell i7 Dual Mobile = $335.43
AWP Haswell i5 Dual Mobile = $289.17
AWP Haswell i3 Dual Mobile = $268.64
AWP Haswell Pentium Mobile = $149.94
AWP Haswqll Celeron Mobile = $132.03

AWP Atom Bay Trail I E38xx = $31
AWP Atom Bay Trail T Z37xx = 32.45; < subsidy or in SBC component bundle still Price < Cost.
AWP Atom Bay Trail M Nxxxx = $128.11
AWP Atom Bay Trail D Jxxxx = $81
Clover Trail still represents about 12% of SOC supply.
Moorefield drizzles out in December.

AWP Broadwell Mobile = $281.00; likely on allocation; competitors attack. Analysis; 14 nm might be yielding but Intel is not making its frequency targets. I think it's fair to characterize any Broadwell speed grade in excess of 2.2 GHz hard to come by.

Mike Bruzzone, Camp Marketing

spike_johan
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Intel's revenue (in perspective)
spike_johan   1/16/2015 11:05:26 AM
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I started with Intel in '89 and it was that year (or maybe '90) when Intel broke the $1B/quarter threshhold.

I left Intel in '99 when they were then doing something like $24B/year.

And it is incredulous that here in Q1/2015 they still dominate in such a fiercely competitive business.

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