Judging by the rise in demand for consumer electronics and mobile devices, the demand for Intel's chips will not go down soon. There will be need for more and more powerful chips that consume less power, mainly for the mobile devices. The consumers send the demand signal, and it sends engineers working towards the next, more powerful processor.
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Benchmarks for Sandy Bridge vs. Ivy Bridge are coming out:
The power advantage over 32 nm is not dramatic. It is quite scary, maybe it means without the big process change, it could have been much worse.
But it also might mean Sandy Bridge and Ivy Bridge will continue to cannibalize each other to some degree during this year.
One word of caution. Stacy Smith said 25 percent of volume shipments in Q2 would be on 22-nm, NOT 25 percent of production.
Reading between the lines is a dangerous thing to do but it would seem that Intel was producing 22-nm Ivy Bridge in 4Q11 and 1Q12 but had so many stockpiled 32-nm Sandy Bridge chips because of disk drive problems out of Thailand that is decide to ship those first and delay shipping Ivy Bridge.
This could be reponsible for a 22-nm shipment spike in Q2 while production continues to build more gradually.
They are clearly getting a head start on ramping this node. It begs the question as to how much competitive edge is being lost by the companies that abandoned their internal fabs to use foundries. For my personal experience working in a company that did it, the decision was not driven by the engineers but by the managment who were primarily focused on the short term financials.
I think they've been ironing out some 22nm issues too. The TDPs are coming in higher than expected and they are running hot when people try to overclock. They actually can't surpass Sandy Bridge overclocks.
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