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… It won't face serious competition from either x86 manufacturer until Intel launches its 22nm Atom refresh and AMD's 28nm Kabini debuts. …
… Intel CEO Bob Swan has indicated that his company expects as much. During the Q1 2019 conference call, Swan acknowledged that he expected a more competitive environment in server in the back half of the year after AMD's Epyc refresh. …
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The rate at which Apple refreshes its hardware has come under fire in recent weeks. While we've noted that the company's laptops are mostly reasonably new, there are some old MacBook Pros in need of a refresh and the Mac Pro desktop is now nearly three years' old. …
… After a couple of years of ultrabooks and smartphones, it's refreshing to see Intel focusing on new and developing markets, rather than trying to milk every last penny out of inveterate server, laptop and quickly maturing smartphone markets.
… Overall, Intel sales were up substantially this quarter, thanks to a 1.34x increase in data center sales year-on-year and a 20 percent gain in laptop sales. Data center sales now represent 51 percent of Intel's revenue, a first for the company. …