By: someone (someone.delete@this.somewhere.com), January 29, 2013 8:58 am
Room: Moderated Discussions
Richard Cownie (tich.delete@this.pobox.com) on January 29, 2013 4:42 am wrote:
> Very interesting analysis, thanks.
>
> I think the argument about area and cost - and Intel's processing advantage -
> is all correct. What may be missing is the impact of the different business
> strategies: Intel really wants to sell those server cpus at very high margins -
> say 300mm2 of silicon for $1500.
Market research companies like Mecury have indicated Intel server MPU ASP is
around $300. The vast majority of units sold are two socket server MPUs that
differ from PC variants of the same device only by feature fusing. The high end
Intel server MPUs with 4 figure prices sell in relatively small quantities and using
them as a strawman for Intel competitiveness in low end servers is fallacious.
> Very interesting analysis, thanks.
>
> I think the argument about area and cost - and Intel's processing advantage -
> is all correct. What may be missing is the impact of the different business
> strategies: Intel really wants to sell those server cpus at very high margins -
> say 300mm2 of silicon for $1500.
Market research companies like Mecury have indicated Intel server MPU ASP is
around $300. The vast majority of units sold are two socket server MPUs that
differ from PC variants of the same device only by feature fusing. The high end
Intel server MPUs with 4 figure prices sell in relatively small quantities and using
them as a strawman for Intel competitiveness in low end servers is fallacious.
