If you’ve been following this channel for a while, you’ll know that I’ve been making
a series of videos discussing how Intel began to slowly lose the CPU race to AMD, and then
how Apple is basically putting the last nail in Intel’s coffin with their M1 and future
M1X chips.. And then how Nvidia came out to finish the job by purchasing ARM and developing
new ARM-based chips.. And then finally.. How Intel’s own x86 architecture is beginning
to get dumped by many of the biggest PC companies out there..
So the point that I was trying to make is that the future of Intel’s business was
looking incredibly grim.. And just by looking at Intel’s stock price over the past 5 years
compared to their biggest competitor AMD, it’s pretty clear that thing’s aren’t
going so well..
But recently, it seems like Intel is finally starting to change their ways.. And from the
looks of it.. I think they’re actually gonna come back stronger than ever..
But before I get into all of that, I want to quickly run you guys through the story
of how Intel got to this currently depressing point.
Way back in the day when I was a young teen playing games like the original call of duty
modern warfare and Counter strike source on my custom built PC, Intel’s quad-core processors
were by far the best for getting reliable FPS for gaming.
But because we were on a budget, we went with AMD’s Phenom II black edition which was
still pretty decent.
And then in 2017, this happened:
And at that point, it was clear that Intel was in trouble because AMD’s new Ryzen chips
offered impressive performance at a lower price.. And it became even more obvious when
Intel had to cut their prices in order to compete with AMD.
But the biggest issue was that Intel’s groundbreaking 10nm process kept getting delayed from the
initial release date of 2015 to 2016.. And then to 2017.. And then to 2019 when we finally
started seeing a couple of 10nm Intel chips going into laptops.
And to make matters worse, Intel was also getting hit by the Spectre and Meltdown security
flaws..
So Intel ended up having to stick to their 14nm process for years on end while AMD was
pumping out efficient chips with multiple cores, basically forcing Intel to increase
their core count up to 6 and 8 cores while still on their 14nm node…
And because of that, the Intel chips were the sole reason for all of the drama surrounding
Apple’s 15” MacBook Pro overheating issues.. Since Apple decided to make their laptop designs
thinner because Intel led them to believe that their 10nm chips would be shipping in
2015..
But nope… even the chips on the current 16” MacBook Pro are STILL on Intel’s 14nm
process..
So if you’re wondering why Apple chose to ditch Intel and switch to their own Apple
Silicon chips.. It should be pretty obvious by now.. And this brings us into the second
video in this series.
Back when Apple announced their transition, there were a lot of doubters who didn’t
believe the first Apple Silicon chip could compete with Intel’s top chips.. But they
were wrong.
When the M1 chip finally came out, it totally blew everyone away with its performance, efficiency
and legacy x86 app support thanks to how well Rosetta was able to translate apps.
For example, the M1 chip has higher single-core performance than any Mac ever made, and the
M1 MacBook Air for $1,000 has more raw multi-core performance than the best chip in the 16”
MacBook Pro.
Going even further, the M1 Mac Mini for $900 is able to outperform a $15,000 12-core Xeon
Mac Pro in terms of Xcode programming.
And everything else is much more snappy.. Including having the fastest web browsing
speed in any mac… as well as being able to launch productivity apps basically twice
as fast as that Mac Pro.
And the mind-blowing thing is that it’s doing all of that while barely sipping any
power, just look at this incredible CPU score per watt chart in Cinebench R23.
So because of that, Mac sales started to skyrocket after the M1 launch, with analysts expecting
M1 Mac market share to blow up this year, which it definitely has.
And now.. We’re expecting Apple to release the M1X MacBook Pros within the next two months
and the performance is going to absolutely blow everyone’s mind, being the world’s
fastest consumer chip in any laptop in terms of CPU performance, as well as an integrated
32-core graphics chip that rivals dedicated desktop GPUs.
Oh and by the way, we just launched our brand new M1X t-shirt design which you can check
out in the merch shelf right underneath this video if you wanna help support this channel.
Now to make matters worse for Intel.. Nvidia launched a massive attack on Intel during
their GTC Keynote in April, which brings us into the third video in this series, how Nvidia
came in to finish the job.
Nvidia basically revealed their future roadmap for their server business which was packed
with a bunch of new technology which is focused on ARM-based chips helping improve performance
and greatly improving efficiency compared to Intel’s x86 architecture.
And if you know anything about huge servers, you’ll know that they require a ton of power
and cooling infrastructure, so it’s clear that ARM-based chips are the future of the
server marketplace..
Even Tesla recently showed off their groundbreaking Exapod supercomputer which packs in thousands
of new and efficient 7nm D1 Chips to process machine learning, and according to Talking
Tesla, the D1 chip is actually ARM-based and not x86, and that claim comes from Elon Musk
protesting against Nvidia’s plan to buy out ARM.
So the point that I wanted to make in that video is that Intel is about to start losing
their server market share on top of being behind on the consumer side, which is a very
scary situation for them to be in.
But wait.. It gets even worse in the fourth video in this series.
With the obvious success of Apple’s M1 chip, many of the biggest companies are beginning
to follow in Apple’s footsteps by announcing that they’re moving away from x86 chips
and working on ARM-based designs.
A few months back, Nvidia announced that they’re working with MediaTek to create an ARM-based
gaming laptop, and they even showed off some impressive gaming performance numbers very
recently.
Microsoft is also reportedly designing it’s own ARM-based chips for servers and Surface
Pcs.
Samsung has already announced their ARM-based Galaxy Book Go laptops.
Qualcomm has also recently revealed plans to compete with Apple’s M1 chip with their
own ARM-based chip designs.
Even AMD, Intel’s main x86 competition, is reportedly also working on their own ARM
silicon chips.
And just yesterday, it was reported that Google is developing their own ARM-based chips for
their chromebooks after being inspired by Apple Silicon.
That’s basically every single Big Tech company that currently designs chips or uses Intel’s
chips in their own products signalling that they’re DITCHING Intel’s x86 chips in
the near future, which is obviously HORRIBLE news for Intel.
Especially since Microsoft has been putting tremendous work towards Windows 11 on ARM
to support all of these future ARM-based chips, which is putting Intel in danger because they
seem like they just can’t let go of their x86 chip architecture because they obviously
make licensing revenue from it.
And that attitude is what caused them to fall behind in the first place, with Intel puffing
up with pride over their risky brand new 10nm technology which caused almost a decade of
delays and led to their CEO getting replaced with Pat Gelsinger, who is actually an Engineer
instead of a businessman.
And this finally brings us to how Intel is now coming back with a vengeance!
The new CEO is completely flipping the script in game-changing ways and it all starts with
Intel swallowing it’s long-time Pride in various different ways, so let’s get into
that.
Back in June, it was rumored that Intel may buy Si-Five, a company which designs RISC-V
based chips, which basically work the same way as ARM-based chips.
And later that month, Intel revealed that they’re creating their own RISC-V based
chip platform with 7nm chips as soon as next year.
This new product line will be named Horse Creek and will apparently be their very first
7nm product next year, which means that Intel is actually pushing back their 7nm x86-based
chip line, proving that Intel is finally swallowing their pride as they begin to ditch their very
own x86 architecture for the laptop market.
On top of that, Intel swallowed their pride again when they announced that they plan on
manufacturing other companies ARM-based chips like potentially the M1 from Apple.. at their
upcoming Arizona-based plants.
And this took a lot of humility because they would essentially be manufacturing the very
chips that led to the demise of their x86 architecture, and they even confirmed that
they’ll be manufacturing Qualcomm’s ARM-based chips in 2024.
But the biggest news and the biggest pride swallowing began last November, when it was
reported that Intel could actually outsource their chip manufacturing to TSMC, their main
chip-making rival.
And this is ABSOLUTELY HUGE because Intel is admitting that they are so far behind that
it’s worth paying much more to get the best chip-making technology in the business instead
of using their own chip-making plants.
And back in June, it was basically confirmed that Intel would join Apple as the first companies
to get TSMC’s future 3nm chips.. And trust me.. This wasn’t cheap.
And earlier this month.. It was revealed that Intel will be using TSMC’s 3nm chips to
create 4 products including 3 server chips and a GPU.
And FINALLY, it was reported that Intel locked down all remaining 3nm production capacity,
basically boxing out AMD and Apple.
This is an absolutely huge deal because Apple has been TSMC’s number one customer for
years, so Intel must’ve had to pay TSMC a ton of cash to get them to sidestep Apple
in that fashion.
So the point I’m trying to make is that Intel swallowed their pride in every single
way possible in an attempt to come back stronger than ever before, and I honestly think that
it’s going to work!
And while Intel is working on those new RISC-V based chip designs that’ll eventually retire
their x86 laptop chips for good, they’re currently working on their new Alder Lake
chips which feature their new Big.little core design.
And according to the leaked benchmarks for these chips, they’re honestly pretty competitive
compared to Apple’s M1 chip, but as we all know, the M1X is just around the corner and
it’ll destroy it.
But at least Intel has something competitive enough for the time being until their 7nm
RISC-V based chips are released next year which will allow Intel to basically stay in
the game and potentially recover stronger than ever before.
So with all of that said, I’m glad that Intel finally started listening and swallowed
all of their pride to make by far the most drastic changes in decades in order to stay
in the fight, so we’ll just have to see how their future chips compare to Apple’s
M1X and M2 chips.
If you learned something new from this video, go ahead and click the circle above to subscribe
for more videos like this one and definitely check out one of those two videos from the
series right over there. Thanks for watching and we’ll see you in the next video!