Xe and esports gaming on Tiger Lake Thread. Comments welcome.
I'm seeing a lot of reviews saying that Tiger Lake with Xe will be a boon for esports gamers, and then comments that integrated graphics is still high on the steam survey, so win win. /1
Everything that Intel has said about TGL, with it being on the premium 10SF process, with the leading generation CPU/GPU and TB4 and Athena/Evo, these ultra premium systems will not be priced for that 'casual gaming' market that plays on integrated graphics. /2
Those that game are more likely to spend that $1200+ on a gaming laptop with a 1660 Ti or something. The ultra portable is more for the worker and the road warrior. /3
If you wanted to take a lead in IGP gaming, you'd need to have 96 XeLP EUs in a Core i3 or Atom. Those Core i3 parts have half the EUs to the 1185G7 tested today at lower freq, and thus much reduced perf /4
When the TGL devices come to market, depending on how many and in what form factors, match up something like a $600 TGL with a $600 Renoir. Acer and others really like that price point. /5
That being said, I did see an Ice Lake i7-1065G7 in a terrible 15 inch HP 1366x768 TN single channel system once, for under $600. 🤪 /6
Imagine if Intel built a Core i7 but with lower clocks and 96 EUs just for gaming for that $600 market. They could call it the Core i7-1185GG. GGWP /7
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$INTC margins crater for 2024 Q3.
DCAI/NEX up, rest down 🧵
vs 23Q3
💵 Revenue $13.3b, down 6% (Guide 13b)
📈 Gross Margin 15% GAAP, down 27.5pp (Guide 34.5)
💰 Net Income -$16.6b, down from $0.3b
🪙 EPS -$3.88, down from $0.07
Outlook:
💵 Revenue $13.8b, +- $500m
📈 GM 36.5%
➡️Foundry $4.35b, down 8% from $4.83b
➡️DCAI $3.35b, up 9% from $3.08b
➡️CCG $7.33b, down 7% from $7.87b
➡️NEX $1.51b, up 4% from $1.45b
➡️Altera $0.41b, down 44% from $0.74b
➡️MBLY $0.48b, down 8% from $0.53b
Employee count, as of Sep 28, is at 124.1k - down 1200 from last quarter. Not quite the 15k announced quite yet.
$AMD hits a record quarter for 2024 Q3. Their best ever. 🧵
💵 Revenue $6.819b, up 18% YoY
📈 Gross Margin 54%/50%, up 3pp YoY
💰 Op Income $724m, up from 224m
🪙 EPS $0.47, up 161%
Outlook:
💵 Revenue $7.5b, +- $300m
📈 GM 54%
Datacenter - EPYC, Instinct
➡️ Revenue $3.549b, up 122% YoY from $1.598b
➡️ Operating Income $1.041b, up from $0.306b
➡️ Operating Margin 29% , up from 19% YoY
Launched Turin, MI325X. Strong cloud pickup on MI300X, announced the acquisition of ZT Systems.
Client - Ryzen, Ryzen AI
➡️Revenue $1.881b, up 29% YoY from $1.453b
➡️Operating Income is $276m, up from $140m YoY
➡️Operating Margin is 15%, up from 10% YoY
New Ryzen AI 300 mobile devices, ramped Ryzen 9000 desktop, X3D due 7th Nov.