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orthoxerox 4 days ago

It's interesting how Intel has been surviving in smaller and smaller market niches these days:

  - cheap ULV chips like N100, N150, N300
  - ultrabook ULV chips (I hope Lunar Lake is not a fluke)
  - workstation chips that aren't too powerful (mainstream Core CPUs)
  - inexpensive GPUs (a surprising niche, but excruciatingly small)
AMD has been dominating them in all other submarkets.

Without a mainstream halo product Intel has been forced to compete on price, which is not something they can afford. They have to make a product that leapfrogs either AMD or Nvidia and successfully (and meaningfully) iterate on it. The last time they tried something like that was in 2021 with the launch of Alder Lake, but AMD overtook them with 3D V-Cache in 2022.

norman784 4 days ago | parent [-]

AFAIK most (if not all) business laptops AKA Dell are intel based? Also I believe they are still big in the server market.

guardian5x 4 days ago | parent | next [-]

Dell has been very loyal to Intel all these years, but i guess that is under pressure as well. As more and more customers look for AMD CPUs nowadays. I guess the CPU doesn't matter much in standard office company laptops and price is more important.

noisem4ker 4 days ago | parent | prev [-]

I'm not sure whether a "Dell Pro 16 Plus" is considered a "business laptop" (although I think so), but I'm using one right now and it has an AMD Ryzen AI 5 Pro CPU inside.