#INTEL POWER GADGET PROBLEMS PC#
It wasn’t that long ago that Intel was a disruptor whereas the server space was originally dominated by integrated companies like Sun, with prices to match, the explosion in PC sales meant that Intel was rapidly improving performance even as it reduced price, particularly relative to performance. What has kept the company prospering - when it comes to the level of capital investment necessary to build next-generation fabs, you are either prospering or going bankrupt - has been the explosion in mobile’s counterpart: cloud computing.
One excellent source of increased revenue for the industry has been billions of smartphones sold over the last decade Intel, though, hasn’t seen any of that revenue, even as PC sales have flatlined for years. That means that companies investing in new node sizes must generate commensurately more revenue to pay off their investment. The damage this did to the company went deeper than foregone profits over the last two decades the cost of building ever smaller and more efficient processors has sky-rocketed into the billions of dollars.
#INTEL POWER GADGET PROBLEMS ANDROID#
The company - contrary to its claims - was too focused on speed and too dismissive of power management to even be in the running for the iPhone CPU, and despite years of trying, couldn’t break into Android either. The second reason why that 2013 headline was overly optimistic is that by that point Intel was already in major trouble. What is more concerning is that the question is no longer about seizing an opportunity but about survival, and it is the United States that has the most to lose. The misplaced optimism is twofold: first there is the fact that eight years later Intel has again appointed a new CEO (Pat Gelsinger), not to replace the one I was writing about (Brian Krzanich), but rather his successor (Bob Swan). One of the first Articles on Stratechery, written on the occasion of Intel appointing a new CEO, was, in retrospect, overly optimistic.
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