Intel will never support AMD, but Chipzilla likes its high margins. If AMD can ship a product that forms its own bulwark against ARM’s encroachment at the bottom of the market, Santa Clara will likely let it stand. The marginal gain from slashing Clover Trail prices or increasing clock speed to drive up performance (and power consumption) are tiny, and Valleyview is already on the roadmap.
The flip side to this is that Kabini and Temash have an optimum window that’s 12 months wide at most. Tegra 4 and Cortex-A15 designs will increase pressure from the ARM segment, while Haswell (and eventually Valleyview) narrow the x86 opportunity. Maximum effectiveness means getting these parts into hardware as soon as possible.
AMD Kabini has good chance to win marketshare if it ships on time
Posted on Wednesday, December 05 2012 @ 16:57 CET by Thomas De Maesschalck