Another interesting tidbit from yesterday's earnings call is that Intel's Kaby Lake started shipping some time ago. The chip giant says the new lineup will deliver "meaningful performance" relative to Skylake:
Brian M. Krzanich - Chief Executive Officer & Director
I guess what I would talk about is Kaby Lake. So one of the things we've learned on 14 nanometers is how to make meaningful performance improvements both in the silicon and then with the silicon combined with the architecture. So we said we already started shipping Kaby Lake to our customers and OEMs. We're seeing meaningful performance across all of the various SKUs of Kaby Lake relative to Skylake. Kaby Lake is built off a Skylake core. And as a result, the die size doesn't significantly grow. So you don't see – there's no driver in the silicon itself to shift the margin structure of this product. We're able to get the performance and feature enhancements with relatively small silicon increases but good improvement on the raw silicon technology itself. So there's not an intrinsic driver that should say die size got twice as big so margins are cut. There's nothing like that.