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Friday, 19 November 2010 11:22

Intel heads for Q4 2010 miss

Written by Fuad Abazovic
intel_logo_new

J.P. Morgan believes
It is not only that analysts are concerned about AMD, they are not overly optimistic about Intel, either. Despite the fact that after its Q3 2010 earnings Intel said that it is aiming for the best year in its history analyst Christopher Danely of J.P. Morgan is warning that things are not that shiny in Intel’s kingdom.

The Asian PC food chain has made lower than expected orders, most likely as they are waiting for Sandy Bridge, a CPU architecture that launches in first days of January 2011, at the CES 2011 trade show.

Chris also says that Asian contract manufacturers shipments were six percent down sequentially for this month versus Intel’s guidance that shipments will remain flat or go down by three percent. They are very certain that with current pricing Intel is aiming to miss the $11.4 billion guidance and the only way to match it is to increase the prices for November and December.

However, the same chap came to a conclusion that Sandy Bridge, the next generation Core architecture won’t drive demand in Q1 2011. “Although Intel seems to believe that its upcoming Sandy Bridge processor will drive demand, we cannot find evidence of delayed PC purchases for it,” he reports.

Danely calls Sandy Bridge graphics evolutionary, not revolutionary and as a result of its analysis they believe that Intel can decline in revenue by nine percent in Q1 2011, from 11.1 billion in Q4 to 10.1 billion in Q1, he predicts.

This is the second Intel generation to launch in Q1 2011 and if the JP Morgan is right, a quarter delay for the last two product generations will finally hit Intel hard. The good thing is that Ivy Bridge, the next generation 22nm processor lineup should come back to Q4 2011 launch schedule and be out before Christmas.

More here.

Last modified on Friday, 19 November 2010 11:47
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Comments  

 
+11 #1 loadwick 2010-11-19 12:36
Does anyone have any idea if Ivy Bridge will have the same socket as Sandy Bridge?

If Intel are having problems its because of irregular launches and having a new socket for every day of the week! People just don't want to invest in an Intel platform becuase something better is just around the corner (no a bad thing) but you will need to replace the MB, possibly RAM and the CPU just for a small upgrade.
 
 
+4 #2 milkod2001 2010-11-19 12:55
Quoting loadwick:
Does anyone have any idea if Ivy Bridge will have the same socket as Sandy Bridge?

If Intel are having problems its because of irregular launches and having a new socket for every day of the week! People just don't want to invest in an Intel platform becuase something better is just around the corner (no a bad thing) but you will need to replace the MB, possibly RAM and the CPU just for a small upgrade.


Ivy Bridge should use the same socket 1155 for lowend,mainstre am and 2011 for high end, same as SB
 
 
+7 #3 fudo 2010-11-19 13:17
it will need a new chipset, so I am guessing even if socket stays the same, you will need a new board.
 
 
+6 #4 NidStyles 2010-11-19 17:29
J.P. Morgan? The same firm that's been recently padding the sales of Silver in order to keep the price artificially low, that J.P. Morgan?

Yeah, I would take their advise with less than a grain of salt, it's obvious they are not beyond stretching the truth to their own end's.

Fud - check the credibility of your sources FFS. If they have something to gain from making the comment, it's probably BS.
 
 
+3 #5 tekken 2010-11-19 23:58
Quoting NidStyles:
J.P. Morgan? The same firm that's been recently padding the sales of Silver in order to keep the price artificially low, that J.P. Morgan?



Technically that could be applied to any major (and minor really) financial institution. Credit/capital markets are basically glorified gambling institutions, so one has to take anything any "analyst" says with a rock mountain of salt.

I think there is no other profession out there were being wrong pays as well as in the financial sector.
 
 
+4 #6 genetix 2010-11-21 21:55
Well, intel pricing is terrible, atm, even I could say they are doing incredible bad result just because of it. People will not buy the product, if it's too expensive and as for the moment intel products are priced 3-5 times to AMD prices and they are no where near 3 times the speed (ex. X5650/970/980X etc).

Q4/2010 doesn't seem to be very good for Intel. They better start selling processors and shouldn't even consider filling my socks with SSDs for chrismas as there still ain't a single resonable cost vs. performance processor on marker to buy from Intel. :)
 
 
+3 #7 genetix 2010-11-21 22:09
Heck, I wanna post another comment also on subject.

2 years ago I changed my own system from AMD to Intel Penryn which was brand new processor Q9450 to be exact that 'TICK' cost us 300e/$ Q9300 was even cheaper.

2 years later as in now we are looking 'Westmere'/'Gulftown' cost is 3 times more than Penryn and we have absolutely nothing new except 600Mhz more clocks and of course more cores where half of even those are threaded.
 
 
+2 #8 loadwick 2010-11-22 00:01
@ Genetix

Totally agree.

Intel are off their heads atm. But there might be some sense in it all.

If you look at the crazy amount of money Intel have been making this year, tens of billions of Dollars, then they doing something right! But one thing Intel can definitely not afford is losing AMD as a rival. If AMD went under then Intel would have the monopolies commission on their back in a flash and get split up into separate companies, very bad news. So....

Continued....
 
 
+3 #9 loadwick 2010-11-22 00:05
IMO, Intel controls what segments AMD wins. I know this will make me very unpopular on this site but again, IMO, Intel could have released Sandy Bridge much sooner than it is doing if they needed/wanted to, and i think they are pretty much ready with 22nm Ivy Bridge if they chose to be. They could definitely under-cut AMD at every price point if it was in their best interests as they use much smaller chips (32nm soon to be 22nm) and make their own chips.

Also, I might be wrong but I seem to remember Intel injected a huge amount of cash into AMD a few years ago to keep them going for this very reason.

This is not uncommon, Microsoft invested a huge amount in Apple many years ago to get them back up and running as they needed the completion to be healthy too.
 
 
+2 #10 genetix 2010-11-22 10:36
@loadwick

I do not believe this is a popularity contest in any sense it's an public opinion of person X.

As for the subject well, I don't think 22nm would solve anything unless it would of been added on top of 32nm chips where 32nm chip would of been same as 'Penryn' price when it came to market.

The fact that we have nothing new out from Intel Corporation what we have is 1,5 times the core processing power against 3-5 times the cost.

My current build has all other components in boxes except Intel CPUs simply because of their, if this continues I will return all Intel motherboards and move to AMD 1100T as it is well priced + has all new features against any Intel 45nm parts even 32nm parts with 6 real cores.
 

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