Advanced Micro Devices claims that the traditional view on the market of microprocessors as onto competition between Intel Corp. and AMD is now outdated. There are strategic inflection points both for the market in general and AMD in particular. But while addressing new challenges is important, there are traditional things that need to be done right.
"We are at an inflection point. We will all need to let go of the old 'AMD versus Intel' mind-set, because it won't be about that anymore," said Michael Silverman, a corporate spokesperson for AMD in an interview with San Jose Mercury News.
Five years ago only two companies - AMD and Intel - offered competitive x86 chips that could deliver enough horsepower for demanding consumer programs or HPC applications. Nowadays the situation is different: many apps take advantage of GPUs by default and many consumers know that they need proper contemporary AMD Radeon or Nvidia GeForce GPUs to have blazing speeds. Today, supercomputer owners are not afraid of GPU-based accelerators and significant amount of top-performing systems in the world use GPUs. As a result, today there are three companies fighting for the HPC market and for end users' dollars: AMD, Intel and Nvidia.
Nowadays, media tablets powered by ARM system-on-chips from different companies are stealing sales from PCs and therefore from AMD and Intel. With the arrival of Windows 8 next year, ARM partners will be able to compete directly against AMD and Intel on the notebook and slate-type PC markets. Therefore, the competition will expand again, there will be AMD, Intel, Nvidia, Samsung, Qualcomm, Texas Instruments and many others. But since customers do not care what is exactly inside tablets, the value of Intel and AMD brands will get much lower and horsepower of their chips will no longer be the most important factor.
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