PC Ekspert Forum - View Single Post - Vijesti i novosti o Intel procesorima i čipsetima

The Exiled · 03.04.2024., 14:22

Huh, ova Intelova situacija jako podsjeća na AMD + GlobalFoundries otprije više od petnaest godina uz tu razliku da se šrot firmu ostavilo na miru da (potencijalno) propadnu.

Citiraj:

Intel foundry unit loses $7 billion in 2023, company outsources 30% of its production to TSMC

Citiraj:

About one-third of Intel's products are now made by the company's foundry partners, mainly TSMC. This has a negative effect on the company's margins since Intel has to pay premiums to contract chip makers. Meanwhile, Intel re-released its financials for the last three years, which shows that its own foundry unit lost some $7 billion last year as it invested in new capacity and tools for next-generation process technologies. It's noteworthy that the foundry unit did not operate as a separate entity during the entire 2023 time frame, meaning the re-factored numbers aren't entirely indicative of the units' performance, or the cost-saving measures that will take place as it now operates as its own independent unit. Once the new nodes come online, Intel hopes to reduce outsourcing to below 20%, its traditional percentage of outsourcing, which will significantly improve its margins. Starting from Q1 2025, Intel will adopt a new operating model that establishes a foundry relationship between Intel Foundry, the company’s manufacturing organization, and Intel Products, which includes the company's business units.

Intel outlines new financial reporting structure

Intel Foundry operating model shown with path to process leadership

Citiraj:

Intel today showed its recast financials using the Intel Foundry Operating Model. This is a big deal because it, in theory, is going to allow its products business (the one that makes Core, Xeon, and more) to be more competitive, while also getting serious about Intel Foundry operations. This may not seem like a big deal, but Intel has been looking to woo 3rd party customers for its Foundry business, and this split makes the Foundry and the Intel Products group somewhat separate businesses. With the new model, Intel Foundry will sell products to Intel Products. Intel Products, can choose to source packages from Intel Foundry or other parties like TSMC. Given we are in a chiplet world already, it might be more accurate to say Intel Products can source from a number of manufacturers and then put the pieces together to make parts.

Sva sreća, pa Intel nema tih i(li) takvih problema.