Intel 10nm jump ticket | OEM business is likely to shrink

At present, the biggest problem for Intel's processor products is that AMD Ruilong is catching up all the way behind, but the 10nm process of its own has been unable to achieve stable mass production for several years. Whether for Intel itself or OEM customers, This is a big trouble, the latest news that Intel will reduce the foundry business.

In fact, Intel's process technology has almost always considered its own business needs in history, and the proportion of external OEMs is very low. This is different from TSMC, GlobalFoundries and other pure OEMs. It is also different from Samsung's own and foundry. of.

A few years ago, Intel has been working hard to expand the foundry business, especially the 14nm process node is quite open. At the end of last year, it also announced the 10nm foundry cooperation with ARM, including 10nm HPM, 10nm HPM+, 10nm HPM++, ARM processor. The frequency is up to 3.5GHz and the voltage is as low as 0.5V.

However, Intel's foundry business has not been able to grow, especially 10nm has been jumping, rumors that a big bet on Intel 10nm big customers will be bankrupt...

From the current situation, Intel 10nm will enter mass production in the second half of next year, while TSMC has begun mass production of 7nm, Samsung is also fast, and 5nm is pushing at full speed.

Although everyone's craftsmanship can't fully look at the numbers, even if TSMC, Samsung's 7nm is equivalent to Intel 10nm, people are also mass-produced, Qualcomm, Huawei, Apple are big customers.

There have been reports that Intel intends to use its 10nm to win new orders for Huawei Kirin, but it is obviously no longer.

According to the latest report, Intel's current largest OEM customer is LG Electronics, Spreadtrum. For example, the SC9853I released before Spreadtrum used Intel 14nm technology and x86 architecture.

Altera was the largest foundry customer of Intel. The 32nm process went all the way to the 14nm process, but it has been acquired by Intel.

The report also said that due to the delay of the new process, it is difficult to win more orders, Intel is considering reducing the foundry business.

Source: Technology Fast Author: Q above text

At present, the biggest problem for Intel's processor products is that AMD Ruilong is catching up all the way behind, but the 10nm process of its own has been unable to achieve stable mass production for several years. Whether for Intel itself or OEM customers, This is a big trouble, the latest news that Intel will reduce the foundry business.

In fact, Intel's process technology has almost always considered its own business needs in history, and the proportion of external OEMs is very low. This is different from TSMC, GlobalFoundries and other pure OEMs. It is also different from Samsung's own and foundry. of.

A few years ago, Intel has been working hard to expand the foundry business, especially the 14nm process node is quite open. At the end of last year, it also announced the 10nm foundry cooperation with ARM, including 10nm HPM, 10nm HPM+, 10nm HPM++, ARM processor. The frequency is up to 3.5GHz and the voltage is as low as 0.5V.

However, Intel's foundry business has not been able to grow, especially 10nm has been jumping, rumors that a big bet on Intel 10nm big customers will be bankrupt...

From the current situation, Intel 10nm will enter mass production in the second half of next year, while TSMC has begun mass production of 7nm, Samsung is also fast, and 5nm is pushing at full speed.

Although everyone's craftsmanship can't fully look at the numbers, even if TSMC, Samsung's 7nm is equivalent to Intel 10nm, people are also mass-produced, Qualcomm, Huawei, Apple are big customers.

There have been reports that Intel intends to use its 10nm to win new orders for Huawei Kirin, but it is obviously no longer.

According to the latest report, Intel's current largest OEM customer is LG Electronics, Spreadtrum. For example, the SC9853I released before Spreadtrum used Intel 14nm technology and x86 architecture.

Altera was the largest foundry customer of Intel. The 32nm process went all the way to the 14nm process, but it has been acquired by Intel.

The report also said that due to the delay of the new process, it is difficult to win more orders, Intel is considering reducing the foundry business.

Source: Technology Fast Author: Q above text
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