I don't know if Intel's days are numbered or not, but I don't think this alone would be enough.
Does "Intel Inside" sound familiar? That's because it worked amazingly well, and people chose Intel over AMD back in the day just because they "felt" better about it. Some even chose it because they didn't want to get AMD shamed ("Aw poor person; they could only a afford an AMD.").
Not saying Intel CPU lineup wasn't better than AMD's product, (especially at the height of the marketing program when laptops used to have "Intel Inside" stickers), but a lot of people didn't even bother comparing. They just chose Intel-based computers.
And that's the story of how so many people I know ended up buying a PC with a crappy Celeron* (I know, I know, the new ones are better).
Sure, CPUs are harder than iPods to market to consumers. Most haven't a clue what ARM Cortex-A7 is. But, that could be the issue. They need to step up their brand identity. They also should probably tell people that ARM doesn't actually make hardware for consumers. They just design the architecture and license that design to silicon manufactures.
Most people knew they were buying an Intel. Most people don't know they bought an ARM. They could do better.
*: I assume some bought them because the salesman at Best Buy said "dude, Intel's are what you want. AMDs are slow."
Meanwhile, AMD's CPUs are winning on price/performance and pure performance for multi-core in the server market, and it looks like they're going to be competitive with Intel on basically every desktop area.
Intel has a marketing advantage. That's pretty much it.
[1] https://www.cpubenchmark.net/cpu.php?cpu=AMD+EPYC+7501&id=31...
[2] Compare that with performance and price of something like E5-2670 from 2012: https://www.cpubenchmark.net/cpu.php?cpu=Intel+Xeon+E5-2670+...
# sysbench --test=cpu run --max-requests=20000 Test execution summary: total time: 25.9014s total number of events: 20000 total time taken by event execution: 25.8983 per-request statistics: min: 1.27ms avg: 1.29ms max: 3.19ms approx. 95 percentile: 1.29ms
# sysbench --test=cpu run --max-requests=20000 --num-threads=16 Test execution summary: total time: 1.6859s total number of events: 20000 total time taken by event execution: 26.9264 per-request statistics: min: 1.26ms avg: 1.35ms max: 3.59ms approx. 95 percentile: 1.51ms
Running the test with following options: Number of threads: 1 Initializing random number generator from current time
Prime numbers limit: 10000
Initializing worker threads...
Threads started!
CPU speed: events per second: 1461.82
General statistics: total time: 10.0004s total number of events: 14621
Latency (ms): min: 0.67 avg: 0.68 max: 1.76 95th percentile: 0.69 sum: 9997.72
Threads fairness: events (avg/stddev): 14621.0000/0.00 execution time (avg/stddev): 9.9977/0.00
[dman@epyc ~]$ sysbench --test=cpu run --max-requests=20000 --num-threads=128 WARNING: the --test option is deprecated. You can pass a script name or path on the command line without any options. WARNING: --num-threads is deprecated, use --threads instead WARNING: --max-requests is deprecated, use --events instead sysbench 1.0.14 (using bundled LuaJIT 2.1.0-beta2)
Running the test with following options: Number of threads: 128 Initializing random number generator from current time
Prime numbers limit: 10000
Initializing worker threads...
Threads started!
CPU speed: events per second: 47980.46
General statistics: total time: 0.4152s total number of events: 20000
Latency (ms): min: 0.68 avg: 2.06 max: 111.24 95th percentile: 3.36 sum: 41275.73
Threads fairness: events (avg/stddev): 156.2500/118.37 execution time (avg/stddev): 0.3225/0.06
Let me know if you want me to run any other benchmarks.
[dman@epyc ~]$ sysbench --test=cpu run --max-requests=2000000 --num-threads=64 WARNING: the --test option is deprecated. You can pass a script name or path on the command line without any options. WARNING: --num-threads is deprecated, use --threads instead WARNING: --max-requests is deprecated, use --events instead sysbench 1.0.14 (using bundled LuaJIT 2.1.0-beta2)
Running the test with following options: Number of threads: 64 Initializing random number generator from current time
Prime numbers limit: 10000
Initializing worker threads...
Threads started!
CPU speed: events per second: 70704.31
General statistics: total time: 10.0014s total number of events: 707263
Latency (ms): min: 0.68 avg: 0.90 max: 25.23 95th percentile: 1.50 sum: 638330.33
Threads fairness: events (avg/stddev): 11050.9844/1635.68 execution time (avg/stddev): 9.9739/0.02
This is a good move for ARM perhaps, since their licensees have (repeatedly, at least _for now_) failed to move into the server market where x86 reigns supreme, so if they can take a shrinking market off Intel's hands and make some inroads there, hey, whatever works. People actually don't care about processors, because for consumers, price is king. So if they can deliver cheaper Chromebooks or whatever, people are happy. And ARM already dominates the lower end market. But large players don't work that way.
EPYC has better pricing per-core (I say this as a very happy 1950X owner) but you're kidding yourself if large scale vendors who buy thousands of SKUs per year/quarter do anything but buy in bulk, on multi-year contracts, with extensive sales negotiations. They are far ahead as far as vendor validation/stability goes (my 1950X motherboard still has BIOS/IOMMU glitches that I'm waiting on updates for, this stuff just takes time). For the biggest customers, Intel customizes their SKUs directly to their requirements. That's a significant amount of integration with their partners that AMD is not going to match overnight. And even if they take away some of Intel's total-monopoly status in the DC, say 25%, which is a metric shitload, they've still got a hell of a lot of technology (in their foundries) to back themselves up, as well as a massive warchest. I wouldn't be surprised if Xeon margins were above 50%. You really think they can't drop some of that off and immediately tilt that ratio back around, while having tens of billions on hand for R&D anyway?
You live in a castle of sand if you think they're actually going anywhere anytime in like, the next 5-7 years. And I have many bridges to sell you, if you think "marketing" is their only advantage in this fight -- as opposed to their foundries, deep integration, near-total monopoly status in the only market that matters, their massive warchest, and huge R&D setup.
I honestly wonder if Intel actually wants people think that ARM Chromebooks are a threat to them or whatever. It means they can keep deluding themselves while Xeon sales and margins continue to skyrocket for cloud providers while everyone else chases pennies (except AMD, who are actually trying, and are absolutely not guaranteed to dominate by that alone)...
(I do hope they start feeling the pressure, of course. I'd love cheaper Xeons, personally. :)
While arm is catching up, there is no gaurentee that it will actually be competitive one day, not to mention beat it. Intel is still a beast and spends more in R&D than what amd took in last year. It would be foolhardy to write intel off.
* it's the second paragraph
Good battery life though.
So, for ARM to become as performant as x86 means they wind up burning the same area and power.
That having been said, breaking a monoculture would be welcome, especially given how cavalier Intel is about security.
(You will note I didn't say "In light of" with respect to Intel and security. IBM, DEC, etc. have been preaching about the fact that x86 has lousy security for 30+ years. It's just that nobody cared until x86 became a mainframe ... err ... cloud.)
Then how come ARM won on mobile?
Low power Intel is not as good as low power ARM. "High power" ARM competitive with desktop doesn't quite exist yet, although the iPhones are very close (and better than a desktop of a few years ago)
In addition, the batteries of the time demanded a specific power envelope. Not many chips had this envelope ... pretty much only ARM , MIPS, and a handful of also rans that you've never heard of.
Once ARM got going, network effects took over. There is no reason you couldn't implement a cell phone on a MIPS core, for example, at this point except for network effects.
You could get usable low power microcontrollers and almost-SoCs with ARM cores in late 90's. While there were SoCs with other 32b RISC cores they typically were intended for mains powered high performance applications ranging from DVD players to network equipment. See how large part of Freescale's PowerPC SoC lineup are without much exaggerattion "Cisco 2500 on a chip" (obviosly with ppc core instead of m68k and with wonderfully complex DMA-engine/protocol decoder/whatever-thing)
Yup. The thing is that ARM can indeed match Intel on scaling up as you noted. Intel is struggling with x86 in scaling down, though. Easy to see which one is in a better position overall.
Intel's x86 architecture reset and housecleaning is due to land in 4 or 5 years and it should be really interesting then.