This GN Special Report looks at years of sales data from which CPUs our viewers and readers have purchased. The focus is our audience, and so we’re looking at Intel versus AMD sales volume and, to some extent, marketshare in the enthusiast segment of GN content consumers. Our data looks at average selling price (or ASP) of CPUs, the most popular CPU models and change over a 3.5-year period, and the overall sales volume between Intel and AMD across 4Q16 to 1Q19.
AMD has undoubtedly gained marketshare over the past two years. Multiple factors have aligned for AMD, the most obvious of which is its own architectural innovation with the Zen family of processors. Secondary to this, Intel’s inability to keep up with 14nm demand has crippled its DIY processor availability, with a third hit to Intel being its unexpected and continual delays to 10nm process. It was the perfect storm for AMD: Just one of these things would have helped, but all three together have allowed the company to claw itself back from functionally zero sales volume in the DIY enthusiast space.
Our hardware news coverage has some more uplifting stories this week, primarily driven by the steepest price drop in DRAM since 2011. System builders who've looked on in horror as prices steadily climbed to 2x and 3x the 2016 rate may finally find some peace in 2019's price projections, most of which are becoming reality with each passing week. Other news is less positive, like that of Intel's record CPU shortages causing further trouble for the wider-reaching partnerships, or hackers exploiting WinRAR, but it can't all be good.
Find the show notes below the video embed, as always.
Hardware news is busy this week, as it always is, but we also have some news of our own. Part of GN's team will be in Taiwan and China over the next few weeks, with the rest at home base taking care of testing. For the Taiwan and China trip, we'll be visiting numerous factories for tour videos, walkthroughs, and showcases of how products are made at a lower-level. We have several excursions to tech landmarks also planned, so you'll want to check back regularly as we make this special trip. Check our YT channel daily for uploads. The trip to Asia will likely start its broadcast around 3/6 for us.
The best news of the week is undoubtedly the expected and continued decrease in memory prices, particularly DRAM prices, as 2019 trudges onward. DRAMeXchange, the leading source of memory prices in the industry, now points toward an overall downtrend in pricing even for desktop system memory. This follows significantly inflated memory prices of the past few years, which was predated by yet unprecedented low prices c. 2016. Aside from this (uplifting) news topic, we also talk about the GN #SomethingPositive charity drive, AMD's price clarifications on Vega, and WinRAR's elimination of a 14-year-old exploit that has existed in third party libraries in its software.
Show notes below the video embed, as always.
Recapping hardware news for the past week (not counting the major Vega launch), major items include AMD's marketshare increase, NVIDIA's loss of Softbank's large investment, Intel's Itanium getting retired, and Thermaltake's new legal battle with Mayhems. Thermaltake is seeking to expand its coolant line with "Pastel" coolants, something to which Mayhems holds a UK-based trademark and years of prior products.
Show notes below the video embed.
News for this week primarily focused on the industry, as opposed to products, and so highlighted AMD earnings, Microsoft earnings, and NVIDIA earnings. There are interesting stories within each of these topics: For Microsoft, the company indirectly blamed Intel's CPU shortage as impacting its growth projections for Windows 10; for NVIDIA, GPU sales slow-downs are still impacting the bottom line, and the company has adjusted its revenue projections accordingly; for AMD, the company saw an uptick for 4Q18, but is facing a slow quarter for 1Q19.
Beyond these stories, areas of interest include an AI white-hat hacking machine (named "Mayhem," a water-cooled supercomputer), Intel expansions and investments, and Intel's sort-of-new CEO.
Show notes below the embedded video, as always.
For this hardware news episode, we compiled more information ascertained at CES, whereupon we tried to validate or invalidate swirling rumors about Ryzen 3000, GTX 1660 parts, and Ice Lake. The show gave us a good opportunity, as always, to talk with people in the know and learn more about the goings-on in the industry. There was plenty of "normal" news, too, like DRAM price declines, surges in AMD notebook interest, and more.
The show notes are below the video. This time, we have a few stories in the notes below that didn't make the cut for the video.
CES is next week, beginning roughly on Monday (with some Sunday press conferences), and so it's next week that will really be abuzz with hardware news. That'll be true to the extent that most of our coverage will be news, not reviews (some exceptions), and so we'd encourage checking back regularly to stay updated on 2019's biggest planned product launches. Most of our news coverage will go up on the YouTube channel, but we are still working on revamping the site here to improve our ability to post news quickly and in written format.
Anyway, the past two weeks still deserve some catching-up. Of major note, NVIDIA is dealing with a class action complaint, Intel is dropping its IGP for some SKUs, and OLED gaming monitors are coming.
Hardware news for this week keeps things relatively lighthearted, focusing on uplifting stories about Charter (Spectrum) owing $170 million dollars in settlement fees for fraudulent marketing, RGB software being susceptible to malware, and NAND prices dropping further in 2019. Aside from that, coverage highlights the advancement of TSMC's 3nm fabrication plant (in addition to an upcoming 5nm plant) and further departure of AMD higher-ups on the Radeon group.
Show notes below the embedded video:
Despite EOY slow-downs in the news cycle, we still spotted several major industry topics and engineering advancements worthy of recap. Aside from Intel's recent announcements, the most noteworthy news items came out of MIT for engineering efforts on 2.5nm-wide transistors, out of Intel for acquiring more AMD talent, and out of the rumor mill for the RTX 2060, which is mostly confirmed at this point.
As always, show notes are below the embedded video:
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