Apple kicked an M1-shaped hole in Intel's quarter

Intel has blamed Apple's switch to its own M1 silicon in Macs for a dip in sales at its client computing group, and foreshadowed future unpleasantness caused by supply chain issues and China's recent internet crackdowns. Chipzilla's finances were robust for the third quarter of its financial year: revenue of $19.2 billion was …

[hammarbtyp]

George Davis – whose retirement was announced today – was at pains to point out that were it not for Apple quitting Intel silicon and Chipzilla exiting the modem business

In other news horse dealerships around the country claimed that their sales would be much higher, if it wasn't for those new fangled automobiles...

[werdsmith]

George Davis is innocent.

[Sgt_Oddball]

Free George Davis!

With every packet of cornflakes...

(thanks Nigel Reese)

[mark l 2]

Gelsinger predicted China's clouds would return to their Xeon-hoovering ways. "We expect a nice recovery in that business area for us and we expect that there will be a return to normalcy next year in that area of our business,"

Gelsigner prediction is hinged on there being no further trade restrictions on Chinese firms buying American tech, as I assume the Chinese government will start to push companies to use home grown silicon such as Zhaoxin X86 or RISCV CPUs which are resilient to the whims of whoever is President of the USA. After all its only 3 years away to the 2024 elections and there is always chance Trump could get back into power.

[DS999]

Gelsinger also thinks Intel has a chance to win back Apple's business. He's living in a fantasy land on both counts.

[Steve Davies 3]

Intel lost the plot

a number of years ago. It didn't happen overnight.

1) AMD finally got their act together and have hit Intel right in the unmentionables.

2) Apple came along and gave Intel the finger, took their ball home and made some great silicon.

Finally,

3) the Pandemic came along and pulled the rug well and truly out from under their feet.

It will take a lot more than a load of anti-Apple TV ads to get them back on track.

I'll get the popcorn on order.

[elsergiovolador]

Re: Intel lost the plot

What saved Intel is the fact that their products are largely in stock. People buy Intel because it's available, not because it is great.

Gelsinger's reliance on China and his grovelling before the CPC will only result in the company collapse.

[elsergiovolador]

China this China that

What happened to American might?

Imagine Intel talked like this in the 80s and being worried that sales to Soviet Union are going down. American public would have cancelled Intel in no time.

[Anonymous Coward]

Re: China this China that

“ What happened to American might?”

It divided in two. It polarised. Politically, it presents itself to the world as an open wound. I’m not convinced a war would unite it right now. Half the population would likely deny such a war is a thing. Imagine the only advanced country on the planet where your political loyalty dictates the probability of you wanting a vaccine. Yet there’s no need to imagine. One only needs to look. Had the virus been any more lethal, at least natural selection might have stood a chance of fixing a few things.

[Marty McFly]

"Intel execs anticipate a nice boost from Microsoft's new OS."

No collaboration to see here. Move along....

"Psst. Hey, you in Redmond. Since you are re-skinning your old OS, why don't you drop support for a bunch of older chips too."

Wink-wink, nudge-nudge.

[Steve Davies 3]

Re: "Wink-wink"

Memo, Intel CEL to MS CEO

I suggest that you tell the world that it is all in the name of "Safety and Security"

We can't have those pesky anti-trust johnnies getting involved now, can we?

[Snowy]

Re: "Wink-wink"

I think the terms your looking for in the UK is Strong and Stable.

[Anonymous Coward]

When I was a wee lad, there was this company called Nokia Intel