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While I understand the focus by some is on the Intel “here and now,” my primary audiences, Intel OEMs, ODMs and their customers care a lot more about the future of Intel. Sure, customers have been concerned with supply consistency, and there are still some mix challenges, but many of those conversations have now shifted to more strategic conversations as they gain more confidence in Intel’s execution.
Networking doesn’t get nearly enough market attention where Intel has gone from nonexistent market share to double-digit share. The company may be getting out of 5G mobile modems selling its assets to Apple but is rocking it in the larger 5G markets of base stations and complete network transformations. If you want to see where the big bucks will be made in 5G, check out our sizing studyback in December.
As I hope you can see, you can get huge bumps in software performance through optimizations only, and even higher optimizations when you marry hardware and software together. One other thing I must note is the changed sense of purpose of the software resources at Intel. Based on conversations in the business units, one of the big changes is that software resources are targeted to optimize for workload diversity within the business units rather than being a business itself.
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