Chapter 881: The Biggest Beneficiaries
On November 3, 1994, AMD CEO Jerry ?? Sanders, the first to jump out to attract the attention of the market, of course, is not only gloating about the old enemy Intel. In fact, it is more important to take advantage of the danger of Intel and turn it into an AMD machine.
In the second half of the press conference, basically, it became AMD's product price reduction promotion conference.
"Our AMD company's K5 multi-core, can completely replace Intel's Pentium, although the performance can not be said to be stronger than the Pentium, but the cost performance is far more than the Pentium, more importantly, the Pentium floating point operation bug, did not appear on the K5 chip. This is thanks to Intel, they insist on no longer licensing Pentium's patented technology to their peers, so the new BUG only exists in Intel's own products, and our AMD X86 architecture chip, as a blessing in disguise, does not have similar bugs!" Sanders said humorously, "Therefore, some users are worried that the Pentium has a bug, so it is absolutely right to choose our K5 chip." ”
Since AMD is not the leader of the core technology of the X86 and XRM architecture, it only obtains the license to use the architecture, so it is naturally not possible to compare the core technology, and it can only play cost-effective for the time being. FOR EXAMPLE, AMD'S CURRENT X86 ARCHITECTURE CPU, A DUAL-CORE K5 (586) CPU WITH A FREQUENCY OF MORE THAN 133MHZ, HAS BEEN REDUCED TO AN AFFORDABLE $129. In addition, the quad-core K5 retails for only $299 in the market.
Historically, the K5 is the first time that AMD has developed it independently, and it is no longer exactly based on Intel's chip architecture. This is not for AMD to be self-reliant and work hard. Instead, Intel has regretted licensing the architecture to a large number of friends since the 386 era. Previously, the authorized patents could not be recovered, but the follow-up patented technology was no longer shared with friends. Therefore, AMD was forced to independently develop the K5 processor. This processor should be an older architecture, not as good as Intel's Pentium, and more importantly, Pentium has gradually begun to use the 0.35~0.25 micron process, however, AMD's K5 is still based on the 0.5 micron process.
However, the K5 is still slightly inferior to the Pentium, and the price is much lower than the Pentium.
Of course, the global processor market has changed greatly compared to history. Even for x86 architecture chips such as Pentium and K5, in addition to instruction set performance, process, and main frequency, multi-core performance is also valued by consumers.
Originally, the multi-core chip was because Lin Qi felt that in the case of backward technology, even if the architecture was advanced, a single core could not compete with Intel, so he began to sacrifice multi-core moves in advance.
But now that multi-core has become the industry standard, even innovations such as single-core bilinear will not be bought by consumers. After all, one more physical core is always stronger than a single core disguised as two.
In addition, the XRM architecture of the Luban 1st generation and Luban 2nd generation series CPUs, AMD is also quoted at $69 to $399. $69 is a dual-core CPU with Luban 1st generation architecture, with a frequency of 85MHZ. THE $399 CHIP IS THE LUBAN 2ND GENERATION 8-CORE CPU, AND THE MAIN FREQUENCY IS ALSO AS HIGH AS 120MHZ.
After AMD's press conference, it quickly had an effect. A large number of PC-compatible machine manufacturers have taken a wait-and-see attitude towards Intel and have sent orders for CPUs for newly produced assembly machines to AMD. In a short period of time, AMD quickly locked in CPU shipment orders of more than $1 billion next year.
According to market analysis, AMD is expected to earn $4.5 billion in revenue in '94, and revenue should be expected to exceed $6 billion in '95. In terms of profits, the annual net profit is expected to exceed $200 million in '94, and more than $350 million in '95.
In view of the fact that AMD's shipments in both X86 and XRM camps are increasing, it is becoming more and more optimistic about the market.
As a result, AMD's stock price has also begun to take off, soaring by 30% in the short term, and its market value has doubled within this year, and the total market value has once again exceeded the $10 billion mark.
At the same time, Intel Corp. has plummeted 20% from a market value of more than $15 billion, returning to a level comparable to AMD.
Cyrix, another CPU manufacturer in the X86 camp, also announced in a high-profile manner that the Cyrix686 chip, which launched a $48 single-core version and a $98 dual-core version, quickly relied on Intel's floating-point computing bug crisis to grab a lot of market share.
After Intel broke the floating-point operation bug, it was amplified by the media in a short period of time. In the entire market, most CPU manufacturers other than Intel are basically beneficiaries.
However, the biggest beneficiary should be the Pangu computer camp, for a long time, because consumers around the world are still superstitious about the technological advantages of the United States. Even if the PC computer is high in price and low configuration, it is not leading in terms of performance. However, a significant number of government and enterprise consumers around the world are convinced that PC computer systems are more stable and have fewer bugs.
Even Pangu computers have always outperformed PCs, and the price is cheaper. Even, the after-sales service provided is far better than the PC camp. For a long time, the market share has fluctuated around 35%~52% for a long time.
Overall, the total number of PC users in the world is still larger than that of Pangu computers.
However, after Intel's floating-point computing bug this time, the Pangu computer camp has increased its shipments in the short term, temporarily suppressing the shipments of PC computers.
"After a series of complex reviews, we came to the conclusion that the $1,000 Pangu 8th generation computer has a floating-point computing level that even exceeds the $2,500 PC. In terms of boot speed, application opening speed, game performance, etc., it is slightly better than the PC. The gap between the two is mainly due to the CPU architecture, the XRM architecture is a more scientific and efficient reduced instruction set, while the CPU used by the PC is the X86 architecture, and its design concept is outdated and complex instruction set, and there are problems such as bloated and inefficient architecture in the early stage. Later for the sake of compatibility, it is impossible to correct these problems. The increasingly complex X86 chips are not only inefficient, but more importantly, the overly complex instruction set architecture also increases the workload and difficulty of designers, which may also cause more undiscovered bugs......
The two sides are slightly behind 3% in single-core performance, 8-core Luban 2nd generation chips. However, in terms of multi-core performance, the 8-core Luban 2nd generation CPU is directly ahead of the six-core Pentium chip by more than 40%. The market price, the 8-core Luban 2-generation chip is only $399, and the price of the six-core Pentium 133 MHZ chip is as high as $790.
From the perspective of cost performance alone, the average consumer should consider Pangu computers more. Not only is the CPU of Pangu computer cheaper, but other accessories are also more cost-effective.
For gamers and graphic designers, the Pangu computer performance and experience is obviously more satisfying......
As for compatibility, a large number of software developers, when developing PC version of the application, most likely will also develop the Pangu version. If one developer does not develop Pangu Platform Edition, then there will be other developers who will provide similar products. Unless there are a few pieces of hardware and special niche software that only run on specific platforms. Otherwise, the average user really doesn't need to consider the compatibility between Pangu and PC platforms.
At least, as far as surfing the Internet is concerned, whether you use Pangu or PC, you can still log in to the website, and the experience is basically the same.
Pangu computers will be cheaper every year on Double 11, and for the sake of November 11, Pangu computers should also be considered. ”
On November 8, 1994, Yahoo Technology convened hundreds of experts in the computer industry to evaluate and demonstrate Pangu computers and PCs.
These reviews and arguments are more expensive and less performant than Pangu computers. For ordinary consumers, buying Pangu computers is obviously a more cost-effective choice.
All of a sudden, the momentum of the Pangu camp has increased suddenly, and many compatible machine manufacturers also plan to increase the production capacity of Pangu compatible machines next year, and lower the production plan of PC compatible machines next year.
Some industry insiders even made extreme judgments, believing that the crisis caused by Intel's bug may be similar to the flood of Atari's junk games in the early 80s, losing the trust of mainstream gamers in the market, and eventually leading to the counterattack of the Pangu console and becoming the mainstream of the home game console market.
This time, will the PC market be a repeat of history?
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