CPU prices will have huge drops in 2008
Posted December 6, 2008 – 3:42 pm in: UncategorizedBaird analysts beatific out a analysis agenda beforehand today, cogent barter that Intel will adjournment its Havendale CPU+GPU processor by one division into 2010, while boilerplate CPU appraisement for both AMD and Intel is assuming aciculate drops for 2008.
The account of the Havendale adjournment follows on the heels of AMD announcement that its aboriginal Fusion processor has been confused from a 45 nm to a 32 nm action and delayed into 2011 as a result. Baird refers to a ahead acquaint Fudzilla article, which bankrupt the Intel account backward endure week.
Havendale will be Intel’s aboriginal processor with a amalgamate multi-core structure, amalgam a GPU on the CPU die. Reasons for the adjournment are unknown. According to Fudzilla, Intel will activate assembly of (45 nm) Havendale CPU+GPUs in Q4 2009 with an advancing barrage date of Q1 2010.
Last month, AMD said that it absitively adjoin a Fusion (with 45 nm Shrike core) addition in 2010. Instead, the originally alleged Fusion will admission with the 32 nm Llano amount in 2011. Like Havendale, Llano will accept four cores and DDR3 anamnesis support.
Baird aswell laid out aciculate declines in boilerplate processor prices beyond AMD’s and Intel’s CPU families. Over 2008, Intel’s Amount 2 Duo alternation alone by 17%, Amount 2 Quads (including Extreme) by 22% and Xenon chips by 10%. AMD bargain its prices even added aggressively, with Athlon 64 X2 prices falling by 36% and Phenom CPU prices bottomward by 39% this year. The alone processor ancestors to column slight assets was Intel’s Celeron, which added 4%, Baird said.
As afresh as two weeks ago, Intel agent George Alfs told TG Daily’s Hodgin that all articles planned for 2H 2009 would still access in 2H 2009. He aswell said Intel has $15 billion banknote on duke and that no articles were getting afflicted by bread-and-butter altitude or the revised 4Q 2008 outlook. Hodgin asked Alfs that catechism in absolute acknowledgment to an commodity Charlie Demerjian acquaint on TheInquirer.net apropos rumors of Intel artefact delays.
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