Intel Slashes Prices On Mobile Chips 107
pb writes "Infoworld reports that Intel is slashing prices on its mobile chips. Gee, this wouldn't have anything to do with Transmeta, would it?"
The explanation requiring the fewest assumptions is the most likely to be correct. -- William of Occam
probably, but? (Score:1)
transmeta is more for devices, is it not? whereas Intel's processors are more for laptops? or am I off here?
AMD's to blame (Score:1)
Since Transmeta isn't yet being used in any laptops, but AMD is, I think AMD needs to take the blame. Of course when Transmeta's chips start to get used I expect to see some Transmeta caused price cuts.
Funny... (Score:1)
Why is that?
This story seems to take Intel's side a little too much. Don't tell them about the *cheaper* alternative that uses less power and emits less heat than AMD and Intel differentiated.
Just wondering...
Transmeta vs Intel (Score:1)
Re:probably, but? (Score:2)
The problem they face have been discussed for a few days in news:comp.arch, basically that the cpu power usage isn't really a dominating part of the total for a laptop: Disk, DVD, LCD, 3D etc are all power hogs as well, so you'll need to improve those other parts as well.
What will be really interesting, is to do some micro-benchmarks to figure out how much of the speed they get that is directly related to the Code Morpher rewriting/optimizing the x86 code, and how much is handled directly by the initial interpreter/fast compiler.
Terje
Re:probably, but? (Score:1)
Re:probably, but? (Score:2)
-----------
"You can't shake the Devil's hand and say you're only kidding."
This is the key.. (Score:2)
Yet another price cut... (Score:3)
Hail the rebel alliance ? (Score:1)
This happened before Transmeta's release. (Score:2)
Steven Rostedt
Re:probably, but? (Score:1)
I feel it's a good move by Intel to lower chip cost at this time, with new announcements from AMD and IDT coming this year. They're just trying to remain competitive.
It remains to be seen exactly how versatile Transmeta can be with their product; I don't think there is anything holding them back from becoming an excellent desktop cpu, as well as being used in the mobile arena.
What I'm particularily looking forward to are more annoucements from Be Inc., regarding their R5 release. But, that's off-topic, so I'll refrain.
Looking at both companies in direct comparison, we see that they can provide a user experience on both the desktop and mobile platforms. I see no reason to believe that Intel is going to sit back and let Transmeta come into the market, without at least a little bit of active prodding.
That I can understand. What I don't wish to see is Intel using it's clout to completely push and smother Transmeta into a corner, or out of the picture entirely.
We need competition.
Hope this clears things up a bit.
-Chris Simmons The Optical Valley Project [opticalvalley.com]
Re:probably, but? (Score:5)
Simply put, the Crusoes are designed for Laptops and below. This means they don't have the best IO architecture in the world, especially in the x86 world. They can handle laptop IO, and the incorporated NorthBridge supports PCI, SDRAM, DDRSDRAM etc, but no AGP support, no I2O etc. It might be possible to add an external chip to support these though.
Transmeta have created the high-end of Code Morphing processors. Having proved they work quite well, they can now concentrate on putting more of the software in silicon - e.g., better IO handling, AGP, More functional units etc, and in a year or so you can expect fast desktop Transmeta CPUs (not Crusoes though!). The Transmeta is good at running a limited number of programs at once - any more and the translation cache will keep on filling up and you will be accessing main memory more and more, which is bad - so fine for PDAs and Laptops, but bad for desktops where having 50-100 different processes running is common.
Expect a desktop Transmeta to include at least 1Mb of on-board cache as well as even more powerful silicon and software.
~~
Cheap Cheap Cheap (Score:2)
You can get an average PC for under $800...why not an average laptop for under a grand.
The thing that cranks me is that they stop selling the older chips when the new faster ones come out. Why not sell a laptop, cheap, with an older slower chip... I know it's all about making money.. but it still hacks me off.
Probably not (Score:3)
Perhaps Transmeta is an issue, but believe me, these price cuts have been in the works for a while and were planned to happen when Intel introduced it's SpeedStep technology. Intel always cuts prices on old stuff around the time it intros new stuff.
It does look like Transmeta found out the SpeedStep announcement date and scheduled their event the day before to preempt coverage of SpeedStep. That worked quite well, IMHO.
--LP
Intel stealth fight with transmeta? (Score:1)
Up to this point no intel OEM customer has announced plans to use transmeta chips (other then SIII, who are not a intel mobile customer anyway). The lack of Customer announcements at transmeta's unvailing seemed very wierd and the argument that Transmeta gave was lame, in my view "we wanted to announce the chip first.." jeez, that's not the way things are done in this market, you have to announce support of third parties when introducing a chip, otherwize the technical press and the rest will think that something is wrong. And they do. hence the "S3 saves transmeta" headline I saw (don't remember if it was ZDnet or News.com).
Transmeta is herting intel in one of it's most lucrative markets, Intel makes a lot of profit on each mobile product, you can bet that it's going to fight back. How ethical that fight is going to be? hmmm..
This all may seem paranoid to you guys, so let's say it all together...
"only the paranoid survive"
It seems that it is possible that intel is pushing behind the scenes to influence other companies not to unvail transmeta based products, this is not something that hasn't happened before in this industry, so I guess it could be happening now. But maybe it isn't.
Intel was well aware of transmeta's plans for some time (hence the unvailing of powerstep PIII mobiles a day before the transmeta anouncement),
--------------------------------
Re:This is the key.. (Score:1)
I can't think of a single newspaper I've read the last couple of days which did not have at least one article about Linus, Transmeta and the revolution of the processor industry. But, then again, I am a nerd and don't read alot of non-nerd-material.
Something doesn't add up here... (Score:2)
In an unusually deep round of cuts, the chip vendor slashed the price of its 500-MHz Mobile Pentium III processor by 54 percent, from $530 to $245, according to information on Intel's Web site. Prices of 450-MHz and 400-MHz versions of the chip also fell sharply, by as much as 46 percent.
And later on...
The price cuts could translate into savings of as much as $100 on the price of a typical Pentium III notebook PC, said Dean McCarron, principal analyst at Mercury Research, in Scottsdale, Ariz. Celeron notebook prices may also come down slightly, though probably not by as much.
Can anybody explain me how by cutting the price on a component by $200 the price of the whole goes down by $100?
Hmmmm....
Re:Intel not worried about Transmeta at all (Score:1)
Nevermind the fact that you need a new version of Windows and Linux...
Okay, maybe I'm showing ignorance here, but as far as I understood the Transmeta releases and the reviews, you would not need a new Windows/Linux version, since to the software, the transmate chip looks just the same as theIntel x86 it xpects to be running on?
In case anyone is wondering... (Score:1)
FUD FUD and more FUD (Score:1)
TM3210 chips are in production as we speak.
Yes, Intel could slash prices a day before Crusoe, but would it matter at all? (maybe they would lose some money, but thats all).
You do not need a new version of Windows or Linux.
And obviously you don't know a lot about cache, do you? (hint: cache ram).
Crusoe is an emulator on steroids
Re:Yet another price cut... (Score:1)
Re:This is the key.. (Score:4)
Perhaps they can cut their prices easily, but it will be harder for them to make the chips run cooler. These price cuts probably have more to do with AMD - K6's are killing intel in the mobile market.
Note that Intel is now under attack in *all* their major market segments, so this limits their ability to undercut in one market while making up for it with extra-high prices in another market.
Re:probably, but? (Score:5)
I think you are thinking in 3 year old categories. Namely:
Typical desktop disk consumption at the moment is under 20 watt (for laptops there are some as low as 2.5 watt). For example desktop 3.5 inch IBM 4.3GB SCSI-II manufactured last year is 330 mA from 5V and 200 mA from 12V. This is 1.65 + 2.4 W = 4.05 W MAX.
CDROMs and DVDs are still a power hog but they hardly go over 20-30 watt. For a 40 speed SCSI-II Toshiba it is (unsure here ;-) under 20.
LCD is also somewhere there (20-30 at most) as well.
Video is under 5 watt.
The biggest hogs at the moment are CPU. If intel it can go above 100watt + 3W fan and sound which can also be over 50 watt in some configurations. Thus, a transmeta chip will drop your average power consumption on a computer that does not have its speakers blasted 100% by 50%.
This will result in either weight decrease by as much as 30-40% or battery life increase by as much as 50%.
I would bet on the weight decrease. Because less batteries means not only less weight. It means as much as 20-50 dollars off the price (NiMH are bloody expensive).
Overall this price decrease barely compensates for the manufacturers price decrease due to less battery expenses. If intel wants to beat transmeta fairly they have to drop by further 20-30$. This drop will be enough to start FUD wars though because very few people remember to calculate the weight and the battery pricing in laptop comparisons.
Re:Cheap Cheap Cheap (Score:2)
Are you that dense?
In short, the sheer volume of standard PC components outnumbers the volume of laptop components so they are far cheaper to buy in consumer quantities. Until everyone buys laptops and not PCs, this won't change.
que? (Score:2)
--------------------------------
Re:Something doesn't add up here... (Score:2)
Can anybody explain me how by cutting the price on a component by $200 the price of the whole goes down by $100?
You're onto something here - they must only use half a processor per laptop! We're being ripped off!
ac.uk
Flamebait my ass (Score:1)
Re:Yet another price cut... (Score:1)
And I thought it was really suspicious that no one mentioned Transmeta right after their huge announcement about mobile computing, being a competitor in the laptop market, etc., etc.
...and I never got a story posted before. Gee.
---
pb Reply or e-mail; don't vaguely moderate [152.7.41.11].
Are you for real? (Score:1)
Do you really think that one of the richest corporations in the world does not spend a lot of time and money finding out what each and everyone of their potential rivals are up to.
Transmeta are either incredible genius's or Intel's intel is completely useless if Intel did not have a pretty good idea of what was being planned.
For all of that, its probably to do with AMD who are getting all the press and quite a few of the sales lately.
Transmeta will get theirs later. I hope their tech is as good as it seems, and that they can continually improve it.
I DO like an ecology. Monoculture is just so boring and inefficient.
Re:probably, but? (Score:2)
Have a look at them [transmeta.com]
Re:Something doesn't add up here... (Score:1)
Re:Yet another price cut... (Score:1)
No problem for Transmeta (Score:2)
Re:This is the key.. (Score:2)
This is a clear case of a distruptive technology changing the marketplace in laptops and mobile devices. Intel's lost this market if Transmeta can ramp up manufacturing. IBM's going to make them, and they didn't say exactly who they were dealing with in Taiwan, did they? (Might be more fabs overseas cranking theses baby's out.)
I was going to get a Sony VAIO a while back, but I was waiting to see what Transmeta was going to do. Now I'm waiting for Crusoe based products instead of Intel based products because I really want that battery life.
_______
computers://use.urls. People use Networds.
Response to AMD is more likely (Score:1)
If the desktop processor market is a fair indicator, AMD is undercutting Intel quite severely on price. I checked the Athlon 600 vs. P3 600 and Athlon is only about 2/3 the price ($216 vs $339 for the PIII on Pricewatch).
Intel is losing ground with the recent announcements of HP and Gateway to use the Athlon chip. It makes lots of sense that Intel would move to strengthen their market share in the mobile market where AMD has yet to produce a chip to comnpare with the mobile P3's (the mobile K6's may have nice high MHz numbers but performance does lag).
Could just be the regular price reductions though.
Dave
i do brotha (Score:2)
Re:Intel not worried about Transmeta at all (Score:2)
The Crusoe processor doesn't use the hard disk for its translated code cache.
From The Technology Behind the Cruesoe Processors [transmeta.com]: It simply doesn't make sense to use the hard disk for the translation cache. Consider:
Wrong order (Score:2)
One thing I have learned after 12+years in this business is that Intel never drops prices just to be friendly. They (intel) only drop prices when shifting products or when someone actually comes up with a competing product. That meant many fewer price reductions in years past. Many more cuts in '99. With AMD finally getting a (kickass) product launched with volume production, they scared the crap out of intel. Then consider the i820 fiasco and you can see intel executives peeing their expensive suits at their predicament. Now they are being seriously threatened by Transmeta on the low end where most of the significant processor growth is expected for the next 5-10 years. I think the SpeedStep introduction was a factor, but I also think the price drop was a bit steep to be just an internal response and making room in their product line.
Re:This is the key.. (Score:2)
Incidently, just because a large behemoth of a company _can_ do something monopolistic doesn't mean it will do it well. Look at the bumbling antics of microsoft against perceived future threats. And Transmeta is a very real threat against Intel in the present!
-Ted
Re:Are you for real? (Score:1)
I am for real, but then again, what is real?
I'm just saying that I'm not sure that Intel is worried about Transmeta yet! The chip market is one of the most competetive markets out there. It's not easy to survive. AMD has become quite popular lately and I'm sure that Intel is more concerned about them then they are about Transmeta. Right now Transmetas chip has just come out, but it has yet to really prove itself in the market. I'm not talking about OEMs selling them, I'm talking about people buying products with them. Although one does lead to the other.
I'm sure Intel is concerned with Transmeta, but I'm sure that they are concerned with the bigger fish in the sea. And yes, Transmeta will probably grow to be one of those fish too. The point I'm trying to make is that this anouncement is not a direct result of Transmeta. It just makes it a more convenient time.
Steven Rostedt
Re:This is the key.. (Score:1)
This is insightful dammit! Not informative! We all know Intel does this. There's no need to "inform" us about Intel's market strategies. On the other hand, not everyone realizes Intel will do this again! That's insight, not information.
From wordnet:
If you were on crack when you moderated that comment as informative, please stop using it, it's making your brain melt. If you were not on crack, please get some, your brain can use the melting.
Why do I complain? Because sometimes I'm not in the mood of reading insightful comments, but I'd like to have some extra information, or viceversa... someone's sig reads "my threshold is set at 2, post accordingly". I'd go a bit further and say "my threshold is nil, moderate accordingly"
Thanks. (and I hope you don't waste moderation points marking this as off-topic, go find some insightful comment and mark it so!
Re:probably, but? (Score:1)
--
Re:Wrong order (Score:1)
--LP
More interesting questions (Score:1)
I'm also wondering where I can get a Cruso motherboard...
Oh, and rumor has it that AMD has a 64 bit chip in planning that will compete directly with the Itanium. It has been speculated that Transmeta is also planning to do something in that arena as well.
They must be sweating bullets over at Intel.
Re:Funny... (Score:4)
That's because despite all the yipping and wishful thinking by the Linus Torvalds fanboys here, Intel's move has absoutely nothing whatsoever to do with Transmeta. Ever heard of AMD, which has been putting a hurting on Intel lately?
Cheers,
ZicoKnows@hotmail.com
Re:More interesting questions (Score:2)
As far as AMD's 64-bit chip is concerned, it's not clear to me which form it will take. But they may be too late. Unless it is 100% IA64 compatible, they're going to have a hard time convincing Microsoft, et. al. to port their software and operating systems. And yes, of course Linux will run on it. But will RedHat make a distribution?
I think Intel is sweating over two things: Transmeta's low power and Sony's Emotion Engine. I have nothing with which to back this up save a few rumors and scuttlebutt, however.
--
Re:This is the key.. (Score:1)
I agree that someone should moderate your post up as well.
Re:This is the key.. (Score:1)
Re:INTRODUCING....... (Score:1)
Re:probably, but? (Score:1)
the reason they're going after mobile apps is because a) that's where the future of the market is, b) because it's where Intel is weakest, and c) the desktop and server markets are a major bitch.
With smaller applications quickly taking the forefront, the introduction of an x86 compatible low-power processor is as much a positive shock on the market as the zip drive was.
I bet they probably will move into larger apps, but after Intel and AMD have kicked the crap out of each other and after IA-64 secures it's status as a major flop.
Re:This is the key.. (Score:1)
How is lowering your prices below your competitor's illegal? Intel (for the most part) isn't pressuring anyone. Aren't they bound to lower their prices to compete in a capitalist system? Aren't lower prices good for consumers?
The problem with Microsoft is that they were using anti-competitive tactics, like forcing OEM's to use exclusively MS products, and the whole browser integration thing.
Brandon BrandonTroll or Flamebait? (Score:1)
Re:Probably not (Score:1)
Re:Troll or Flamebait? (Score:1)
Make sense?
Yes, but what happens to their earnings? (Score:1)
If not Transmeta, then it will be AMD that does Intel in. And if Transmeta can do just 10% better than AMD, businesswise, they should have a very bright future ahead of them.
RAISE THE SCORE ON THIS ONE! (Score:1)
Re:FUD FUD and more FUD (Score:1)
Re:This is the key.. (Score:1)
Setting your prices below your competitor's price isn't illegal.
What's illegal is predatory pricing--when an existing monopoly responds to a new competitor by temporarily setting its prices artificially low, (e.g. below the cost of production).
In the short term, the monopolist intentionally loses money, but can live off its enormous cash reserves. In the long term, the monopolist would run out of money, but usually the new competitor is forced out, saddled with high R&D expenses and debt. Once the new competitor is gone from the market, the monopolist raises its price back to the original level.
Re:FS: Transmeta Motherboards!! (Score:1)
The "puny" chip (known also as the TM3120) is far from it. It is 128 bit, can modify its power consumption better than the dragonball, and has about 350 mhz over the dragonball. It runs x86 and any number of other code sets, and is out now.
The 700mhz chip (TM5400) is not out yet, but will be mid-2000.
Re:This is the key.. (Score:1)
I believe you are correct, except for one market segment: SMP servers. There are x86 competitors in all of the other areas, but as of yet (IIRC), there are no Athlon SMP boards. The competitors I see in this area are Sun and Compaq/Digital/Alpha, both non-x86.
Re:Probably not (Score:1)
Re:Probably not (Score:1)
That line was from a mid 80's move, "Buckaroo Banzai in the Eigth Dimension". Buckaroo was played by a younger Peter Weller who went on to play RoboCop. It also has one of my favorite Christopher Lloyd characters as an alien that works for YoYoDyn. Watch it if you can.
Re:More interesting questions (Score:1)
OK, the translation layer provides advantages, primarily giving TM the right to change the underlying processor hardware without really telling anyone.
But would there be advantages to using an assembly architecture CLOSER to the TM core? I've seen a number of vague questions in the discussion groups about asking for a Power PC translation layer instead of Intel. This would double the amount of translation layer packages that would need to be written for any new chip, but that would be worth it if PPC provides speed advantages.
BR> Of course I could be completely off base here. How RISCy is PPC anyhow? And are there structural reasons that TM's ordering and pruning logic might not be as effective for it?
Re:probably, but? (Score:1)
Nifty names? Perhaps something to cybersquat on?
Friday: Optimized for server Lots of I/O, primitive video and other UI stuff. Power consumption doesn't matter at all. "Crusoe was the most famous person to get everything done by Friday"
Robinson: Optimized for multiprocessor motherboards for game hackers.
What would the cute name be for a routine desktop unit based on these names?
This Happens Every Quarter... (Score:2)
But since the question has been raised, how concerned is Intel about Transmeta? Probably not that much. Remember that Intel owns the microprocessor business--not just the chips, but also the technology required to make the chips. They have extensive R&D projects with companies like Applied Materials (and a major client of mine) that affect all sorts of things. And remember that Intel is extremely aggressive about protecting its patent rights. Much of Transmeta's press conference palavar about not worrying about Intel and patent issues is so much PR--if IBM is planning on using Intel-developed technology to produce the Transmeta chips you will see mention of a "cross-licensing agreement" in the trade press. (Remember that IBM will actually manufacture the chips for Transmeta.)
There is another factor to consider: producing cutting edge chips in volume requires massive capital investment. If Transmeta can't sign up a lot of business they may not be able to produce enough chips to bring the unit costs down low enough....
At the moment Intel is continuing to cruise right along, printing money. AMD? An annoyance. Transmeta? A set of spects and a press conference. Down the road Transmeta might be reason for Indel to be concerned--but a threat? The moo-ha-ha department? No. We're way too early for that.
Re:probably, but? (Score:1)
Re:another thing about the Transmeta chip (Score:1)
Re:Get a clue: you DO need a new LINUX version (Score:1)
Transmeta and Amiga (DUCK! TOMATOES!!!) (Score:1)
It would be neat, just requires a code moduole, and it could be Classic Amiga downward compatible as well as PPC Amiga compatible. Anyone hear anything about them lately?
I've gotta say when I see that checkered boing ball in the
Re:More interesting questions (Score:1)
I'd like to see a virtual ISA/ABI that had a sensible function calling convention (i.e. none of this "copy struct pieces into registers and spill them back out" junk) and lots of virtual registers. The translation layer could bind excess registers to stack locations.
To do this well, you'd like the ISA to support annotations that could direct the translation layer. For one thing, the compiler could target the alias handling code to look at specific load-store pairs that it has a "pretty good" idea about, but can't prove anything for sure.
--