Quote from: usacomputer on July 09, 2024, 14:13:10I don't understand why LG hasn't released an ultrabook with AMD for almost 4 years when it has been shown that AMD has been superior to Intel in these last 4 years.
As I explained earlier (and Intel recently proved that I am right) - AMD does not care about the x86 market and especially laptops - they did not even try to expand Zen4 production several times from their small market share, while Intel has just found a place on TSMC's "very busy conveyors for years to come" for its mass Lunar Lake.
It is not surprising that with such a clearly non-market approach of AMD's management, the ratio of processors and SoC for laptops from Intel vs AMD was and is 5:1. Where can large manufacturers get cheap mass batches of SoC, if the ratio is not 5:1 in favor of AMD, but in favor of Intel, given that they are outsiders? If earlier this was explained by the fact that AMD does not have its own factories, and Intel does, now Intel cannot produce Lunar Lake at its factories, which means that AMD has no problem with expanding production, given the real desire of AMD's management, and there is none. There is a direct reluctance to increase its market share in x86.
Therefore, AMD essentially releases paper, essentially fake processors with great fanfare, which in reality are not in mass models.
Just look at NB, there is only 1 (one) review of a model with R5 7640U, although this should be the most mass AMD SoC in 2023!
If there were tens of millions of deliveries, there would be laptops with LG on Zen4 Phoenix. But in reality, even Lenovo models with it are in a wild deficit everywhere.
And now AMD is releasing the same paper Zen5, which will go into real mass batches at best in 2026. While Lunar Lake will already be sold in bulk on "3/4 nm" from TSMC. What are AMD's chances now? None - the value of their shares will fall in the long term, although a local jump (for the release of "smart and big" money) is not excluded. It's all over for AMD, their second "golden age" is behind them since 2015...