cM :: MORLEY|DIGITAL

Nearly a year and a half ago I wrote about the unique triple-core processor from AMD.  I felt, and still do, that it’s a great play by AMD to flank Intel’s dual-core and quad-core processors.  My focus in that article was the retail mentality of your average consumer.  Three is better than two.  That’s what a brick-and-mortar buyer will see.

And now that AMD has released its new 45nm Phenom II line-up, the press has responded much more favorably this round to AMD.  But what has received the most attention and acclaim have been the value X4 810 and the X3 parts.  Because of their low cost, overclockability, and excellent performance against Intel’s Core 2 lineup, AMD has once again found a way to position itself against its larger, cash-laden competitor.  And what may be considered AMD’s finest processor is the surprising Phenom II X3 720 Black Edition.

Recently I wrote about Intel’s Core i7.  It simply rocks.  But it simply doesn’t sell.  According to Q1 reports, the X58 chipset - the only chipset that can run the i7, will be 1.8% of its chipset sales.  Let’s give Intel some benefit of the doubt and assume that in the range of 50% of those chipset are mobile, where there is no i7, and the X58 would make up less than 4% of desktop chipset sales.  That’s well within the 5% enthusiast market I continue to talk about. (read these two posts, they’re important to understand my mindset here)

AMD knows this, and so does Intel.  The fight’s between Phenom II and Core 2 until Intel decides to drop an anvil and make Core i7 mainstream.  By all accounts that won’t be until Q4 of this year or Q1 of next year.  Intel’s best selling chipsets are those used by Core 2 processors.

Till then AMD has a very, very competitive product that combines high frequency, performance out-flanking dual-core processors, a great price, and even a bone thrown to the enthusiast with its overclockability.

Combined with AMD’s strong 780G and 790GX chipsets and fantastic Radeon HD 4000 series lineup, AMD finally has the right mix of product to make a stand in this market.  

One company I haven’t mentioned in this mix but should - NVIDIA.  Remember they make chipsets that are readily available, have design wins, and are extremly powerful for both AMD Phenom and Intel Core 2 processors.  They may be having a spat with Intel over Core i7 licensing, but for now it’s not going to hurt them in the pocket book.

[Disclosure:  I run a Core 2 Quad Q9550 in my main rig.  I currently have a GeForce GTX 280 and a Radeon HD 4870 X2 I play with.  I have two laptops with Intel chips and chipsets and one with an AMD processor with NVIDIA chipset.  My media center has an AMD processor with an AMD chipset.  I am a technologist that just loves tech and am brand-agnostic.  I think all these companies make great products that sometimes you just have to use in an manner fitting to their price and performance.  My opinions are my own and do not necessarily represent those of SolidWavePC or Fluid Digital.]

Intel’s tick-tock strategy kicks butt.  First, a new architecture.  Follow that up with a tweak and then wash, rinse, repeat.  It started with the launch of Core 2 in the summer of 2006 (tock.)  They followed up with the “tick” late last year with the move to a 45nm process.  Now here comes the first follow up “tock” and it’s a doozy.  I think they should consider renaming their process “beat you into submission and then kick you when you’re down.”  The Core i7’s got some wicked fast processing power and it brings to the table features that, while have been used by AMD for a while now, serve to propel Intel’s new chip into the stratosphere.  Without going too far into it, the key features are: integrated triple-channel memory controller, monolithic quad-core, QPI (Intel’s answer to AMD’s HyperTransport), and the return of HyperThreading.  

Of course, with all these changes, a new chipset is in order.  Enter Intel’s X58.  That’s it.  Nothing from NVIDIA, and no mainstream variant from Intel.  The integrated memory controller and increased pin count make the new Core i7 understandably incompatible with previous platforms.

The interesting thing is that the X58 chipset, without the need for an integrated memory controller, is not as expensive to make as its predecessor.  In batch pricing the cost of an X58 chip is $52.  The X48 is $70.  In comparison, the mainstream, CrossFire-capable P45 chipset for today’s Core 2 lineup is $40.  

So now we have an affordable, performance-oriented chipset that is significantly cheaper that its predecessor, a completely new CPU core that starts under $300 in batches of 1000, so this should be a game changer, right?  

It’s not that black and white.  Intel’s venerable Core 2 lineup is still good.  VERY good in fact.  I’d argue that for most of the market, Core 2 is not only enough computing power, but more than some even need.  Heck, for gamers, we’re still GPU bound.  And Intel’s able to pump Core 2 chips out like crazy and at a healthy profit.  So why kill off a good thing?  If there were P and G variant 5x chipsets, allowing for motherboard manufacturers to make products for different price brands, OEMs would en masse run towards Core i7.  But as it stands all motherboards in the channel are full ATX, high-end parts that start around $249 and run north of $300!  And keep in mind you need to buy three sticks of DDR3 memory as well!  This puts it squarely in the 5% DIY and Enthusiast crowd.

Of course, Intel has plans to introduce lower cost chipsets and Core i7 variants that include integrated graphics and support for dual instead of triple channel memory.  But those are a ways off.  Intel, in the interim, plans on keeping Core 2 around for a while.  And for good reason.  It’s a great product, serves the mainstream market well, and allows them to amortize the cost of it for a bit longer.

So keep in mind that, while totally melt-your-face-off fast the Core i7 is, you can still find awesome deals on great Intel Core 2 hardware that will keep you and your wallet happy for quite a while.  (It sure is good to be a DIY guy right now, though.)