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Intel Boosts Graphics to Compete with AMD in Gaming Notebooks


Nov. 20 2020, Updated 3:35 p.m. ET

Intel unveils 10nm Ice Lake

Advanced Micro Devices (AMD) presented strong competition to Intel (INTC) in the desktop processor space, but Intel gave strong competition to AMD in the gaming notebook space with its new 10-nm (nanometer) Ice Lake mobile processor. Intel’s Ice Lake mobile CPU (central processing unit) features its 11th generation Xe GPU (graphics processing unit), which is expected to deliver nearly double the performance of its ninth generation GPU. Intel claims that its 10nm Ice Lake CPU delivers better gaming performance than AMD’s 12nm Ryzen 7 3700U with integrated Radeon RX Vega 10 GPU.

It remains to be seen how Intel’s 10-nm Ice Lake performs against AMD’s 7-nm CPUs and GPUs, which deliver a significant performance boost over their 12-nm predecessors. Ice Lake CPUs are expected to launch later this year.

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AMD gives a glimpse of EPYC Rome server CPU

AMD also stated that its 7-nm (nanometer) EPYC Rome server CPU will launch in the third quarter and compete with Intel’s Cascade Lake server CPU. AMD claims that the benchmark test showed EPYC Rome was twice as fast as Cascade Lake.

Why should investors be interested in AMD’s 7-nm products?

AMD is launching competing PC and server CPUs at better price points in order to gain market share from Intel. In the slowing PC market, Intel increased its PC revenue by charging a higher price for its products. AMD’s competing higher-range CPUs could force Intel to keep its price competitive, thereby impacting the latter’s PC earnings.

On the other end, Ryzen 9 and 7 are expected to enhance AMD’s product mix and increase its ASP (average selling price). Moreover, an increase in market share will increase AMD’s CPU volumes despite a slowdown in the PC market, thereby increasing its PC earnings.

AMD has maintained its full-year revenue guidance of 8% YoY growth due to the anticipation that the new 7-nm products will drive revenue growth even in a weak demand environment.

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