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As part of Intel's (INTC) efforts to lower power consumption, the chip giant's Haswell CPUs will...

As part of Intel's (INTC) efforts to lower power consumption, the chip giant's Haswell CPUs will sport integrated voltage regulators, a move that could eliminate the need for as many as 7 third-party chips. That could spell trouble for ON Semi (ONNN), Intersil (ISIL), and Texas Instruments (TXN), believed by Gartner to be the three largest vendors in an Intel CPU voltage regulator market worth an estimated $325M. Intel officially launches Haswell on Monday; look for Apple to launch Haswell-powered MacBooks at its June 10-14 WWDC conference.
Comments (8)
  • Michael Blair
    , contributor
    Comments (4519) | Send Message
     
    No surprise that Apple is going to launch Haswell powered MacBooks. It would be foolish not to. Notwithstanding, Haswell and Silvermont remain key threats to Apple across all of its product lines unless it adopts these key developments by Intel. Winner - Intel.
    29 May 2013, 07:11 PM Reply Like
  • Justin Jaynes
    , contributor
    Comments (3028) | Send Message
     
    I think I may break down and upgrade my SB MBP when they come out.
    29 May 2013, 07:49 PM Reply Like
  • Russ Fischer
    , contributor
    Comments (2304) | Send Message
     
    $325 million VR market?? Anyone who thinks that 7 voltage regulator circuits only cost $1 per CPU is smoking something I need to try.
    I think there is decimal point out of place here....closer to $3 billion worth of external power control parts.
    This is a major hit for the analog/linear manufacturers.
    That chip is 105 sq. mm on the 22nm process. It probably costs Intel $10 to make.
    Classic Intel.
    29 May 2013, 09:12 PM Reply Like
  • Mike Bruzzone
    , contributor
    Comments (127) | Send Message
     
    More like the single event that just broke Intel up.

     

    Mike Bruzzone,
    Camp Marketing
    30 May 2013, 12:58 AM Reply Like
  • Mike Bruzzone
    , contributor
    Comments (127) | Send Message
     
    So please consider the industy politics of this a bit further.

     

    Intel takes chunks out of transport and switching, not acceptable to incumbents well aware, but few in industry would rally against Intel for all the obvious reasons that are creating a havoc before software defined network switchgear; a little bite here and a little bite there and a yum yum here and a yum yum there.

     

    Votes are in. Politically Its okay too ride network chaos for what you can grab; as compliment, replacement, leading, the fast following substitute aimed to pick up parts and pieces.

     

    But to grab voltage regulation from the compliment, without paying a dime for it, from enterprises and intellectual property establishments that have been organically sustainable is a real big political mistake right now.

     

    The number of very powerful people, who are going to be very powerfully pissed off scares even me. I can't wait to see the fireworks.

     

    Intel will have to buy all three or hold a cross licensing gun to their head.

     

    Mike Bruzzone
    Camp Marketing
    30 May 2013, 01:58 AM Reply Like
  • Derek A. Barrett
    , contributor
    Comments (3534) | Send Message
     
    Well, Intel is simply being a competitor, so to hold back a competitive advantage, because of fear that the other vendors are going to get mad at them really defeats the point of the free market system.

     

    It is a smart move on Intel's part and something I alluded to back in April when mentioning Intel's holistic approach towards a smart power solution, instead of simply focusing on the chip itself. They go beyond the chip and focus on the entire mainboard.

     

    When you are trying to duct tape together all these disparate components from different vendors, you lose efficiency and energy is wasted. Intel has ridiculously good engineers who can regulate the whole chain in a much more efficient way without sacrificing performance.

     

    On top of that, this type of integration would continue as technology continues to mature, you'll see less and less needed components, even if it's not Intel being the one pushing it.

     

    One more thing to think about -- Microsoft's hardware partners sell Android and Linux all the time, that's just doing business.

     

    Long Intel
    30 May 2013, 05:37 AM Reply Like
  • Russ Fischer
    , contributor
    Comments (2304) | Send Message
     
    This is what Intel is all about. More function for the same price.
    I suppose if lightning struck and On semiconductor could integrate a CPU onto their little voltage regulator and On could pick up a
    $100 bill for each part they wouldn't do it? Ha!

     

    Pentium made the third party voltage regulator business and the Haswell takes it away. It's called progress.
    30 May 2013, 08:31 AM Reply Like
  • pmcw
    , contributor
    Comments (8) | Send Message
     
    This "news" is misleading to the point of irresponsible.
    6 Jun 2013, 12:37 AM Reply Like
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