Seeking Alpha

The GPUs integrated with mid-range and high-end versions of Intel's (INTC) upcoming Haswell CPUs...

The GPUs integrated with mid-range and high-end versions of Intel's (INTC) upcoming Haswell CPUs could be a threat to AMD and Nvidia's (NVDA) discrete GPU sales, ZDNet points out. Intel claims the GPUs, codenamed Iris, will deliver a 2x-3x performance gain (depending on the CPU model) over the ones integrated with comparable Ivy Bridge CPUs. However, more power-efficient Haswell ultrabook chips will ship with HD 5000 GPUs (though Intel still promises performance gains here). Integrated GPUs (both from Intel and AMD) have been steadily taking share from discrete GPUs for years. (more on Haswell)
From other sites
Comments (11)
  • AbundantCores
    , contributor
    Comments (109) | Send Message
     
    I don't see how.

     

    It may match AMD's Trinity. but there old and no longer shipping. it has been replaced by Richland and later this year we will get the Jaguar based Kaveri, which will double performance while cutting power consumption in half.

     

    There is a lot of bluster by Intel over this, all of it aimed at investors, they will get in before AMD with Haswell. but its not going to last long.

     

    AMD already have a working prototype 6 watt Tablet APU with twice the performance of Intel at half the Power consumption.

     

    The Tablet variant is called Temash, there will be an APU variant late this year, and its whats already going into the new xBox and PS4 game consoles
    5 May 2013, 02:05 PM Reply Like
  • Justin Jaynes
    , contributor
    Comments (3154) | Send Message
     
    http://bit.ly/15mKxiK

     

    Reviews of current gen Ivy bridge vs AMD APUs. 2x performance of integrated graphics will get haswell to where the AMD APU is today. If jaguar doubles performance of current gen APUs, that'll be 4 times of where ivy bridge is. so even if haswell sees 2-3x the performance of ivy bridge, it'll still lag. Intel is trying to rebrand the iGPU by calling it Iris, which I feel is also a target at investors and gamers alike. Just my personal opinion, but anyone that buys a haswell chip expecting to be happy with integrated graphics will be sad when kaveri is launched. not to mention, i believe AMD APUs can be crossfired with amd discrete graphics cards, so you can build a cheap gaming rig with a lot of performance by using AMD chips. i'm not an AMD fanboy - my old gaming computer uses a GTX 680 and i7-2600k. If i were on a budget when I built it, i'd use AMD cards and cpu. AMDs A10-5800k sells for $130. Intel's 3770k is $330.
    5 May 2013, 09:23 PM Reply Like
  • grxbstrd
    , contributor
    Comments (86) | Send Message
     
    "Haswell CPUs could be a threat to AMD and Nvidia's (NVDA) discrete GPU sales, ZDNet points out."

     

    LOL. Intel shills like ZDNet can't get off the koolaid, it's crack to them. This is the VERY SAME message intel has been saying for the last oh, 10 generations of integrated graphics. The truth is NVDA is GAINING SHARE in discrete graphics.

     

    Do some investigative reporting instead of what the press package says. Idiots.
    5 May 2013, 02:28 PM Reply Like
  • dubyadeebee
    , contributor
    Comments (204) | Send Message
     
    I suppose I'm an anomaly since I still consider my desktop as my primary computing device, with the notebook, tablet & smartphone as secondary devices. On my 4 most recent desktops, the graphics capability was what "hit the wall" first (and I'm not a gamer). The life of each was extended by installing an upgraded graphics card (one was upgraded twice). Two of them started with builtin graphics, then later were upgraded by adding a graphics card and two had dedicated graphics when new, then later upgraded by replacing the card.

     

    In most cases upgrading graphics on notebooks hasn't been practical (at least not for the ones I've owned). That has been one reason I've continued to rely on a desktop as my primary device. I can't see that upgrading will likely ever be an option for tablets. By far the majority of them don't even have user replacable batteries.
    5 May 2013, 03:52 PM Reply Like
  • Stock Market Mike
    , contributor
    Comments (2263) | Send Message
     
    2-3x performance in synthetic benchmarks, but not that much for the HD5000? So reality is, they'll increase performance 30-40%, not even meeting any of the current AMD products in GPU performance?

     

    If there's one thing you can count on with Intel, it's that their GPUs will underperform their claims. I wouldn't count them out on any other front (including mobile), but GPUs? Pfft.

     

    The only correct part of this is that Intel's IGPs ARE eating away at low end discreet graphics card sales. Many people skip sticking cards like a Radeon 5450 into a PC, just because the Intel graphics are close enough that there's no point spending $30 extra.

     

    nVidia's discreet card sales are still increasing (albeit at a very slow pace), which is good news - the low margin low end is being eroded in favour of higher end cards, which some of us still need.

     

    Count me in dubyadeebee's club. I've upgraded my graphics card twice for my current PC. I also upgraded my RAM once, though I have not upgraded my CPU in years.
    5 May 2013, 05:19 PM Reply Like
  • Matt-Man
    , contributor
    Comments (555) | Send Message
     
    gpu market shipments decreasing:
    http://bit.ly/Xi7Tz3
    'Holding steady: 28.8 Million discrete GPUs shipped, down almost 16% over last quarter and declined 9.7% from last year. There was an 8.2% dip in overall graphics shipments in Q4 from the third quarter. '
    5 May 2013, 07:35 PM Reply Like
  • Stock Market Mike
    , contributor
    Comments (2263) | Send Message
     
    Cheers. Thank you for correcting me! Seems last quarter was particularly nasty, while the one before that was quite good? (That's the one I was thinking of - but clearly these quarters are swinging rapidly in both directions.)

     

    nVidia ate away something like 15-20% of AMD's discreet card sales in 2011-2012, but with the console wins 2014 may see reversal of that. I hope Tegra 4 does well, so that both companies may flourish!
    6 May 2013, 02:02 PM Reply Like
  • stringsof12
    , contributor
    Comments (50) | Send Message
     
    What a joke, AMD's APUs already as is have better graphics than Intel's HD4000 by a considerable margin. Wait till Temash is released this year and that gap will get much larger. Intel isn't a graphics company it's funny when they try and trick people into believe their graphics are worth anything more than checking email and watching videos.
    5 May 2013, 05:32 PM Reply Like
  • Stock Market Mike
    , contributor
    Comments (2263) | Send Message
     
    I like their IGPs for two reasons - low power consumption, and decent Flash acceleration. They don't have much else going for them, except cost. (Basically nothing for the end user.)

     

    Their modern graphics are good enough for non-gamer regular use, and work fine for a lot of 2D indy games. (Things like Bejeweled or Terraria will play very smoothly on Intel HD graphics.) That means that 80% or more of computer users no longer need a cheap discreet card.

     

    That said, AMD's APUs have a clear advantage in games, and as GPGPU processing catches on (as it already is for many things, like video transcoders), AMD's APUs will have less visible weaknesses than they currently do. OEMs aren't stupid - they've noticed that, which is why AMD A## APUs are flooding cheap OEM desktop/laptop PCs.

     

    I've seen a lot of large-battery sub-$550 "gaming" laptops which have high end AMD APUs in them, and sport 4+ hour battery lives while gaming. What I consider a gaming laptop would only have a 30 minute battery life, but for a lot of people - the people that don't care about anti-aliasing or running the highest graphical quality - these cheaper APU powered laptops are great, and are leaps and bounds beyond what Intel can offer. (Unless they bundle a discreet nVidia GPU into the design.)
    6 May 2013, 02:07 PM Reply Like
  • techy46
    , contributor
    Comments (6286) | Send Message
     
    Intel's Haswell GPU's will certainly make Windows 8 Ultrabooks like Lenovo's Z400/500 robust enough for multi-media (ie. video) but will not threaten desktops for gamers. Intel's Bay Trail will do the same for Android and W8 tablets but again will not match performance of external GPU's for gamers on desktops. Al in all in don;t really matter as discrete graphics is not Intel's real target it's all about mobile including smart phones and tablets.
    5 May 2013, 09:12 PM Reply Like
  • base128grep
    , contributor
    Comment (1) | Send Message
     
    People will still buy the cheap chip because they don't understand what they are buying....it's the only thing that will keep ??? from losing all market share. So just keep dreaming you ??? lovers, ??? is so far behind right now, if you don't see writing on the wall then that's on you.
    6 May 2013, 12:44 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector