![](http://investorshub.advfn.com/images/default_ih_profile2_4848.jpg?cb=0)
Wednesday, January 25, 2006 7:29:51 PM
Here's the list I've seen:
848P - $21
865GV - $24
865PE - $24
865G - $36
910GL - $26
915PL - $28
915GL - $28
915P - $29
915GV - $31
915G - $37
925XE - $50
945PL - $35
945P - $35
945G - $40
955X - $50
975X - $50
The low end parts are in the range of $21-28, the mainstream are $29-40, the high end are $50. Given a volume mix of 30/60/10, that's an ASP just north of $32. At this point, you have to figure in an extra 10-15% standard discount due to volume or bundle purchases, which brings the ASP south of $30.
Re: First, I calculated $30 and slightly higher on the costs of mainstream parts (that is the cost based on your formula), and you also claimed CPU cost is also $30. Your claim that the cost of a chipset and a CPU are roughly the same is, frankly, laughable.
What are you talking about?? I put the cost of chipsets at <$25, including both the northbridge and southbridge, and the data above combined with my 15-20% margin estimate strongly agrees with that. Chipset and CPU costs are not the same, but the cost of two chipset components being within $5-10 of the cost of the CPU should not be too surprising to you.
Re: My claim is that Intel CPU costs are roughly $38 and chipsets are no higher than low $20s. Others can judge for themselves which set of numbers is believable.
Well sure they can. They have the ASPs of CPUs in front of them, and a good, educated guess as to the ASPs of chipsets (MCH+ICH combos) that I provided above. They can also judge for themselves if chipsets have a high GM of 35% like you suggest, or if they are more familiar with this business they can use the value of 15-20%, which I believe is more standard, and does not constitute "losing money" or "predatory pricing", like you shamelessly suggested in a previous post.
Put all together, I think I have a much more convincing data set. It shows about $40 avg cost for AMD CPUs and $30 avg cost for Intel CPUs, and that's with the die size benefit in the fourth quarter on AMD's side. This year, I expect Intel's costs to be lower, and AMD's costs to be somewhat higher prior to the Fab36 ramp, and possibly lower by the end of the year.
I guess it's a matter of dollars and cents, but across hundreds of millions of units throughout the year, it all adds up.
Recent INTC News
- Broadcom Down 10% Post-Earnings, UiPath Up 8%; Qualcomm Eyes Intel Assets; Salesforce Acquires Own Company • IH Market News • 09/06/2024 11:59:00 AM
- Qualcomm Develops Mixed Reality Glasses; Verizon to Boost Dividend, Eyes Acquisition; Samsonite Plans US Dual Listing • IH Market News • 09/05/2024 10:11:35 AM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 09/04/2024 11:38:13 PM
- U.S. Index Futures Fall Amid Market Volatility; Oil Prices Drop on Libya Dispute, Weak Global Demand • IH Market News • 09/04/2024 09:52:47 AM
- Nvidia Subpoenaed by DOJ, Athira Pharma Shares Plunge 71% After Study Fails, Zscaler Falls 15% Post-Earnings • IH Market News • 09/04/2024 09:50:25 AM
- New Core Ultra Processors Deliver Breakthrough Performance, Efficiency for the AI PC Age • Business Wire • 09/03/2024 04:00:00 PM
- Futures Pointing To Initial Pullback On Wall Street • IH Market News • 09/03/2024 01:10:07 PM
- U.S. Stocks Fluctuate Before Closing Sharply Higher • IH Market News • 08/30/2024 08:44:00 PM
- Intuitive Machines Soars 18% on NASA Contract, Intel Considers Splitting Operations, Dell Reassesses Selling SecureWorks • IH Market News • 08/30/2024 10:00:08 AM
- Big Lots Falls 27%, Considers Bankruptcy; DraftKings Acquires Simplebet, Berkshire Hits $1 Trillion • IH Market News • 08/29/2024 10:06:50 AM
- Nvidia Shares Fall Despite More Than Doubling Sales • IH Market News • 08/29/2024 08:36:37 AM
- High Volatility Expected in Nvidia Report, Ambarella Soars 20%, Hertz Strengthens Board, Apple Cuts Jobs • IH Market News • 08/28/2024 09:50:36 AM
- Form N-PX - Annual Report of proxy voting record of management investment companies • Edgar (US Regulatory) • 08/27/2024 07:47:19 PM
- IBM Closes China Research Division, Uber Fined $324M, Starliner to Return Without Astronauts • IH Market News • 08/26/2024 12:58:21 PM
- Cruise and Uber Join Forces for Robotaxis, Alibaba Shifts Primary Listing to Hong Kong, Altria Hikes Dividend 4.1% • IH Market News • 08/23/2024 12:20:26 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 08/22/2024 08:24:22 PM
- Karma Automotive, California's First and Only Ultra-Luxury Automaker, Takes the Spotlight at Monterey Car Week with Three Milestone Announcements • PR Newswire (US) • 08/16/2024 05:15:00 PM
- Intel Recommends Stockholders Reject ‘Mini-Tender Offer’ by Tutanota LLC • Business Wire • 08/15/2024 08:30:00 PM
- Google Forced to Modify Play Store, Apple Innovates, Victoria’s Secret Hires CEO, Mars Buys Kellanova • IH Market News • 08/15/2024 10:05:46 AM
- Google Mandated to Modify Play Store, Apple Innovates, Victoria’s Secret Hires CEO, Mars Buys Kellanova • IH Market News • 08/15/2024 10:05:46 AM
- Karma Automotive Announces Bilateral Collaboration with Intel Automotive to Blueprint the Future of the Automobile • PR Newswire (US) • 08/14/2024 05:05:00 PM
- UBS Beats Earnings Forecasts, Intel Divests Arm Holdings, Flutter Surges 9% in Premarket Trading, and More • IH Market News • 08/14/2024 09:56:35 AM
- Intel Corporation to Participate in Upcoming Investor Conferences • Business Wire • 08/13/2024 08:30:00 PM
- Starbucks Rises 3%; Disney Unveils New Films and Expansions; Uber CEO Questions Tesla Robotaxi Viability, and More • IH Market News • 08/12/2024 09:46:16 AM
North Bay Resources Announces Mt. Vernon Gold Mine Bulk Sample, Sierra County, California • NBRI • Sep 11, 2024 9:15 AM
One World Products Issues Shareholder Update Letter • OWPC • Sep 11, 2024 7:27 AM
Kona Gold Beverage Inc. Reports $1.225 Million in Revenue and $133,000 Net Profit for the Quarter • KGKG • Sep 10, 2024 1:30 PM
Element79 Gold Corp Announces 2024 Clover Work Plans & Nevada Portfolio Updates • ELMGF • Sep 10, 2024 11:00 AM
Nightfood Holdings Inc. Completes Major Step on Uplist Journey by Closing Strategic All-Stock Acquisition of CarryoutSupplies.com • NGTF • Sep 10, 2024 8:15 AM
Element79 Gold Corp. Announces Sale of 100% Interest in Elder Creek, North Mill Creek, and Elephant Projects to 1472886 B.C. Ltd. • ELEM • Sep 9, 2024 9:34 AM