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Joined: 11 May 2006
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 Posted: Fri May 24, 2013 4:00 pm Post subject: The Kabini Deal: Can AMD Improve the Quality of Mainstream |
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There are two non-negotiables in building a PC these days: the cost of Intel silicon and the cost of the Windows license. You can play with everything else but Intel and Microsoft are going to get their share. Those two relatively fixed costs in the PC bill of materials can do one of two things: encourage OEMs to skimp on component cost elsewhere, or drive the entire ecosystem to supply higher quality components at lower prices. If you’ve been following the PC industry for the past decade, I think we’ve seen more of the former and less of the latter.</p>
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Apple occupying the high-end of the notebook PC space has forced many OEMs to reconsider their approach, but that’s a more recent change. What AMD seems to offer is an easier path. AMD will take less of the BoM, allowing OEMs to invest those savings elsewhere - a move Intel will never make. Given how much pressure the PC OEMs have been under for the past few years, AMD’s bargain is more appealing now than it has ever been.</p>
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With Llano and Trinity, AMD’s story was about giving up CPU performance for GPU performance. With Kabini, the deal is more palatable. You only give up CPU performance compared to higher priced parts (you gain performance compared to Atom), and you get much lower power silicon that can run in thinner/lighter notebooks. Typically at the price points Kabini is targeting (sub-$400 notebooks), you don’t get pretty form factors with amazing battery life. AMD hopes to change that.</p>
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Source: AnandTech
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