Camp Marketing Consultancy Power BEGINS DESKTOP at SLIDE 22 Dimensions of Economic Freedom. Law Int l Express Int lExpress IntelExpress Int e l Express e e Understanding artificial acceleration - systematic concentration – targeted financial misappropriation Intel full product line inventory report; April 10, 2021 IN DEVLEOPMENT – with INTEL FULL RUN PRODUCT CATEGORIES PLOT NOW with AMD and Intel q3 2020 through q1 2021 Market Share “The central fact of industrial economics is not profit but loss - not the expectation of ending up with a surplus, its justification, and the legitimacy of the claims to a share in it; but the inevitable and real risk of ending up with an impoverishing deficit, and the need, the absolute need, to avoid this loss by providing against the risks”. - Peter Drucker, The New Society, 1950 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report By Invitation Product Category % Full Run % 4.10.21 C Xeon Ivy Bridge v2 14.85% 13.84% Xeon Product Laundering Theft H Xeon Haswell v3 32.73% 29.64% A Intel simultaneously produces v2 / v3 / v4 N Xeon Broadwell v4 12.82% 17.50% N Xeon SL & CL + r 11.29% 17.14% E May 1998 Core Haswell 6.47% 4.45% L Xeon Core Broadfwell 1.69% 1.32% Haswell v3 Docket 9288 C Core Skylake 4.16% 3.79% Docket 9341 U M Core Kaby Lake 3.12% 2.14% U Core KBr/W/A & Coffee 6.37% 2.62% IVBv2 Xeon L Coffee Lake Refresh 2.75% 1.65% A Haswell v3 T Comet Lake 1.22% 3.12% I Tiger & Ice Lake 0.35% 1.36% N All Atoms 2.19% 1.42% G v3 100.00% 100.00% S U P Xeon P BW BW v4 Ivy Bridge v2 L v4 Y v4 XSL &XCL XSL & XCL v2 V All XSL/XCL O Core Haswell Core v4 Core Haswell KBR & Coffee L @ 224,414,284 units Skylake U Core Skylake 9th M Kaby Lake Kaby Lake Core Skylake 4th E 6th Xeon Atom 10th Atom 7.5 & 8th Ivy Bridge v2 Core Broadwell 7th 9th 9th Atom 9th 5th Core Broadwell 11th 9.9.13 9.25.14 4.3.15 8.5 4.22.16 2.10.17 6.9.17 3.16.18 10.27 4.7.19 9.14 5.2020 9.11 2.3.21 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 15, 2021 Camp Marketing Consultancy – Intel full product line inventory report 10th 11th 10th 11th 2.21% 2.57% 8.94% 13.76% 4.56% By Invitation 15.41% 9th C 18.24% th H 9 10.86% A Scalable 22.31 Scalable Scalable May 1998 N 70.61% 61.35% 69.16% N Docket 9288 E Docket 9341 L At 50% long run discount MR = MC @ $422.18 + $422.18 = Price $844.37 S U q3 2020 q1 2021 Xeon P q4 2020 Haswell v3 P L q3 2020 through q1 2021 Xeon $1K = 92.75% and Core $1K = 7.25% of Intel total revenue Y v2 V Xeon XSL + XCL + r v4 O L U th th th M Categories 1K = $1688.74; Xeon = $2350, 9 = $444, 10 = $269, 11 = $345 E 9th Coffee Lake Refresh 10th Comet Lake 11th 99.88% Ice and Tiger Lake Mobile For Intel DCG/CCG division split to be correct; 37% : 62% every Core @ 1K $367.03 gets 1 Scalable for $111.63 Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – April 19, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report By Invitation AMD 4.49% with GPU C and 4.10% CPU only H May 1998 Intel CPU A N 95.51% Docket 9288 N Docket 9341 E L Xeon Haswell v3 S U P P q2 L q3 2020 q4 2020 q1 2021 Y Xeon Ivy Bridge v2 V O Xeon XCL + r + XSL L U M Xeon Broadwell v4 E Ryzen 5/4/3/2/1 + 5/4/3/2 APU Desktop KBLr + 8th CL 9th Coffee Lake Refresh 4th Haswell 4th Haswell 4th 6th 10th 7.5 & 8th 7th 9th Atom 5th 11th 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report By Invitation x86 CPU Market Share C H Intel CPU; Xeon CL+r, SL, Core 11th, 10, 9th generation May 1998 A N Docket 9288 N Docket 9341 E 82.90% 83.29% 87.71% L S U 79.85% 79.48% 85.72 P P L Intel CPU; Xeon CL+r, SL, Core 11th, 10th only Y q3 2020 q4 2020 q1 2021 q2 V O L U Xeon CL+r, SL, Core 11th, 10, 9th generation 17.10% 16.71% 12.29% M th th Xeon CL+r, SL, Core 11 , 10 generation only 20.14% 20.52% 14.27% E All AMD CPU; Epyc Rome, Naples, TR 3/2/1, Ryzen 5/4/3/2/1, APU 5/4/3/2 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10 and 9th generation q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 13.12% 12.11% 15.56% 18.63% 18.84% 19.25% 18.53% 17.48% 17.15% 18.06% 17.83% 17.56% 16.75% 86.88% 87.89% 84.44% 81.37% 81.16% 80.75% 81.47% 82.52% 82.85% 81.94% 82.17% 82.44% 83.25% q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 15.95% 18.45% 19.92% 19.08% 18.66% 18.58% 18.08% 17.08% 17.67% 17.86% 11.61% 11.63% 11.63% 84.05% 81.55% 80.08% 80.92% 81.34% 81.42% 81.92% 82.92% 82.33% 82.14% 88.39% 88.37% 88.37% q1 2021 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 14.07% 17.13% 15.62% 14.03% 13.25% 13.32% 11.94% 11.98% 10.73% 10.47% 10.24% 10.36% 10.89% 85.93% 82.87% 84.38% 85.97% 86.75% 86.68% 88.06% 88.02% 89.27% 89.53% 89.76% 89.64% 89.11% AMD mean average = 15.1% Intel mean average = 84.8% May May 1998 All AMD v Intel CPU; Xeon CL+r, SL, Core 11th, 10th generation InvitationBy 9288Docket 9341Docket q3 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 2020 15.82% 14.67% 18.84% 22.53% 22.70% 23.09% 21.82% 20.14% 19.82% 20.86% 20.60% 20.28% 19.23% 84.18% 85.33% 81.16% 77.47% 77.30% 76.91% 78.18% 79.86% 80.18% 79.14% 79.40% 79.72% 80.77% q4 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 2020 18.22% 22.21% 25.13% 23.94% 23.36% 23.14% 22.33% 21.09% 21.71% 21.60% 14.33% 14.31% 14.25% 81.78% 77.79% 74.87% 76.06% 76.64% 76.86% 77.67% 78.91% 78.29% 78.40% 85.67% 85.69% 85.75% q1 1.2.21 1.9.21 1.16.21 1.23.21 1.30.21 2.6.21 2.13.21 2.20.21 2.27.21 3.6.21 3.13.21 3.20.21 3.27.21 2021 16.53% 19.14% 17.38% 15.58% 14.64% 14.43% 14.27% 13.00% 11.59% 11.28% 10.99% 11.11% 11.66% 83.47% 80.86% 82.62% 84.42% 85.36% 85.57% 85.73% 87.00% 88.41% 88.72% 89.01% 88.89% 88.34% AMD mean average = 17.81% Intel mean average = 82.18% Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report Product Line % Period Category Market Share NOTE; Analyst’s May 12, 2021 Seeking Alpha Share Report is through May 8 and here March 27 Xeon 56.77% 97.72% See; https://seekingalpha.com/instablog/5030701-mike-bruzzone/5590014 Epyc & TR 1.38% 2.37% Ryzen Desktop 12.26% Ryzen Mobile 1.60% 33.12% 33.12% C Core 11th 2.77% 6.62% H Core 10th 10.98% 26.23% A Core 9th 14.24% 34.01% 66.86% N N E By Invitation L Xeon Scalable Cascade Lake + r and Sky lake S U P P May 1998 q2 L q3 2020 q4 2020 q1 2021 Y Docket 9288 Docket 9341 V Core 9th Coffee Lake refresh O L U Ryzen Desktop M 5/4/3/2/1 + 5/4/3/2 APU Core 10th Comet Lake E Core 10th Comet Lake Core 11th Rocket / Tiger / Ice AMD EPYC & TR AMD APU Mobile AMD EPYC & TR 7.4 11 18 25 8.1 8 15 22 29 9.5 12 19 26 10.4 11 18 25 11.1 8 15 21 28 12.5 12 19 26 1.2 9 16 23 30 2.6 13 20 27 3.6 13 20 27 4.3 10 week Mike Bruzzone, Camp Marketing Consultancy, [email protected] Seeking Alpha – May 13, 2021 Camp Marketing Consultancy – Intel and AMD full product line inventory report May May 1998 By InvitationBy 9288Docket 9341Docket q3 2020 7.4.20 7.11.20 7.18.20 7.25.20 8.1.20 8.8.20 8.15.20 8.22.20 8.29.20 9.5.20 9.12.20 9.19.20 9.26.20 XCL/XSL 61.38% 61.08% 57.71% 54.70% 54.62% 54.39% 58.80% 64.07% 61.52% 58.44% 58.23% 58.07% 58.67% EPYC+TR 1.35% 1.37% 1.33% 1.27% 1.23% 1.19% 1.32% 1.43% 1.30% 1.20% 1.23% 1.22% 1.27% R Desktop 10.40% 9.18% 12.73% 15.90% 16.32% 16.67% 16.09% 15.23% 14.75% 15.53% 15.18% 14.83% 14.08% R Mobile 1.37% 1.56% 1.50% 1.46% 1.30% 1.39% 1.12% 0.82% 1.09% 1.33% 1.42% 1.50% 1.40% Intel 11th 1.87% 2.01% 2.07% 2.12% 2.07% 2.01% 1.44% 0.83% 1.40% 1.89% 1.99% 2.08% 2.03% Intel 10th 6.53% 7.34% 7.27% 7.21% 7.48% 7.73% 6.15% 4.41% 6.46% 8.18% 8.51% 8.85% 9.62% Intel 9th 17.11% 17.47% 17.40% 17.34% 16.99% 16.61% 15.08% 13.21% 13.47% 13.42% 13.44% 13.45% 12.93% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% q4 2020 10.3.20 10.11.20 10.18.20 10.25.20 11.1.20 11.8.20 11.15.20 11.21.20 11.28.20 12.5.20 12.12.20 12.19.20 12.26.20 XCL/XSL 59.14% 52.56% 47.26% 47.69% 49.03% 49.88% 50.07% 50.73% 50.43% 48.26% 53.78% 53.89% 54.02% EPYC+TR 1.32% 1.15% 1.02% 1.03% 1.06% 1.07% 1.07% 1.13% 1.23% 1.20% 1.41% 1.29% 1.19% R Desktop 13.33% 16.01% 17.74% 16.95% 16.42% 15.97% 15.41% 14.34% 14.86% 15.12% 8.43% 8.62% 8.74% R Mobile 1.30% 1.29% 1.16% 1.10% 1.17% 1.54% 1.60% 1.61% 1.59% 1.54% 1.77% 1.73% 1.70% Intel 11th 1.98% 1.81% 1.66% 1.72% 1.78% 1.91% 2.01% 2.11% 2.18% 2.27% 2.76% 2.83% 2.90% Intel 10th 10.51% 10.23% 10.42% 11.23% 10.41% 9.91% 10.82% 11.08% 11.14% 14.27% 12.81% 12.93% 13.06% Intel 9th 12.42% 16.95% 20.74% 20.29% 20.13% 19.71% 19.02% 18.99% 18.59% 17.35% 19.04% 18.71% 18.40% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% q1