this post was submitted on 25 Oct 2023
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to you, to the other 66%, it's Intel.
That's because a lot of the volume comes from OEM deals.
My best guess is that Intel just does a better job of serving OEMs from a business perspective. This includes thunderbolt as a competitive advantage (though USB4 will evaporate that)
Also laptops... For low power things Intel still does VERY well. Alderlake isn't bad at low power levels.