- Dec 19, 2005
"In our interview with CEO Bob Swan, also posted today, he stated that the Ice Lake Xeon Scalable product has been launched in 2020. This is news to us, as there was no formal announcement. However what he might be talking about is that it ‘launched’ to those key customers. In that sense, the product is shipping for revenue. However, in the same instance, he also said that Ice Lake Xeon Scalable was ramping up production in Intel’s 10nm facilities. This would suggest that while Intel has been producing the hardware for a while, it is only now at a point where it feels comfortable adding more volume to meet expected demand.
However, in the official press release from Intel today, the company says that it is ‘starting production’ of Ice Lake Xeon Scalable, with ‘volume ramp taking place during Q1 2021’. This would seem to suggest that Intel only just starting production of a finished version of the hardware, and that the product ramp is still to come later in the quarter.
So either Ice Lake Xeon is launched, or it isn’t. It’s either in production, or it’s starting to ramp, or it is ramping, or production will be ramped as we move through Q1. Whatever Intel is trying to say here, your guess is as good as mine. I know some of my critics might call me out for not accepting what is being said at face value, or claim that what Intel is saying is clear. It’s a bit wishy-washy, and some of it is contradictory. I think we would all hope that Intel would be precise in describing its next generation of revenue generating data-center product.
With Intel’s end-of-year financial disclosures in a couple of weeks, we might get more insight into Intel’s Ice Lake Xeon Scalable status, along with a more public launch somewhere along the line, and discussions about Intel’s plans for its manufacturing beyond 10nm. If Ice Lake is indeed 'launched' in FY2020, that would mean Intel met a FY2020 target, which is likely to be important to investors."