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Intel's Q1 Channel Inventory Report

Posted by Mike Bruzzone:

Summary

Supporting FTC v Intel Docket 9341 monitoring.

Ivy Extreme through Coffee Lake Grade SKUs.

Desktop, Mobile, Workstation, Server, Network.

Seven quarters Channel includes Q4 '17 Investor data.

$INTC – Revenue and Margins Q1, 2018 FULL CHANNEL INVENTORY HOLDING DATA

Camp Marketing Q1 2018 Intel CPU/System Broker Channel Inventory Report –

$INTC, Intel Corporation / H1

CONDITIONS OF USE -


Data is primarily for production economic assessment and inventory financial risk management. The investor section continues within the first twelves pages of this report.

Industry and channel audience can use this data free of charge in accordance with stipulations that follow. Cumulative work producing this report exceeds 1840 hours. Reader’s who download this data offered at no charge are requested to please press this Author’s Seeking Alpha like button.

Data is made available for academic including antitrust case assessment and x86 processor channel inventories and related PC products management. Where relied for private use including Intel and AMD Corp. and ARM Holdings and similar, employees and consultants, please provide attribution acknowledging Mike Bruzzone at Camp Marketing. All incorporated and data derived thereof must be so attributed. Data supplied pursuant Federal Trade Commission verse Intel Corporation Docket 9341 antitrust monitoring is reproduced here for purpose of public and industry transparency.

Data is property of Mike Bruzzone in federal attorneys enlisted discovery aid role. Provided here for commercial use including extended analysis at 5% reoccurring royalty payable to Mike Bruzzone calculated on individual report or subset of subscription price for industry, financial and other reports.

Prior use, reliance or related data the works of Mike Bruzzone are extended a 5% reoccurring royalty subject future recovery commensurate work product infringement is an understandable concern. The eighteen years of production economic, supply waveform, yield, time to yield and markets share data especially so.

Contact Mike Bruzzone at campmkting@aol.com

BASE DATA -

Intel Corp. division revenue and volume share on within seven quarters Broker Channel inventory holding data is a lagging indicator calculating real time price, revenue and margin. Astronomical telescope on star light is captured from back in time space for real time economic analysis.

The purpose of this report available from no other source primarily aids channel Intel x86 inventory holding consideration, sales and processor stocks financial risk management. FTC, USDOJ, States AG Departments of Consumer Protection utilize holding data for industry antitrust assessment. x86 duopolly relies for competitive assessment.

Never has industry on Intel surplus strategy for competitive limiter been more financially at risk to sustain into future time on Intel competing with its own x86 processor surplus. Intel processor back in time surplus is not technically life cycle obsolete for vast majority of data processing and mass consumer uses.

In a related industry example Intel Corporation PC and commercial server products markets are now subject similar effects seen in price collapse of commodity gasoline powered automobiles at auction wholesale resale. Auto offers similar industry example in relation to secondary computer markets too move the product market along.

On this data and related analysis Intel controls through monopoly methods both the ‘virgin’ x86 processor, compliment component and ‘surplus’ x86 processor and system markets.

Noteworthy, for the first time in 18 years, Intel appears cognizant the channel back in time surplus burden, where this analyst registers Core and Xeon supply volume’s decrease enabling inventory easing parallel (said) reduction in end user demand, at least for new Intel processors. Back in time Intel Xeon E5 processor sales are brisk. Freed from i core logic control all viable will also be brisk?

CORE / ATOM / XEON GENERATIONS ASESSMENT on LONG RUN VOLUME


Question – Is the PC market slowing down?

Answer – No, the PC market is transforming.


CORE Desktop and Mobile LONG RUN percent channel volume -

Coffee Lake = 0.89% of channel volume

Kaby Lake = 11.24%

Skylake = 23.82%

Broadwell = 8.97%

Haswell = 55.09%

Generation volume in relation to Haswell LONG RUN base volume -

Coffee Lake = 1.60% of Haswell base volume

Kaby Lake = 20.40% of HW

Skylake = 43.23% of HW

Broadwell = 16.28% of HW

Haswell @ base volume

Percent change in volume generation to generation -

Coffee Lake = 92.08% less on partial CL run

Kaby Lake = 52.81% less

Skylake = 165.55% more

Broadwell = 83.71% less

Haswell @ base volume

ATOM Desktop and Mobile LONG RUN percent change in volume –

Gemini Lake = 0.01% of channel volume

Apollo Lake = 3.81%

Cherry Trail = 39.12%

Bay Trail = 57.07%

Generation volume in relation to Bay Trail LONG RUN base volume -

Gemini Lake = 0.0001% of Bay Trail base volume

Apollo Lake = 6.68% of BT

Cherry Trail = 68.54% of BT

Bay Trail @ base volume

Percent change in volume generation to generation -

Gemini Lake = 99.99% less on partial GL run

Apollo Lake = 90.26% less

Cherry Trail = 39.45% less

Bay Trail @ base volume

XEON Server / Workstation / Network Control Plane LONG RUN percent channel volume -

Skylake = 0.54%

Broadwell = 24.67%

Haswell = 43.62%

Ivy Bridge = 31.16%

Generation volume in relation to Ivy Bridge LONG RUN base volume -

Skylake = 1.73% of Ivy Bridge base volume

Broadwell = 79.16% of

Haswell = 39.98% more

Ivy Bridge @ base volume

Percent change in volume generation to generation -

Skylake = 97.81% less on partial SL run

Broadwell = 43.44% less

Haswell = 39.98% more

Ivy Bridge @ base volume

See report key page 10.

Inventory Volume ending Q1 on Channel Intel Processor holdings;

Desktop = 7.30% down (4.17%) ▲ Q/Q = 36.13%

Mobile = 12.15% up 0.6% ▲ Q/Q = 5.19%

Xeon = 80.55% up 3.53% ▲ Q/Q = 4.58%


Intel $1K Inventory Revenue Value ending Q1 on Channel Intel Processor holdings;

Desktop = 2.17% down (1.02%) ▲ Q/Q = 31.97%

Mobile = 3.10% down (0.06%) ▲ Q/Q = 51.26%

Xeon = 94.73% up 1.08% ▲ Q/Q = 1.14%

Ending Q1 ‘18 Revenue Value on Intel 50% Core & 70% Xeon highest volume customer discount;

Desktop = 3.50% down (3.65%) ▲ Q/Q = 51.04%

Mobile = 4.99% down (2.08%) ▲ Q/Q = 58.31%

Xeon = 91.51% up 5.73%▲ Q/Q = 14.24%

Ending Q4 Revenue Value on Intel 56% Core & 82% Xeon highest volume customer discount;

Desktop = 7.15% down (2.71%) ▲ Q/Q = 27.48%

Mobile = 7.07% down (2.97%) ▲ Q/Q = 29.58%

Xeon = 85.78% up 5.77%▲ Q/Q = 7.09%

Ending Q3 Revenue Value on Intel 56% Core and 82% Xeon highest volume customer discount;

Desktop = 9.86% ▲ Q/Q = down (50.45%)

Mobile = 10.04% ▲ Q/Q = down (60.17%)

Xeon = 80.10%▲ Q/Q = up 45.95%

Ending Q2 Revenue Value on Intel 56% Core and 82% Xeon highest volume customer discount;

Desktop = 19.90% ▲ Q/Q = down (7.57%)

Mobile = 25.21% ▲ Q/Q = up 28.29%

Xeon = 54.88% ▲ Q/Q = down (7.64%)

Ending Q1 ‘17 Revenue Value on Intel 56% Core and 82% Xeon highest volume customer discount;

Desktop = 21.53%

Mobile = 19.65%

Xeon = 59.42%

Discount stated may not be the price floor everyone is at risk. What are by category price floors and manage that is one goal. Objective is a timing question. Strategy is upstream comprehension of time to recoup prior channel financial investment. I’ve never supported systematic concentration as tactic of consolidating downstream financial value CPU competitive, system development cluster, channel solutions implementation and system sales on end buyer accelerated obsolescence. Over long run non organic extra economic acceleration of applied patterning presents questions associated with effective and efficient production, economics, sustaining cybernetics on industrial management best practices. Both a renaissance and reformation are occurring on the realities of monopoly structures and system methods in relation to what are best management, industrial social and capital practice.

Analysis;

Intel continues to control both the primary ‘virgin’ and secondary ‘surplus’ microprocessor markets. I suspect on Q1 supply slow down Intel is reading this report. Media said PC slowdown is not correct.

Back in time Xeon now represent majority of open market inventory values pending desktop / mobile refresh where Core disabled and down bin grades appear rejected on the financial risk of wrapping a PC around them. In turn there are plenty of back in time Core quads capable of repurposing into new consumer appliances incorporated onto new boards with updated control hub / subsystem core logic including Intel agreement to waive IP charges when acting as foundry. Intel not acting as the foundry this analyst has proposed a minimum license fee; between US $0.01 and $1.00 per component.

Parallel State’s Intel Inside price fix recovery Intel DCG/CCG revenue discrepancy continues ripe for USDOJ, SEC intervention & Congress hearing; 24 year 10K false certification’s too addres sophistry, the Commerce Clause violation, Sherman Act realities, oversight responsibilities, error correction.


TOP 13 CHANNEL Q1 HOLDINGS by INTEL PRODUCT CATEGORY > 1%

Xeon Haswell E5 26xx v3 = 30.69%
Xeon Broadwell E5 26xx v4 = 22.14%
Xeon Ivy Bridge E5 26xx v2 = 15.79% 
Xeon Skylake / i9 E = 6.30%
Coffee Lake Core desktop = 2.51%
Haswell Core dual mobile MEHUY = 2.09%
Kaby Lake Core desktop = 1.52%
Skylake Core desktop = 2.11%
Skylake Core mobile U = 1.96%
Xeon Haswell E5 16xx v3 = 1.75% 
Haswell Core desktop = 1.43%
Kaby Lake Core mobile H = 1.38%
Kaby Lake Core mobile U = 1.26%


TOP 43 CHANNEL HOLDINGS by INTEL GRADE(s) SKU and % change Q/Q end week;

Prior quarters; < percent volume (down), > percent volume up

Ivy Bridge Xeon E5 2600 v2 10C – 12.40%

▲ end week Q1/Q2 > 35.39%

▲ end week Q2/Q3 > 71.30%

▲ end week Q3/Q4 < (13.45%)

▲ end week Q4/Q1 > 83.43%

Haswell Xeon E5 2600 v3 6C – 7.56%

▲ end week Q1/Q2 > 45.77%

▲ end week Q2/Q3 > 21.29%

▲ end week Q3/Q4 < (17.07%)

▲ end week Q4/Q1 < (26.43%)

Haswell Xeon E5 2600 v3 8C – 5.93%

> 56.33%

> 0.360%

< (6.28%)

> 14.7%

Ivy Bridge Xeon E5 2600 v2 6C – 5.49%

> 265.86%

< (5.08%)

> 18.92%

> 47.18%

Ivy Bridge Xeon E5 2600 v2 8C – 4.26%

> 88.57%

> 44.31%

< (8.92%)

> 22.76%

Haswell Xeon E5 2600 v3 10C – 4.22%

> 31.70%

< (11.37%)

> 28.35%

< (2.32%)

Haswell Xeon E5 2600 v3 14C – 3.97%

> 112.79%

> 38.97%

> 52.91%

> 37.37%

Haswell Xeon E5 2600 v3 12C – 3.91%

> 46.32%

> 3.08%

> 49.43%

< (2%)

Broadwell Xeon E5 2600 v4 8C – 3.98%

> 66.33%

> 12.68%

> 16.89%

< (8.71%)

Haswell Xeon E5 2600 v3 4C – 3.49%

> 117.94%

> 2.35%

> 37.54%

< (2.78%)

Broadwell Xeon E5 2600 v4 14C – 3.29%

> 21.64%

> 19.06%

> 29.89%

< (11.23%)

Broadwell Xeon E5 2600 v4 10C – 2.72%

> 29.34%

> 9.24%

> 23.46%

< (15.26%)

Broadwell Xeon E5 2600 v4 6C – 2.34%

> 16.40%

> 78.52%

> 9.77%

< (19.86%)

Broadwell Xeon E5 2600 v4 4C – 2.28%

> 67.70%

> 38.50%

> 1.79%

> 0.44%

Broadwell Xeon E5 2600 v4 18C – 1.86%

> 28.51%

> 34.09%

> 30.50%

< (19.48%)

Ivy Bridge E5 2600 v2 12C – 1.51%

> 3.96%

< (4.76%)

- n/c

< (24.5%)

Broadwell Xeon E5 2600 v4 12C – 1.48%

> 53.74%

< (9.01%)

> 54.05%

< (13.45%)

Haswell Core i5 Dual Mobile 43/42xx MHEUY – 1.36%

> 17.52%

< (11.84%)

< (38.30%)

> 9.67%

Haswell Xeon E5 2600 v3 18C – 1.30%

> 2.41%

> 11.25%

- n/c

> 46.06%

Ivy Bridge E5 2600 v2 4C – 1.09%

> 111.11%

< (39.47%)

< (4.34%)

> 147.72%

Haswell Xeon E5 2600 v3 16C – 1.08%

> 100.00%

> 11.42%

> 7.69%

> 28.57%

Kaby Lake Core i7 Quad Mobile 79/78/77xxHx – 1.10%

> 198.85%

< (15.70%)

< (20.49%)

< (14.06%)

Broadwell Xeon E5 2600 v4 20C – 0.98%

> 20.93%

> 19.23%

> 70.96%

< (6.69%)

Kaby Lake Core i5 Dual Mobile 73/72xxU – 0.88%

> 20.40%

< (11.01%)

< (22.85%)

> 8.64%

Broadwell Xeon E5 2600 v4 16C – 0.83%

> 56.66%

> 51.06%

> 26.76%

< (7.77%)

Haswell Core i5 Desktop 46/45/44xxx – 0.81%

< (46.68%)

> 34.48%

< (12.82%)

> 19.11%

Kaby Lake Core i7 Dual Mobile 77/76/75xxU – 0.76%

> 180%

> 21.42%

< (29.41%)

> 533.33%

Skylake i5 Dual Core Mobile 63/62/61xxU – 0.76%

< (82.79%)

< (45.16%)

> 9.80%

< (32.14%)

Skylake Core i7 Quad Desktop 67xxx – 0.72%

< (45.46%)

< (54.54%)

< (45.71%)

< (24.21%)

Broadwell Xeon E5 2600 v4 22C – 0.65%

> 719.26%

> 45.32%

> 42.30%

< (13.51%)

Skylake i7 Dual Core Mobile 66/65/64U – 0.60%

< (34.61%)

< (48.17%)

< (21.17%)

< (10.44%)

Cherry Trail Braswell Celeron N31/30xx – 0.59%

< (25.87%)

< (28.85%)

< (43.39%)

< (1.66%)

Broadwell i5 Dual Mobile 53/52xxU – 0.52%

< (41.02%)

< (34.78%)

< (31.11%)

> 64.51%

Coffee Lake Core i7 Desktop 87xxx – 0.50%

▲ end week Q3/Q4 > 44,150%

▲ end week Q4/Q1 < (72.06)

Haswell Xeon E5 v3 1600 v3 4C – 0.49%

> 758.75%

< (22.12%)

> 235.84%

< (72.47%)

Skylake Core i7 Quad Mobile 69/68/67xxH – 0.47%

< (36.25%)

< (37.50%)

< (43.0%)

< (17.54%)

Xeon Scalable Gold – 0.47%

▲ end week Q3/Q4 > 840%

▲ end week Q4/Q1 = n/c

Haswell Core i7 Quad Mobile 49/48/47xx Hx/Mx – 0.46%

< (10.43%)

< (43.20%)

< (32.29%)

< (4.16%)

Xeon E3 12xx Quad Desktop / 1P Server – 0.45%

< (8.51%)

> 26.84%

< (57.50%)

< (11.76%)

Haswell Core i7 Dual Mobile 46/45xx MUY – 0.45%

< (50.63%)

< (31.64%)

< (24.07%)

> 9.75%

Haswell Core i3 Dual Mobile 41/40xx MEUY – 0.42%

< (1.5%)

< (27.71%)

< (26.66%)

< (4.54%)

Ivy Bridge Xeon E5 2400 v2 6C – 0.41%

> 33.07%

< (39.58%)

> 50%

< (52.87)%

Ivy Bridge E5 2400 v2 4C – 0.40%

> 104.61%

> 1.34%

< (1.20%)

< (51.21%)

REPORT KEY -

Records broker channel inventories last week of quarter only.

q4 end week; x.xx% of broker inventories on whole tally -

q3 end week; x.xx% of broker inventories on whole tally -

q2 end week; x.xx% of broker inventories on whole tally + / -

q1 end week; x.xx% of broker inventories on whole tally + / -

q4 end week; x.xx% of broker inventories on whole tally + / -

q3 end week; x.xx% of broker inventories on whole tally

Note: by quarter change IS NOT grade percent change; is grade change within whole tally total.

Quarter Average Weighed Price fluctuations are calculated on Intel $1K price by broker grade SKUs holdings in period and represent the continuous Full Run AWP not Q/Q change. When quarter AWP goes up there are greater Intel x86 processor high price channel grade holdings in product category. When end of quarter AWP goes down, Intel is supplying lower price grade SKUs or high price SKUs are selling through. Do not confuse Intel $1K AWP with broker market ask price that is not detailed in this report. Quarter end week change in volume and full run Q/Q price change provided for elasticity estimation. Precise Q/Q change in volume and price are available from this analyst. Report primary financial purpose is for calculating Intel Average Weighed Price in the quarter for estimating revenue and margin available. Inventory holding data remains same as prior report is confined to end week of quarter.

Elasticity of Supply comparing across Product Category Full Run Totals:

< 1 Inelastic

< 19 surplus cost or lagging on the shelf

~ 19 to 41 healthy for supply side producer

~ 41 to 86 economic competition

~ 87 to 109 supra economic competition

~ 110 to 131 monopoly competition

> 132 Intent to monopolize

> 487 dumping

É q3-q4 sample;

Minimum = 0.03

Maximum = 1376 (dumping)

Median = 40.98 (proposed maximum healthy range for a supply side producer)

Mean = 180.86 (intent to monopolize)

Standard Deviation 328.07

Full tallies at up to 6 quarters

Minimum = 0.01

Maximum = 5179.49 (dumping)

Median = 19.48 (proposed minimum healthy range for a supply side producer)

Mean = 132.37 (intent to monopolize)

Standard Deviation 487.76

Price elasticity shows quantity response to changes in price.

Price elasticity is generally negative.

Only goods which do not conform to laws of demand exhibit positive elasticity.

High elasticity generally implies supply is sensitive to changes in price.

Low elasticity generally implies little sensitivity to price change.

If you’re a channel participant the full data set is primary take away for managing inventory turn and at risk holdings. Intel competitors are concerned with product and price voids revealing competitive welfare space enabling entry and Intel by category and grade SKUs surplus weight. Analyst believes presently there are no within Intel surplus structure competitive product voids outside mass market mobile multi cores and commercial network, data, transaction processing on compute system fabric interconnect accommodating bandwidth and latency supports greater than 24 hyper-threaded cores, repurposing back in time Intel processors on support platform for real time mass market buyer uses.

Note commercial workstation always offers development taper into all adjacent platform categories.

Data is primarily for production economic assessment, Intel financial reality, and open market channel inventory management by information making optimal decisions sustaining system viability.

HOW TO USE AS INTC INVESTOR -

Chose which architecture product grades you may want to delete from this tally for estimating Intel average weighed price, revenue, margin in current quarter.

A general economic rule of thumb is 50% dealer discount on simple Intel divide by 2s rule to find OEM/IDM price that is Intel gross revenue, divide by 2 again to find design production cost, divide by 2 again to estimate fabrication cost. Divide $1K price by 2/2/2’s.

When performing precise revenue and margin estimate this analyst relies on a Total Revenue Total Cost model profit maximized from Intel quarterly supply waves and data base of 158 production runs begins P5. Model provides Intel marginal cost and marginal revenue trajectory through time.

Analyst has calculated Intel sales discount deeper than the long run 50% off $1K; 82% off Xeon 1K and 56% off Core through 2017. Discount is determined normalizing 2016 broker inventory value in relation to Intel 2016 division revenue statements. For Q1 2018 analyst applies 50% Core discount and 70% highest procurement volume Xeon discount.

Note whole tally reports Ivy Bridge in part relied as a key for associated assessment.


KEY INVESTOR TAKE AWAY -

ESTIMATING Intel Q4 sales revenue at $1K Average Weighed Price per unit of Intel open market channel inventory by grade SKU holding’s for the last week of March.

Notation; estimates are not full run in period (Q/Q) but limited to the last week of each quarter. Q end week to Q end week. For full run by week Q/Q tally contact this analyst.

One example can be found here:

Views Of Intel Monopolization - Mike Bruzzone

Question; What is Intel Average Weighed Component Price and Marginal Revenue in the Quarter?

Calculated on . . .

Every unit of channel resale investment in inventories back through Ivy Bridge Extreme and Xeon v2 = Intel Q1 $1K list value $1181.29. Intel 1K revenue per unit of production held by channels on which volume sales discount is applied rise $170 through first quarter compared to Q4 ‘18 at $1,011.10.

Removing from full tally all Ivy Xeon v2 and Atom Bay Trail leaves all remaining inventory at Intel 1K AWP $1124.75.

Removing from tally Ivy Xeon v2, Bay Trail and now deleting all Haswell channel inventory leaves 1K AWP $1050.32.
.
Removing from tally Ivy Xeon v2, Bay Trail, all Haswell, Cherry Trail, Apollo Lake, Core Broadwell leaves 1K AWP $1077.78 / 2 = $539 is $78 under Intel’s desired economic profit point $617.


Removing from tally Ivy Xeon v2, Bay Trail, Haswell and now all of Broadwell inventory from channel AWP value assessment leaves 1K $500.23 / 2 = $250.11 bottom of competitive profit range.

Removing from tally Ivy Xeon v2, Bay Trail, Cherry Trail;, Apollo Lake, Haswell, all Broadwell, Core Skylake leaves Skylake Xeon and Extremes, all Kaby Lake and Coffee Lake $1K AWP $694.68 / 2 = competitive profit point $347.34.

For Intel to reach Q1 within economic profit range Xeon SP channel volumes index increase 4x to index of 12,460 is thought achievable in the primary market; 1K AWP $1346.13 / 2 = $673 economic profit.

Note; Core Coffee Lake increase would drag down said XSP Q1 gross margin contribution. Also, down bin grades and disabled thought rejected on supplier risk to wrapping a PC around these components. Mass market demands performance in relation to back in time Xeon surplus sales.

KEY CHANNEL TAKE AWAY –


Inventory management, if you don’t see a product grade it’s not trading in the broker channel.

Coffee Lake Core Hexa/Quad Desktop

Product Line, % of tally, Category 1K Average Weighed Price


Coffee Lake Core i7 Hexa Desktop 87xxx – q1 0.50% down (72.06%)

Run Grades Intel $1K AWP q1 $323.97, q4 $326.21, q3 $340.33

q1 end week (not Q/Q); 0.50% of broker inventories within whole tally -

q4 end week (not Q/Q); 1.79% of broker inventories within whole tally +

q3 end week (not Q/Q); 0.00483% of broker inventories within whole tally

Coffee Lake Core i5 Hexa Desktop 86xxx/84xx – q1 0.12% down (79.66%)

Run Grades Intel $1K AWP q1 $210.99, q4 $184.45, q3 $182


q1 end week (not Q/Q); 0.12% of broker inventories within whole tally -

q4 end week (not Q/Q); 0.59% of broker inventories within whole tally +

q3 end week (not Q/Q); 0.000483% of broker inventories within whole tally

Coffee Lake Core i3 Quad Desktop 83xxx/81xx – q1 0.06% down (75%)

Run Grades Intel $1K AWP q1 $150.51, q4 $143.55, q3 $154.40

q1 end week (not Q/Q); 0.06% of broker inventories within whole tally -

q4 end week (not Q/Q); 0.24% of broker inventories within whole tally +

q3 end week (not Q/Q); 0.00532% of broker inventories within whole tally

Coffee Lake HC/QC Desktop total = q3 0.0164%, q4 2.634%, q1 0.685%down (73.99%)

Category Full line Desktop AWP q1 $301.17, q4 $276.96, q3 $256.68

▲ q4/q1 $24.21 + 8.74%

▲ q3/q4 $20.13 + 7.90%

q1 end week (not Q/Q); 0.6854% of broker inventories within whole tally - (73.99%)

q4 end week (not Q/Q); 2.634% of broker inventories within whole tally + 24,655.6%

q3 end week (not Q/Q); 0.01064% of broker inventories within whole tally

Elasticity of Supply = ▲ products grades Q / ▲ P; compares against tally, compares against grade

É q4-q1 = 8.46

É q3-q4 = 3132 - INTENT TO MONOPOLIZE (Ryzen 12 nm desktop stymied; goes to ThreadR)

< 1 = inelastic supply, > 1 supply is elastic; higher index reveals extent of Intel monopolization on perpetual intent to supply creating a channel financial vacuum keeping competitors down and out.

Historically supply is only good for Intel at x86 competitor lateral and a question for channels caught holding non demanded surplus. Index above mean average132 demonstrates intent to monopolize at Sherman Act 15 USC § 2. Below 132 indicates non demanded moving toward demanded. Analyst proposes healthy range for supply side producer on data sample median 19 to 41.

Coffee Lake Core Quad Mobile U

Product Line, % of tally, Category 1K Average Weighed Price


Coffee Lake Core i7 86xx/85xx Quad Mobile U – q1 0.33% up 175%

Run Grades AWP q1 $409, q4 $409, q3 $409


q1 end week (not Q/Q); 0.33% of broker inventories within whole tally + 175%

q4 end week (not Q/Q); 0.12% of broker inventories within whole tally + 440.54%

q3 end week (not Q/Q); 0.0222% of broker inventories within whole tally


Coffee Lake Core i5 83xx/82xx Quad Mobile U – q4 0.09% up 41.86%

Run Grades AWP q1 $297, q4 $297, q3 $297

q1 end week (not Q/Q); 0.28% of broker inventories within whole tally + 211.11%

q4 end week (not Q/Q); 0.09% of broker inventories within whole tally + 41.86%

q3 end week (not Q/Q); 0.1548% of broker inventories within whole tally

Coffee Lake QC Mobile U Full Line total = q3 0.037%, q4 0.22%, q1 0.62%up 181.81%

Category Full line Mobile AWP q1 $358.23, q4 $363.13, q3 2017 $367.94

▲ q4/q1 $4.90 - 1.34%

▲ q3/q4 $4.84 - 1.30%

q1 end week (not Q/Q); 0.62% of broker inventories within whole tally + 181.81%

q4 end week (not Q/Q); 0.22% of broker inventories within whole tally + 483.09%

q3 end week (not Q/Q); 0.03773% of broker inventories within whole tally

Elasticity of Supply = ▲ products grades Q / ▲ P; compares against tally, compares against grade

É q4-q1 = 147

É q3-q4 = 382 - INTENT TO MONOPOLIZE

< 1 = inelastic supply, > 1 supply is elastic; higher index reveals extent of Intel monopolization on perpetual intent to supply creating a channel financial vacuum keeping competitors down and out.

Historically supply is only good for Intel at x86 competitor lateral and a question for channels caught holding non demanded surplus. Index above mean average132 demonstrates intent to monopolize at Sherman Act 15 USC § 2. Below 132 indicates non demanded moving toward demanded. Analyst proposes healthy range for supply side producer on data sample median 19 to 41.


Coffee Lake Full Line Q/Q

▲ in price q3 $336,02, q4 $308.58, q1 $333.05 = up 7.92%

▲ in quantity q3 0.04837%, q4 0.2188%, q1 1.31% = up 498.72%

Full Line É q4-q1 = 61.64

Full Line É q3-q4 = 43.78


Kaby Lake Core QUAD/Dual Desktop

Product Line, % of tally, Category 1K Average Weighed Price

Xeon E3 12xx v6 – q1 0.076% down (88.30%)

Grades Full Run AWP q1 $259.84, q4 $260.72, q3 $260.30, q2 $271.01, q1 $256.67

q1 end week (not Q/Q); 0.07% of broker inventories within whole tally -

q4 end week (not Q/Q); 0.65% of broker inventories within whole tally -

q3 end week (not Q/Q); 0.135% of broker inventories within whole tally +

q2 end week (not Q/Q); 0.11% of broker inventories within whole tally +

q1 end week (not Q/Q); 0.01% of broker inventories within whole tally

Note: Not within grade % change; represents grade change within the whole categories’ tally.

Note; Provides open market management grade SKUs % of all Intel processor channel holdings.

Kaby Lake Core i7 Quad Desktop 7800x – q1 0.052% down 59.68%

Grades Full Run AWP q1 $501.01, q4 $503.25, q3 $497.75, q2 $469.18

q1 end week; 0.052% of broker inventories within whole tally -

q4 end week; 0.129% of broker inventories on whole tally -

q3 end week; 0.24% of broker inventories on whole tally +

q2 end week; 0.06% of broker inventories on whole tally

Kaby Lake Core i7 Quad Desktop 7700x – 0.324% down (61.15%)

Grades Full Run AWP q1 $314.34, q4 $314.18, q3 $313.00, q2 $311.50, q1 $314.41

Note: Increase in AWP skews to premium grades adding or remaining and decrease in price skews to premium grades selling through, with low priced grades adding or remaining. AWP up means top bin is sitting in inventory or there are more top bin grades. AWP down means top bin selling through or Intel filling the channel with tailings (bundle deal). Where AWP is down don’t take the bundle deal.

▲ q4/q1 $0.16 + 0.05%

▲ q3/q4 $1.18 + 0.37%

▲ q2/q3 $1.50 + 0.48%

▲ q1/q2 $2.91 - 0.92%

q1 end week; 0.324% of broker inventories on tally - 61.15%

q4 end week; 0.834% of broker inventories on tally - 66.5%

q3 end week; 2.49% of broker inventories on tally - 1.58%

q2 end week; 2.53% of broker inventories on tally - 62.29%

q1 end week; 6.71% of broker inventories on tally

Elasticity of Supply = ▲ products grades Q / ▲ P; compares against tally, compares against grade

É q4-q1 = 1223 - INTENT TO MONOPOLIZE

É q3-q4 = 179 - INTENT TO MONOPOLIZE

É q2-q3 = 3.29

É q1-q2 = 67.7

< 1 = inelastic supply, > 1 supply is elastic; higher index reveals extent of Intel monopolization on perpetual intent to supply creating a channel financial vacuum keeping competitors down and out.

Historically supply is only good for Intel at x86 competitor lateral and a question for channels caught holding non demanded surplus. Index above mean average132 demonstrates intent to monopolize at Sherman Act 15 USC § 2. Below 132 indicates non demanded moving toward demanded. Analyst proposes healthy range for supply side producer on data sample median 19 to 41.

Kaby Lake Core i5 Quad Desktop 76/75/&4xxx – q1 0.298% down (5.69%)

Grades Full Run AWP q1 $207.20, q4 $209.21, q3 $210.10, q2 $212.39, q1 $215.77

▲ q4/q1 $2.01 - 0.96%

▲ q3/q4 $0.89 - 0.42%

▲ q2/q3 $ 3.38 -1.07%

▲ q1/q2 $ 2.29 -1.56%

q1 end week; 0.298% of broker inventories on tally - 5.69%

q4 end week; 0.316% of broker inventories on tally - 60.98%

q3 end week; 0.81% of broker inventories on tally - 42.14%

q2 end week; 1.40% of broker inventories on tally - 28.93%

q1 end week; 1.97% of broker inventories on tally

Note; change in total inventory holdings quarter to quarter.

Elasticity of Supply = ▲ products grades Q / ▲ P; compares against tally, compares against grade

É q4-q1 = 5.92

É q3-q4 = 145

É q2-q3 = 39.38

É q1-q2 = 18.54

Kaby Lake Core i3 Dual Desktop 73/71xxx – 0.188% up 11.24%

Grades Full Run AWP q1 $125.26, q4 $125.55, q3 $125.21, q3 q2 $124.18, q1 $122.18

q1 end week; 0.188% of broker inventories on tally +

q4 end week; 0.169% of broker inventories on tally -

q3 end week; 0.31% of broker inventories on tally +

q2 end week; 0.24% of broker inventories on tally -

q1 end week; 0.59% of broker inventories on tally

Kaby Lake Pentium Dual Desktop G46/46xxx – 0.066% up 20%

Grades Full Run AWP q1 $75.95, q4 $77.15, q3 $77.66, q2 $78.87, q1 $80.11

q1 end week; 0.066% of broker inventories on tally +

q4 end week; 0.055% of broker inventories on tally -

q3 end week; 0.067% of broker inventories on tally +

q2 end week; 0.064% of broker inventories on tally +

q1 end week; 0.04% of broker inventories on tally

Kaby Lake Celeron Dual Desktop G39xxx – 0.0586% up 128.90%

Grades Full Run AWP q1 $44.13, q4 $45.01, q3 $45.31, q2 $46.16, q1 $46.27

q1 end week; 0.0586% of broker inventories on tally +

q4 end week; 0.0256% of broker inventories on tally -

q3 end week; 0.051% of broker inventories on tally +

q2 end week; 0.040% of broker inventories on tally -

q1 end week; 0.046% of broker inventories on tally

Kaby Lake XE3/Core QC/DC Full Line total = 1.066% down (33.33%)

Full Run AWP q1 $267.53, q4 $280.42, q3 $260.11, q2 $274.26, q1 $271.62, q4 $268.06

▲ q4/q1 $12.89 - 4.59%

▲ q3/q4 $20.31 + 7.8%

▲ q2/q3 $14.15 - 5.15%

▲ q1/q2 $2.64 + 0.97%

▲ q4/q1 $3.56 + 1.32%

q1 end week; 1.06% of broker inventories on tally - 33.33%

q4 end week; 1.59% of broker inventories on tally - 61.40%

q3 end week; 4.12% of broker inventories on tally - 7.4%

q2 end week; 4.45% of broker inventories on tally - 52.55%

q1 end week; 9.38% of broker inventories on tally - 18.71%

q4 end week; 11.54% of broker inventories on tally

Elasticity of Supply = ▲ products grades Q / ▲ P

É q4-q1 = 7.26

É q3-q4 = 7.87

É q2-q3 = 1.43

É q1-q2 = 54.17

É q4-q1 = 14.16

Kaby Lake Xeon E3, Core QUAD/Dual Mobile H

Product Line, % of tally, Category 1K Average Weighed Price

Kaby Lake Xeon E5 15xxM v6 – 0.016% up 33.33%

Grades Full Run AWP q1 $409.75, q4 $413.21, q3 $395.18, q2 $398.87

q3 end week; 0.016% of broker inventories on tally +

q4 end week; 0.012% of broker inventories on tally -

q3 end week; 0.024% of broker inventories on tally +

q2 end week; 0.017% of broker inventories on tally -

Kaby Lake Core i7 Quad Mobile 79/78/77xxH – 1.10% down (14.06%)

Grades Full Run AWP q1 $383.03, q4 $382.85, q3 $381.91, q2 $383.90, q1 $381.91

q1 end week; 1.10% of broker inventories on tally -

q4 end week; 1.28% of broker inventories on tally -

q3 end week; 1.61% of broker inventories on tally -

q2 end week; 1.91% of broker inventories on tally +

q1 end week; 0.63% of broker inventories on tally

Kaby Lake Core i5 Quad Mobile 74/73xxH – 0.134% down 10.66%

Grades AWP $250.00; n/c

q3 end week; 0.13% of broker inventories on tally -

q4 end week; 0.15% of broker inventories on tally +

q3 end week; 0.14% of broker inventories on tally -

q2 end week; 0.19% of broker inventories on tally +

q1 end week; 0.08% of broker inventories on tally

Kaby Lake Core i3 Dual Mobile 61xxH – 0.00113down 11.71%

Grade AWP $210.00; n/c

q1 end week; 0.00113% of broker inventories on tally +

q4 end week; 0.00128% of broker inventories on tally +

q3 end week; 0.00096% of broker inventories on tally +

q2 end week; 0.0006% of broker inventories on tally +

q1 end week; 0.001% of broker inventories on tally

Kaby Lake X/Core Quad/Dual Mobile H Full Line total = 1.252% down (13.59%)

Full Run AWP q1 $369.87, q4 $371.36, q3 $369.23, q2 $372.02, q1 $368.32

▲ q4/q1 $1.49 - 0.40%

▲ q3/q4 $2.06 + 0.57%

▲ q2/q3 $2.79 - 0.74%

▲ q1/q2 $3.70 + 1%

q1 end week; 1.252% of broker inventories on tally - 13.59%

q4 end week; 1.449% of broker inventories on tally - 18.59%

q3 end week; 1.78% of broker inventories on tally - 16.03%

q2 end week; 2.12% of broker inventories on tally + 194.4%

q1 end week; 0.72% of broker inventories on tally

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 33.97

É q3-q4 = 32.61

É q2-q3 = 21.66

É q1-q2 = 194.4 - INTENT TO MONOPOLIZE


Kaby Lake Core DUAL Mobile U

Product Line, % of tally, Category 1K Average Weighed Price

Kaby Lake Core i7/i5/i3 DUAL MOBILE IRIS Pro GRAPHICS 650 – 0.07% n/c

Grades Full Run AWP q1 $414.19, q4 $414.19, q3 $414.38, q2 $414.57

q1 end week; 0.07% of broker inventories on tally n/c

q4 end week; 0.07% of broker inventories on tally -

q3 end week; 0.10% of broker inventories on tally -

q2 end week; 0.11% of broker inventories on tally

Kaby Lake Core i7/i5/i3 DUAL MOBILE IRIS Pro GRAPHICS 640 – 0.13% n/c

Grades Full Run AWP q1 $337.06, q4 $338.38, q3 $335.12, q2 $439.50

q1 end week; 0.13% of broker inventories on tally n/c

q4 end week; 0.13% of broker inventories on tally -

q3 end week; 0.18% of broker inventories on tally +

q2 end week; 0.17% of broker inventories on tally

Kaby Lake Core i7 Dual Mobile 77/76/7500U – 0.762% up 509.6%

Grade AWP $393.00; n/c (correction 7500U to i7)

q1 end week; 0.762% of broker inventories on tally +

q4 end week; 0.125% of broker inventories on tally -

q3 end week; 0.17% of broker inventories on tally +

q2 end week; 0.14% of broker inventories on tally +

q1 end week; 0.05% of broker inventories on tally -

q4 end week; 0.37% of broker inventories on tally

Kaby Lake Core i5 Dual Mobile 73/7200U – 0.88% up 8.64%

Grades Full Run AWP q1 $281, q4 $281, q3 $281, q2 $281, q1 $281, q4 $281

(correction 7500U removed from i5)

q1 end week; 0.88% of broker inventories on tally +

q4 end week; 0.81% of broker inventories on tally -

q3 end week; 1.05% of broker inventories on tally -

q2 end week; 1.18% of broker inventories on tally +

q1 end week; 0.98% of broker inventories on tally +

q4 end week; 0.38% of broker inventories on tally +

q3 end week; 0.01% of broker inventories on tally

Kaby Lake Core i3 Dual Mobile 7100U – 0.189% up 19.62%

Grade AWP $281.00; n/c

q1 end week; 0.189% of broker inventories on tally +

q4 end week; 0.158% of broker inventories on tally -

q3 end week; 0.17% of broker inventories on tally -

q2 end week; 0.36% of broker inventories on tally -

q1 end week; 0.52% of broker inventories on tally +

q4 end week; 0.21% of broker inventories on tally

Kaby Lake Pentium Dual Mobile 4415U – 0.0042% up 50%

Grade AWP $161; n/c

q1 end week; 0.0042% of broker inventories on tally +

q4 end week; 0.0028% of broker inventories on tally -

q3 end week; 0.0053% of broker inventories on tally -

q2 end week; 0.0096% of broker inventories on tally -

q1 end week; 0.04% of broker inventories on tally

Kaby Lake Celeron Dual Mobile 39/38xxU – 0.028% up 27.27%

Grade AWP $107; n/c

q1 end week; 0.028% of broker inventories on tally +

q4 end week; 0.022% of broker inventories on tally -

q3 end week; 0.029% of broker inventories on tally +

q2 end week; 0.019% of broker inventories on tally -

q1 end week; 0.04% of broker inventories on tally

Kaby Lake Dual Mobile U Full Line total = 2.08% of broker inventories up 57.57%

Full Run AWP q1 $257.45, q4 $300.21, q3 $299.73, q2 $297.78, q1 $301.97, q4 $326.31, q3 $339.87

▲ q4/q1 $42.76 -14.24%

▲ q3/q4 $0.48 + 0.16%

▲ q2/q3 $1.95 + 0.65%

▲ q1/q2 $ 4.19 -1.38%

▲ q4/q1 $24.34 - 7.4%

▲ q3/q4 $13.56 - 3.9%

q1 end week; 2.08% of broker inventories on tally + 57.57%

q4 end week; 1.32% of broker inventories on tally - 23.69%

q3 end week; 1.73% of broker inventories on tally - 13.06%

q2 end week; 1.99% of broker inventories on tally + 25.15%

q1 end week; 1.59% of broker inventories on tally + 62.24%

q4 end week; 0.98% of broker inventories on tally + 3166.6%

q3 end week; 0.03% of broker inventories on tally

Elasticity of Supply = ▲ Q / ▲ P

É q3-q4 = 4.04

É q3-q4 = 148 - INTENT

É q2-q3 = 20.09

É q1-q2 = 18.22

É q4-q1 = 8.41

É q3-q4 = 811.94 - INTENT TO MONOPOLIZE

< 1 = inelastic supply, > 1 supply is elastic; higher index reveals extent of Intel monopolization on perpetual intent to supply creating a channel financial vacuum keeping competitors down and out.

Historically supply is only good for Intel at x86 competitor lateral and a question for channels caught holding non demanded surplus. Index above mean average132 demonstrates intent to monopolize at Sherman Act 15 USC § 2. Below 132 indicates non demanded moving toward demanded. Analyst proposes healthy range for supply side producer on data sample median 19 to 41.


Kaby Lake ‘G’ Quad Core + AMD Radeon Graphics

Product Line, % of tally, Category 1K Average Weighed Price


Kaby Lake G i7 Quad Mobile – q1 = 0.00028%

Grade AWP estimated $539


Kaby Lake Core Dual Mobile Y

Product Line, % of tally, Category 1K Average Weighed Price

Kaby Lake Core i7 Dual Mobile 7y75 – 0.026% up 52.94%

Grade AWP $393; n/c

q1 end week; 0.026% of broker inventories on tally +

q4 end week; 0.017% of broker inventories on tally -

q3 end week; 0.048% of broker inventories on tally +

q2 end week; 0.046% of broker inventories on tally +

q1 end week; 0.045% of broker inventories on tally +

q4 end week; 0.01% of broker inventories on tally

Kaby Lake Core i5 Dual Mobile 7y57/54 – 0.0235% up 24.33%

Grades AWP $281; n/c

q1 end week; 0.0235% of broker inventories on tally +

q4 end week; 0.0189% of broker inventories on tally -

q3 end week; 0.028% of broker inventories on tally -

q2 end week; 0.034% of broker inventories on tally +

q1 end week; 0.02% of broker inventories on tally +

q4 end week; 0.09% of broker inventories on tally

Kaby Lake Core M, 3y30 – 0.028% up 64.70%

Grade AWP $253; n/c

q1 end week; 0.028% of broker inventories on tally +

q4 end week; 0.017% of broker inventories on tally -

q3 end week; 0.028% of broker inventories on tally +

q2 end week; 0.022% of broker inventories on tally +

q1 end week; 0.018% of broker inventories on tally +

q4 end week; 0.009% of broker inventories on tally

Kaby Lake Pentium 4410Y – 0.0041% down (39.02%)

Grade AWP $161; n/c

q1 end week; 0.0025% of broker inventories on tally -

q4 end week; 0.0041% of broker inventories on tally -

q3 end week; 0.0048% of broker inventories on tally -

q2 end week; 0.0019% of broker inventories on tally

Kaby Lake Core Dual Mobile Y Full Line total = 0.0811% up 39.82%

Full Run AWP q1 $346.92, q4 $323.01, q3 $321.51, q2 $324.21, q1 $315.62, q4 $288.14, q3 $253

▲ q4/q1 $23.91 + 7.40%

▲ q3/q4 $1.50 + 0.46%

▲ q2/q3 $ $2.70 - 0.83%

▲ q1/q2 $ 8.59 + 2.71%

▲ q4/q1 $27.48 + 9.53%

▲ q3/q4 $35.34 + 13.88%

q1 end week; 0.0811% of broker inventories on tally +39.82%

q4 end week; 0.0580% of broker inventories on tally - 47.17%

q3 end week; 0.1098% of broker inventories on tally + 4.27%

q2 end week; 0.1053% of broker inventories on tally + 31.62%

q1 end week; 0.08% of broker inventories on tally - 57.89%

q4 end week; 0.19% of broker inventories on tally + 375%

q3 end week; 0.04% of broker inventories on tally

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 5.38

É q3-q4 = 102.54 - INTENT

É q2-q3 = 5.14

É q1-q2 = 11.66

É q3-q4 = 27.01

Skylake Xeon Scalable Processor (NASDAQ:SP) Server & Workstation

Product Line, % of tally, Category 1K Average Weighed Price

Xeon SP Platinum 8-way multi-processor server – 0.2086% up 5.46%

Grades AWP q1 $6559.72, q4 6533.33, q3 $6992.02

q1 end week; 0.2086% of broker inventories on tally + 5.46%

q4 end week; 0.1978% of broker inventories on tally + 6720.69%

q3 end week; 0.0029% of broker inventories on tally

Xeon SP Gold 4-way / 2-way multiprocessor server / workstation – 0.4760% n/c

Grades AWP q1 $2560.34, q4 $2548.50, q3 $2440.20


q1 end week; 0.04760% of broker inventories on tally n/c

q4 end week; 0.04760% of broker inventories on tally + 47.17%

q3 end week; 0.05031% of broker inventories on tally


Xeon SP Silver / Bronze 2-way and uni-processor server – 0.18542% down (78.17%)

Grades AWP q1 $524.18, q4 $514.79, q3 $485.95

q1 end week; 0.18542% of broker inventories on tally - 78.17%

q4 end week; 0.84960% of broker inventories on tally + 637.88 %

q3 end week; 0.11514% of broker inventories on tally

Xeon W Uni-processor workstation – q4 0.0169%

Grades AWP q1 $524.18, q4 $504.82

q1 end week; 0.0130% of broker inventories on tally - 23.07%

q4 end week; 0.0169% of broker inventories on tally


XSP Full Line Total = 0.8832% down (43.01%)

Full Run AWP q1 $2993.72, q4 $2715.25, q3 $1182.15

▲ q4/q1 $278.66 + 10.25%

▲ q3/q4 $1533.10 + 129.68%


q1 end week; 0.8832% of broker inventories on tally - 42.66%

q4 end week; 1.5403of broker inventories on tally + 814.93%

q3 end week; 0.1683% of broker inventories on tally


Full Line É q4-q1 = 4.16

Full Line É q3-q4 = 6.28

Skylake Extreme Core Desktop Workstation = 0.2475%

Full Run AWP q1 $1150.83


i9 7980XE 18C/36T = 3.45% of Extremes Product Line

i9 7960X 16C/32T = 3.28%

i9 7940X 14C/28T = 3.00%

i9 7920X 12C/24T = 45.01%

i9 7900X 10C/20T = 45.23%

Skylake Core QUAD/Dual Desktop

Product Line, % of tally, Category 1K Average Weighed Price

Xeon E5 12xx v5 – 0.458% down (11.58%)

Grades Full Run AWP q1 $266.40, q4 $265.15, q3 $264.65, q2 $261.41, q1 $254.76, q4 $255.96

q1 end week; 0.458% of broker inventories on tally -

q4 end week; 0.518% of broker inventories on tally -

q3 end week; 1.20% of broker inventories on tally +

q2 end week; 0.95% of broker inventories on tally -

q1 end week; 1.030% of broker inventories on tally -

q4 end week; 1.05% of broker inventories on tally

Skylake Core i7 Quad Desktop 6700x – 0.725% down (25.68%)

Grades Full Run AWP q1 $307.16, q4 $307.34, q3 $308.04, q2 $308.36, q1 $308.67, q4 $308.99, q3 $309.53

▲ q4/q1 $0.18 - 0.05%

▲ q3/q4 $0.70 - 0.22%

▲ q2/q3 $0.32 - 0.10%

▲ q1/q2 $0.31 - 0.10%

▲ q4/q1 $0.32 - 0.10%

▲ q3/q4 $0.54 - 0.17%

q1 end week; 0.72% of broker inventories on tally - 25.68%

q4 end week; 0.95% of broker inventories on tally - 45.71%

q3 end week; 1.75% of broker inventories on tally - 54.54%

q2 end week; 3.85% of broker inventories on tally - 45.46%

q1 end week; 7.06% of broker inventories on tally - 3.68%

q4 end week; 7.33% of broker inventories on tally - 10.93%

q3 end week; 8.23% of broker inventories on tally

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 513.6 - INTENT TO MONOPOLIZE

É q3-q4 = 207.7 - INTENT TO MONOPOLIZE

É q2-q3 = 545.4 - INTENT TO MONOPOLIZE

É q1-q2 = 454.6 - INTENT TO MONOPOLIZE

É q4-q1 = 36.8

É q3-q4 = 61.1

Skylake Core i5 Quad Desktop 66/65/64xxx – 0.307% down (22.47%)

Grades Full Run AWP q1 $197.64, q4 $197.79, q3 $202.69, q2 $203.44, q1 $204.33, q4 to $205.79, q3 $208.22

q1 end week; 0.307% of broker inventories on tally -

q4 end week; 0.396% of broker inventories on tally -

q3 end week; 0.648% of broker inventories on tally -

q2 end week; 1.03% of broker inventories on tally -

q1 end week; 2.67% of broker inventories on tally -

q4 end week; 3.39% of broker inventories on tally -

q3 end week; 3.67% of broker inventories on tally

Skylake Core i3 Dual Desktop 63/61/60xxx – 0.234% down (2.5%)

Grades Full Run AWP q1 $124.64, q4 $124.01, q3 $138.15, q2 $137.80, q1 $137.48, q4 $136.96, q3 $135.86

q1 end week; 0.23% of broker inventories on tally -

q4 end week; 0.24% of broker inventories on tally -

q3 end week; 0.41% of broker inventories on tally -

q2 end week; 0.46% of broker inventories on tally -

q1 end week; 1.11% of broker inventories on tally +

q3 end week; 1.07% of broker inventories on tally -

q4 end week; 1.26% of broker inventories on tally

Skylake Pentium Dual Desktop G45/44xxx – 0.068% up 4.61%

Grades Full Run AWP q1 $69.95, q4 $69.33, q3 $69.63, q2 $69.27, q1 $69.10, q4 $69.36, q3 $70.25

q1 end week; 0.068% of broker inventories on tally +

q4 end week; 0.065% of broker inventories on tally -

q3 end week; 0.14% of broker inventories on tally -

q2 end week; 0.19% of broker inventories on tally -

q1 end week; 0.38% volume -

q4 end week; 0.47% volume +

q3 end week; 0.41% volume

Skylake Celeron Dual Desktop G39xxx – 0.056% up 75%

Grades Full Run AWP q1 $43.93, q4 $44.01, q3 $44.12, q2 $44.47, q1 $45.01, q4 $44.86, q3 $45.05

q1 end week; 0.056% of broker inventories on tally +

q4 end week; 0.032% of broker inventories on tally -

q3 end week; 0.088% of broker inventories on tally +

q2 end week; 0.04% volume -

q1 end week; 0.13% volume +

q4 end week; 0.05% volume -

q3 end week; 0.08% volume

Skylake XE3/Core QC/DC Full Line total – 1.85% down (16.28%)

Category Full Run AWP q1 $252.61, q4 $253.66, q3 $264.16, q2 $265.15, q1 $265.21, q4 $255.06, q3 $259.38

▲ q4/q1 $1.05 - 0.41%

▲ q3/q4 $10.50 - 3.97%

▲ q2/q3 $0.99 - 0.37%

▲ q1/q2 $0.06 - 0.02%

▲ q4/q1 $10.15 + 3.97%

▲ q3/q4 $4.32 - 1.66%

q1 end week; 1.85% volume - 16.28%

q4 end week; 2.21% volume - 48.00%

q3 end week; 4.25% volume - 34.91%

q2 week end; 6.53% volume - 47.38%

q1 week end; 12.41% volume - 8.41%

q4 week end; 13.55% volume - 3.83%

q3 week end; 14.09% volume

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 39.70

É q3-q4 = 12.09

É q2-q3 = 94.35

É q1-q2 = 2369 - INTENT TO MONOPOLIZE

É q4-q1 = 2.11

É q3-q4 = 2.33

Skylake Core Quad/Dual Mobile H

Xeon E5 15xxM – 0.075% down (6.25%)

Grades Full Run AWP q1 $489.45, q4 $491.60, q3 $494.83, q2 $500.18, q1 $487.93, q4, $471.34, q3 $467.50

q1; 0.07% -

q4; 0.08% -

q3; 0.13% -

q2; 0.19% +

q1; 0.15% -

q4; 0.26% -

q3; 0.31%

Skylake Core i7 Quad Mobile 69/68/67xxH – 0.477% down (16.31)

Grades Full Run AWP q1 $383.83, q4 $381.71, q3 $381.62, q2 $381.72, q1 $381.81, q4 $381.78, q3 $381.62

q1; 0.47% -

q4; 0.57% -

q3; 1.00% -

q2; 1.60% -

q1; 2.52% +

q4; 2.40% -

q3; 3.11%

Skylake Core i5 Quad Mobile 64/63xxH – 0.070% up 85.01%

Grades Full Run AWP q1 $249.69, q4 $249.75, q3 $249.81, q2 $249.77, q1 $249.99, q4 $249.99, q3 $249.98

q1; 0.070% +

q4; 0.047% -

q3; 0.081% -

q2; 0.20% -

q1; 0.33% +

q4; 0.27% -

q3; 0.33%

Skylake Core i3 Dual Mobile 61xxH – 0.00028% down (53.53 %)

Grades AWP $225 n/c

q1; 0.00028% -

q4; 0.0006% -

q3; 0.0038% -

q2; 0.01% +

q1; 0.0062% -

q4; 0.0095% -

q3; 0.01%

Skylake X/Core Quad/Dual Mobile Hxx Full Line total = 0.70% down (1.408%)

Category Full Run AWP q1 $386.22, q4 $377.43, q3 $377.19, q2 $376.56, q1 $376.34, q4 $375.57, q3 $376.20

▲ q4/q1 $8.79 + 2.328%

▲ q3/q4 $0.24 + 0.063%

▲ q2/q3 $0.37 + 0.167%

▲ q1/q2 $0.22 + 0.058%

▲ q4/q1 $0.77 + 0.20%

▲ q3/q4 $0.63 - 0.16%

q1 week end; 0.70% - 1.408%

q4 week end; 0.71% - 41.80%

q3 week end; 1.22% - 38.69%

q2 week end; 1.99% - 34.10%

q1 week end; 3.02% + 2.37%

q4 week end; 2.95% - 21.95%

q3 week end; 3.78%

Elasticity of Supply = ▲ Q / ▲ P

INTENT TO MONOPOLIZE

É q4-q1 = 0.60

É q3-q4 = 663

É q2-q3 = 231.67

É q1-q2 = 587.93

É q4-q1 = 11.85

É q3-q4 = 137.18

Skylake Dual Core Mobile Y

Dual Core M 6Y75 – 0.06% n/c

Grades AWP $393 n/c

q1; 0.06% n/c

q4; 0.06% -

q3; 0.09% -

q2; 0.13% -

q1; 0.18% +

q4; 0.13% +

q3; 0.04%

Dual Core M 6Y5x – 0.10% down (16.66%)

Grades AWP $281 n/c

q1; 0.10% -

q4; 0.12% -

q3; 0.18% -

q2; 0.24% -

q1; 0.35% +

q4; 0.27% +

q3; 0.08%

Dual Core M 6Y30 – 0.076% down (5%)

Grade AWP $281 n/c

q1; 0.076% -

q4; 0.08% -

q3; 0.13% -

q2; 0.18% -

q1; 0.27% +

q4; 0.23% +

q3; 0.07%

Dual Core Pentium 4405Y – 0.0051% up 6.25%

Grade AWP $161 n/c

q1; 0.0051% +

q4; 0.0048% -

q3; 0.01% n/c

q2; 0.01% -

q1; 0.0247% +

q4; 0.007% -

q3; 0.01%

Dual Core M6 Y Full Line total = 0.25% down (10.71%)

Category Full Run AWP q1 $305.17, q4 $303.70, q4 $302.70, q2 $301.05, q1 $303.59, $303.44, q3 $292.30

▲ q4/q1 $1.47 + 0.48%

▲ q3/q4 $1.00 + 0.33%

▲ q2/q3 $1.65 + 0.54%

▲ q1/q2 $2.09 - 0.83%

▲ q4/q1 $0.15 + 0.70%

▲ q3/q4 $11.14 + 3.81%

q1 week end; 0.25% - 10.71%

q4 week end; 0.28% - 31.70%

q3 week end; 0.41% - 25.45%

q2 week end; 0.55% - 34.58%

q1 week end; 0.8408% + 29.17%

q4 week end; 0.6509% + 193.09%

q3 week end; 0.222%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 22.31

É q3-q4 = 96.06

É q2-q3 = 47.12

É q1-q2 = 41.66

É q4-q1 = 41.67

É q3-q4 = 50.67

Skylake Core DUAL Mobile U

i7 Dual Core Mobile Iris 65xxU – 0.0068% up 172%

Grades AWP $415.00 n/c

q1; 0.0068% +

q4; 0.0025% -

q3; 0.004% -

q2; 0.01% -

q1; 0.0185% +

q4; 0.009% -

q3; 0.01%

i5 Dual Core Mobile Iris 62xxU – .0028% down (36.36%)

Grades AWP $304.00 n/c

q1; 0.0028% -

q4; 0.0044% -

q3; 0.0029% +

q2; 00000% -

q1; 0.0062% +

q4; 0.0038% -

q3; 0.0068%

i7 Dual Core Mobile 66/65/64U – 0.604% down (10.65%)

Grades Full Run AWP q1 $395.45, q4 $394.44, q3 $394.41, q2 $394.37, q1 $394.33, q4 $394.31, q3 $394.09

q1; 0.604% -

q4; 0.676% -

q3; 0.859% -

q2; 1.64% -

q1; 2.51% +

q4; 2.03% -

q3; 2.12%

i5 Dual Core Mobile 63/62/61U – 0.761% down (32.29%)

Grades Full Run AWP q1 $284.43, q3 $285.38, q2 $286.06, q1 $286.59, q4 $286.53, q3 $285.33

q1; 0.761% -

q4; 1.124% +

q3; 1.027% -

q2; 1.86% -

q1; 3.40% +

q4; 2.80% -

q3; 3.14%

i3 Dual Core Mobile 61xxU – 0.214% down (5.72%)

Grade AWP $281.00 n/c


q1; 0.214% -

q4; 0.227% -

q3; 0.359% -

q2; 0.60% +

q1; 0.59% -

q4; 1.08% +

q3; 0.94%

Pentium Dual Core Mobile 4405U – 0.0275% up 6.17%

Grade AWP $161.00 n/c

q1; 0.0275% +

q4; 0.0259% -

q3; 0.032% -

q2; 0.04% -

q1; 0.0576% +

q4; 0.035% +

q3; 0.029%

Skylake Core Dual Mobile Full Line total = 1.617% down (21.50%)

Category Full Run AWP q4 $323.98, q3 $324.33, q2 $322.30, q1 $323.29, q4 $321.47, q3 $321.20

Divide by 2s rule at 50% IDM discount; $323.98 / 2 = $161.91 iMR / 2 = $80.99 iMC that is marginal cost / 2 = $40.49 dice design production cost on a good yield day / 2 = fabrication cost $20.24.

▲ q4/q1 $0.35 - 0.107%

▲ q3/q4 $0.22 - 0.067%

▲ q2/q3 $2.03 + 0.629%

▲ q1/q2 $0.99 - 0.30%

▲ q4/q1 $1.82 + 0.56%

▲ q3/q4 $0.27 + 0.08%

q1 week end; 1.61% - 21.50%

q4 week end; 2.06% - 9.25%

q3 week end; 2.27% - 45.30%

q2 week end; 4.15% - 37.02%

q1 week end; 6.59% + 10.38%

q4 week end; 5.97% - 4.48%

q3 week end; 6.25%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 200

É q3-q4 = 138

É q2-q3 = 72.01

É q1-q2 = 123.4

É q4-q1 = 18.53

É q3-q4 = 56

Gemmini Lake (Atom)

Gemini Lake Celeron J41/40xx – 0.0014%

Grades AWP $107

Apollo Lake (Atom)

Apollo Lake Pentium N42xx –0.054% down (8.47%)

Apollo Lake Pentium J42xx – 0.007% up 16.66%

Grades AWP $161.00 n/c

Apollo Lake Celeron N34/33xx – 0.171% up 9.61%

Apollo Lake Celeron J34/33xx – 0.023% up 9.52%

Grades AWP $107.00 n/c

Apollo Lake Full Line total = 0.25% up 4.16%

Category Full Run AWP q1 $121.77, q4 $117.38, q3 $116.91, q2, $122.11, q1 $124.49, q4 $127.90

▲ q4/q1 $4.29 + 3.73%

▲ q3/q4 $0.47 + 0.40%

▲ q2/q3 $5.20 - 4.25%

▲ q1/q2 $2.18 - 1.91%

▲ q4/q1 $3.41 - 2.66%

q1 week end; 0.25% + 4.16%

q4 week end; 0.24% + 26.31%

q3 week end; 0.19% + 11.76%

q2 week end; 0.17% + 8.97%

q1 week end; 0.156% - 73.46%

q4 week end; 0.588%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 1.11

É q3-q4 = 65.7

É q2-q3 = 2.76

É q1-q2 = 4.69

É q4-q1 = 27.61

Cherry Trail Braswell and Cherry Trail Atom x7/5

Braswell Pentium N37xx – 0.126% down (3.81%)

Braswell Pentium J37xx – 0.030% down (9.09%)

Grades AWP $161.00 n/c

Braswell Celeron N31/30xx – 0.59% down (1.66%)

Braswell Celeron J31/30xx – 0.020% n/c

Grades AWP $107.00 n/c

Braswell Full Line total = 0.77% down (2.53%)

Category Full Run AWP q1 $119.56, q4 $119.74, q3 $120.02, q2 $120.70, q1 $121.28, q4 $121.15, q3 $121.41

▲ q4/q1 $0.18 - 0.15%

▲ q3/q4 $0.28 - 0.23%

▲ q2/q3 $0.68 - 0.56%

▲ q1/q2 $0.58 - 0.47%

▲ q4/q1 $0.13 + 0.107%

▲ q3/q4 $0.26 - 0.12%

q1 week end; 0.77% - 2.53%

q4 week end; 0.79% - 41.48%

q3 week end; 1.35% - 30.76%

q2 week end; 1.95% - 31.57%

q1 week end; 2.85% + 39.70%

q4 week end; 2.04% - 4.93%

q3 week end; 2.14%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 16.86

É q3-q4 = 180.3 - INTENT TO MONOPOLIZE

É q2-q3 = 54.92

É q1-q2 = 67.17

É q4-q1 = 371.02 - INTENT TO MONOPOLIZE

É q3-q4 = 41.08

Note elasticity of Atom Braswell is better than Atom Apollo Lake.

ATOM X Mobile Tablet / Notebook, Phone System on Chip

Atom x7 – 0.017% n/c

Grades AWP $35 (14 nm) n/c


q1 week end; 0.017% n/c

q4 week end; 0.017% -

q3 week end; 0.038% -

q2 week end; 0.04% n/c

q1 week end; 0.04% +

q4 week end; 0.03% -

q3 week end; 0.05%

Atom x5 – 0.10% down (16.66%)

Grades AWP q1 $23.47, q4 $23.39, q3 $23.29, q2 $23, q1 $22.58 (14 nm)


q1 week end; 0.10% -

q4 week end; 0.12% -

q3 week end; 0.21% -

q2 week end; 0.38% +

q1 week end; 0.36% +

q4 week end; 0.24% -

q3 week end; 0.35%

Atom x3 – 0.0022% n/c

Grades AWP ~ $15 (28 nm)

q1 week end; 0.0022% n/c

q4 week end; 0.0022% -

q3 week end; 0.003% -

q2 week end; 0.01% n/c

q1 week end; 0.01% +

q4 week end; 0.008% -

q3 week end; 0.02%

Atom x Full Line total = 0.12% down (7.69%)

Category Full Run AWP q1 $24.66, q4 $24.59, q3 $24.26, q2 $24.28, q1 $24.07, q4 $23.94, q3, $23.63

▲ q4/q1 $0.07 + 0.28%

▲ q3/q4 $0.33 + 1.36%

▲ q2/q3 $0.02 - 0.08%

▲ q1/q2 $0.21 + 0.87%

▲ q4/q1 $0.13 + 0.54%

▲ q3/q4 $0.31 + 1.31%

q1 week end; 0.12% - 7.69%

q4 week end; 0.14% - 44%

q3 week end; 0.25% - 43.18%

q2 week end; 0.44% + 4.76%

q1 week end; 0.42% + 44.82%

q4 week end; 0.29% + 3.57%

q3 week end; 0.28%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 27.46

É q3-q4 = 32.25

É q2-q3 = 539.75 - INTENT TO MONOPOLIZE

É q1-q2 = 5.47

É q4-q1 = 83.0

É q3-q4 = 2.72

Broadwell Xeon E7 / E5

Note Xeon E3 is counted and tallied as desktop volume.

Xeon E5 16xx is shown in Xeon also tallied as desktop.

E7 v4 Multiprocessing

E7 88xx v4 8-way – 0.141% up 182%

Grades Full Run AWP q1 $6112.54, q4 $6138.92, q3 $6052.27, q2 $6060.70, q1 $5860.40, q4 $5740.59, q3 $5737.17

q1: 0.141% +

q4; 0.05% -

q3; 0.08% -

q2; 0.12 -

q1: 0.189% +

q4; 0.05% +

q3; 0.01%

E7 48xx v4 4-way – 0.094% up 135%

Grades Full Run AWP q1 $1712.13, q4 $1750.01, q3 $1903.53, q2 $1840.39, q1 $1897.81, q4 $1962.16, $2494.42

q1: 0.094% +

q4; 0.04% -

q3; 0.08% +

q2; 0.07 -

q1; 0.057% +

q4; 0.33% +

q3; 0.0034%

E7 v4 Full Line total = 0.022% up 129.16%

Category Full Run AWP q1 $4305.98, q4 $4438.92, q3 $4435.50, q2 $4659.28, q1 $4494.31, q4 $3989.99, q3 $4936.48

q1 $4305.98▲ $132.94 - 2.99%

q4 $4438.92▲ $3.42 + 0.077%

q3 $4435.50▲ $223.78 - 4.8%

q2 $4659.28▲ $164.97 + 3.67%

q1 $4494.31▲ $504.32 + 12.63% (price correction)

q4 $3989.99▲ $936.49 - 19.17% (price correction)

q3 $4926.48

q1 week end; 0.220% + 129.16%

q4 week end; 0.096% - 42.16%

q3 week end; 0.166% - 7.77%

q2 week end; 0.18% - 25%

q1 week end; 0.24% - 27.27%

q4 week end; 0.33% + 9605.88%

q3 week end; 0.0034%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 43.1

É q2-q3 = 99.8

É q2-q3 = 1.61

É q1-q2 = 6.81

É q4-q1 = 2.15

É q3-q4 = 501.08 - INTENT TO MONOPOLIZE

E5 v4 Multiprocessing

E5 46xx v4 8C – 0.014% n/c

Grade AWP $4616 n/c

q1; 0.014% n/c

q4; 0.014% -

q3; 0.02% +

q2; 0.0109% -

q1; 0.0113% +

q4; 0.0028% +

q3; 0.0011%

E5 46xx v4 10C – 0.0280% up 28.44%

Grades AWP Full Run AWP q1 $1826.89, q4 $1805.39, q3 $1776.44, q2 $1785.32, q1 $1758.32

q1; 0.0280% +

q4; 0.0218% -

q3; 0.0411% +

q2; 0.0270% -

q1; 0.0412% +

q4; 0.0047% +

q3; 0.0023%

E5 46xx v4 12C – 0.0788% up 36.84%

Grade AWP $2837 n/c

q1; 0.0788% +

q4; 0.0057% -

q3; 0.0135% +

q2; 0.0006% -

q1; 0.0082%

E5 46xx v4 14C – 0.0861% up 542.53%

Grade AWP q1 $3836.25, q4 $3834.30, q3 $3838 n/c from prior quarters

q1; 0.0861% +

q4; 0.0134% -

q3; 0.0309% +

q2; 0.0199% +

q1; 0.0010% +

q4; 0.0009% -

q3; 0.0011

E5 46xx v4 16C – 0.0819% up 727.23%

Grade AWP $4727 n/c

q1; 0.0819% +

q4; 0.0099% -

q3; 0.0174% -

q2; 0.0225% +

q1; 0.0196% +

q4; 0.0019% -

q3; 0.0023%

E5 46xx v4 18C – 0.0110% down (21.98%)

Grade AWP $5729 n/c

q1; 0.0110% -

q4; 0.0141% -

q3; 0.0188% -

q2; 0.0212% +

q1; 0.0103%

E5 46xx v4 22C – 0.0085% down (24.1%)

Grade AWP $7007 n/c

q1; 0.0085% -

q4; 0.0112% -

q3; 0.0193% -

q2; 0.0212% -

q1; 0.0257% +

q4; 0.0019% +

q3; 0.0011%

E5 46xx v4 Full Line total = 0.308% down (65.77%)

Category Full Run AWP q1 $4086.28, q4 $4192.69, q3 $4190.07, q2 $4513.28, q1 $4088.38, q4 $3761.76, q3 $4048.20

q1 $4086.28 ▲ $105.89 - 2.53%

q4 $4192.69 ▲ $2.62 + 0.062%

q3 $4190.07 ▲ $322.58 - 7.16%

q2 $4513.28 ▲ $424.90 + 10.39%

q1 $4088.38 ▲ $326.62 + 8.68%

q4 $3761.76 ▲ $288.64 - 7.07%

q3 $4048.20

q1 week end; 0.0308% - 65.77%

q4 week end; 0.090% - 44.09%

q3 week end; 0.162% + 31.7%

q2 week end; 0.123% + 5.12%

q1 week end; 0.117% - 4.87%

q4 week end; 0.123% + 1456.96

q3 week end; 0.0079%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 25.99

É q3-q4 = 711 - INTENT TO MONOPOLIZE

É q2-q3 = 4.42

É q1-q2 = 0.49

É q4-q1 = 0.56

É q3-q4 = 206.07 - INTENT TO MONOPOLIZE

Broadwell XEON D Processing Core in SOC programmable FPGA fabric


Xeon D 1531 6C – 0.00056%

Full Run Grades AWP $348


Pentium D 2C – 0.0008% down (11.11%)

This consumer Network Appliance Grade is tallied as desktop.

Grades AWP $129 n/c

q1; 0.0008% -

q4; 0.0009% -

q3; 0.0048% -

q2; 0.005% -

q1; 0.014% -

q4; 0.015% +

q3; 0.0023%

Tallied as Xeon;

Xeon D v4 4C – 0.0102% up 18.60%

Grades Full Run AWP q1 $221.53, q4 $221.21, q3 $221.36, q2 $227.96, q1 $228.25, q4 $226.96, q3 $219.69

q1; 0.0102% +

q4; 0.0086% -

q3; 0.023% -

q2; 0.025% -

q1; 0.046% +

q4; 0.037% +

q3; 0.03%

Xeon D v4 6C – 0.0022% n/c

Grades Full Run AWP q1 $376.21, q4 $379.24, q3 $379.93, q2 $384.52, q1 $384.17, q4 $384.38, q3 $385.96

q1; 0.0022% n/c

q4; 0.0022% -

q3; 0.0116% +

q2; 0.0039% -

q1; 0.0082% -

q4; 0.0085% -

q3; 0.009%

Xeon D v4 8C – 0.0051% down (10.52%)

Grades Full Run AWP q1 $580.98, q4 $580.51, q3 $580.46, q2 $579.69, q1 $579.73, q4 $580.20, q3 $581.00

q1; 0.0051% -

q4; 0.0057% -

q3; 0.0106% -

q2; 0.0135% -

q1; 0.0268% +

q4; 0.0209% +

q3; 0.02

Xeon D v4 12C – 0.000283% down (5.66%)

Grades AWP $844 n/c

q1; 0.000283% -

q4; 0.0003% +

q3; 0% n/c

q2; 0% -

q1; 0.0031% +

q4; 0.0028%

Xeon D v4 16C – 0.00056% down (37.77%)

Grades AWP q1 $1752, q4 $1745

q1; 0.00056% -

q4; 0 0009% n/c

q3; 0 0009% -

q2; 0.0019% -

q1; 0.0031% +

q4; 0.0028%

Xeon D Full Line total = 0.0198% up 4.76%

Category Full Run AWP q1 $298.36, q4 $300.81, q3 $301.45, q2 $434.68, q1 $445.94, q4 $319.71, q3 $365.12

▲ q4/q1 $2.45 - 0.81%

▲ q3/q4 $0.64 - 0.21%

▲ q2/q3 $133.23 - 30.65%

▲ q1/q2 $11.26 - 2.52%

▲ q4/q1 $126.23 + 39.48%

▲ q3/q4 $45.41 - 12.43%

q1 week end; 0.0198% + 4.76%

q4 week end; 0.0189% - 63.08%

q3 week end; 0.0512% + 0.98%

q2 week end; 0.0507% - 50.24%

q1 week end; 0.1019% + 16.72%

q4 week end; 0.0873% + 24.71%

q3 week end; 0.07%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 5.87

É q3-q4 = 300.3 - INTENT TO MONOPOLIZE

É q2-q3 = 0.03

É q1-q2 = 19.9

É q4-q1 = 0.42

É q3-q4 = 1.98

Notation; Xeon D 2018 refresh; Edge Server, Edge Network/Storage Server, Cloud Servce register no open market inventory holding. There’s demand for Xeon D certainly as a development platform yet the commercial viability and whole product use questions remain.

E5 26xx v4 EP Dual Processor Server

E5 2600 v4 4C – 2.28% up 0.44%

Grades Full Run AWP q1 $703.15, q4 $721.23, q3 $716.60, q2 $681.75, q1 $672.29, q4 $650.32, q3 $600.27

q1 $703.15▲ $18.08 - 2.50%

q4 $721.23▲ $4.63 + 0.64%

q3 $716.60 ▲ $41.75 + 6.12%

q2 $681.75 ▲ $9.46 + 1.40%

q1 $672.29 ▲ $21.97 + 3.37%

q4 $650.32 ▲ $50.05 + 8.33%

q3 $600.27

q1; 2.28% + 0.44%

q4; 2.27% + 1.79%

q3; 2.23% + 38.5%

q2; 1.61% + 69.47%

q1; 0.95% + 39.7%

q4; 0.68% - 25.27%

q3; 0.91%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 0.176

É q3-q4 = 2.79

É q2-q3 = 6.29

É q1-q2 = 49.62

É q4-q1 = 11.78

É q3-q4 = 3.03

E5 2600 v4 6C – 2.34% down (19.86%)

Grades Full Run AWP q1 $765.41, q4 $749.13, q3 $790.75, q2 $815.14, q1 $835, q4 $828.76, q3 $818.15

q1 $765.41 ▲ $16.28 + 2.17%

q4 $749.13 ▲ $22.05 - 2.85%

q3 $771.18 ▲ $24.39 - 5.39%

q2 $815.14 ▲ $19.86 - 2.37%

q1 $835.00 ▲ $6.24 + 0.75%

q4 $828.76 ▲ $10.21 + 1.24%

q3 $818.55

q1; 2.34% - 19.86%

q4; 2.92% + 9.77%

q3; 2.66% + 78.52

q2; 1.49% + 16.4%

q1; 1.28% + 56.09%

q4; 0.82% + 54.71%

q3; 0.53%

Elasticity of Supply = ▲ Q / ▲

É q4-q1 = 9.15

É q3-q4 = 3.42

É q2-q3 = 14.56

É q1-q2 = 6.91

É q4-q1 = 74.78

É q3-q4 = 44.12

E5 2600 v4 8C – 3.98% down (8.71%)

Grades Full Run AWP q1 $618.14, q4 $618.05, q3 $633.47, q2 $656.91, q1 $626.36, q4 $551.06, q3 $414.72

Known 15 USC 2 core category predatory price example begins q3 2016

q1 $618.14 ▲ $0.09 + 0.014%

q4 $618.05 ▲ $22.27 - 3.47%

q3 $640.32 ▲ $23.44 - 2.52%

q2 $656.91 ▲ $30.55 + 6.57

q1 $626.36 ▲ $75.30 + 13.65%

q4 $551.06 ▲ $136.34 + 32.87%

q3 $414.72

q1; 3.98% - 8.71%

q4; 4.36% + 16.89%

q3; 3.73% + 13.03%

q2; 3.30% + 65.82%

q1; 1.99% + 21.34%

q4; 1.64% - 20.38%

q3; 2.06%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 622 INTENT TO MONOPOLIZE

É q3-q4 = 4.86

É q2-q3 = 5.17

É q1-q2 = 10.01

É q4-q1 = 1.56

É q3-q4 = 0.62

E5 2600 v4 10C – 2.72% down (15.26%)

Grades Full Run AWP q1 $800.65, q4 $802.11, q3 $802.24, q2 $809.44, q1 $814.43, q4 $823.58, q3 $842.55

q1 $800.65 ▲ $1.46 - 0.18%

q4 $802.11 ▲ $0.13 - 0.01%

q3 $802.24 ▲ $7.20 - 0.84%

q2 $809.44 ▲ $4.99 - 0.61%

q1 $814.43 ▲ $9.15 - 1.11%

q4 $823.58 ▲ $18.97 - 2.25%

q3 $842.55

q1; 2.72% - 15.26%

q4; 3.21% + 23.46%

q3; 2.60% + 9.24%

q2; 2.38% + 29.34%

q1; 1.84% + 87.75%

q4; 0.98% - 38.75%

q3; 1.60%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 84.77

É q3-q4 = 2346 - INTENT TO MONOPOLIZE

É q2-q3 = 11

É q1-q2 = 48.09

É q4-q1 = 79.05

É q3-q4 = 17.22

E5 2600 v4 12C – 1.48% down (13.45%)

Grades Full; Run AWP q1 $1327.19, q4 $1267.86, q3 $1254.26, q2 $1228.68, q1 $1206.02, q4 $1220.75, q3 1255.84

q1 $1327.19▲ $59.33 + 4.67%

q4 $1267.86▲ $13.60 + 1.08%

q3 $1254.26▲ $25.58 + 2.08%

q2 $1228.68▲ $22.66 + 1.87%

q1 $1206.02▲ $14.73 - 1.20%

q4 $1220.75▲ $35.09 - 2.79%

q3 $1255.84

q1; 1.48% - 13.45%

q4; 1,71% + 54.05%

q3; 1.11% - 9.01%

q2; 1.22% + 54.43%

q1; 0.79% + 41.07%

q4; 0.56% - 25.33%

q3; 0.75%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 2.88

É q3-q4 = 50

É q2-q3 = 4.33

É q1-q2 = 29.1

É q4-q1 = 34.2

É q3-q4 = 9.07

E5 2600 v4 14C – 3.29% down (9.86%)

Grades Full Run AWP q1 $1745.56, q4 $1744.43, q3 $1744.10, q2 $1741.18, q1 $1735.77, q4 $1727.86, q3 $1739.67

q1 $1745.56▲ $1.13 + 0.06%

q4 $1744.43▲ $0.33 + 0.01%

q3 $1744.10▲ $2 44 + 0.16%

q2 $1741.18▲ $5.41 + 0.31%

q1 $1735.77▲ $7.91 + 0.45%

q4 $1727.86▲ 11.81 - 0.67%

q3 $1739.67

q1; 3.29% - 9.86%

q4; 3.65% + 29.89%

q3; 2.81% + 19.57%

q2; 2.35% + 21.13%

q1; 1.94% + 50.38%

q4; 1.29% - 26.28%

q3; 1.75%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 164 - INTENT

É q3-q4 = 2989 - INTENT TO MONOPOLIZE

É q2-q3 = 122.31

É q1-q2 = 68.16

É q4-q1 = 111.95

É q3-q4 = 39.22

E5 2600 v4 16C – 0.83% (down 7.77%)

Grades Full Run AWP q1 $1855.26, q4 1857.78, q3 $1858.84, q2 $1858.43, q1 $1855.96, q4 $1853.75, q3 $1855.96

q1 $1855.26 ▲ $2.52 - 0.13%

q4 $1857.78 ▲ $1.06 - 0.057%

q3 $1858.84 ▲ $0.20 + 0.02%

q2 $1858.43 ▲ $2.47 + 0.13%

q1 $1855.96 ▲ $2.21 + 0.11%

q4 $1853.75 ▲ $1.00 - 0.053%

q3 $1854.75

q1; 0.83% - 7.77%

q4; 0.90% + 25.76%

q3; 0.71% + 16.39%

q2; 0.61% + 29.78%

q1; 0.47% + 56.6%

q4; 0.30% - 11.7%

q3; 0.34%

Elasticity of Supply = ▲ Q / ▲ P

INTENT TO MONOPOLIZE

É q4-q1 = 59.76

É q3-q4 = 451.9

É q2-q3 = 819.5

É q1-q2 = 229.07

É q4-q1 = 514.54

É q3-q4 = 220.75

E5 2600 v4 18C – 1.86% down (12.67%)

Grades Full Run AWP q1 $2571.17, q4 $2578.79, q3 $2576.98, q2 $2571.21, q1 $2568.73, q4 $2573.09, q3 $2592.10

q1 $2571.17 ▲ $7.62 - 0.29%

q4 $2578.79 ▲ $1.81 + 0.07%

q3 $2576.98 ▲ $5.77 + 0.22%

q2 $2571.21 ▲ $2.48 + 0.09%

q1 $2568.73 ▲ $4.36 - 0.16%

q4 $2573.09 ▲ $19.01 - 0.73%

q3 $2592.10

q1; 1.86% - 12.67%

q4; 2.13% + 20.33%

q3; 1.77% + 34.09%

q2; 1.32% + 29.41%

q1; 1.02% + 47.82%

q4; 0.69% - 25.08%

q3; 0.93%

Elasticity of Supply = ▲ Q / ▲ P

INTENT TO MONOPOLIZE

É q4-q1 = 43.68

É q3-q4 = 290.4

É q2-q3 = 154.95

É q1-q2 = 326.77

É q4-q1 = 298.87

É q3-q4 = 34.35

E5 2600 v4 20C – 0.989% down (7.39%)

Grade AWP $3226 n/c

q1; 0.989% - 7.39%

q4; 1,068% + 70.60%

q3; 0.626% + 18.56%

q2; 0.528% + 21.93%

q1: 0.433% + 37.89%

q4; 0.314% - 10.28%

q3; 0.35%

E5 2600 v4 22C – 0.649% down (12.76%)

Grades AWP $4115 n/c

q1; 0.649% - 12.76%

q4; 0.744% + 40.64%

q3; 0.529% + 45.32%

q2; 0.364% + 727.27%

q1; 0.044% - 86.16%

q4; 0.318% + 695%

q3; 0.04%

E5 26xx v4 Full Line total = 15.83% down (31.7%)

Category Full Run AWP q1 $1353.52, q4 $1328.52, q3 $1336.69, q2 $1346.08, q1 $1371.68, q4 $1342.66, q3 $1341.24

q1 $1353.52 ▲ $25.00 + 1.88%

q4 $1328.52 ▲ $8.17 - 0.61%

q3 $1336.69 ▲ $9.39 - 0.69%

q2 $1346.08 ▲ 25.60 - 1.86%

q1 $1371.68 ▲ $29.02 + 2.16%

q4 $1342.66 ▲ $1.42 + 0.10%

q3 $1341.24

q1; 15.83% - 31.70%

q4; 23.18% + 23.29%

q3; 18.80% + 23.76%

q2; 15.19% + 40.77%

q1; 10.79% + 41.23%

q4; 07.64% - 25.53%

q3; 10.26%

Elasticity of Supply = ▲ Q / ▲ P (corrected or clarified)

É q4-q1 = 16.86

É q3-q4 = 38.18

É q2-q3 = 34.43

É q1-q2 = 21.91

É q4-q1 = 19.08

É q3-q4 = 255 - INTENT TO MONOPOLIZE

E5 16xx v4 Uni-processor Workstation / Server

E5 1600 v4 4C – 0.37% up 117.64%

Grades Full Run AWP q1 $352.14, q4 $343.57, q3 $338.80, 2 $345.10, q1 $302.45, q4 $301

q1: 0.37% +

q4; 0.17% -

q3; 0.26% -

q2; 0.37% +

q1: 0.14% +

q4; 0.10% +

q3; 0.07%

E5 1600 v4 6C – 0.012% down 70.73%

Grade AWP $617 n/c

q1; 0.012% -

q4; 0.041% -

q3; 0.078% +

q2; 0.070% +

q1; 0.058% +

q4; 0.03% +

q3; 0.02%

E5 1600 v4 8C – 0.0045% up 275%

Grades Full Run AWP q1 $1343.39, q4 $1376.55, q3 $1376.41, q2 $1315.09, q1 $1203.68, q4 $1113

q1; 0.0045% +

q4; 0.0012% -

q3; 0.0241% +

q2; 0.0045% -

q1; 0.005% +

q4; 0.000% -

q3; 0.0011%


E5 16xx v4 Full Line total = 0.3901% up 80.26%

Category Full Run AWP q1 $394.85, q4 $405.57, q3 $411.38, q2 $488.50, q1 $510.54, q4 $517.85, q3 $580.76

q1 $394.85 ▲ $10.72 - 2.88%

q4 $405.57 ▲ $5.81 - 1.41%

q3 $411.38 ▲ $81.69 - 15.78%

q2 $488.50 ▲ $22.04 - 4.31%

q1 $510.54 ▲ $7.31 - 1.41%

q4 $517.85 ▲ $62.95 -10.81%

q3 $580.65

q1; 0.3901% + 80.26%

q4; 0.2164% - 37.51%

q3; 0.3463% - 21.63%

q2; 0.4419% + 107.46%

q1; 0.2130% + 58.12%

q4; 0.1347% + 573.5%

q3; 0.02%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 27.8

É q3-q4 = 26.6

É q2-q3 = 1.37

É q1-q2 = 24.93

É q4-q1 = 41.21

É q3-q4 = 53.05

Core Broadwell

Note competitive price can be the average weighed price of a product grade sales bundle that delivers a procurement volume split mirroring the actually split of Intel production line volumes.


Broadwell i7 Extreme Edition; 0.101% down (46.84%)


i7 6950X 10C – 0.015% down (51.6%)

Grade AWP $1723 n/c

q1; 0.015% -

q4; 0.031% -

q3; 0.053% -

q2; 0.21% +

q1; 0.14% -

q4; 0.67%

i7 6900K 8C – 0.010% down (44.4%)

Grade AWP $1089 n/c

q1; 0.010% -

q4; 0.018% -

q3; 0.044% -

q2; 0.20% -

q1; 0.56% -

q4; 0.95%

i7 6850K 6C – 0.019% down (26.9%)

Grade AWP 1K $617 n/c ~ Core / full line economic profit point

q1; 0.019% -

q4; 0.026% -

q3; 0.049% -

q2; 0.098% -

q1: 0.35% +

q4; 0.28%

i7 6800K 6C – 0.014% down (41.6%)

Grade AWP $434 n/c

q1; 0.014% -

q4; 0.024% -

q3; 0.042% -

q2; 0.08% -

q1: 0.35% -

q4; 0.48%

Category Full Run AWP q1 $1022.48, q4 $1023.99, q3 $1024.62, q2 $1026.21, q1 $1017.24, q4 $1077.67, q3 $1054.10

q1 $1022.48.▲ $0.61 - 0.14%

q4 $1023.99.▲ $0.63 - 0.06%

q3 $1024.62 ▲ $1.59 - 0.15%

q2 $1026.21 ▲ $8.97 + 0.88%

q1 $1017.24 ▲ $60.43 - 5.60%

q4 $1077.67 ▲ $23.57 + 2.23%

q3 $1054.10

q1; 0.059% - 41.58%

q4; 0.101% - 46.84%

q3; 0.19% - 67.79%

q2; 0.59% - 58.74%

q1: 1.43% - 40.41%

q4; 2.40% - 20.26%

q3; 3.01%

Elasticity of Supply = ▲ Q / ▲ P

INTENT TO MONOPOLIZE

É q4-q1 = 297

É q3-q4 = 780.66

É q2-q3 = 451.93

É q1-q2 = 66.75

É q4-q1 = 7.21

É q3-q4 = 9.08

Broadwell Quad Core Desktop


Broadwell Xeon E3 12xxx – 0.0014%

Full Run Grades AWP = $496.81


Broadwell Core i7 Quad Desktop 5775 C/R – 0.0011% down (79.6%)

Grades Full Run AWP q1 $356.34, q4 $356.36, q3 $356.40, q2 $356.04, q1 $355.96, q4 $356.23, q3 $357.58

q1; 0.0011% -

q4; 0.0054% -

q3; 0.0058% -

q2; 0.017% -

q1; 0.024% -

q4; 0.089% -

q3; 0.13%

Broadwell Core i5 Quad Desktop 55/5675 C/R – 0.011% up 57.14%

Grades Full Run AWP q1 $269.31, q4 $270.40, q3 $270.85, q2 $271.19, q1 $272.12, q4 $273.15, q3 $274.34

q1; 0.011% +

q4; 0.0070% -

q3; 0.017% +

q2; 0.016% -

q1; 0.031% - (correction)

q4; 0.047% -

q3; 0.05%

BW Desktop Grades Full Run AWP q1 $320.14, q4 $321.88, q3 $323.22, q2 $323.63, q1 $324.65, q4 $328.68, q3 $334.79

Broadwell Core Desktop % tally; q1 0.0111%, q4 0.0125%, q3 0.0232%, q2 0.0340%, q1 0.0556%, q4 0.1366%

Broadwell Core i7 Quad Mobile 57/58/58xx – 0.0104% down (33.75%)

q4; 0.0104% -

q4; 0.0157% -

q3; 0.0188% -

q2; 0.0308% -

q1; 0.0473% +

q4; 0.040% -

q3; 0.09%

BW Mobile Category Full Run AWP q1 $389.15, q4 $389.54, q3 $389.74, q2 $389.32, q1 $389.38, q4 $389.48, q3 $389.76

All Core Broadwell Quads desktop and mobile @ q1 = 0.024% of whole tally down from q4 14.28%


Broadwell Dual Core Mobile

Dual Core M 5Y7x – 0.017% down (10.52%)

Grade AWP $281 n/c

q1; 0.017% -

q4; 0.019% -

q3; 0.033% -

q2; 0.05% -

q1; 0.08% +

q4; 0.06% -

q3; 0.16%

Dual Core M 5Y10x – 0.016% down (33.33%)

Grades AWP $281 n/c

q1; 0.016% -

q4; 0.024% -

q3; 0.038% -

q2; 0.06% -

q1; 0.09% +

q4; 0.08% -

q3; 0.12%

Dual Core M 5Y51 – 0.0025% down (10.71%)

Grade AWP $281 n/c

q1; 0.0025% -

q4; 0.0028% -

q3; 0.0145% +

q2; 0.0103% n/c

q1; 0.0103% -

q4; 0.0209% -

q3; 0.03%

Dual Core M 5Y31 – 0.0073% down (20.65%)

Grade AWP $281 n/c

q1; 0.0073% -

q4; 0.0092% +

q3; 0.0082% -

q2; 0.0083% -

q1; 0.0123% n/c

q4; 0.0123% +

q3; 0.32%

Dual Core M5Y Full Line total – AWP $281 n/c

q1; 0.0434% - down (23.04%)

q4; 0.0564% - down (40.81%)

q3; 0.0953% - down (27.63%)

q2; 0.1317% -

q1; 0.2058% +

q4; 0.1812% -

q3; 0.32%


Broadwell Core DUAL Mobile U

i7 Dual Core Mobile 55/56xxU – 0.304% down (13.88%)

Grades Full Run AWP q1 $398.72, q4 $398.91, q3 $398.86, q2 $398.65, q1 $398.35, q4 $397.66, q3 $396.00

q1; 0.304% -

q4; 0.353% -

q3; 0.469% -

q2; 0.72% -

q1: 1.31% -

q4; 1.18% -

q3; 1.26%

i5 Dual Core Mobile 52/53xxU – 0.523% up 66.03%

Grades Full Run AWP q1 $285.02, q4 $284.89, q3 $286.30, q2 $285.82, q1 $285.43, q4 $284.94, q3 $284.52

q1; 0.523% +

q4; 0.315% -

q3; 0.457% -

q2; 0.69% -

q1; 1.17% +

q4; 1.07% -

q3; 1.46%

i3 Dual Core Mobile 50/51xxU – 0.268% down (5.63%)

Grades Full Run AWP q1 $277.52, q4 $277.55, q3 $277.02, q2 $277.07, q1 $277.16, q4 $284.94, q3 $277.32

q1; 0.268% -

q4; 0.284% -

q3; 0.369% -

q2; 0.62% -

q1; 0.98% +

q4; 0.83% -

q3; 1.03%

Pentium Dual Core Mobile 38xxU – 0.008% down (33.33%)

Grade AWP $161 n/c

q1; 0.008% -

q4; 0.012% -

q3; 0.015% -

q2; 0.03% -

q1; 0.04% -

q4; 0.05% -

q3; 0.06%

Celeron Dual Core Mobile 32/37xxU – 0.06% down (14.28%)

Grades AWP $107 n/c

q1; 0.060% -

q4; 0.070% -

q3; 0.121% -

q2; 0.16% -

q1; 0.17% -

q4; 0.22% -

q3; 0.26%

Broadwell Dual Mobile U Full Line total = 1.16% up 12.62%

Category Full Run AWP q1 $313.44, q4 $311.95, q3 $312.11, q2, $327.72, q1 $307.21, q4 $304.89, q3 $304.09

q4 $313.44 ▲ $1.49 + 0.47%

q4 $311.95 ▲ $15.95 - 4.85%

q3 $312.11 ▲ $15.61 - 4.76% (corrected)

q2 $327.72 ▲ $20.51 + 6.67%

q1 $307.21 ▲ $2.32 + 0.76%

q4 $304.89 ▲ $0.80 + 0.26%

q3 $304.09

q1; 1.16% +12.62%

q4; 1.03% - 27.97%

q3; 1.43% - 35.58%

q2; 2.22% - 39.17%

q1; 3.65% + 8.63

q4; 3.36% - 17.84%

q3; 4.09%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 26.85

É q3-q4 = 5.76

É q2-q3 = 7.47

É q1-q2 = 5.87

É q4-q1 = 11.35

É q3-q4 = 68.61

Haswell Xeon

Product Line, % of tally, Category 1K Average Weight Price

E7 v3 8-way Multiprocessing

E7 88xx v3 8-way – 0.013% down (85.39%)

Grades Full Run AWP q1 $6104.29, q4 $6070.64, q3 $6052.27, q2 $5972.42, q1 $5874.68, q4 $5888.74, q3 5925.32

q1; 0.013% -

q4; 0.089% -

q3; 0.156% -

q2; 0.204% -

q1; 0.27% +

q4; 0.18% -

q3; 0.24%

E7 48xx v3 4-way – 0.0938% up 104.8%

Grades Full Run AWP q1 $1860.54, q4 $1891.11, q3 $1903.53, q2 $1926.66, q1 $1951.49, q4 $1944.62, q3 $1958.28

q1; 0.0938% +

q4; 0.0458% -

q3; 0.0769% -

q2; 0.12% -

q1; 0.14% +

q4; 0.09% -

q3; 0.17%

E7 v3 Full Line total = 0.22% up 69.23%

Category Full Run AWP q1 $4534.53, q4 $4490.17, q3 $4453.60, q2 $4361.83, q1 $4258.34, q4 $4572.32, q3 $4261.05

q1 $4534,53 ▲ $135.64 + 0.98%

q4 $4490.17 ▲ $36.57 + 0.82%

q3 $4453.60 ▲ $91.77 + 2.10% (clarified)

q2 $4361.83 ▲ $103.15 + 2.43%

q1 $4258.34 ▲ $313.98 - 6.86%

q4 $4572.32 ▲ $311.27 + 7.3%

q3 $4261.05

q1; 0.22% + 69.23%

q4; 0.13% - 43.47%

q3; 0.23% - 28.125%

q2: 0.32% - 23.08%

q1; 0.42% + 50%

q4; 0.28% + 33.33%

q3; 0.21%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 70.64

É q3-q4 = 53.01

É q2-q3 = 13.39

É q1-q2 = 9.49

É q4-q1 = 7.28

É q3-q4 = 4.56

E5 v3 4-way Multiprocessing

E5 46xx v3 6C – 0.013% up 85.71%

Grade AWP $4616 n/c

q1; 0.013% +

q4; 0.007% -

q3; 0.011% -

q2; 0.021% -

q1; 0.03% +

q4; 0.02% n/c

q3; 0.02%

E5 46xx v3 10C – 0.093% up 106.66%

Grades Full Run AWP q1 $1700.48, q4 $1709.13, q3 $1709.07, q2 $1704.99, q1 $1709.10, q4 $1708.78, q3 $1648.04

q1; 0.093% +

q4; 0.045% -

q3; 0.062% -

q2; 0.084% -

q1; 0.17% +

q4; 0.06% -

q3; 0.07%

E5 46xx v3 12C – 0.038% down (19.14%)

Grades Full Run AWP q1 $2836.25, q4 $2834.29, q3 $2831.76, q2 $2828.02, q1 $2823.90, q4 $2819.27, q3 $2807.48

q1; 0.038% -

q4; 0.047% -

q3; 0.061% -

q2; 0.074% -

q1; 0.084% +

q4; 0.048% -

q3; 0.05%

E5 46xx v3 14C – 0.017% down (19.04%)

Grade AWP $4727 n/c

q1; 0.017% -

q4; 0.021% -

q3; 0.035% -

q2; 0.045% -

q1; 0.13% +

q4; 0.08% +

q3; 0.03%

E5 46xx v3 16C – 0.0034% down (17.07%)

Grade AWP $5729 n/c

q1; 0.0034% -

q4; 0.0041% -

q3; 0.0058% -

q2; 0.0083% +

q1; 0.0082% +

q4; 0.0038% +

q3; 0.0023%

E5 46xx v3 18C – 0.0141% down (37.05%)

Grade AWP $7007 n/c

q1; 0.0141% -

q4; 0.0224% -

q3; 0.0367% -

q2; 0.0443% -

q1; 0.0988% +

q4: 0.0389% +

q3; 0.0045%

E5 46xx v3 Full Line total = 0.1219% down (17.63%)

Category Full Run AWP q1 $3750.39, q4 $3808.19, q3 $3854.63, q2 $3900.99, q1 $3999.13, q4 $3983.46, q3 $3056.58

q1 $3750.39 ▲ $57.80 - 1.51%

q4 $3808.19 ▲ $46.44 - 1.20%

q3 $3854.63 ▲ $46.36 - 1.18% (clarified)

q2 $3900.99 ▲ $98.14 - 2.45%

q1 $3999.13 ▲ $15.67 + 0.39%

q4 $3983.46 ▲ $926.88 + 30.32%

q3 $3056.58

q1; 0.1219% - 30.51%

q4; 0.148% - 30.51%

q3; 0.213% - 23.10%

q2; 0.277% - 47.73%

q1; 0.530% + 2020%

q4; 0.025% + 25%

q3; 0.020%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 20.20

É q3-q4 = 24.42

É q2-q3 = 19.57

É q1-q2 = 19.48

É q4-q1 = 5179.49 - INTENT TO MONOPOLIZE

É q3-q4 = 0.82

E5 26xx v3 EP Dual Processor Server

E5 2600 v3 4C – 3.49% down (2.78%)

Grades Full Run AWP q1 $690.65, q4 $679.11, q3 $684.00 q2 $705.94, q1 $713.21, q2 $715.43, q3 $719.64, q2 $718.40

q1; 3.49% -

q4; 3.59% +

q3; 2.61% +

q2; 2.55% +

q1; 1.17% +

q4; 1.15% -

q3; 1.33%

E5 2600 v3 6C – 7.569% down (26.98%)

Grades Full Run AWP q1 $487.09, q4 $457.47, q3 $455.63, q2 $455.93, q1 $453.56, q4 $453.04, q3 $457.29, q2, $458.21 (q2 2017 correction)

q1; 7.569% -

q4; 10.366% -

q3; 12.365% +

q2; 10.194% +

q1; 6.99% -

q4; 7.54% +

q3; 5.72%

E5 2600 v3 8C – 5.93% up 13.6%

Grades Full Run AWP q1 $659.00, q4 $633.96, q3 $635.28, q2 $642.58, q1 $639.50, q4 $641.71, q3 $645.66, q2 $645.59

q1; 5.93% -

q4; 5.22% -

q3; 5.57% +

q2; 5.56% +

q1; 3.55% +

q4; 3.20% +

q3; 2.03%

E5 2600 v3 10C – 4.22% down (1.86%)

Grades Full Run AWP q1 $1442.19, q4 $1413.90, q3 $1406.32, q2 $1398.17, q1 $1401.95, q4 $1402.24, q3 $1395.46, q2 $1379.19

q1 $1442.19 ▲ $28.29 + 2.00%

q4 $1413.90 ▲ $7.58 + 0.538%

q3 $1406.32 ▲ $8.15 + 0.582%

q2 $1398.17 ▲ $3.78 - 0.269%

q1 $1401.95 ▲ $0.29 - 0.020%

q4 $1402.24 ▲ $6.78 + 0.485%

q3 $1395.46 ▲ $16.27 + 1.17%

q2 $1379.19


q1; 4.22% -

q4; 4.30% +

q3; 3.35% -

q2; 3.78% +

q1; 2.87% -

q4; 3.24% +

q3; 2.86%


Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 0.93

É q3-q4 = 7.99

É q2-q3 = 6.09

É q1-q2 = 14.05

É q4-q1 = 143.5

É q3-q4 = 6.68


E5 2600 v3 12C – 3.91% down (2%)

Grades Full Run AWP q1 $1749.86, q4 $1771.56, q3 $1782.68, q2 $1771.92, q1 $1894.12, q4 $1821.04, q3 $1894.12, q2 $1843.95, q1 $1844.25

q1;$1749.86▲$21.70 - 1.224%

q4;$1771.56▲$11.12 - 0.623%

q3 $1782.68 ▲ $10.76 + 0.509% (clarification)

q2 $1771.92 ▲ $122.20 - 6.45%

q1 $1894.12 ▲ $73.80 + 4.01%

q4 $1821.04 ▲ $73.08 - 3.85%

q3 $1894.12 ▲ $50.71 + 2.72%

q2 $1843.95 ▲ $00.30 - 0.01%

q1 $1844.25

q1; 3.91% - 2.00%

q4; 3.99% + 49.43%

q3; 2.67% + 3.08%

q2; 2.59% + 46.32%

q1; 1.77% - 4.83%

q4; 1.86% + 69.09%

q3; 1.10%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 1.63

É q3-q4 = 80.1

É q2-q3 = 6.05

É q1-q2 = 7.18

É q4-q1 = 1.20

É q3-q4 = 17.94

E5 2600 v3 14C – 3.97% up 37.37%

Grades Full Run AWP q1 $2367.36, q4 $2372.10, q3 $2422.01, q2 $2371.19, q1 $2341.68, q4 $2367.58, q3 $2398.52, q2 $2382.08, q1 $2388.68

q1 $2367.36 ▲ $4.74 - 0.199%

q4 $2372.10 ▲ $49.91 - 2.06%

q3 $2422.01 ▲ $60.73 + 2.14%

q2 $2371.19 ▲ $29.51 + 1.04%

q1 $2341.68 ▲ $25.90 - 1.09%

q4 $2367.58 ▲ $30.94 -1.28%

q3 $2398.52 ▲ $16.44 + 0.69%

q2 $2382.08 ▲ $6.60 - 0.27%

q1 $2388.68

q1; 3.97% + 37.37%

q4; 2.89% + 52.91%

q3; 1.89% + 37.95%

q2; 1.37% + 114.06%

q1; 0.64% - 63.21%

q4; 1.74% + 87.09%

q3; 0.93%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 187.7

É q3-q4 = 25.68

É q2-q3 = 17.73

É q1-q2 = 109.67

É q4-q1 = 57.99

É q3-q4 = 68.03

E5 2600 v3 16C – 1.08% up 28.57%

Grade AWP $3226 n/c

q1; 1.08% +

q4; 0.84% +

q3; 0.78% +

q2; 0.71% +

q1; 0.35% +

q4; 0.27% +

q3; 0.38%

E5 2600 v3 18C – 1.30% up 44.76%

AWP $4115 n/c

q1; 1.30% +

q4; 0.898% n/c

q3; 0.898% +

q2; 0.797% +

q1; 0.781% +

q4; 0.578% +

q3; 0.42%

E5 26xx v3 Full Line total = 31.49% down (1.96%)

Category Full Run AWP q1 $1147.75, q4 $1105.14, q3 $1087.15, q2 $1108.96, q1 $1125.75, q4 $1109.07, q3 $1199.13

q1 $1147.75 ▲ $42.61 + 3.80%

q4 $1105.14 ▲ $17.99 + 1.65%

q3 $1087.15 ▲ $21.81 - 6.54%

q2 $1108.96 ▲ $16.81 - 1.49%

q1 $1125.77 ▲$16.70 + 1.51%

q4 $1109.07 ▲$10.06 - 0.89%

q3 $1119.13

q1; 31.49% - 1.96%

q4; 32.12% + 6.53%

q3; 30.15% + 9.47%

q2; 27.54% + 51.73%

q1; 18.15% + 7.49%

q4; 19.62% - 0.10%

q3; 19.64%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 0.51

É q3-q4 = 3.95

É q2-q3 = 1.44

É q1-q2 = 34.71

É q4-q1 = 4.96

É q3-q4 = 0.11

E5 16xx v4 Uni-processor Workstation / Server

E5 1600 v3 4C – 0.491% down (72.49%)

Grades Full Run AWP q1 $275.90, q4 $278.41, q3 $282.12, q2, $277.85, q1 $275.49, q4 $275.40, q3 $275.57

q1; 0.491% -

q4; 1.785% +

q3; 0.535% -

q2; 0.687% +

q1; 0.08% -

q4: 0.12% -

q3; 0.21%

E5 1600 v3 6C – 0.1281% up 291.74%

Grade AWP $583 n/c

q1; 0.1281% +

q4; 0.0327% -

q3; 0.0512% -

q2; 0.0527% -

q1; 0.0669% +

q4; 0.0617% -

q3; 0.50%

E5 1600 v3 8C – 0.1448% up 666.13%

Grades Full Run AWP q1 $1287.54, q4 $1186.41, q3 $1181.27, q2 $1166.04, q1 $1157.21, q4 $1150.38, q3 $1144.90

q1; 0.1448% +

q4; 0.0189% +

q3; 0.0145% -

q2; 0.0154% -

q1; 0.0268% -

q4; 0.0285% +

q3; 0.02%

E5 16xx v3 Full Line total = 0.76% down (58.46%)

Category Full Run AWP q1 $438.46, q4 $417.19, q3 $445.89, q2 $472.55, q1 $486.74, q4 $483.06, q3 $396.32

q1 $438.46 ▲ $21.27 + 5.09%

q4 $417.19 ▲ $28.70 - 6.43%

q3 $445.89 ▲ $26.66 - 5.64%

q2 $472.55 ▲ $14.19 - 2.91%

q1 $486.74 ▲ $3.68 + 0.76%

q4 $483.06 ▲ $86.74 + 21.88%

q3 $396.32 ▲

q3; 0.76% - 58.46%

q4; 1.83% + 205%

q3; 0.60% - 20%

q2; 0.75% + 316.66%

q1; 0.18% - 14.28%

q4; 0.21% - 27.58%

q3; 0.29%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 11.48

É q3-q4 = 31.88

É q2-q3 = 3.54

É q1-q2 = 108.59 - INTENT

É q4-q1 = 18.78

É q3-q4 = 1.26

Haswell Core QUAD/Dual Desktop

Core i7 Extreme Edition

i7 5960X 8C – 0.008% down (46.66%)

Grade ASP $999 n/c

q1; 0.008% -

q4; 0.015% -

q3; 0.028% -

q2; 0.054% -

q1; 0.10% -

q4; 0.10% -

q3; 0.25%

i7 5930K 6C – 0.0138% up 0.72%

Grade AWP $583 n/c

q1; 0.0138% +

q4; 0.0137% -

q3; 0.037% -

q2; 0.055% -

q1; 0.092% -

q4; 0.108% -

q3; 0.15%

i7 5820K 6C – 0.0232% down (12.78%)

Grade AWP $389 n/c

q1; 0.0232% -

q4; 0.0266% -

q3; 0.046% -

q2; 0.13% -

q1; 0.20% +

q4; 0.18% -

q3; 0.31%

Extremes Full Line total = 0.045% down (18.18%)

Category Full Run AWP q1 $655.03, q4 $655.49, q3 $655.82, q2 $656.73, q1 $658.22, q4 $606.39, q3 $645.98

q1 $655.03▲ $0.46 - 0.07%

q4 $655.49▲ $0.33 - 0.05%

q3 $655.82▲ $0.91 - 7.35% (clarification)

q2 $656.73▲ $1.49 - 0.22%

q1 $658.22▲ $51.83 + 8.54%

q4 $606.39▲ $29.59 - 4.65%

q3 $635.98

q1; 0.045% - 18.18%

q4; 0.055% - 50%

q3; 0.11% - 54.16%

q2; 0.24% - 40%

q1; 0.40% + 2.56%

q4; 0.39% - 45.07%

q3; 0.71%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 259.71 – INTENT

É q3-q4 = 1000 - INTENT TO MONOPOLIZE

É q2-q3 = 7.36

É q1-q2 = 181.81 – INTENT

É q4-q1 = 0.29

É q3-q4 = 9.69

Xeon E3 12xx v3 Full Line – 0.221% down (2.64%)

Full Run AWP q1 $344.31, q4 $320.32, q3 $283.38, q2 $287.00, q1 $274.45, q4 $267.78, q3 $276.06

q1; 0.221% -

q4; 0.227% -

q3; 0.35% -

q2; 0.43% -

q1; 0.64% -

q4; 0.71% -

q3; 0.90%

Haswell Core i7 Quad Desktop 47xxx – 0.358% down (1.91%)

Full Run AWP q1 $326.64, q4 $321.25, q3 $321.26, q2 $323.96, q1 $324.06, q4 $321.82, q3 $311.40

q1; 0.358% -

q4; 0.365% +

q3; 0.23% -

q2; 0.64% -

q1; 1.60% -

q4; 5.04% -

q3; 7.42%

Haswell Core i5 Quad Desktop 46/45/44xxx – 0.815% up 19.15%

Full Run AWP q1 $197.36, q4 $192.68, q3 $194.89, q2 $195.34, q1 $195.56, q4 $197.78, q3 $196.06

q1; 0.815% +

q4; 0.684% -

q3; 0.78% +

q2; 0.58% -

q1; 1.08% -

q4; 1.55% +

q3; 1.04%

Haswell Core i3 Dual Desktop 43/41/xxx – 0.129% down (19.37%)

Full Run AWP q4 $127.58, q3 $127.53, q2 $127.51, q1 $127.55, q4 $127.61, q3 $127.73

q4; 0.129% -

q3; 0.16% -

q2; 0.19% -

q1; 0.45% -

q4; 0.71% -

q3; 1.01%

Haswell Pentium Dual Desktop G34/33/32xxx – 0.046% down (47.27%)

Full Run AWP q1 $73.95, q4 $73.78, q3 $74.48, q2 $69.08, q1 $69.11, q4 $69.12, q3 $62.92

q1; 0.046% -

q4; 0.088% - (correction)

q3; 0.12% -

q2; 0.21% -

q1; 0.37% -

q4; 0.51% -

q3; 0.82%

Haswell Celeron Dual Desktop G18xxx – 0.026% up 120.33%

Full Run AWP q1 $43.52, q4 $43.51, q3 $43.95, q2 $43.95, q1 $43.95, q4 $43.98, q3 $44.09

q1; 0.0260% +

q4; 0.0118% -

q3; 0.0459% -

q2; 0.0918% -

q1; 0.1039% -

q4; 0.1044% -

q3; 0.64%

Haswell XE3/Core QC/DC Full Line total – 1.486% down (1.131%)

Category Full Run AWP q1 $229.58, q4 $246.26, q3 $245.32, q2 $244.02, q1 $257.80, q4 $254.98, q3 $257.32

q1 $229.58▲ $16.68 - 6.77%

q4 $246.26▲ $0.94 + 0.38%

q3 $245.32▲ $1.30 + 0.53%

q2 $244.02▲ $13.78 - 5.34%

q1 $257.80▲ $2.82 + 1.10%

q4 $254.98▲ $2.22 - 0.90%

q3 $257.32

q1; 1.486% - 1.131%

q4; 1.503% - 11.43%

q3; 1.697% - 20.84%

q2; 2.144% - 49.73%

q1; 4.265% - 46.25%

q4; 7.936% - 42.78%

q3; 13.87%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 0.16

É q3-q4 = 30.07

É q2-q3 = 39.32

É q1-q2 = 9.312

É q4-q1 = 42.04

É q3-q4 = 47.53

Haswell Core Quad/Dual Mobile

Haswell Core i7 Quad Mobile 49/48/47xx Hx/Mx – 0.47% down (2.08%)

Grades Full Run AWP q1 $429.69, q4 $429.69, q3 $429.55, q2 $429.35, q1 $429.45, q4 $429.65, q3 $429.93

q1; 0.47% -

q4; 0.48% -

q3; 0.71% -

q2; 0.93% -

q1; 1.25% +

q4; 1.14% -

q3; 1.53%

Haswell Core i7 Dual Mobile 46/45xx MUY – 0.45% up 9.75%

Grades Full Run AWP q1 $421.41, q4 $450.12, q3 $429.45, q2 $378.99, q1 $377.44, q4 $376.12, q3 $374.30

q1; 0.45% +

q4; 0.41% -

q3; 0.54% -

q2; 0.93% -

q1; 1.19% +

q4; 0.94% -

q3; 1.10%

Haswell Core i5 Dual Mobile 43/42xx MHEUY – 1.36% up 9.67%

Grades Full Run AWP q1 $279.58, q4 $279.29, q3 $278.03, q2 $292.87, q1 $292.16, q4 $291.66, q3 $291.23

q1; 1.36% +

q4; 1.24% -

q3; 2.01% -

q2; 2.27% +

q1; 1.94% +

q4; 1.73% -

q3; 1.85%

Haswell Core i3 Dual Mobile 41/40xx MEUY – 0.42% down (4.54%)

Grades Full Run AWP q1 $265.90, q4 $265.69, q3 $264.53, q2 $263.71, q1 $263.71, q4 $263.48, q3 $263.41

q1; 0.42% -

q4; 0.44% -

q3; 0.60% -

q2; 0.83% -

q1; 0.84% +

q4; 0.77% -

q3; 1.02%

Haswell Pentium Dual Mobile MUY – 0.046% up 206.66%

Grades Full Run AWP q1 $158.83, q4 $158.84, q3 $159.02, q2 $157.13, q1 $157.13, q4 $156.87, q3 $156.76

q1; 0.046% +

q4; 0.015% -

q3; 0.029% -

q2; 0.05% -

q1; 0.09% +

q4; 0.08% -

q3; 0.12%

Haswell Celeron Dual Mobile MUY – 0.043% down (10.41%)

Grades Full Run AWP q1 $131.58, q4 $131.64, q3 $131.81, q2 $131.81, q1 $131.81, q4 $131.86, q3 $131.87

q1; 0.043% -

q4; 0.048% -

q3; 0.079% -

q2; 0.099% -

q1; 0.171% -

q4; 0.179% -

q3; 0.33%

Haswell Quad/Dual Mobile = 2.617% down (1.09%)

Category Full Run AWP q1 $327.86, q4 $339.57, q3 $363.60 q2 $300.58, q1 $303.33, q4 $304.02, q3 $300.21

q1 $327.86▲$11.71 - 3.39%

q4 $339.57▲$24.03 - 6.60%

q3 $363.60▲ $63.02 + 20.96%

q2 $300.58▲ $2.75 - 0.90%

q1 $303.33▲ $0.69 - 0.22%

q4 $304.02▲ $3.81 + 1.26%

q3 $300.21

q1; 2.617% - 1.09%

q4; 2.646% - 33.75%

q3; 3.994% - 19.57%

q2; 4.966% - 9.79%

q1; 5.505%+ 13.22%

q4; 4.862% - 33.3%

q3; 7.29%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 0.32

É q3-q4 = 5.11

É q2-q3 = 0.942

É q1-q2 = 10.87

É q4-q1 = 60.09

É q3-q4 = 26.42

Bay Trail Atom

Bay Trail I – 0.0138% down (9.8%)

Grades Full Run AWP q1 $33.90, q4 $33.30, q3 $32.96 q2, $32.06, q1 $32.06, q4 $31.75, q3 $31.75

q1; 0.0138% -

q4; 0.0153% -

q3; 0.0169% -

q2; 0.018% -

q1; 0.02% +

q4; 0.01% -

q3; 0.02%

Bay Trail T – 0.138% down (15.33%)

Grades Full Run AWP q1 $21.72, q4 $23.53, q3 $23.63, q2, $24.54, q1 $25.25, q4 $25.91, q3 $25.91

q1; 0.138% -

q4; 0.163% -

q3; 0.335% -

q2; 0.43% -

q1; 0.66% +;

q4; 0.55% -

q3; 0.99%

Bay Trail M – 0.359% down (9.11%)

Grades Full Run AWP q1 $115.82, q4 $115.84, q3 $115.89, q2 $115.54, q1 $116.02, q4 $115.64, q3 $116.28

q1; 0.359% -

q4; 0.395% -

q3; 0.639% -

q2; 0.90% -

q1; 1.41% +

q4: 1.24% -

q3; 1.78%

Bay Trail D – 0.125% up 5.04%

Grades Full Run AWP q1 $81.56, q4 $81.56, q3 $81.45, q2 $81.45, q1 $81.45, q4 $81.45, q3 $81.45

q1; 0.125% +

q4; 0.119% -

q3; 0.192% -

q2; 0.23% -

q1; 0.43% +

q4; 0.38% -

q3; 0.56%

Moorefield – 0.001% down (85.71%)

Grades AWP thought ~ $20

q1; 0.001% -

q4; 0.007% -

q3; 0.026% +

q2; 0.02% -

q1: 0.04% +

q4; 0.02% -

q3; 0.04%

Merrifield – 0.0017% down (22.72%)

Grades AWP thought ~ $20

q1; 0.0017% -

q4; 0.0022% -

q3; 0.0048% -

q2; 0.0051% -

q1; 0.0062% +

q4; 0.0047% +

q3; 0.0039%

Clover Trail – 0.023% n/c

Grades AWP ~ $20

q1; 0.023% n/c

q4; 0.023% -

q3; 0.029% -

q2; 0.060% -

q1: 0.107% -

q4; 0.125% -

q3; 0.16%

Bay Trail Full Line total = 0.6498% down (10.52%)

Category Full Run AWP q1 $84.54, q4 $84.05, q3 $84.66, q2 $85.16, q1 $83.57, q4 $85.70, q3 $82.27

q1 $84.54▲ $0.49 + 0.58%

q4 $84.05▲ $0.61 - 0.72%

q3 $84.66▲ $0.50 - 0.58%

q2 $85.16▲ $1.59 + 1.90%

q1 $83.57▲ $2.13 - 2.48%

q4 $85.70▲ $2.83 + 3.41%

q3 $82.87

q1; 0.6498% - 10.52%

q4; 0.7262% - 41.63%

q3; 1.2443% - 25.50%

q2; 1.6706% - 37.98%

q1: 2.6933% + 14.30%

q4; 2.3559% - 30.67%

q3; 3.397%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 18.1

É q3-q4 = 57.8

É q2-q3 = 35.3

É q1-q2 = 19.9

É q4-q1 = 5.7

É q3-q4 = 8.9

Avoton / Rangeley Xeon

C2/3xxx full Line

C3xxx AWP $170.25

C2xxx AWP $121.62

q1; 0.00018% n/c

q4; 0.00018%

q3; 0.00039%


Ivy Bridge Xeon

E7 v2 Multiprocessing

E7 88xx v2 8-way – 0.099% down (12.38%)

Grades Full Run AWP q1 $6402.17, q4 $6179.33, q3 $6135.85, q2 $6023.14, q1 $5842.51, q4 $5819.12, q3 $5596.95

q1; 0.099% -

q4; 0.113% +

q3; 0.047% -

q2; 0.15% -

q1: 0.06% +

q4; 0.05% -

q3; 0.07%

E7 48xx v2 4-way – 0.151% down (up 38.36%)

Grades Full Run AWP q1 $3447.59, q4 $3319.08, q3 $3153.42, q2 $3209.49, q1 $3153.42, q4 $3148.87, q3 $3126.34

q1; 0.151% -

q4; 0.245% +

q3; 0.044% -

q2; 0.42% -

q1; 0.57% +

q4; 0.51% -

q3; 0.59%

E7 v2 Full Line total = 0.251% down (29.88%)

Category Full Run AWP q1 $4308.67, q4 $3949.91, q3 $3958.48, q2 $3824.95, q1 $3694.77, q4 $3683.99, q3 $3627.49

q1 $4308.67▲ $358.76 + 9.08%

q4 $3949.91▲ $8.50 - 0.21%

q3 $3958.48▲ $133.53 + 3.49%

q2 $3824.95▲ $130.18 + 3.5%

q1 $3694.77▲ $10.78 + 0.29%

q4 $3683.99▲ $56.50 + 1.55%

q3 $3627.49

q1; 0.251% - 29.88%

q4; 0.358% + 289.13%

q3; 0.092% - 83.57%

q2; 0.56% - 11.11%

q1; 0.63% + 12.5%

q4; 0.56% - 16.41%

q3; 0.67%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 3.29

É q3-q4 = 1376 - INTENT TO MONOPOLIZE

É q2-q3 = 23.94

É q1-q2 = 3.17

É q4-q1 = 43.1

É q3-q4 = 10.58

Xeon Phi Knights Landing and Knight Corner – 0.0108% up 285.71%

Knights Landing Broker Channel Grades AWP q1 $750 q4 $462.99, q3 $1028.25, q2 $934.12, q1 $1405.06, q4 $1405.66, q4 $1564.95

Knights Corner Intel 1K q1 $3723.77

q1; 0.0108% +

q4; 0.0028% -

q3; 0.004% -

q2; 0.005% -

q1; 0.017% +

q4; 0.015% +

q3; 0.01%


E5 v2 Multiprocessing

E5 46xx v2 6C – 0.223% down (50.33%)

Grades Full Run AWP q1 $730.78, q4 $733.44, q3 $736.20, q2 $741.87, q1 $750.49, q4 $757.36, q3 $764.51

q1; 0.223% -

q4; 0.449% +

q3; 0.432% -

q2; 0.53% -

q1: 0.88% +

q4; 0.65% -

q3; 0.85%

E5 46xx v2 8C – 0.336% down (13.84%)

Grades Full Run AWP q1 $1573.66, q4 $1559.85, q3 $1545.55, q2 $1524.32, q1 $1496.23, q4 $1495.80, q3 $1504.50

q4; 0.336% -

q4; 0.390% -

q3; 0.559% +

q2; 0.40% -

q1; 0.66% +

q4; 0.25% -

q3; 0.39%

E5 46xx v2 10C – 0.205% down (13.13%)

Grades Full Run AWP q1 $2903.91, q4 $2906.34, q3 $2911.09, q2 $2923.57, q1 $2911.12, q4 $2958.47, q3 $2977.83

q1; 0.205% -

q4; 0.236% -

q3; 0.345% -

q2; 0.37% -

q1; 0.61% +

q4; 0.48% -

q3; 0.57%

E5 46xx v2 12C – 0.0039% down (4.87%)

Grade Full Run AWP $4394 n/c

q1; 0.0039% -

q4; 0.0041% -

q3; 0.0043% -

q2; 0.0045% -

q1; 0.0062% +

q4; 0.0047% +

q3; 0.0034%

E5 46xx v2 Full Line total = 0.769% down (17.13%)

Category Full Run AWP q1 $1692.69, q4 $1697.83, q3 $1696.88, q2 $1706.33, q1 $1718.20, q4 $1671.67, q3 $1626.44

q1 $1692.69▲ $5.14 - 0.30%

q4 $1697.83▲ $1.05 + 0.55%

q3 $1696.88▲ $9.45 - 0.55%

q2 $1706.33▲ $11.87 - 0.69%

q1 $1718.20▲ $46.53 + 2.78%

q4 $1671.67▲ $45.23 + 2.78%

q3 $1626.44

q1; 0.769% - 17.13%

q4; 0.928% - 30.79%

q3; 1.341% - 7.38%

q2; 1.448% - 33.39%

q1; 2.174% + 53.2%

q4; 1.419% - 21.60%

q3; 1.81%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 57.1

É q3-q4 = 55.98

É q2-q3 = 13.4

É q1-q2 = 48.3

É q4-q1 = 19.1

É q3-q4 = 7.7

E5 26xx v2 EP Dual Processor Server

E5 2600 v2 4C – 1.09% up 142.76%

Grades Full Run AWP q1 $416.18, q4 $418.05, q3 $417.65, q2 $409.70, q1 $406.28, q4 $408.31, q3 $409.58

q1; 1.090% +

q4; 0.449% -

q3; 0.46% -

q2; 0.76% +

q1; 0.36% -

q4; 0.40% n/c

q3; 0.40%

E5 2600 v2 6C – 5.49% up 45.62%

Grades Full Run AWP q1 $608.64, q4 $618.82, q3 $634.04, q2 $670.47, q1 $687.50, q4 $694.26, q3 $698.28

q1; 5.49% +

q4; 3.77% +

q3; 3.17% -

q2; 3.34% +

q1; 0.91% +

q4; 0.84% +

q3; 0.76%

E5 2600 v2 8C – 4.26% up 22.76%

Grades Full Run AWP q4 $1282.87, q3 $1268.78, q2 $1237.99, q1 $1248.10, q4 $1253.88, q3 $1256.87

q1; 4.26% +

q4; 3.47% -

q3; 3.81% +

q2; 2.64% +

q1; 1.40% +

q4; 0.77% -

q3; 0.80%

E5 2600 v2 10C – 12.4% up 81.81%

Grades Full Run AWP q1 $1639.59, q4 $1617.79, q3 $1609.73, q2 $1595.83, q1 $1595.95, q4 $1609.52, q3 $1626.28

q1; 12.4% +

q4; 6.82% -

q3; 7.88% +

q2; 4.59% +

q1; 3.40% +

q4: 3.24% +

q3; 3.31%

E5 2600 v2 12C – 1.51% down (24.5%)

Grades Full Run AWP q1 $2424.73, q4 $2422.37, q3 $2416.09, q2 $2410.85, q1 $2414.30, q4 $2422.63, q3 $2435.60

q1; 1.51% -

q3; 2.00% n/c

q3; 2.00% -

q2; 2.09% +

q1; 2.02% +

q4; 1.96% -

q3; 2.06%

E5 26xx v2 Full Line total = 24.78% up 50%

Category Full Run AWP q1 $1365.97, q4 $1340.28, q3 $1325.31, q2 $1301.28, q1 $1289.74, q4 $1267.48, q3 $1246.12

q1 $1365.97▲ $25.69 + 1.91%

q4 $1340.28▲ $14.97 + 1.12%

q3 $1325.31▲ $24.03 + 1.84%

q2 $1301.28▲ $11.54 + 0.89%

q1 $1289.74▲ $22.26 + 1.75%

q4 $1267.48▲ $21.36 + 1.71%

q3 $1246.12

q1; 24.78% + 50%

q4; 16.53% - 4.67%

q3; 17.34% + 29.01%

q2; 13.44% + 65.9%

q1; 8.10% + 12.03%

q4; 7.23% - 1.76%

q3; 7.36%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 26.17

É q3-q4 = 3.89

É q2-q3 = 15.76

É q1-q2 = 74.04

É q4-q1 = 6.87

É q3-q4 = 1.02

E5 24xx v2 EN Dual Processor Server

E5 2400 v2 4C – 0.402% down (51.44%)

Grades Full Run AWP q1 $224.92, q4 $224.36, q3 $222.24, q2 $220.06, q1 $218.65, q4 $219.53, q3 $220.80

q1; 0.402% -

q4; 0.828% -

q3; 0.83% +

q2; 0.82% +

q1; 0.40% -

q4; 0.41% -

q3; 0.42%

E5 2400 v2 6C – 0.410% down (53.14%)

Grades Full Run AWP q4 $466.88, q3 $464.22, q2 $466.41, q1 $463.44, q4 $462.74, q3 $462.82

q1; 0.410% -

q4; 0.875% +

q3; 0.589% -

q2; 0.955% +

q1; 0.72% +

q4; 0.66% +

q3; 0.58%

E5 2400 v2 8C – 0.15% up 15.38%

Grades Full Run AWP q4 $923.89, q3 $925.89, q2 $920.13, q1 $912.98, q4 $920.00, q3 $926.54

q1; 0.15% +

q4; 0.13% -

q3; 0.29% -

q2; 0.47% +

q1; 0.43% +

q4: 0.32% -

q3; 0.36%

E5 2400 v2 10 – 0.019% down (5%)

Grades Full Run AWP q4 $1436.64, q3 $1436.79, q2 $1437.64, q1 $1437.85, q4 $1438.19, q3 $1438.16

q1; 0.019% -

q4; 0.02% -

q3; 0.04% -

q2; 0.075% -

q1; 0.13%+

q4; 0.04% -

q3; 0.06%

E5 24xx v2 Full Line total = 0.98% down (47.02%)

Category Full Run AWP q1 $554.36, q4 $547.83, q3 $563.47, q2 $585.92, q1 $591.56, q4 $530.80, q3 $553.77

q1 $554.36▲ $6.53 + 1.19%

q4 $547.83▲ $15.64 - 2.77%

q3 $563.47▲ $22.45 - 3.83%

q2 $585.92▲ $5.64 - 0.95%

q1 $591.56▲ $60.76 + 11.44%

q4 $530.80▲ $22.97 - 4.14%

q3 $553.77

q1; 0.98% - 47.02%

q4; 1.85% + 5.71%

q3; 1.75% - 24.56%

q2; 2.32% + 37.27%

q1; 1.69% + 16.55%

q4; 1.45% + 0.69%

q3; 1.44%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 39.51

É q3-q4 = 2.06

É q2-q3 = 6.41

É q1-q2 = 39.23

É q4-q1 = 1.44

É q3-q4 = 0.16


E5 16xx v2 Uni-processor Workstation / Server

E5 1600 v2 4C – 0.555% down (1.59%)

Grades AWP q1 $253.32, q4 $254.41, q3 $257.41, q2 $268.12, q1 $277.27, q4 $276.90, q3 $276.18

q1; 0.555% -

q4; 0.564% +

q3; 0.544% -

q2; 0.688% +

q1; 0.056% -

q4; 0.228% -

q3; 0.05%

E5 1600 v2 6C – 0.0722% up 125.62%

Grades AWP q1 $637.92, q4 $643.00, q3 $654.84, q2 $750.91, q1 $755.70, q4 $764.91, q3 $788.68

q1; 0.722% +

q4; 0.032% -

q3; 1.053% +

q2; 0.052% +

q1; 0.019% -

q4; 0.079% -

q3; 0.09%

E5 1600 v2 8C – 0.159% up 1666.67%

Grade AWP $1723.00 n/c

q1; 0.159% +

q4; 0.009% +

q3; 0.002% -

q2; 0.0032% -

q1: 0.0051% +

q4; 0.0047% +

q3; 0.0023%

E5 16xx v2 Full Line total = 0.287% down (51.92%)

Category Full Run AWP q1 $446.01, q4 $456.85, q3 $478.34, q2 $529.26, q1 $581.19, q4 $428.56, q3 $530.01

q1 $446,01▲ $10.84 - 2.37%

q4 $456.85▲ $21.49 - 4.49%

q3 $478.34▲ $50.92 - 9.62%

q2 $529.26▲ $51.91 - 8.93%

q1 $581.19▲ $152.63 + 35.61%

q4 $428.56▲ $101.45 - 19.1%

q3 $530.11

q1; 0.287% - 51.92%

q4; 0.597% - 62.66%

q3; 1.599% + 115.2%

q2; 0.743% + 813.8%

q1: 0.081% + 161.2%

q4; 0.031% + 55%

q3; 0.020%

Elasticity of Supply = ▲ Q / ▲ P

É q4-q1 = 21.90

É q3-q4 = 13.95

É q2-q3 = 11.97

É q1-q2 = 91.13

É q4-q1 = 4.52

É q3-q4 = 2.87

Ivy Bridge Core i7 Extreme Edition

i7 4960X 6C – 0.017% down (22.72%)

Grade AWP $990 n/c

q1: 0.017% -

q4: 0.022% -

q3; 0.037% -

q2; 0.041% -

q1: 0.064% +

q4; 0.062% -

q3; 0.05%

i7 4930K 6C – 0.026% up 4%

Grade AWP $583 n/c

q1; 0.026% +

q4: 0.025% -

q3; 0.044% +

q2; 0.039% -

q1: 0.063% -

q4; 0.066% -

q3; 0.08%

i7 4820K 4C – 0.0116% up 17.17%

Grade AWP $323 n/c

q1; 0.0116% +

q4: 0.0099% -

q3; 0.019% -

q2; 0.026% -

q1: 0.038% +

q4; 0.029% -

q3; 0.04%

Ivy Bridge Extreme Full Line total = 0.0556% down (4.13%)

Full Line AWP q1 $590.19, q4 $589.12, q3 $587.95, q2 $596.35, q1 $594.93, q4 $687.41, q3 $640.21

▲ q4/q1 $1.07 + 0.18%

▲ q3/q4 $1.17 + 0.19%

▲ q2/q3 $8.40 - 1.40%

▲ q1/q2 $1.42 + 0.23%

▲ q4/q1 $92.48 - 13.45%

▲ q3/q4 $47.20 + 7.37%

q1: 0.0556% -

q4: 0.0580% -

q3; 0.1020% -

q2; 0.1066% -

q1: 0.1585% -

q4; 0.24% +

q3; 0.18%

É ▲ q4-q1 = .30

É ▲ q3-q4 = .30

É ▲ q2-q3 = .07

É ▲ q1-q2 = .46

É ▲ q4-q1 = .01

É ▲ q3-q4 = .03

Economic assessment continues.

Clean up work continues.

Working toward industrial social and corporate law responsibilities, for a happy prosperous industry, on a renaissance in commercial opportunity.

Mike Bruzzone, Camp Marketing

FBI Original Source of Intel Network RICO in 1996

FTC Invited Field Report Docket 9288; 1998 – 2000

CDOJ and NYDOJ First to Report Intel Inside® Price Fix Section 1 Violation in 1998

CDOJ Lettered to Work Report, Intel Section 15 USC 1 Violation in 2000

SEC Notice INTC Stock Market Rig, Accounting Fraud; 2007, 2010, 2011, 2015, 2016, 2017

U.S. Attorney Northern California District FCA Relator; 2008 & current

FTC Witness Analyst v Intel Corp. Docket 9341, under labor code; 2009 and current

U.S. Court of Appeals Federal Circuit Acknowledge 31 USC 3729 FCA Relator; 2014

Related:

$NVDA, NVIDIA Corporation / H1

$AMD, Advanced Micro Devices, Inc. / H1

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