There is another impact. For the server OEM/ ODM community, that means their next major mainstream Intel product launch is later in 2020. Those same platforms that were launched alongside the Intel Xeon Scalable Processor Family (Skylake-SP) will be still top-of-the-line more than three years later. Platform refreshes are important in the industry since they help vendors initiate sales conversations with customers as well as bring new technologies. For example, we would have significantly more PCIe Gen4 NVMe SSDs in-market at this point if Ice Lake was already out. The other side of this is that by rationalizing the release schedule, partners will not have to do two launches of the same platform in 2020. If Cooper Lake hit in late 2019 as that OCP Summit 2019 Intel Keynote slide said, then that is a different story. As the timeline compressed, this makes sense which is what we heard from OEMs last year.
Intel To Launch Ice Lake 8 Core, 16 Thread Mainstream CPUs...
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