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Intel says it is discontinuing its Kaby Lake-G processors that used AMD graphics

Intel announced today that it had discontinued its Kaby Lake-G processors.  The Kaby Lake-G processors arrived in 2017 with much fanfare and a bit of confusion, largely because the chips used …

Tom's Hardware Paul Alcorn

Context & Ripple Effects

Kaby Lake-G arrived in 2017 as part of Intel's Kaby Lake 7th-generation launch wave, but unlike the rest of that family it bundled Intel CPU dies with AMD Radeon graphics on one package — a rare instance of the two rivals sharing silicon. The discontinuation ends that experiment.

The move reads less like a surprise than a completion: Intel spent the years since building its own integrated graphics, reaching the point with 11th-gen Tiger Lake's Xe graphics where paying AMD for GPU capability inside its own chips no longer bought anything it couldn't make itself.

First-order effects

  • OEMs still designing products around Kaby Lake-G — thin gaming laptops and mini-PCs were the chips' natural home — lose their only Intel-sourced option with discrete-class AMD graphics and must requalify around Intel's own integrated parts or AMD APUs.
  • AMD loses a niche but symbolically significant royalty stream from its chief rival, and Intel stops funding a competitor's GPU business through every unit shipped.

Second-order effects

  • With no licensed AMD graphics in its stack, Intel's competitive pitch shifts fully to its own Xe roadmap, raising the stakes on whether integrated Xe can match what the AMD pairing delivered — if it can't, the affected laptop segments become open ground for AMD's own CPUs-plus-graphics packages.
  • The cancellation removes the industry's most visible example of cross-vendor silicon cooperation at the consumer level, nudging OEMs toward choosing whole platforms from a single vendor rather than mixed-silicon designs.

Third-order effects

  • Kaby Lake-G fits a recurring pattern in Intel's portfolio management seen elsewhere in this coverage — the later scrapping of the Rialto Bridge data center GPU series shows the same willingness to kill projects rather than carry them — pointing toward a company that prunes dependent or underperforming bets aggressively and concentrates on designs it controls end to end.

The trend: As Intel's in-house integrated graphics matured, cooperative silicon arrangements with rivals gave way to single-vendor platforms — a consolidation of the PC chip market around vertically integrated stacks.

Discussion

  • @evanderburg Eric Vanderburg on x
    Intel Kills Kaby Lake G, Vows To Offer Drivers For Five Years http://i.securitythinkingcap.com/ RFqqSp