I wonder if the Strix Halo itself actually has a proper market, I'm not seeing it storming the shelves or the top selling ranks anywhere.
And IMHO the main problem is price.
Strix Halo should be cheaper than a normal CPU + dGPU combination, for what it delivers to normal consumers in productivity and gaming and the BOM bill of devices based on it.
Yet the market is still filled with last generation hardware that sports say a Zen 8 core APU with an RTX 4060 at far below €1000. And that delivers better gaming, while it lasts long enough at 2D desktop work on battery to let single laptop owners survive outside their office, home or dorm.
I know it's technically very different, but who's ready to pay for a difference that doesn't provide practical value to the vast majority of the market?
Notebook entry level LLM inferencing isn't a mass market, if it's anything but marketing hallucinating itself, or letting LLMs do it for them. Especially if you ask HBM prices for getting 128GB of LPDDR5 soldered in.
And paying in excess of €3000 for RTX 5050 performance on a desktop?
AMD is trying to grab market share from Apple, I guess, using what is basically a console design... without a console using it to pay for the scale to make it cheap.
But Strix Halo doesn't seem to deliver 24H on a single charge nor does it deliver on whatever Fruity Cult fans look for when they buy a top end Mx laptop.
Strix Halo is designed to be cheaper than that CPU + dGPU combo, lowering component count and using commodity DRAM, but they aren't selling it that way.
That low value tiny niche market doesn't get any bigger by Intel trying to catch up: they'd be stupid to try for halo, given their current state. AMD could lower the price towards their production cost, which in Intel's case would be far higher, whether they use their own fabs or not, again for lack of scale.
It's not surprising me at all that Strix Halo is already seeping into the Aliexpress superNUCs market, where it might sell like wildfire, once the prices come into range, perhaps only because AMD has its successors pushing out of the fabs and they do have surplus.
So why is AMD not selling Strix Halo nearer to production cost already?
I got plenty of speculations, very few insights.