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  • theblueredmonk theblueredmonk Jan 5, 2012 7:26 PM Flag

    Marvell replaces Intel in Google TV

    My question is would you spend untold millions of dollars in advertising to create a market with an ARM processor based product when you know that if you come close to a payoff there will be 1000 other Chinese companies ready to cut into your market share with lower cost products?

    What Intel is doing with the Ultrabook is something that ARMH cannot afford to do, ever. The success that ARM has been having is mostly due to Apple. Without a huge company innovating, and promoting the new innovation what you get is similar to what you have with streaming TV devices. Companies will put out new products hoping for a viral hit but won't invest large sums of money in advertising.
    -----

    Intel 'left' the Smart TV market because it couldn't gain traction. Sometime this year Apple will release the iTV which could bomb, or it could set off another wave of innovation - but without x86. This iTV and the possible 'app based' TV of the future will not be low margin market (at least initially).

    The Ultrabook is a very smart move by Intel to create a wedge between tablets and real computing. ARMH would (and could) never 'create' a new product market as Intel is doing. It's far to low down in the supply chain. It would be upto the likes of Microsoft, Apple, Google, TI, Nvidia and QCOM to innovate and push through any new ARM based form factor.

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    • ltisteve@verizon.net ltisteve Jan 5, 2012 9:16 PM Flag

      That's right. That's exactly my point. It's up to the Nvidia's and Qualcom's to push through new ARM form factors. But, so far they haven't done it. Google TV is by Logitech which is famous for mice and keyboards! Boxee Box is D-Link which is famous for routers. Roku is a private company based in Northern California. Where are the TI or Qualcom sponsored boxes?

      Yes, one of these little devices can go viral and sell 5 million units nearly overnight. But so far this really hasn't happened.

      I am a bit skeptical about iTV, the Apple TV didn't really go anywhere. Everything Apple does these days seems to have a subscription service attached to it. I am willing to bet that iTV is going to work very well with iCloud and iTunes. You can rent and buy from iTunes, record and store on iCloud, and run apps on your TV.

      Think about it, it makes sense! Why invent products for others to quickly knock off? The plan doesn't work without the proprietary ecosystem. Great for Apple, bad for ARM. There is no easy "me too" market. It's also good for Intel because there are server sales.

      My question is in 2012 what is the next big sales wave for ARM? Not the next big processor, but what's the next big sales wave? Are we still only talking phones and tablets? I guess we'll find out next week at CES if there is anything else in the pipeline.

      • 2 Replies to ltisteve
      • "My question is in 2012 what is the next big sales wave for ARM? "

        Win8 !!

      • I am a bit skeptical about iTV, the Apple TV didn't really go anywhere. Everything Apple does these days seems to have a subscription service attached to it. I am willing to bet that iTV is going to work very well with iCloud and iTunes. You can rent and buy from iTunes, record and store on iCloud, and run apps on your TV.

        Think about it, it makes sense! Why invent products for others to quickly knock off? The plan doesn't work without the proprietary ecosystem. Great for Apple, bad for ARM. There is no easy "me too" market. It's also good for Intel because there are server sales.
        -----

        I really don't understand why you bring ARM into the last paragraph. It makes no difference to ARM if Apple is a closed system or not (unless they go x86)?

        As for the iTV - yes, I am cynical as well:) It really depends what the iTV actually *is*. It could be a gesture (like MS kinetic) based device along with siri for voice control connected to the net and existing cable boxes. Then again, it could just be a TV with an Apple 'subscription'. If the former and if the interfaces work, then it could shake things up.

        -----
        My question is in 2012 what is the next big sales wave for ARM? Not the next big processor, but what's the next big sales wave? Are we still only talking phones and tablets? I guess we'll find out next week at CES if there is anything else in the pipeline.
        -----

        Not really the board for the above question, but the smart TV and STB sector are growth area's:)

    • Intel is not leaving TVs. They're leaving the "set-top" box market. They are still working directly with TV manufacturers like Samsung to go directly into the TV. Apple TV will be a bust, imo. Apple has been successful so far because they can control the entire ecosystem. They cant do that with TVs because there are so many big players involved (studios, games, TV products, other consoles/set-tops, etc.).

 
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