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Intel Corporation Message Board

  • wallisweaver wallisweaver Apr 28, 2012 12:08 AM Flag

    Nice Week

    From 27.24 up to 28.38 seems like a productive week.

    Finally the smartphone ramp is getting some awareness. About time. One has to wonder exactly what Wall Street does focus on.

    Naps?

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    • smartphone ramp is getting some awareness

      -----------

      Someone must have forgotten to tell the stock about the ramp.

      RAMP RAMP RAMP!

    • Another "nice week" shapin' up in here, Wallazzzzzzzzzzzzz.

    • Very competitive in energy consumption already while
      being exceptionally strong in performance.
      The Z2460, i'm guessing is selling from $30 to $40.
      Intel expects total smartphone market to reach 660 million units for 2012.
      Intel must know enough about this market to suggest confidently that they will be a major player. That could mean above 50% of the chip market for smartphones worldwide.
      So about 350 million Atom chip sales for this market by 2013.
      This could mean a new revenue source of between $10 to $14 Billion.
      This may certainly be somewhat optimistic, but no one can surely say that it cannot happen.

      • 1 Reply to paul.ottelini
      • 'The Z2460, i'm guessing is selling from $30 to $40.'

        Too high for a phone single-core

        http://www.electronics-eetimes.com/en/intel-specifies-medfield-tips-lenovo-motorola-deals.html?cmp_id=7&news_id=222910750

        "Intel's executives declined to talk about the price of the chip in volume except to say that it would be 'competitive'. Analysts from Nomura Equity Research predicted that Medfield would be introduced at a price of $17 or $18."


        'Intel expects total smartphone market to reach 660 million units for 2012.
        Intel must know enough about this market to suggest confidently that they will be a major player. That could mean above 50% of the chip market for smartphones worldwide.
        So about 350 million Atom chip sales for this market by 2013.
        This could mean a new revenue source of between $10 to $14 Billion.
        This may certainly be somewhat optimistic, but no one can surely say that it cannot happen.'

        So in 2013 Samsung, Apple, Qualcomm units will shrink by half ? Extremely unlikely. If Intel is selling 50+ million Medfields in 2013 it will be doing well. That's about an extra billion in Atom revenue but I suspect that will double or triple again in 2014 when Silvermont ramps. The good point about Medfield is that all the 32nm Fabs can start pumping them out when the transition to 22nm Ivy Bridge is complete. It will be the present that keeps giving in the future years as it should remain competitive against the 28-32nm A15/S4 competition at high clockspeeds and no-one can make a 62 sq mm die cheaper than Intel so Intel should still make money on them even when the price is eventually under $10.

 
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