Each new process shrink is qualified with the client CPU first. The client (desktop/laptop or equivalent) should be the first on 14nm.
14nm will be 2015 and Skylake will be the first CPU.
The vacated 22nm process capacity will be filled with the mobile CPU (if I understand Intel schedules).
IF the mobile does not support LTE, it will be one group of customers. If it does support LTE, the potential population of customers will increase to include the US.
IMO, it will not be either Samsung or Apple but it will be companies who will take market share from the Android part of the market and the total Android market will grow faster than the Apple ios part because their will be more suppliers and more aggressive pricing.
Which company will that be? Someone with an Android phone today or someone new in the market.
HPQ, DELL, ASUS, ACER, CSCO, Walmart Technology, ATT, Verizon (agree with att4glte) and Sprint.
RIMM, NOK, ....
If you are looking for a specific name, the decision has probably not been made yet. You will not get a specific answer.
“We want to be pushing the limits of what Android can do,” he said, referring to Google’s popular operating software for phones. He said that the plan for Motorola was to build excellent products that took advantage of its engineering heritage. “It doesn’t need to be the biggest player, but it can be one that’s truly leading in leaps and bounds in generations and generations of devices,” he said.
Intel and Motorola Mobility Strike Multi-Year Strategic Mobile Partnership
Motorola Mobility to Begin Shipping Intel®-Based Smartphone in 2H 2012
2012 International CES
LAS VEGAS–(BUSINESS WIRE)–INTERNATIONAL CONSUMER ELECTRONICS SHOW – Intel Corporation and Motorola Mobility, Inc. (NYSE:MMI) announced that the two companies were entering into a multi-year, multi-device strategic relationship that includes smartphones which Motorola will begin shipping later this year using Intel® Atom™ processors and the Android™ platform.
“Though there are 5 billion mobile subscribers in the world, less than 800 million are using a smartphone today. With Android as the leading smartphone OS globally and advancements in computing technology we see tremendous opportunity for the converged devices market.”
The collaboration, which also covers tablets, will combine Intel’s leadership in silicon processor technology and computing innovation with Motorola’s mobile device design expertise to deliver products that have the high performance, long battery life and convenience necessary for increasingly mobile lifestyles.
“When great silicon and software technology meets great mobile and design innovation, amazing things can happen,” said Intel President and CEO Paul Otellini. “Our long-term relationship with Motorola Mobility will help accelerate Intel® architecture into new mobile market segments. We expect the combination of our companies to break new ground and bring the very best of computing capabilities to smartphones and tablets, which in turn will help to create powerful new experiences that connect and enrich people’s lives wherever they may be.”
“We are delighted to be partnering with Intel to deliver smartphones and tablets based on Intel’s Atom processor to consumers and businesses,” said Sanjay Jha, Chairman and CEO, Motorola Mobility. “Though there are 5 billion mobile subscribers in the world, less than 800 million are using a smartphone today. With Android as the leading smartphone OS globally and advancements in computing technology we see tremendous opportunity for the converged devices market.”
Smartphones and tablets are quickly becoming an indispensible part of people’s daily lives — making them constant companions. The strategic relationship between Intel and Motorola Mobility will expand opportunity for continued innovation in these areas as they work closely to leverage Intel’s low power system-on-chip (SoC) roadmap for Motorola Mobility’s converged mobile device portfolio. The companies will collaborate across hardware, software and services to deliver complete solutions and disruptive new user experiences that offer long battery life, increased computing performance, advanced imaging and video capabilities, and seamless wireless connections.