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Intel Corporation Message Board

  • wallisweaver wallisweaver Nov 18, 2012 6:06 PM Flag

    Light At The End Of The Tunnel

    Interestingly enough, there will actually be quite a bit of light at the end of the tunnel during 2013. Intel will not only release its next generation "Haswell" chips (which should enable thinner, longer lasting laptops and even very powerful tablets), but it will start to ship its dual core Atom SoC for smartphones paired with its LTE modem. Further, we will get a look at just how Windows 8 tablets are performing in the market place (Intel owns this space, and Windows RT machines simply aren't selling that well).

    Further, Intel will continue to aggressively push its way into the server market (in which it commands a staggering lead as it is) by expanding further into the HPC market (with its newly released Xeon Phi), as well as its 22nm refresh of its server chips ("Ivy Bridge EP/EX"), which should not only drive refreshes in the big-iron X86 space (in particular the "EX" model), but also in workstations and networking. All of this with a by-then mature 22nm process that will enable smaller chips and better gross margins.

    Finally, the end of 2013 will give us a glimpse into the next generation "Silvermont" processor and the accompanying system-on-chip solutions for smartphones, tablets, etc. This is a ground-up redesign of the Atom core (the current one in smartphones/tablets is five years old, and still is faster/more power efficient than most of the ARM processors, although many people seem to ignore raw technical data for what the media likes to perpetuate) that, given Intel's strength in designing efficient CPUs (compounded further by what is enabled by being on a fundamentally superior process node) should put to bed any doubts that Intel can compete effectively in this space.

    Sentiment: Strong Buy

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