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Intel Corporation Message Board

  • stockjock44 stockjock44 Nov 30, 2012 9:48 AM Flag

    Wally

    Have you got an updated list of INTC releases? I have INTC & AAPL 2new sizes MacBook release today, China new phone chips in Dec. 4Glte in Jan. Haswell in 2nd qtr, 22nm phone in 2nd qtr and 14nm in 4th qtr. Also looking at CSCO rumor of 1 billion fab and possible AAPL 2billion fab. Is this it for 2013 or did I miss anything? TIA

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    • Intel LTE: Projected "early" in 2013
      Next year will see 22nm, new architecture dual core SoC with 4G LTE on a chip, or nearby, with much higher performance and much lower power.

      Early next year we should see some truly market-leading smartphone products from Motorola (Google) utilizing the dual core Z2580 SoC. The 2012 strategy has been to begin penetration of the world beyond the U.S., and Intel seems to be knocking on the right doors. The 2013 strategy will include the U.S. Someday, the Apple fab business will come Intel's way as well.

      Google "Does Intel Have A Mobile Strategy? Judge For Yourself" for an interesting read on Intel's smartphone prospects...

      Sentiment: Strong Buy

    • Intel LTE: Projected "early" in 2013
      Next year will see 22nm, new architecture dual core SoC with 4G LTE on a chip, or nearby, with much higher performance and much lower power.

      Does Intel Have A Mobile Strategy? Judge For Yourself

      Intel investors have repeatedly heard over the past two years that "Intel missed the mobile business," or that "Intel doesn't have a mobile strategy."

      Intel is the world's largest semiconductor manufacturer, routinely producing its products with, by far, the most advanced manufacturing process technology and processor architecture technology. It would be reasonable for investors to expect that a company with the resources of Intel would have something better than a primitive mobile strategy. Let's take a look at the progress to date.

      Early this year, Intel announced several non-U.S. partners in the mobile business. One of these is Lenovo, which is in the process of passing Hewlett-Packard as the world's largest PC manufacturer. As such, we can assume that Lenovo and Intel have "met." Lenovo has also entered the smartphone business with some impressive results:

      In last year's third quarter, the company had a 1.7% share of the market, according to Gartner.

      A year later, the company was ranked second in China's smartphone market for the third quarter, with a 14.8% share. This put it right behind Samsung, which had a 16.7% share.

      'We know that Lenovo is one of the strongest local companies in China,' said Gartner analyst Sandy Shen on Wednesday. 'But we just didn't expect the change to come so fast... We thought it would take them several years to grow their business in mobile devices.'

      Lenovo grew 870% in smartphones in a single year and shipped 7 million smartphones in the third quarter. Intel has also entered into agreements with Google to make Android and x86 more compatible. Intel has entered into a comprehensive agreement with Google's Motorola Mobility business unit. The results of that agreement are just now being recognized. Motorola has introduced the Intel-powered Razr i in Europe as a complement to the nearly identical non-Intel Razr M in the U.S.

      Motorola is also releasing an Intel-powered smartphone in China through China Mobile, the world's largest mobile service provider with over 700 million subscribers. Yes, that number is twice the entire population of the U.S. This phone carries the Intel Z2460 and an Intel baseband chip.

      The Lava ZOLO carries Intel parts to India, another market of "interest". Orange brings Intel SoCs to the U.K. Even Russia gets some Intel smartphone parts. Not bad for a company with "no strategy."

      None of these smartphones are market leaders or iPhone killers. They are mid-market, inexpensive, capable smartphones. All of these products use the Z2460 Medfield SoC. This device is a four-year-old architecture manufactured on Intel's trailing edge (but cheap) 32nm process. Next year will see 22nm, new architecture dual core SoC with 4G LTE on a chip, or nearby, with much higher performance and much lower power.

      Since there is a dire shortage of 28nm devices from TSMC, what is available is going into high-end phones, primarily in the U.S. Because of the above situation, we could get a pleasant surprise regarding the international progress of Intel's mobile effort.

      The Intel 32nm devices are built on fully depreciated production lines. Depreciation on state-of-the-art fabs could run as high as $2,000 per wafer. I would expect the Z2460 has a manufacturing cost of less than $4 and a selling price of $8-$10. That would be tough for competitors to match, especially in a 28nm shortage environment.

      Obviously, the Intel strategy does not include the U.S. at this time due to the lack of a 4G LTE solution. That problem is expected to go away by the end of the year. The strategy cannot include Samsung or Apple since devices for both companies are produced by Samsung. What's left is Google and Motorola. Low-cost international phone makers in immense markets are being addressed by Intel in a very capable way.

      Early next year we should see some truly market-leading smartphone products from Motorola (Google) utilizing the dual core Z2580 SoC. The 2012 strategy has been to begin penetration of the world beyond the U.S., and Intel seems to be knocking on the right doors. The 2013 strategy will include the U.S. Someday, the Apple fab business will come Intel's way as well.

      In the end, Intel will have a near monopoly in mobile just as it does in PCs and servers. The company doesn't know any other way. As Paul Otellini transitions into retirement, I would say, "Job well done."

      Sentiment: Strong Buy

    • Haswell: Still appears to be projected for March to June 2013

      Intel’s Haswell is an unprecedented threat to Nvidia, AMD

      Intel’s next-generation architecture, codenamed Haswell, isn’t just another “tock” in Intel’s tick/tock cadence; it’s a serious threat to both AMD and Nvidia. For the first time, Intel is poised to challenge both companies in the mainstream graphics market while simultaneously eroding Nvidia’s edge in the GPGPU business. Its low-power, 10W TDP ULV parts will challenge the price/performance ratio of AMD’s second-generation Brazos SoC (codenamed Kabini) as well as any ARM-based Windows 8 notebooks that companies like Qualcomm might bring to market.

      ***

      Intel's Haswell CPUs will fit in everything from tablets to servers

      An improved GPU and lower power consumption make for a versatile chip.

      If Intel's upcoming Atom processors are getting serious about competing with Cortex A9 and A15-based ARM processors, then Haswell is about giving us tablets in a whole new class of performance—benchmarks for Ivy Bridge Ultrabooks are five or six times higher than they are for the quad-core Tegra 3 in the Nexus 7, just to pick an example. ARM is still superior from a power usage standpoint, since even at full-tilt ARM SoCs are still sipping power compared to x86 SoCs, but the option to have that kind of performance in a tablet would be mighty tempting to a lot of companies and consumers.

      All of that is to say nothing of the advancements that Haswell will bring to laptops and Ultrabooks, which stand to gain both better battery life and integrated graphics that you'd actually want to use for gaming; to desktops, which will be both more power-efficient and powerful than before; and to servers, which of course stand to benefit from all the power and performance enhancements of the consumer devices. Intel's confusing portfolio aside, Haswell looks like another solid incremental improvement on what came before.

      Intel is taking a "mobile first" approach to Haswell's launch, which means that laptops and tablets should be the first devices to see these processors when they launch in early 2013.

      Sentiment: Strong Buy

    • Are these fact-based schedules, or did you guess them? 4Glte in Jan sounds mighty aggressive and mighty good if true.

 
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