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Intel Corporation Message Board

  • bacbacker bacbacker Dec 2, 2012 8:02 PM Flag

    INTC will compete with $30 SoC just fine

    - Intel does not have to pay license to ARM
    - Intel does it's own manufacturing with superior process that have better yields
    - After making acquisitions in the last 2 years, Intel now have all the components for the SoC and do not have to license from Qualcomm or Samsung
    - with the above advantages, intel can afford to undercut samsung, qualcomm or nvidia's SoC and still retain good margins
    - Intel will go after mobile market agressively: 'we will not lose a design win on price'
    - with Intel's chips being superior in performance, power consumption and price, which phone companies can resist???

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    • "- Intel does not have to pay license to ARM"

      INtel does have to pay IMG license for their powerVR GPUs
      INtel does have to pay NVidia royalties for use of their GPU patents
      btw, can you tell me how much is the license to Qualcomm on LTE, connectivity, etc...

      "- with the above advantages, intel can afford to undercut samsung, qualcomm or nvidia's SoC"

      Samsung has their own fabs, and own phones... margins are low
      Qualcomm doesn't pay license for connectivity...
      NVidia doesn't pay license for GPUs...

    • ---- intel can afford to undercut samsung, qualcomm or nvidia's SoC and still retain good margins ----

      Indeed INTC has a superior process and does not need to pay license fees. But their ability to leverage these advantages to deliver low-cost alternatives at 'good margins' is far from certain.

    • BTW, Intel plans to have an excelerated roadmap for smartphone chips. Current medfield is 32nm, next one will be iteration of it, the z2580 with duo core but it is still 32nm. Next chip, will be in mid 2013 produced using 22nm process. There will probably be an iteration of this chip after a couple of months. Then end of 2013, another new chip using 14nm whereby they will be in line with core process...with every new iteration and process, each chip will have multiple smartphones running it....seriously, arm doesn't have a chance, it is like taking candy from a baby...only reason arm seems so dominate now is because Intel hasn't decided to compete yet. 2013, Intel will seriously compete!

 
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