Intel Merrifield To Be Announced At 2013 Mobile World Congress
With no integrated 4G/LTE, Merrifield is DOA compared to Qualcomm's new chip so until after 2104 when Atom shrinks to 14nm, it's Apple, Samsung, Qualcomm as the top three smartphone chip suppliers. Intel can compete with Nvidia for 4th place.
I am losing track of all the variations and going blind trying to figure out how to translate the marketing-speak into English. There is no Bing translator for marketing-speak. It is intentionally vague and designed to string discontiguous facts together in sentences that are technially correct but contain less information than it appears on first reading.
The MCM packaging can hide that shortcoming for a period of time.
I think there will be 4 big players but I don't think NVDA will be among them.
Apple with their following and their history of innovation. They need to secure fab.
Intel with their fabs and installed infrastructure (just not in the low end).
Qualcomm with their patent portfolio and advanced designs.
Samsung with their fabs, designs and retail muscle.