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Intel Corporation Message Board

  • wallisweaver wallisweaver Jan 6, 2013 10:41 PM Flag

    Coming Up

    A very exciting week is ahead:

    Intel up tomorrow with a lead-in to CES on Tuesday
    CES Tuesday with a look at new products and Intel's roadmap for 2013

    Expect more ARM fanboi rage as it becomes clear that Intel is moving with lightening speed on closing the power efficiency gap with ARM.

    Expect more news on Intel's powerful fabrication plans for 2013. Meanwhile expect no news or bad news on ARMs fabrication roadmap for 2013. ARM 20nm planar promises to be difficult, expensive and slow ramping in addition to providing limited improvements in performance and power efficiency. ARM has until June to produce 20nm in volume or suffer the competitive consequences. There is little chance they will have volume production this year, much less by June. The prospects for ARM 20nm are so dim that they are considering an almost impossible two process node jump to FinFET and 14/16nm fabrication. Of course, we don't expect to hear any news on ARM fabrication at CES but there should be plenty of good news about Intel's stellar 2013 fabrication roadmap.

    Expect to hear about the latest Intel smartphone or perhaps smartphones with big LTE and US market updates.

    Expect to hear about the latest Intel tablet efforts including the Surface Pro, which has been eagerly anticipated after the dismal performance and lukewarm reception of the ARM Surface RT.

    Expect to hear more on Intel's virtual cable TV efforts as they attempt to crack this important market by being the first to offer a la carte channel selection.

    Hopefully we will hear more about the Apple/Intel iWatch plans and what perhaps is Apple's view of a transition from the smartphone to the next evolution of mobile communications.

    Intel has invested billions in focusing strongly on reduction of power consumption while addressing performance at the same time. Intel has come to both play and win. This week Intel will provide much anticipated detail on the traction they plan to achieve in mobility, computing and entertainment in 2013.

    Sentiment: Strong Buy

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