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Intel Corporation Message Board

  • man_of_troy_rules man_of_troy_rules Jan 9, 2013 12:34 AM Flag

    Intel's Achilles Heel Has Never Been More Apparent Than It Was Today

    Intel may be the biggest name in processors for desktops and laptops, but so far it's missed the boat in the area that really matters today –– mobile devices.
    At its big CES keynote presentation yesterday, Intel renewed its promise to double down in mobile, showing off new processors for smartphones. Those devices will likely only be available in emerging markets, but the idea is to provide devices that are just as powerful as those powered by Qualcomm and Texas Instruments at just a fraction of the price.
    Oh, and they probably won't be ready until 2014.

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    • Those devices will likely only be available in emerging markets, but the idea is to provide devices that are just as powerful as those powered by Qualcomm and Texas Instruments at just a fraction of the price.
      Oh, and they probably won't be ready until 2014.

      • 1 Reply to intcjunker
      • Intel is a scapegoat in many ways. Just because they defined the PC market, people expect more from them in this space. Six years ago they ventured into low power. Today you can see that their focus changed. All their chips now conform to power budgets. Mobile is new for Intel and as of now, they are still feeling their way in this space. Google/Motorola's a big win for them. This alliance gives them a critical window into the virgin mobile device space. Like Microsoft-Nokia's phone partnership, they need a straight path that leads to their user. In PCs they defined how end use happened. In this space they have to follow the leaders. It may take them 5 more years to establish and they may just lose their way on the way. In hindsight selling XScale to Marvell was a mistake that they made due to impatience. If they had stuck it out with their ARM license today they would not face this predicament. Let's see where the new top guy takes this company. Thye do need to re-invent their old business.

    • "but so far it's missed the boat in the area that really matters today –– mobile devices."

      In the past 5 years,
      Intel revenues have increased from $39b to $54b or $15b. That is a 38% increase.
      QCOM revenues have increased from $9b to $18b. That is a 100% increase.
      TXN revenues increased from $13.9b down to $13.3b. That is -4% decrease.
      NVDA revenues have been flat at $4b. No change.

      Intel increased revenues. QCOM increased revenues.

      Intel captured 0.42% of the smartphone market in first half of 2012. They only shipped CPU's for the last 2 months of the period. Think "fastest Intel ramp in history" and what segment share Intel will report next week.

      Emerging markets: China, India, Russia, ...

      Have your read the Anandtech article comparing the single core Intel parts on power and performance with other products.

      2014: Intel will likely announce and ship their 14nm SoC version early in 2014.

 
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