"The dark side of me thinks that Apple has insisted on Paul Otellini leaving Intel as a condition to Apple moving their Application Processor fabrication business from the hated Samsung to the only slightly more desirable Intel."
"To pour a little salt in the wound, Samsung just announced a smartphone based on the Tizen operating system which was jointly developed with Intel. Oh, that Tizen phone will use an Intel Application Processor, probably because Tizen will work really well with Intel devices because of the Intel involvement in the Tizen OS design."
And on fabrication:
"Intel is producing over half of their output on a 22nm Trigate process node with very good yield. The next best in class is producing at 28/32nm planar node and struggling with yield. The difference in chip size due these different processes is much more dramatic that the 32 to 22nm numbers would suggest. Because of the arithmetic square relationship, assuming the same number of transistors the 22nm chip has the potential to be less than half the size (area) of the 32nm chip. Therefore, the 22nm wafer, with virtually the same production cost, can produce over 100% more chips. The manufacturing cost of the 22nm chip will be about 50% less than the equal 32nm chip. Intel is moving to 14nm node beginning this year. Those chips will be one fourth the size of the 32nm chip and one fourth the cost. These much smaller chips are also faster and consume less power."