Tue, Sep 23, 2014, 2:24 AM EDT - U.S. Markets open in 7 hrs 6 mins

Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Feb 5, 2013 5:30 PM Flag

    East on Windows RT

    Well, 2012 was the launch of RT, and our expectation was really satisfied that Microsoft proved they could bring a Windows operating system up on ARM technology. And it works, and it's fine. It is a very controlled release that Microsoft had done. They have very tightly controlled the number of chips, chip companies they're working with and the number of chips that they're working with and the number of OEM customers whom they're working with as well.
    Hello
    Samsung just dumped RT
    just picking up bits and pieces from East - mixture of kooky and nutty -IOW a typical Brit

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "our expectation was really satisfied that Microsoft proved they could bring a Windows operating system up on ARM technology" Wasn't is supposed to be a two way street? Microsoft could prove to ARM that they could bring Windows to ARM and in return ARM would let Microsoft into it's world of mobile? What, it was only a one way street?

      Here's how I see ARMH. They had a dozen years of just being out there in the market. They had very mild success going in PDA's and the emerging feature phone market. They hit astronomical success with the invention of the iPhone. They had further success with the wanna bee Android market that eventually caught up to iPhone. And as Steve Jobs last benevolent act he invented the tablet market. What's the next driver for ARMH? Windows!

      While we're on it, why haven't the prices of the ARM based products dropped? Shouldn't the iPad Mini be under $150? Instead it's over $300? There isn't the consumer cost savings with the increased acceptance in the market. Are the ARM products getting all that much better? No, I'm not talking dweebs spewing benchmark scores, I'm talking something noticeable by teenage girls.

      ARMH has no realistic drivers for new technology sales this year ( data centers and 4K TV still years off) No exceptional cost savings for consumers, and no superior performance over previous generations that consumers can understand and demand.

      With Windows RT is was assumed that ARM would get 20% market share within the first year of the windows market. That would be 60 million units. It's still struggling with it's first million. I'm thinking that it won't hit 3 million before it's killed off by Microsoft. Keep in mind RT was going to drive ARMH through the roof. Now what? ARM64? Yes, Microsoft can't wait for another flavor of failure.

      Emperor East has no clothes!

      • 2 Replies to intel_fanboy
      • While we're on it, why haven't the prices of the ARM based products dropped? Shouldn't the iPad Mini be under $150? Instead it's over $300? There isn't the consumer cost savings with the increased acceptance in the market. Are the ARM products getting all that much better? No, I'm not talking dweebs spewing benchmark scores, I'm talking something noticeable by teenage girls.
        -----

        Do a google for 'BOM ipad'. The bill of materials for the Ipad mini is $188, the ARM SoC is $13, while the display/touchscreen is $80 alone. It's a similar story for phones, the higher end phones have higher bom's typically driven by the screen and other high cost items. The cost of the ARM app processor is usually way down the list of items.

        ----
        ARMH has no realistic drivers for new technology sales this year ( data centers and 4K TV still years off) No exceptional cost savings for consumers, and no superior performance over previous generations that consumers can understand and demand.
        ----

        ? The bulk of the growth isn't SoC's for phones/tablets, it's the dull, boring stuff (microcontrollers and other deeply embedded gear). As for TV's, unless the iTV actually arrives ARM wont see a big revenue jump in this area, but as most smart TV's now have an ARM CPU (and many a mali GPU) they will see revenue increases in this sector as more models move over to the newer 'smart' chipsets.

      • Microsoft is a new entrant in phones and tablets. It had no choice but to support ARM based tablets through Windows RT because there's already a lot of Android and iOS based ARM tablets out there. As is evident, ARM chips enable thinner and lighter form factors that have set the precedent for tablets. Since it is so late, even with its huge market presence through all its OEMs and its brand recognition, it will be hard for it to make a dent in the tablet market. Chances are it will become a niche player in tablets just the way the Mac was compared to PCs in the old days. ARMs growth in mobile is not dependent on Microsoft's success in any way. It's pervasive in the market without Microsoft, and the market is growing, at least for now.

    • Microsoft must have also done a tightly controlled relase of customers too because there aren't very many of them.

      East has become the stand-up comic of semi's.

 
INTC
34.71-0.11(-0.32%)Sep 22 4:15 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Herbalife Ltd.
NYSEMon, Sep 22, 2014 4:01 PM EDT
EMC Corporation
NYSEMon, Sep 22, 2014 4:01 PM EDT