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Intel Corporation Message Board

  • wallisweaver wallisweaver Feb 17, 2013 4:25 PM Flag

    Getting Chippy Out There

    And it's no surprise. With the tipping point being reached with ARM and Intel, the ARM crowd is none too happy to be feeling like they are under siege. Well, they are under siege. Intel has a year of good news to look forward to while ARM has a year of bad news to look forward to, much of it with Bubble popping import.

    ARM Bad News on the Horizon:

    Dropping ASPs
    Dropping margins
    Dropping profits
    No Windows RT traction
    No server traction
    No 20nm volume production until 2014/2015
    Only a half-step to 14nm planned
    No 14nm half-step production for years and years since it is based on 20nm production that won't arrive for years
    Shrinking funding
    More complex nodes requiring higher costs and more IDM type activities
    Smaller number of designs available at each node
    Manufacturing capacity bottlenecks
    And much more competition from Intel

    Intel Good News on the Horizon:

    Haswell arrives in June, signaling a change in leadership in power efficiency
    Intel tablets expected to be a huge success in the IT and enterprise environment
    Huge manufacturing capacity available to make some really big deals
    14nm volume production by the end of the year
    Potential game-breaking deals with Cisco, Apple and Web TV
    Increasing traction in mobility with new SOCs and exciting new products

    Conclusion

    Look for the chippiness to continue and grow as Intel's big guns come on line...

    Sentiment: Strong Buy

 
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