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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 8, 2013 11:16 PM Flag

    Should the ARM Bull-Run be Questioned?

    Yes says Janardan Menon at Liberum Capital who has a Sell recommendation on the stock.

    The Sell rating is largely based on the growing threat that Intel Corporation increasingly poses to ARM.

    "ARM currently has almost 100% share in the smartphone and tablet markets and we do not think Intel's potential share gains are reflected in ARM's share price. We reiterate our sell recommendation on ARM Holdings," says Menon.

    Apple Inc and Intel Corp - stirrings of a foundry deal?

    We note fresh talk this morning of a tie-up between Apple Inc and Intel Corp concerning AAPL's use of the x86 offering from INTC.

    Appel currently relies on a foundry model between Samsung and ARM Holding's for the supply of its application processors.

    However, the attractions of moving to an Intel-based offering are compelling: "Intel has long been and is likely to remain one to two generations ahead of everyone else in terms of process node," says independent tech industry analyst Dr Richard Windsor, "combine this with its lead in 3D transistors and one can start to see how its x86 chips may come within spitting distance of ARM when it comes to power consumption."

    Intel Corp making 'slow but steady' progress into ARM territory

    "Intel's announcements and our subsequent interaction with company executives at the mobile world congress suggested that it is making slow but steady progress in its bid to gain share in the ARM dominated smartphone and tablet markets," says Menon.

    Intel launched its Clover Trail + dual core chipset family (Z2580, Z2560, Z2520), capable of running at upto 2Ghz, but still manufactured at 32nm.

    Intel claims twice the processor and graphics performance for the product at similar levels of power consumption."

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    • ZTE has rushed to Intel Corp with open arms

      Signs that some developers are keen to push for the Intel offering continue to grow with ZTE announcing a strategic collaboration with Intel focused on the new Intel atom processor.

      ZTE states that the collaboration with Intel is an important part of ZTE's strategy for product development, time-to-market and providing customers with a great handset experience.

      According to Liberum Capital ZTE is currently working with Intel to develop unique smartphones based on the Intel processor and build a multi-year relationship between ZTE and Intel.

      ZTE is ranked amongst the top five smartphone and mobile phone manufacturers in the world and has about 5% smartphone share.

      Last week at the Mobile World Congress Lenovo had announced its K900 smartphone powered by Intel’s new Z2580 processor. Intel had also previously signed a multi year multi device agreement with Motorola, apart from gaining design wins from a number of smaller handset manufacturers and operators worldwide.

      "While we expect further design wins for Intel with top tier OEMs in both smartphones and tablets, a significant part of Intel’s early market share gains in smartphones is likely to come from Chinese handset manufacturers," says Menon.

      Sentiment: Strong Buy

 
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