Freescale's i.MX 7 canned as firm refocuses
Nov 21, 2012 – For Freescale, it seems to be the latter, with the firm choosing to ... In an industry already over served with strong ARM processors, there is precious ... Development costs for the high end chips run into the tens of ... the high powered mobile processing market, leaving smaller players to fight over the scraps.
Consolidation is already happening -
and you don't even know it
and they won't be able to afford 20nm wafers and some off the shelf ARM design won't cut
Now that Intel says it’s finally ready to compete with ARM processors in mobile devices, it seems to be eschewing the high-margin, mobile-savvy markets like North America and Europe in favor of emerging economies like India and China. Is Intel running scared, concerned that smartphones based on Intel chips don’t yet stack up to ARM-based devices? Is it focusing on markets where consumers are perhaps less likely to notice the difference? Or is it a case of Intel following the Gretzky rule of business: skating to where the puck is going to be, rather than where it has been?
Hilarious. QCOM and NVIDIA swept away by the latest next chip from Intel. Always the next chip, this time 2014 is the year. Meanwhile, margins will shrink, the street will not be happy, and QCOM and ARMH shareholders will continue to enjoy major returns
Intel has ARM licenses today and Intel fabs ARM chips into their SSD and a number of their other controllers. Intel has an ARM license for EVERY ARM design so they can disassemble, analyze and understand 100% what the competition is able to do.
Intel will be cutting off the oxygen to TSM customers and therefore TSM. ARMH will do fine and likely continue to grow, although slower than today.
Single digit by 2014?
Intel dividend should be a $1 or more by then. Nice bargain.