Intc missed mobile by 3years. They WILL reverse engineer every money making mobile component cahage it enough and take the mkt. I saw this in the 90s when hrs then isil developed 802.11b wireless. Harris developed it spun off Intersil and for 2 years isil stock boomed. Then intc reverse engineered it and took the market. They under cut the prices and isil ended up selling the wifi to cnxt. Look at ehose stocks now... This is the movie playing out now for mobile. Intc Will take that mkt too. AMD is toast. Watch this is a 2 bagger watch how free mkts work. Intc has the best semi production equipment in the best fabs in the world. Sit back and watch what happens the next 6 qtrs... No brainer, burp The Capper.
"I saw this in the 90s when hrs then isil developed 802.11b wireless. Harris developed it spun off Intersil and for 2 years isil stock boomed"
yeah the happy days - a friend of mine told me about Intersil back than...
they are now an "analog" company
Intel integrated a 802.11b device into their mobile CPU chipset. Intel value priced the extra chipset functions. Intel does not compete on price. Since the mobile CPU and mobile chipset supported 802.11b automatically, there was no need for any extra stand alone 802.11b chips. Intel probably increased the mobile chipset price by more than Intersil charged for their 802.11b part. There were just many, many fewer dedicated 802.11b sockets for Intersil and Broadcom to sell into.
Intel is similarly integrating SoC functions AND MORE into their products. Reverse engineer? Not unless Intel is begging for a patent lawsuit from the patent owners. With all the mobile market patent lawsuits, royalty and licensing fees .... Intel will be very careful to avoid infringement.
I DO agree with your basic assessment about Intel cramming functions in the package. That is why Intel has spent the last several years accumulating clean title to the mobile patents they now have. "