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Intel Corporation Message Board

  • semiwiki semiwiki Apr 29, 2013 12:07 PM Flag

    Intel's Dilemma

    Good article from David Manners. David has been covering semiconductors for 30+ years.

    Google: Intel's Dilemma

    Here is my favorite part:

    "It's quite understandable that Intel wants to be the standard processor in mobile. But ARM is the standard processor for mobile. Why should the mobile world switch to a different standard processor?

    Only if Intel produces mobile SoCs so stunningly superior in performance to ARM-based SoCs that the mobile world thinks its worth making the effort to switch.

    Which Intel can't. And even if Intel could, would the mobile world want to adopt a sole-sourced standard processor?

    A wise man once said: "You only get one chance to screw the industry."

    Intel's had its chance."

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    • "Only if Intel produces mobile SoCs so stunningly superior in performance..."

      That is one of the dumbest things I ever heard. Money is everything. Similar performance with lower cost is all that is needed.

      Sentiment: Strong Buy

    • ...and do you think ARM is prepared for a competitor in the space that is capable of under-cutting ARM on price for the same or better performance?

      (they better be cuz it's only a matter of time)

      ...or do you think customers will be loyal to ARM even if a world-class company like Intel could come in for less?

      I wonder who has the resources to win that war? (see AMD)

    • And if Intel had cemented it's mobile processor as "the standard" the pundits would have ripped Intel as the world's microprocessor MONOPOLY, and the BS would never cease. Now when it increases its MOBILE market share at the expense of the touted standard [ARM], who is going to complain? More than likely all the people who lose money on ARM.

      Sentiment: Strong Buy

    • Well clearly 30+ of experience isn't a substitute for competence. What any veteran of the semi industry should know is that vendors look for a competitive edge wherever they can get it. The advantage products like Haswell gives vendors isn't just superior speed and battery life compared to anything ARM makes, it's also the ability to run every OS and give the consumer and business customer access to whatever software ecosystem they want, when they want.

      Intel doesn't want 100% of the mobile industry, it only wants the most profitable segments. It can leave the low end for ARM just like it left the thin-margin PC markets for AMD.

    • "Only if Intel produces mobile SoCs so stunningly superior in performance to ARM-based SoCs that the mobile world thinks its worth making the effort to switch. Which Intel can't. "

      Which Intel can and will with 22nm Merrifield. It will have appreciably better performance than the mobile chips in its power class e.g. Snapdragon S800 and Apple Swift A7 and appreciable lower power than the mobile chip in its performance class, ARM A15. Wedge !

      "And even if Intel could, would the mobile world want to adopt a sole-sourced standard processor?"

      Hasn't that already happened with Qualcomm ? ;-) It won't be the sole source just the PREMIER source, Intel will let ARM keep its quad-core A7 $10 chips as it's not interested in monetary peanuts ;-).

    • You sound bitter. Hating Intel won't stop it from bring in 50 + Billion every year.

    • Thank god for Intel shorts. Thanks to you we are going higher. I will mention you in my prayers tonight.

 
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