Intel powered, Windows 8 tablets have taken off on a surprising growth curve. WinTel tablets achieved 7.4% market share in the first quarter of 2013. These low cost computers run full Windows 8 and use the Intel Arm based Clovertrail processor.
By the 2013 holidays, you will be able to buy Intel Bay Trail based tablets. Bay Trail is the quad core version of the new architecture Atom processor. With the introduction of the 22nm Bay Trail chip, all competition in the stand-alone tablet SoC business will be shut off.
The Bay Trail will be the only chip able to run Windows 8 and the Android Operating system, thus covering virtually all tablets except the Apple iPad. The stand-alone tablet business is expected to grow to 200 million units. A $50 Intel SoC in each one of those represents another $10 billion market opportunity for Intel. Ultimately, these chips will also include embedded memory and may sell for twice the $50 as a super integrated SoC.