Intel May Speed Introduction of Better Phone, Tablet Chips
Intel has long said that the Atom will become its lead vehicle on new processes. If the 14nm schedule of Q2/2014 holds for 14nm AND Intel does lead with Atom part, then 14nm smartphones and tablets would be in the retail channels this time next year.
Barron's Tech Trader ....
Next month all eyes will be on the main event in mobile computing: Apple's unveiling of another iPhone, and possibly revamped models of its iPad.
But if the rumored date and place of Apple's gathering—Sept. 10 in San Francisco—is correct, it might coincide with an equally interesting development that could occur that day right down the street, at the Moscone West convention center. That's where Intel will hold its annual conference for developers, called IDF.
Intel (ticker: INTC) may disclose an accelerated schedule for production of its new 14-nanometer generation of Atom chips for smartphones and tablet computers, and that could turn up the heat on its competitors.
"The next step for Intel is to introduce its still-faster 14-nanometer designs, which are expected to enter production in its Core line of chips by about 2014's second quarter. According to a person close to Intel, the company is likely to announce a schedule at IDF that would significantly trim the inevitable one-year lag for boosting the Atom chip to the next level in speed. And in fact, Atoms will go into 14-nanometer production just six months after the Core chips.
When Intel moves Atom to the 14-nanometer size, adds the analyst, the chips finally might boast a power advantage over ARM's. That eventually could help turn Intel from laggard to leader in mobile devices.The announcement at IDF might even come with disclosure of specific dates, albeit not hard-and-fast ones, on which production of the 14-nanometer Core and Atom chips will begin, making the stepped-up schedule more credible."
"Intel has long said that the Atom will become its lead vehicle on new processes. If the 14nm schedule of Q2/2014 holds for 14nm AND Intel does lead with Atom part, then 14nm smartphones and tablets would be in the retail channels this time next year. "
...a very powerful incentive for apple to move their entire ecosystem to x86; don't you think? In the meantime wouldn't it be great to see an intel based i-watch introduced on sept 10? -- Renee James strongly implied a new gadget unveiling during her recent wsj "big interview". A 22nm arm iwatch is my guess.
Watch? I was thinking it would be a bio-powered cranial implant. 8-)
Some kind of Mac announcement is likely. Apple has a history of stomping on other events with their announcements. My guess would be Haswell Macs. Not exactly the "wow" that would be a changer.
I am not a visionary and I have very little visibility into market sizes. I confess that I did not see the success of the iPhone coming. I thought that the iPad was just another "slate" and would see the same fate: low sales and failure. The difference was 1. low power and long battery life and 2. iTunes store .... apps delivery model.