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Intel Corporation Message Board

  • wallisweaver wallisweaver Dec 7, 2013 1:37 PM Flag

    Why Are the ARM Fanbois So Worried?

    1.) ARM ASPs shrinking significantly.
    2.) Mobility market is maturing.
    3.) High end smartphone sales are tapering off.
    4.) Intel it going to take 20 percent of the tablet market in a year.
    5.) Intel is going to suck a billion dollars out of ARM shop revenues in a year.
    6.) Intel is taking leadership in density.
    7.) Intel can maintain their margins going forward because of gains in density.
    8.) Intel is the only one that is managing to stay on the Moore's Law curve.
    9.) Intel 14nm volume production starts in Q1 of 2014.
    10.) Intel is going to take TSMC's best paying customers.

    And that's just the first ten. They would be crazy not to be worried.

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