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Intel Corporation Message Board

  • intel_fanboy intel_fanboy Dec 9, 2013 1:48 AM Flag

    ARMH talking points of the past couple weeks

    Two weeks ago it was the proud talking point that "Intel has to open it's fabs in order to compete." The past week is the word "Bribes." The word is floating around from many different people. Kinda like one person came up with it as a talking point and the paid bloggers ran with it.

    Someone was talking about half filled Intel 14nm fabs. Ashraf was having a field day with this guy. I'm looking forward to Ashraf's article about what other companies aside from smarthphone and tablet makers SoC providers could use 14nm technology either Intel or ARM. His point is that Intel may need to add on more capacity just to keep up with demand. I just think of all that great ARM profits Intel will reap because the other fabs are so far behind in their ecosystem. Some of that money will come back in the form of "bribes" to help switch sockets from ARM to Intel in tablet and smartphones.

    The story was supposed to go that Intel was supposed to only get B and C players in mobile. With the so called bribes suddenly it makes sense for some large volume A players. That's why the ARM fans are #$%$. They didn't see this coming. ARM money used to replace ARM sockets.

    Don't worry, TSMC 20nm ARM/64 is right around the corner. They figured out finfet and got the yield issues fixed. Just in time! Daniel Nenni is ready to take your order.

    Sentiment: Buy

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    • The story was supposed to go that Intel was supposed to only get B and C players in mobile. With the so called bribes suddenly it makes sense for some large volume A players. That's why the ARM fans are #$%$. They didn't see this coming. ARM money used to replace ARM sockets.
      ----

      Either you missed the story, or you aren't understanding what the "bribe" is about. Ashraf has written about it, do a google for Intel's Tablet Giveaway Explained.

      The short version is that Intel's BoM (bill of materials) isn't competitive and Intel has introduced various cash incentives to encourage the uptake of it's chips. Basically, Intel has messed up on the SoC design by not including things it should have done, which adds costs for the tablet and effort in terms of design.

      • 1 Reply to theblueredmonk
      • Yes, I read that article, It was exactly as you said, but it wasn't a bribe. Had it been the other way around you would have said it was just the cost of doing business. A "bribe" is an illegal activity as in calling up someone in charge of making the socket decision at a company and saying "There is a 7 series BMW sitting in the parking lot If you switch from ARM to Intel I'll leave the keys for it with your receptionist."

        As to what I said about the A, B, C players and ARM money (from other non-smartphone, and tablet ARM revenues) used to replace ARM sockets. How is this wrong?

    • "The word is floating around from many different people. Kinda like one person came up with it as a talking point and the paid bloggers ran with it. "

      Kinda like you just can't admit the obvious...now you're grasping for reasons...

      "what other companies aside from smarthphone and tablet makers SoC providers could use 14nm technology"

      All of them...

      " His point is that Intel may need to add on more capacity just to keep up with demand."

      The whole point...

      " With the so called bribes suddenly it makes sense for some large volume A players. That's why the ARM fans are #$%$. "

      Celebration... ARM fans see INtel being forced into bribes to compete...
      22nm SOCs were gonna destroy ARM... now it's 14nm... soon to be 10nm, etc...
      but hey, it's all about the fabs...

      • 1 Reply to getanid61
      • You know as well as i do that each conversion from ARM to Intel is from companies who have weighed the alternatives and selected the Intel roadmap. It's more than a loss of faith, it's a loss of long term revenue and yet another hole in the sinking pirate ship. BTW, when Microsoft spent nearly a billion dollars to promote ARM did you year any of us complain about the horrors of using profits derived from Intel sales to prop up the ARM product? We're talking about nearly the same amount of money. I don't it ever coming up. But you haven't made a post in the past week without bringing it up. And yes each new node from Intel is new ground that ARM may not be in for five or more years.

 
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