''The fact that x86 products will have first access to 3-D transistor gate technology will likely help offset the architecture handicap of x86 vs. ARM in optimizing low-power. We do not view this as game changing, but do see it as heating up the x86 versus ARM battle,'' Freedman said.
''Intel is still not putting its best foot forward in ultra-mobile and tablet markets as these products will trail introduction of server and notebook/desktop products,'' he said.''As a result the impact to the handset and tablet market is not likely to be seen as a result of this technology until late 2012 at the earliest. The handset market requires +9 months to qualify and bring handset design to market. We do not believe Intel will deliver handset chips to OEMs on 22nm process until early 2012.''
''Speculation over the past several days was that Intel was going to introduce some new mobile processor that would immediately disrupt ARM’s business model and/or Nvidia's Tegra business. No such announcement was made, particularly since the head of Intel’s mobile/tablet/smartphone business abruptly left several weeks ago,'' said Hans Mosesmann, an analyst with Raymond James & Associates Inc., in a report.