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Intel Corporation Message Board

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  • khitchdee khitchdee Jan 24, 2013 10:56 PM Flag

    Intel's conundrum

    Technology wise, everything is going low-power, all three of these market segments. Intel does not have a fabrication advantage in low power. It's trying to build up one by accelerating deployment of 14nm by exploiting its first mover advantage on finfets. All the 3 major foundries are very well funded and correspondingly trying to match Intel's acceleration with their own accelerated schedules. It's not going to be a cakewalk for Intel on fabrication and even having a one node fabrication advantage at low power does not guarantee success. For example, assuming Intel is able to bring 14nm to low power one year after its 22nm low power deployment (end of 2103) in the end of 2014, by that time, foundries will have 20 nm in volume and big.LITTLE configurations will be both power and performance competitive with Intel's 14nm SOC offering. That's ARMs side of the story. Whether Intel will successfully bring 14nm to low power in end of 2014 and whether big.LITTLE will actually make a difference are both speculative at this point, but the changing funding trends for the foundries don't look good for Intel.

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