ARM Holdings Should Brace Itself for Potential Samsung Exit
"The part about Tizen that ARM Holdings should be scared is that the platform and Samsung are committed to Intel’s Atom processors to release compelling devices that will truly challenge Android, and by proxy rival even Samsung’s own successful Galaxy line of products."
"Intel’s partnership with a rising Samsung at the time is nothing short of genius. The company may find itself a win if Tizen takes off as this would lend more clout to Intel’s Atom processor in the mobile space. If Tizen doesn’t take off, Intel is also going after the Android market with its x86 processors being used in a number of Android phones, mostly in overseas markets."
[Note that this guy is calling Otellini a genius...]
More Evidence of Samsung Defecting
On the chip-side, Samsung may be slowly welcoming its new friend, Intel, into the fold. Though Samsung had historically used ARM chipsets, the latest Galaxy Tab 3 10.1 benchmarks that are leaked ahead of the tablet’s formal debut suggest that Intel’s Clover Trail Atom CPU is inside. Even more impressive, the dual-core processor is said to be keeping pace with quad-core ARM chips with comparable performance to the Snapdragon 600 from Qualcomm and Samsung’s own Exynos 5 Octa. This is impressive, and Samsung could be giving Intel a much needed lift in credibility in the Android space if the benchmarks are true.
Samsung likely would still be tied to ARM for some of its products, so a full exit would be unlikely. However, given the strength of Samsung and the potential for Tizen to be a successful alternative to Android, ARM should have some concerns over the strategic partnership between rival Intel and its partner Samsung.
Given Intel’s historical partnership with Microsoft in the Windows computing era had given the two the nickname of WinTel, can we have a Sam-Tel v. And-ARM in the post-PC era?