Puzzling why a "BT tablet" even with 128GB storage should be priced at $789...BT is a low-end SoC for heaven's sake! Not sure if Microsoft is exacting a big premium on 64-bit....if so, that's not going to last long with iOS and Android going 64-bit !!
Nenni: You can rationalize all you want. But you do it for direct money from TSMC whereas the financial types get indirectly compensated for raising trading volumes or shorting, etc.
I would respect you if you laid it out straight that you are a PR/Marketing firm for TSMC and other foundries. But you present a facade of being an "unbiased industry expert" all the while writing articles only critical of Intel - sorry, you're just being a con-man!
Ashraf: I will include Charlie in the list of people that he criticizes, he is guilty of sensationalist headlines and spreading rumors as well. But he is right on this one.
Regarding your own writing, you were highly critical of the benchmarking Intel did for Merrifield @ MWC2014...after you spoke to Intel, you back-pedaled on your criticisms. Both at iHub and Yahoo, questions were raised as to why you didn't check with Intel BEFORE writing your article.
I have a high degree of trust in your articles, but would strongly suggest that you don't repeat the above.
Ashraf, thanks for taking the time to explain IoT. However, I tend to look at this from the market, not technology alone.
(1) I'm not talking about mobile versus IoT - and Intel making a choice between the two. Intel is already pursuing mobile and is making an initial bet on Wearables and IoT. I think it is very prudent to do this especially considering their much delayed entry into the mobile market.
(2) Intel is already in the path of industrial IoT with GE and Cisco. They signed a deal with NEC yesterday to include Embedded Security into their offerings. Where other giants play, Intel needs to be there. GE and NEC (along with other industrial automation companies) can create huge aggregate volumes. If you read up on e-machines which can spew out data on their own performance - and can be monitored for maintenance by the various vendors - you will know what this is all about. The home automation market may be very tiny yet, but it is something that can addressed with these technologies over time.
(3) If I am not mistaken, you had mentioned in another post of yours (here or at iHub), that if Intel were to get into this space, they should acquire Atmel or another firm in this space. I take this to mean you are not completely averse to the idea, only how it is done. I don't care how Intel does this - but if IoT can become an important market over time, Intel should do this either organically or by acquisitions.
(4) Intel has talked about offering their IP. Why wouldn't Intel be able to license either homegrown or acquired IP (like ARM) and make custom parts in its older depreciated factories? It can mop up the foundry margins for sure. Intel has been building huge factories and can replicate more over time for ICF.
Intel can (and should) walk and chew gum. Having taken the risk and challenges of being the only IDM, Intel should never allow TSMC or ARM or any of the other piddly companies to challenge it in any way, shape or form.
Quote: If you think processors in the smart phone market is cheap, these micro controllers sell for cents.
So the companies making them do it for charity or a 2% net profit? Even if that were the case, I think Intel should mop up this stuff for incremental revenues/profits - just like the car companies make tiny cars with very little profit . The key thing is to make sure that by not getting into specific markets, they do not get vulnerable to any technology or company that could creep up to compete against its SoC/CPU businesses.
Intel had/has such a scare from ARM potentially encroaching into servers and laptops.....never again!
[From the guy who continuously condemns Intel for being late to mobile. Now you want them to be late to the IoT? Genius. ]
Intel is working on the mobile market and evolving Bay Trail for the low-end market. No reason why it cannot pursue potential opportunities in Wearables and IoT - after all, they are $50+ billion company!
So yeah, it does appear Ashraf wants Intel to keep out of Wearables (and IoT) so that he can complain about Intel being late for the next 3-5 years.
Ashraf is very immature to think that the whole world thinks/behaves like he does. I would bet that he didn't buy any skate boards or mp3 players while all his peers were buying them like there is no tomorrow, but still is under the illusion that he can accurately predict the world's computing needs and the form factors everyone would choose.
You cannot typically win with folks like Ashraf. You're damned if you did...damned if you don't. Intel has to find some way to win over Ashraf. At this rate, Broxton/SoFIA, 60% of tablets and smartphones, etc. will just not cut it. :)
Quote: ...I do wonder why they would do this...
Go see Jim Cramer's interview on The Daily Show where he candidly admits that hedge funds spread rumors to push and pull the prices. Geez Ashraf, sometimes you come across as a complete newbie though I will admit you are pretty tech savvy...
BTW, the postings on iHub indicate that Altera is doing 20nm "mid-range products" with TSMC because the mid-range products don't require high density. For their "high-range products", they are going with 14nm Intel since they require high density and lower power. Someone at JP Morgan might be confusing these two...
These pieces of information came from Altera's conference call on March 3 or so, just a couple of days back. Unlikely things changed in the last 24 hours for Digitimes/JP Morgan to pick them up.
Intel CEO: 'We're on Track' to Supply Chips for 40M Tablets
Intel (INTC) is on track to supply 40 million tablets with its mobile chips this year, chief executive Brian Krzanich said in an exclusive interview with FOX Business' Liz Claman.
Krzanich, who stepped into the CEO role last May, has led an effort at Intel to strengthen the company’s focus on the mobile market, aiming to bring Intel’s chips to more smartphones and tablets.
As part of that strategy, the company expects to ship 40 million tablet processors in 2014 compared to about 10 million in the prior year.
“I’m proud to say we’re on track to hit that 40 million number,” Krzanich said on Wednesday.
Intel is also making a push into the growing market for wearable technology. At January’s Consumer Electronics Show in Las Vegas, Intel unveiled several products, including an earpiece and smartwatch, and announced the next generation of its Quark chips used in wearable products.
“We have a strong line,” Krzanich said, hinting at a “series of announcements” coming up. “You can expect a lot more wearable products this year.”
After changing course to invest in mobile processors and wearables, Intel recently cut bait on an online television project called OnCue, selling it to Verizon Communications (VZ). The venture into pay-TV began under former CEO Paul Otellini.
In January, Intel reported mixed fourth-quarter financial results, posting higher-than-expected revenue amid “stabilization” in the PC market. The company also announced plans to reduce its workforce by 5% this year. Intel’s usual rate of attrition is around 4% worldwide.
Krzanich kicked off Wednesday’s interview discussing Intel’s operations in Israel, where the Atom mobile processor was developed. Israeli Prime Minister Benjamin Netanyahu was in California with Gov. Jerry Brown to sign a technology partnership.
Ashraf: you should go long on QCOM before they become even more pricey. It is a winner, they've always delivered.
Well, Ashraf - highly probable that everyone in the world may not think exactly the same way you do...thank god for that!
BTW, in case you hadn't noticed, the most exciting devices of the past decade have been smartphones and digital media players.
Put them together with an exercise monitor - voila, you have a smartwatch. What's there not to like !
Ashraf, people had watches before they had any phones!
Now a watch that would allow you to make calls using Bluetooth headsets, play mp3s, and monitor your pulse while working out...that's mighty convenient if you ask me.
So a smartwatch is not that alien a concept to most people on this planet. Where are you from :)
Ashraf, you just proved Intel_fanboy's point. There's plenty of you who will jump on board for a neatly designed wearable. And the mass market will follow over time.
I agree. Wearables will evolve and be adopted. Because people want access to their data in more and more convenient ways.
Intel has been typically averse to dabbling directly in consumer markets directly, the Basis acquisition is more to facilitate learning and prepping reference design for their OEMs.
Quote: Apple's market share is likely to be "squeezed" by virtue of the massive growth in the low end, not by raw unit declines on Apple's part.
Ashraf, how can you prognosticate something like this? It is quite possible that either or both could happen!
On the other hand, there is historical evidence that Apple's market tends to be in the 10% range....and current Android and iOS shipping volumes indicate that it can happen again.
Yes, it is a winning business model for Apple. One might recall it worked very well for Apple in the early 90s too. But something (Wintel with mass market focus, large OEM ecosystem, and lower prices) happened along the way and Apple nearly went broke.
Again, it seems like nothing can touch Apple now. We'll see how things shake out over the next few years...one might very well see Google taking the place of Microsoft in pushing Apple in to smaller niches.
Wouldn't say "no one"....but I agree it will become a smaller niche over the next year or two. Apple seems happy to be relegated to 10% share in every market over time - on the positive side, it helps them preserve their brand cachet.
Not so fast, ww. Intel has been caught spinning wild stuff about their design wins for the past 2+ years. I would like to see all the designs at a wide range of price points actually ship in Q2 before declaring that they have a "great traction in tablets" and moving on to "smartphones and IoT"!!!!!
I'm not saying they won't be able to do this, but this is now a case of "show me"!!