When you assert that non-Intel smartphones are replacing Intel PC's it's precisely relevant. If you believe what you post it underscores the importance of WINTEL making such a product, which some report is already on the way.
If that's true it's another good reason Intel & Microsoft should make a smartphone that can run full Windows while docked. If anyone is going to replace the PC, it should be done by the two companies that created it.
The fabrication advantage up to this point has been a huge benefit in Intel's traditional markets. They've crushed AMD to the point of near bankruptcy and they've successfully blocked ARM encroaching on any of it's traditional markets, particularly servers and at the same time they've thrown ARM out Microsoft's tablet business.
Smartphones are a special case. While they enjoyed the fab advantage they just didn't have a complete mobile offering to be competitive in that space. LTE was a big hurdle and many frequently reminded us of that. Intel has that now. There may be other things they need but piece by piece they've been removing barriers so what's different about 10nm is that it will probably be the first time they've had a complete product offering for the smartphone market along with the manufacturing advantage.
That is true generally, and most certainly was true when Intel's mobile parts had process superiority but lacked key communications components needed in the marketplace. What's different this time around is that Intel has largely filled-in those missing pieces with very competitive offerings.
Those may be true but they're not good excuses for failing to make the right product. A product manager should be keenly aware of the competitive strengths/weaknesses of existing products that will compete with what they plan on selling. If what the product manager is building is underwhelming compared to what's already in the marketplace the individual needs to step up and say they need more time or resources.
It's not like the market is screaming for this product so Intel should have waited until they could deliver something that would really impress, especially since it's sold under Intel's brand. Right now this looks like a product looking for a problem to solve and it's not even very impressive at that.
I don't doubt the product manager was advised the product needed a fan. The better question is why the product manager didn't redesign the device so it didn't need one.
ArsTechnica has a fairly thorough article on the Intel HDMI stick. According to the article this device has a fan. Tell me it isn't so. My $55 Winbook tablet has no fan, is absolutely silent and is completely self-contained when needed. Plus it's HDMI port allows one to do everything the HDMI stick can for a third of the price of the Windows version.
What product manager dreamed this up?
"At the time" is the key phrase. Plans have to adapt and Microsoft realizes this. Besides Microsoft has to offer the consumer something they can't already get with an Android or iPhone and a full Windows desktop (at least part time) would certainly be that.
In the end no matter what Microsoft has said before I am confident such a device will eventually be made because consumers want it and Microsoft desperately needs a competitive advantage to get traction in the smartphone market.
On a 5.75" smartphone screen the owner will most likely use touch apps designed for small screens. When docked the user would be able to get a full desktop/MS Office experience for the tasks the majority of consumers use on a daily basis.
It's not that the experience itself is revolutionary but combining both these roles into one device is. There is no reason why the future smartphone can't also deliver a desktop experience whether it's Windows or real Linux. It just happens that for Microsoft they also have the world's largest application ecosystem to bring to the device.
If Intel & Microsoft want to shakeup the smartphone industry this is the product to make.
Recent history shows Microsoft is making up new pricing policies to adapt to industry changes. Previously it would have been unthinkable for MS to make the OS free to vendors on certain classes of devices. Now we have Windows 8.1 with Bing and $55 7" tablets running full Windows.
Referring to tablets they did say earlier it was not their intent to license the OS to devices with screens larger than 7". But they never actually said they wouldn't allow full Windows to be run on a different category of device, such as a smartphone, or something else. Clearly they already allow full Windows to run on a pocket-sized Intel HDMI stick.
It appears Microsoft was making up this policy as they as go along. In any case It makes perfect sense to allow an Intel-Microsoft smartphone (if it truly exists) to deliver as much value to the consumer as possible, especially if it already has the hardware resources to do it.
I certainly hope it's true. The article is encouraging, especially the last line about the "full PC experience. If this happens it will be a tectonic event in the industry with monumental impact for Intel & Microsoft.
In AMDs's earnings call apparently when addressing a question about inventory the CEO said Windows 10 was to be released July. Thus far, Microsoft had only announced released for summer. Those planning purchases for PCs shipped with W10 can plan appropriately.
And if that phone could run full Windows 10 (not just the mobile version) with support for all x86 Windows apps when docked it would be a revolutionary change in the mobile industry. Nobody's smartphones today can deliver both a mobile and desktop experience in one device. We would see lines of buyers in front of Microsoft stores that would make even Apple envious.
Any prediction of an AMD product a year out must be viewed with a considerable degree of skepticism. The company may not even exist then.
While your qualifiers are accurate between Intel's internal embedded use of ARM and it's selection of non-competing fab customer/partners the practical uplift to ARM in the markets that move the stock is is minimal and the trend Wally refers to largely holds in the bigger picture.
We are just beginning to see the signs of the ARM ecosystem having to adapt to Intel's tangible manufacturing advantage and its unwavering commitment to the mobile market.
This company's credibility was dead years ago, yet they continue to fund dumber and dumber capital to buy into the David & Goliath spin. The real question is how much more dumb capital is there?
SeaMicro's servers had Intel Atom & Xeons before AMD bought them. That's what was selling. AMD's plan was to introduce servers with its own ARM CPUs but the product never materialized.
Between Microsoft's ARM/RT tablet demise and AMD's SeaMicro failure that makes two markets the ARM camp hyped as huge opportunities to take Intel's market share that aren't happening.
After all the hype. So typical of AMD. No one can believe anything that comes out of this company.
Android is Linux. Linux has been running on Intel x86 since its inception and years before the first Android phone ever existed. This is why x86 is considered the universal ISA among vendors. X86 can run near every OS and legacy application consumers care about.