So many of the assumptions that existed about Intel's competitiveness and mobile prospects have changed since the beginning of the year. Intel's progress in tablets is proving to be stellar and the tablet product lineup continues to get better and better. In addition to extremely popular Atom-based 2-1s Intel will have versions of Core i7 that will run fanless and power newer versions of products like Microsoft Surface Pro - but thinner, lighter and faster.
Now we have free Windows for small tablets and Windows that runs in the smallest RAM and storage requirements ever.
Intel's train is pulling out of the station with or without Apple.
If I read this correctly it sounds like the first SKU is designed to target the lower price tier while eliminating contra revenue. $99 for a 64 bit Windows device is remarkable. The second SKU appears to be designed to step up the performance of the highly popular 2-1s in the $300-$400 category.
The back-to-school and holiday shopping season will bring an extraordinary array of products. IDC predicts Windows tablets will take 25% of the entire tablet market alone and with new 64 bit Android tablets on the way it is likely Intel will far exceed its unit volume goal for 2014.
Any indication of better than estimated PC sales will be seen very positive as will Intel meeting or exceeding its first quarter goal for tablets. Based on Intel's earlier comments it is likely Intel will blast past the Q1 goal numbers. They may even revise the goal for the year.
As for outlook, it is looking exceptionally positive on a number of fronts, particularly with the new Windows update coming in several days and all the ramifications of that.
The multiple improvements in Windows alone are significant. Windows 8 is finally made mouse & desktop friendly, there is free Windows for devices smaller than 9", and new minimal RAM and storage requirements to enable smaller cheaper Windows (aka Intel) devices.
Plus Intel's own 64 bit Bay Trail is pivotal for both Windows and Android. And for the power enthusiasts Intel's i7 Broadwell is power efficient enough to run fanless enabling new types of powerful thin devices.
These are fundamental long term advances that give Intel & WINTEL new momentum and change the competitive landscape.
It would not be wise to stand in front of this train.
The really useful feature would be to able to run full Windows when the phone is docked to have full desktop & application portability. There are Windows tablets that already proves how useful this model is but it would be meaningfully more convenient if that capability were in the phone one always carries. The simplest way to do this is to have W8.1 running as a guest virtual machine on the phone's native OS. This is more feasible now since the new W8.1 only requires 1GB RAM and 16 GB storage.
If Microsoft really wants Windows to be pervasive across all devices they should be throwing money at Intel and the phone makers to do this.
Now add to the above:
5. Intel's new Atom chips for 64 bit Android & 64 bit Windows
6. Intel Core i7 Broadwell can be used fanless
These events change the competitive landscape virtually overnight.
So envision devices like the Microsoft Surface Pro, which is really an ultrabook in tablet form, as thin and light as today's Android tablets running 64 bit Windows or 64 bit Android/Linux. There is nothing in the ARM world that matches Intel's Core architecture on performance and OS flexibility.
If Intel didn't already own the high-end of the tablet market before they surely will with this.
"That said, SVP Hermann Eul did show off a tiny cube system that was powered by a Broadwell Core i7, to remind us that this awesome chip can enable a full-fledged fanless system."
Intel's presentation says Broadwell can be in fanless 2-1s to enthusiasts desktops. The 2-1 just gets better and better.
This is probably due to a different memory paging scheme. When earlier Windows versions were designed paging involved a huge performance hit due to the relatively poor performance of mechanical drives compared to RAM. Now boot drives for these devices are all solid state with much lower latency and overall bandwidth. This allows more to be paged out if necessary and hence, smaller minimum RAM requirement.
1. XP end-of-life makes every XP system in use a target for cyber criminals because they know XP will receive no further support. Owners of XP systems will soon learn XP is a security nightmare and that they need to upgrade ASAP.
2. Microsoft finally adds the Start menu back to Windows and removes user friendliness obstacles that have kept so many people from buying new Windows PCs.
3. Free Windows 8.1 to OEMs making tablets or any device with a screen size of 9" and smaller. All those 8" tablets from Dell, Toshiba and others fall in this category.
4. Microsoft enables Windows 8.1 to run with half the previous minimum hardware requirements than before. Now W8.1 will run in just 1GB RAM and 16GB of storage. This allows W8.1 to scale down to hardware that even modestly priced smartphones have.
Why are you referring to a release dated August of last year? This looks truly desperate.
And free Windows 8.1 to OEMs for tablets with screen size of 9" of less will make smaller Windows devices priced very competitively. This has to have a positive for Intel's growth. Intel will likely blast far past its 40 million tablet goal this year.
The newly updated Windows 8.1 Update 1 should cuts in half, from 2GB to 1GB of RAM required to run. Storage requirements have also been cut in half from 32GB to 16GB.
For those that haven't noticed Windows 8.1's RAM & storage requirements can easily be satisfied by hardware used to make today's smartphones. One step closer to the full Windows phone.
Ars Technica releasing more details about MS's Windows strategy. Free is a great price! Can imagine the prices on smaller tablets will be very competitive. Free Windows sounds like an upgrade catalyst for Intel.
Initially I would separate the tablet for family room use but once I added a leather protective case it carries perfectly as a combined unit. It's so light and portable. But what really makes this device shine with MS Office is when one connects the T100 to a large external monitor and USB 3.0 hub. Then one gets MS Office in all its high resolution glory. There is just no comparison between an iPad and this 2-1 for value, productivity and flexibility.
Ars Technica reports that the forthcoming Windows 8.1 update will bring back the real Start menu. This will please a lot of people and remove several of the obstacles that discouraged people upgrading their older PCs. This gives one more reason for XP system owners to upgrade. The change won't be nearly as dramatic as it would have for previous versions of Windows 8.
This might be an issue if Windows 2-1s and tablets weren't selling so well but IDC has forecasted that Windows tablets will capture 25% of the entire tablet market. Intel can probably exceed its 2014 unit goal on Windows devices alone. Android BT, when it's available is icing on the cake.
What's amusing is that Office for iPad costs about $100 a year and the iPad owner must pay every year to keep it going. In four years the iPad owner has $400 just in software rental fees. In contrast the Intel-based Asus T100 that starts at $349 includes the MS Office license at no extra charge and it never expires.
iPad Office is the basis for Shah's pseudo downgrade? That's laughable.
This is all true, and in addition Intel will be in 65 or more million tablets in 2014 that would have previously gone to ARM. However, earlier I cautioned that being long Intel is not the same as being short ARMH as long as there is a perception of an expanding mobile/portable/IOT market. In that scenario both companies can grow simultaneously for a while. Ultimately Intel's success will take a toll on ARMH's outlook but that could be some time.