Worldwide PC shipments are expected to fall by 4.9% in 2015, a drop from the previous forecast of 3.3%, while growth projections for 2016 and 2017 were raised slightly, according to the IDC Worldwide Quarterly PC Tracker. Fourth-quarter-2014 results were 1.7% ahead of forecast, but economic and product changes will create a head wind in the short term. Total 2015 volume is projected at 293.1 million PCs, slipping a little further to 291.4 million in 2019. In value terms, the PC market reached US$201 billion in 2014, a decline of 0.8%, and is expected to fall another 6.9% in 2015 with smaller declines in subsequent years bringing the total to US$175 billion by 2019.
This doesn't make sense. Skylake is expected begining of summer ?
Analysts said they believed the second set of factors is more important. Intel sells its chips to customers in dollars, but many PC makers that buy those chips sell their products in local currencies. They may also have to convert local currencies to buy components, a process that has grown more costly as the dollar’s value has risen.
PC makers have boosted their prices in Europe sharply to respond to the rapid downward move of the euro relative to the dollar, noted Chris Caso, an analyst at Susquehanna Financial Group
Acoording to WSJ
ntel held its gross margin guidance at 60%, plus or minus a couple percentage points, saying higher average selling prices would offset lower PC volume. Intel added that its data-center business—which reflects chips for servers—is meeting expectations.
QIHOO 360, China’s biggest Internet security company, plans to invest more than 10 billion yuan (US$1.6 billion) to build a smart home eco-system, the New York-listed company said yesterday.
Qihoo 360 aims to offer users a safe and reliable smart home system through cameras and smart routers. It plans to join hands with home appliance vendors to establish an open smart home eco-system, Zhou Hongyi, chairman and chief executive of Qihoo 360, said at the Appliance & Electronics World Expo in Shanghai.
and this debunks all analysts questioning Intel's modile investment.
RBC Capital Markets’ Doug Freedman and Jeriel Ong have a note out on the impact on Intel. They estimate that the regions suggested by the report could represent as much as 30% of Apple’s total unit volume, as much as 70 million units. (Of course, that assumes that the smartphone would be a flagship product—they don’t believe that the chip was designed for a lower end product, but note that the 5s/5c did see segmentation, so it’s not impossible.)
Like it or not, Apple's AAPL -0.93% latest, premium-priced MacBook blazes a new trail that will likely spur further industry adoption and design trends. At $1299 for a 12-inch Intel INTC +2.74% Core M-powered machine that was designed with an almost maniacal focus on minimalism, folks might be scratching their heads a bit and so am I. However, price point aside, Apple has once again dared to go where other manufacturers have yet to tread, introducing USB-C to the mainstream market and underscoring an industry initiative that Intel has been championing for a while now as well — “No wires, no passwords and a more natural interface.” Kirk Skaugen, Senior Vice President of Intel’s Client Computing Group has been evangelizing this vision and company mantra for some time now and it’s an industry trend as well that makes a lot of sense.
Intel has pulled the curtains on the latest additions to its server-focused Xeon family with immediate availability.
The Xeon Processor D fills a gap between the low-end Atom-based C2750 and the mainstream Xeon E5 range and looks destined to reinforce Intel's formidable armada as competition from ARM (via Cavium, Calxeda, Applied Micro and AMD) heats up.
With the Xeon D, Intel moves the focus from the Data Center edge to the Network edge, a clear threat to ARM's established partners like Freescale, Broadcom or Marvell.
Intel today announced a new line of Xeon D chips targeted at the server and network appliances. In the near future though, Intel expects that the Xeon D chips may power robots as well, as industrial automation picks up.
Currently most robots use basic processors that work just fine for the basic tasks they perform. However, as robots get used for more complex tasks, there will be a need for stronger processing power. And that’s exactly where the latest Xeon D chips come in.
I believe Apple deal is huge. This gives cedibility to Intel in mobile space. Facebook Server Farms
is big but is known for a long time and Facebook/Amazon/Google have no other choice !
Intel will provide the fast wireless modem chip for a new Apple smartphone in 2016, VentureBeat has learned from two sources with knowledge of the companies’ plans.
Intel’s new 7360 LTE modem will occupy a socket on the new iPhone’s circuit board that’s long been reserved for Qualcomm chips.
Intel has been gunning hard during the past year for a place in the iPhone and now appears to have succeeded, at least partly. The 7360 chip will ship inside a special version of the iPhone that will be marketed to emerging markets in Asia and Latin America, the sources said.
Intel’s 7360 LTE modem chip is capable of 450 megabits per second (mbps) of download speed, and supports Category 9/10 LTE and 3X carrier aggregation. Industry analysts have told VentureBeat that the chip has impressed phone makers for being well built, power efficient, and fast.
For months Apple engineers have been making trips to Munich, Germany to work with Intel engineers to ready the ready the Intel LTE chip for the iPhone, one of our sources said.
The Intel facility in Munich is the former home of Infineon’s communications chip business, which Intel acquired back in 2010. It’s now the seat for research and development of Intel’s next generation of LTE chips.
Infineon once produced the 3G modem chips for iPhones at the Munich facility, but Apple quickly stopped sourcing the chips from Infineon after Intel bought the company.
One of our sources said that Intel has been willing to go a long way to get its LTE chips into Apple phones. This might include high levels of integration with Apple’s A(x) processor.
Qualcomm has long been the leader in providing chips for phones, and has provided the modems for generations of iPhones. But our sources say Apple and Qualcomm have an uneasy relationship.
“Second sourcing [finding a second supplier for] a major component might give Apple the upper hand in the relationship,” one source said.