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Intel Corporation Message Board

theblueredmonk 171 posts  |  Last Activity: Sep 18, 2015 1:57 PM Member since: Aug 14, 2004
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  • theblueredmonk theblueredmonk Jul 9, 2015 12:38 PM Flag

    But of course, Intel's chips are used for both Android and Windows tablets and Windows tablets have sold quite well, particularly considering the relatively short time they've been on the market. As the article points out, hybrids have seen healthy sales because people need to also do work with their portable devices.
    This isn't strictly true, some of the Atom's are for Android only, others are for Windows only, while some can run both.

    Yeah, hybrids are doing well, but the counter arguments is that these are just 'PC' sales, so rather buy a new laptop or ultrabook people are going for a hybrid instead. In other words, all these hybrid sales aren't additive, just a different product mix.

    All things considered, Intel's tablet and phone efforts are seeing success with exciting products people want to buy. This gets even better with Skylake-based products.

    I would dispute this. Shipping 21 million odd SoC's in 2015 into the Android ecosystem is poor, especially given the range of 'incentives' Intel peppered the market with in 2014. Yes, the zenfone 2 is good, but where are the tens of devices using the same SoC?

    Unless Skylake is going to start selling for 20 bucks, it's meaningless to compare it to Atom.

  • From the register:

    "Intel's thrown a lot of time, money and effort at mobile devices, but its efforts have resulted in red ink, a re-org to combine mobile and desktop products, and rumours of imminent layoffs.

    Digitimes now says that 2015 will see just 10.8 million Intel-powered Android tablets reach punters, “down from 14.23 million shipped a year earlier.” There's some growth for Chipzilla in Android handsets, more than 10 million of which are expected to have Intel inside this year.

    Both figures are, however, drops in the Great Gadget Ocean. IDC reckons the world will make about 230 million tablets and phablets this year, plus another 1.447 billion smartphones. If Digitimes is right, Intel's going to win slivers of those markets. And nasty thin slivers at that.

    There's some solace in growing demand for two-in-one typoslabs that blend a PC and tablet, which Digitimes thinks will kick Intel's overall mobile CPU sales up to 46 million a year. Selling that many of anything is an impressive achievement. It's just that Intel's rivals are selling orders of magnitude more into tablets and smartmobes, classes of device that seem destined to escape the x86 hegemony."

  • theblueredmonk theblueredmonk Jul 9, 2015 10:13 AM Flag

    [Your highly erroneous predictions on Samsung indicate that you have no idea on what it is really about.]

    Yes, I was wrong, I was expecting the strong sales of the S6 to prop up other failing area's (ie, it's low and mid ranges in Asia). In my defence, Samsung did get the product mix wrong on the S6:)

  • theblueredmonk theblueredmonk Jul 9, 2015 10:08 AM Flag

    Yes, there are differences in the overall build quality that make Zenfone2 cheaper than Samsung & Apple flagships, but the Zenfone2 shows one can deliver flagship-class performance at half the price with judiciously selected compromises in some components that a large segment of the market won't care about.

    It's not about build quality (the Zenfone2 is fine), but the components themselves. As an example, the screen costs Samsung $85 alone (the S6 edge). While you can argue the screen (or camera or whatever) isn't important for a large section of the market, there is a clear demand for these flagships. While the Zenfone2 offers the best (CPU) performance for it's price point today, it wont have that label for long.

  • theblueredmonk theblueredmonk Jul 9, 2015 9:54 AM Flag

    [Out of the mouth of babes comes wisdom. Um, I meant boneheads.]

    Do you want to try and explain AMD's strategy? I'm sure others would like to hear your views.

  • theblueredmonk theblueredmonk Jul 9, 2015 9:53 AM Flag

    [Shouldn't you be figuring out why Samsung has had 7 declining quarters in a row rather than trying to lecture people on how great the situation is with ARM and smartphones.]

    A lecture? I was trying to point out that the BoM of high end smart phones, is more complicated that just talking about ARM or Intel.

    As for Samsung, yes it has problems but I'm sure you'll welcome the news that they have regained the top spot in smartphone sales in the United States.

    Also, you need to report a bug to Yahoo, the ignore feature doesn't seem to be working as you are seeing my posts.

  • theblueredmonk theblueredmonk Jul 9, 2015 9:40 AM Flag

    "AMD is out of the game"

    What game are they now in ?

    Not sure. I don't think they do either:)

  • theblueredmonk theblueredmonk Jul 9, 2015 9:40 AM Flag

    [Yeah, after seeing the Zenphone 2, it's looking more and more like Intel is the future of smartphones. With the problems at the high end it's looking more and more that Apple and Samsung aren't.]

    Why would that be? You seem to forget that the App SoC isn't a big chunk of the BoM. There is a reason why the Zenphone 2 is cheaper than the higher end Apple and Samsung phones.

  • theblueredmonk theblueredmonk Jul 9, 2015 8:31 AM Flag

    Why does it take Microsoft so long to see the obvious?

    That's the key question.

    The only answer that makes sense (to me) is that they want to keep their SoC suppler options open. If they were to jump to x86, they would have to rely solely on Intel (as lets face it, AMD is out of the game). To spin things around, if you were MS and given Intel's mobile history, and it's future (known) roadmap, would you jump into bed with Intel?

  • theblueredmonk theblueredmonk Jul 9, 2015 7:56 AM Flag

    [Ain't gonna be a flagship until it has an Intel processor and can run full-on Windows. Until then it's just a boat. ]

    I think you need to readjust your expectations as Microsoft doesn't seem to view things the way you do.

  • theblueredmonk theblueredmonk Jul 9, 2015 2:34 AM Flag

    The only way this will happen in earnest is on an Intel-based phone.

    This years flagship will likely use a QCOM chipset (as it can drive two displays at the same time).

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