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."
[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:)
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.
[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.
[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.
"AMD is out of the game"
What game are they now in ?
Not sure. I don't think they do either:)
[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.
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?
[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.
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).
Due to weakness in smartphone division with a whole bunch of unsold phones left in inventory. Monk predicted that the Galaxy S6 would restore Samsung's drop in profitability last quarter. He was wrong.
Yes, I was wrong.
Samsung ARM CPU
"too much inventory"
the rest of the S6 BOM
I found the "Samsung’s seventh straight profit drop" rather surprising.
Samsung got the S6 mix wrong, to few S6 Edges (with the fancy screen), to many normal S6's.
Adam Hwang, DIGITIMES [Wednesday 1 July 2015]
"Global sales of Apple's iPad and tablets launched by brand-name and China-based white-box vendors have been far short of original expectation and the stagnant demand is expected to continue in second-half 2105, according to Taiwan-based tablet supply chain makers.
Global iPad shipments have dropped on quarter for eight consecutive quarters, with Taiwan-based iPad Air OEM Foxconn Electronics and iPad mini OEM Compal Electronics having had shipments much lower than expected, the sources said.
China-based white-box vendors, despite support from Intel, have had to cut prices to sell tablets at a loss due to weak demand, the sources said. For example, VIDO Digital Electronics has launched a 7-inch 3G-enabled tablet equipped with Intel SoFIA platform in the China market at a retail price of only CNY288 (US$47).
Without support from Intel, most of China-based white-box tablet vendors will be difficult to survive, and if Intel reduces investment, 20-30% of them will be forced out in a year, the sources indicated."
so who is right?
The review is from Anandtech (on the home page) and it contains actual benchmarks as well as subjective judgements from the author.
As for the 'cause' of the problems, there is some speculation in the review. We'll probably will never know.
"I'm very disappointed in the Venue 10's real world performance. When I reviewed the Venue 8, there were a number of performance issues that I assumed would be fixed with Android Lollipop. The incredibly smooth performance of the ASUS ZenFone 2 served to further confirm this in my mind. Unfortunately, there's clearly something wrong somewhere in the software or hardware stacks, because the Venue 10's performance is erratic and often very poor".
"For me, battery life was the area the Venue 10 let me down most. Despite its issues, the Venue 8 had really good battery life even when browsing the web which can cause these AMOLED displays to use a lot of energy. The Venue 10 regresses in every respect, even when tested at 178 nits due to Dell's strange brightness curve."
"While the Venue 10 is the only 2-in-1 Android tablet I can recommend due to it being one of the only available options, there's honestly no way I can recommend it as a tablet alone, or even to someone who only wants to occasionally use the keyboard. There are just far too many problems, and none of them are acceptable for a $499 device."
You're right., my bad...should have had my coffee before responding. Intel is doing a lot of mixing and matching GPUs, should be easier to swap it out if Intel thinks it is worthwhile to do so.
Well, 'easier' is a strong word, but yes:) That said, Intel has hinted that it will continue to use ARM's gpu in the upcoming 14nm Sofia parts.
"Despite the fact that the design is complete and the chip is ready for mass production, Intel's 28nm SoFIA 4G application processor (AP) is still unlikely to be launched until the beginning of 2016 due to the adjustments over the software part that is still not yet mature. For 2015, Intel will still need to rely on its SoFIA 3G/3G-R APs to prop up is mobile device AP business and may miss the business opportunities from the 4G market, which is expected to grow rapidly in the second half of this year."
Intel is hitting ARM where it hurts. At the low end of the smartphone market where all the growth is taking place.
Yet, Intel is still handing over royalty to ARM for this SoC...