"Very surprising. This is worrisome as Qualcomm now has a chip that rivals PC performance. Qualcomm continues to be a big thorn in Intel investors' sides."
[If you could spell R-T then you wouldn't be worried...]
ARM down, Intel up. And the ARM era comes to a close.
I wanna go see how much that mini-ITX system costs. Nice form factor and good performance. I haven't built a system in a while. Things have really changed...
For our final installment, JJ put together a bunch of components for a mini-ITX Haswell build and took us through his build process. The motherboard itself is a Z87-I Deluxe, an upcoming mini-ITX Z87 board from ASUS. Also in the video you'll see JJ install ASUS' mini-ITX optimized GeForce GTX 670 DC Mini card. Finally, the chassis is pretty cool - it's the Lian Li PC-Q30.
Some real geeks with real technology. You can see that they are having fun. Very cool. Check it out...
Wow, no GloFo IPO. That's another big blow to ARM's fabrication hopes.
I'm anxious to hear more about Intel's 10nm production progress. Pretty exciting stuff...
Intel is working on a smart watch, according to revelations at the Bloomberg Next Big Thing conference in Half Moon Bay, California.
Justin Rattner, Chief Technology Officer at Intel, revealed that the chip giant has several “experimental devices” undergoing testing at its laboratories, including one in a wrist-bound computer display.
“The watch is kind of — if you want to put the time on it, that’s fine,” said Rattner, according to VentureBeat. “But if you’re talking about texting today, wouldn’t it be nice if you could just look at your wrist?”
Intel is also working on technology that pre-emptively knows when you want to use it, which it calls contextually aware computing. This could be employed in its smart watch to help attract customers or it might be licensed out to other firms.
Apple's iWatch has been the source of much speculation for some time now, but other major technology companies have also jumped on the wearable computing bandwagon, including Google, Samsung, Sony (pictured above) and most recently Acer, which has set 2014 as the deadline for its wearable technology debut.
What is most interesting is that there were rumours last year that Intel was involved in Apple's design process, which suggests the two may be pairing up for this.
The language Rattner used, however, hints that Intel is hoping to expand further into the smart device market on its own grounds.
I'm sure he means well. But we don't want to push posts from marsavian, alexander, ashraf, etc off the first page before anyone has a chance to read them...
That's 32 percent. They are turning bad Intel assessments into an art form.
In the meantime we are seeing more and more people voicing recognition of the tipping point having been reached. There were the comments by Numis and Bernstein on ARM:
"Numis downgrades ARM Holdings (ARM.LN) to reduce from hold and cuts target price to 700p from 920p as it sees the company losing market share to Intel Corporation (INTC). Cuts forecasts of ARM's CPU share in the smartphone market to 72% from 86% in 2014 and beyond. Says the balance of 28% goes to Intel, however there are scenarios where Intel could gain up to 40% share if it enabled some breakthrough devices at the likes of Sony, Amazon and Motorola. Numis reduces its forecasts of ARM's share in the tablet market to 70% from 80%."
"Analysts at Bernstein Research warned in a note to clients that they found "a great deal of evidence that with its current products, Intel is competitive against ARM" before going on to conclude that "we can't stress enough how much we are worried about current expectations for ARM."
And these weren't the only comments. There were numerous comments along the same line.
Today we had a lot of rumors about Intel working on an iWatch. Hopefully we will see some real news announcements soon.
And Thursday we have the Samsung event with more news on the strengthening Intel/Samsung relationship...
"ARM does not supply chips, only IP."
[It's a meaningless distinction. Is ARM's revenue based on chip sales? Of course. Any misunderstanding of how the processor world works is yours...]
"Intel (INTC) pushed the Electronics industry higher today making it today's featured electronics winner."
Meanwhile the board shills say this is not true because of yadda, yadda, yadda something from the past...
"is Bernstein positive on Intel?"
[Stacy Rasgon at Bernstein has an $18 target on Intel. It does make one wonder who gave the quote from above. Couldn't have been Rasgon. Even his co-workers know better. Rasgon is one of the Wall Street firm group that has turned being wrong on Intel into an art form. They keep looking for an exit strategy but aren't finding one. A market correction is their only hope and even that might not provide much relief. Every day we see growing recognition that the tide has turned. The end of the ARM era has arrived...]
Summary: Intel's sudden — and dramatic — arrival to the mobile market is making investors and analysts twitchy.
"Analysts at Bernstein Research warned in a note to clients that they found "a great deal of evidence that with its current products, Intel is competitive against ARM" before going on to conclude that "we can't stress enough how much we are worried about current expectations for ARM.""
Chip maker ARM has essentially had free rein over the mobile space while the chip behemoth Intel focused instead on traditional PC systems. But now that Intel has shifted its laser focus onto the mobile space, ARM investors are getting jittery.
Intel is putting pressure on ARM from two sides. First, its Clover Trail+ Atom silicon is delivering significant power savings compared to what ARM is offering. The Atom Z2580 is so good that tests carried out by ABI Research suggest it packs a punch equivalent to that of the Samsung Exynos Octa or the Qualcomm APQ8064T while consuming about half the power.
News that Samsung has chosen Intel over ARM to supply chips for its new tablets have put ARM shares into a downward spiral since the beginning of June.
The second pressure on ARM is Intel's next-generation Core processors based on the Haswell architecture. While there's no doubt that these processors are pricey, they do bring to the table significant power savings, and put significant pressure on ARM. As x86 processors become more efficient, the less OEMs want to compromise new tablets by kitting them out with ARM silicon.
Microsoft had hoped that its Windows RT platform would give ARM greater reach into the mobile tablet space, but this platform hasn't as yet been well received by either consumers or enterprise customers.
Intel's sudden arrival into the mobile market is making investors and analysts twitchy. Analysts at Bernstein Research warned in a note to clients that they found "a great deal of evidence that with its current products, Intel is competitive against ARM" before going on to conclude that "we can't stress enough how much we are worried about current expectations for ARM."
This threat from Intel doesn't just apply to ARM, but also extends to its rivals, such as Imagination Technologies. While its share price hasn't been rocked as hard as ARM's, it too is living in an increasingly vulnerable market space.
"Any chance these guys could warn ahead of the quarter. TXN seemed to have been alright. I suspect if no warning we should hit new highs before earnings."
[I haven't seen anything that would lead me to believe that a warning will happen or be justified. Perhaps alexander or marsavian would like to weigh in as well...]