"So what's Apple going to do :)"
[Looks like Apple is planning on boarding the TSMC Titanic. Could be a short voyage...]
Whispers of a full MacBook refresh at Apple’s WWDC 2013 this June look increasingly possible, with stocks of the 13-inch MacBook Air already tightening ahead of what’s believed to be an Intel Haswell-based upgrade. Apple was tipped to be updating its notebook line-up to Intel’s 4th-gen Core processors by analysts back in April, and now stock checks across US retailers would seemingly confirm that the last of the existing models are being mopped up.
From slashgear
May 14-17: medPi Conference-ZTE will by demonstrating the Grand X2 IN in Monaco.
May 20: Lenovo K900 in India
June 3: Intel to release Haswell - Buzz should last all year
June 4: Computex Opening Keynote-Tom Kilroy, executive vice president and general manager, Intel's Sales and Marketing Group, will deliver a keynote on Intel's vision for continued innovation to reinvent people's computing experiences across a range of devices.
June 4: Computex-Computing Reinvented Satellite Event and Media Q&A-Kirk Skaugen, senior vice president and general manager of the PC Client Group, will host the computing reinvented satellite event where he'll demonstrate and provide details on the new experiences delivered by 4th generation Intel Core processor-based Ultrabooks, laptops, desktops and all-in-one devices.
June 5: Computex-Mobile and Communications Satellite Event and Media Q&A-Hermann Eul, VP/GM, Mobile and Communications Group, will host a satellite event to showcase the growing number of tablets for Windows and Android, smartphones and other ultra-mobile devices with Intel Inside.
June 4-6: Dell Enterprise Forum-Enterprise Solutions Keynote: Built for Where Business Is Going
June 10-14: Apple's WWDC - Macs about to get a major upgrade thanks to Intel’s (NASDAQ:INTC) new “Iris” graphics processors?
June 26-28: Microsoft's Build Developer Conference - Rumors of next Surface Pro announcement
2013: Year of the Intel Tablet
2014: Year of the Intel Smartphone
Medpi Monaco is the annual Meeting Point for new digital technologies and their consumer and SOHO distribution channels in Spain and Portugal. It is an event that offers you the possibility to meet all buying decision makers in the main purchasing pools and channels for consumer and SOHO distribution networks. Attending Medpi you will be able to show your latest news and offers in products and services, define with your clients the sales terms for their referencing, grasp and foresee market trends and evolutions and maintain and consolidate business relations.
May 14-17: medPi Conference-ZTE will by demonstrating the Grand X2 IN in Monaco.
May 20: Lenovo K900 in India
June 3: Intel to release Haswell - Buzz should last all year
June 4: Computex Opening Keynote-Tom Kilroy, executive vice president and general manager, Intel's Sales and Marketing Group, will deliver a keynote on Intel's vision for continued innovation to reinvent people's computing experiences across a range of devices.
June 4: Computex-Computing Reinvented Satellite Event and Media Q&A-Kirk Skaugen, senior vice president and general manager of the PC Client Group, will host the computing reinvented satellite event where he'll demonstrate and provide details on the new experiences delivered by 4th generation Intel Core processor-based Ultrabooks, laptops, desktops and all-in-one devices.
June 5: Computex-Mobile and Communications Satellite Event and Media Q&A-Hermann Eul, VP/GM, Mobile and Communications Group, will host a satellite event to showcase the growing number of tablets for Windows and Android, smartphones and other ultra-mobile devices with Intel Inside.
June 10-14: Apple's WWDC - Macs about to get a major upgrade thanks to Intel’s (NASDAQ:INTC) new “Iris” graphics processors?
June 26-28: Microsoft's Build Developer Conference - Rumors of next Surface Pro announcement
2013: Year of the Intel Tablet
2014: Year of the Intel Smartphone
If Intel were to do a deal with Apple and a real deal as suggested in the Gregory Stuckey article, not an ARM foundry deal, it would be interesting to see what all of the Monday morning quarterbacks would say then.
That would result in a big spike in crow consumption...
Intel gets the iPad business and instant market share in the tablet market. Apple sold almost 23 million units in 2012 and with the growth of the tablet market, even if it just holds its market share, it will be shipping something like 60 million units in 2014. That business is worth approximately $1.2 billion to Intel and provides the opportunity to expand the partnership into the iPhone easily tripling the revenues from Apple for Intel. Apple is expected to sell 75 million low-cost smartphones in 2014 along with the sales of the flagship iPhone 6. Both of these products are worth approximately $3 billion in sales to Intel and well worth the trouble of customizing chips for iOS products. I see 2014 as a stellar year for Intel with great growth potential in the mobile space due to growth in the Windows OS and taking on Apple as a new customer.
There have been rumors for the past year that Apple and Intel are working together to complete a deal that makes Intel the foundry for Apple. Outgoing CEO Paul Otellini has been adamant on not becoming a foundry for companies that ultimately benefit their competitors. It only makes sense not to give away your moat to build your competitors' chips and Intel's manufacturing leadership is that moat. I believe Mr. Otellini has been able to reject the idea of becoming Apple's foundry because he knew the new Atom processor with the Silvermont microarchitecture was coming out this year and that it would on a performance per watt basis handily beat the competition. Now with its release, Intel and Apple can spend the next year optimizing the chip for the iOS and customizing an Atom processor for the iPad 6 and iPad Mini 3 that could be released in the fall of 2014.
Intel is not interested in being the foundry for Apple and has made that abundantly clear. I think that is because the senior management team knows they have leverage over Apple and want to take advantage of their position to earn both the design and manufacturing margin from Apple as a customer. Apple needs to get away from Samsung as its foundry but the next best option in Taiwan Semiconductor Manufacturing Company (TSM). Why would Apple settle for a company that is using the 28nm technology when a company with 22nm technology and 3-D Tri-gate Transistors is available in Intel? Intel has a manufacturing lead over both of these companies which will transfer an advantage to Apple in both energy efficiency and performance of the CPU. Again Intel is not interested in being the foundry for Apple so a deal will have to be made to transition to Intel designed chips.
Apple needs an edge over Samsung if it is going to recover its dominant position in the mobile markets. Intel (INTC) is the company that can provide that advantage, a manufacturing advantage. It strikes me as funny that Apple, one of the most vertically integrated companies with extreme control over its supply chain may be able to use Samsung's vertical integration against them. You see, Samsung has already developed manufacturing facilities and is committed to that line of business. Actually they currently produce Apple's A6 chips a situation Apple is very interested in finding a solution for. Samsung has already sunk immense resources into its manufacturing capacity to the tune of at least $10 billion, though I don't have an exact figure, and would not switch gears and find a foundry for its chips. This means the advantage Intel brings to Apple in manufacturing is sustainable for the long term if Intel can keep ahead of Samsung.
More at article by Gregory Stuckey
Windows 8: 5 Hopeful Signs
Google it because Yahoo won't let me post it up...
[This would seem to be an important benchmark...]
"Apart from the obvious tablet details leak, the presence of an Intel Atom processor in Samsung’s Android tablet is the more important news here. Intel has been struggling to get bigger manufacturers use its silicon in their Android products, however we recently saw Asus use Atom processor in Fonepad and now Samsung – seems like Intel’s smartphone/ tablet dream might finally come true."
Samsung to use Intel Atom processor in new 10-inch tablet
Intel seems to have finally got hold of the bigger fish – Samsung. As per the latest benchmark results that have surfaced in GFXbench database, Samsung is using the Intel Atom Z2560 Clover Trail+ dual-core processor in its new 10-inch tablet.
The benchmark listing also reveals the processor will be clocked at 1.6GHz and will come with PowerVR SGX 544 MP2 GPU. Other features of the tablet will include 10.1-inch WXGA (1280×800) display and Android 4.2.2 Jelly Bean.
Apart from the GT-P5200 listing, a benchmark listing for GT-P5210 has also been spotted, which is going to be the Wi-Fi only version of the tablet.
Other details were not confirmed in these benchmark listings but a previous report had suggested that this tablet will come with 5MP rear camera and 16/ 32GB of internal storage.
Apart from the obvious tablet details leak, the presence of an Intel Atom processor in Samsung’s Android tablet is the more important news here. Intel has been struggling to get bigger manufacturers use its silicon in their Android products, however we recently saw Asus use Atom processor in Fonepad and now Samsung – seems like Intel’s smartphone/ tablet dream might finally come true.
From androidos
in
May 20: Lenovo K900 in India
June 3: Intel to release Haswell - Buzz should last all year
June 4: Computex Opening Keynote-Tom Kilroy, executive vice president and general manager, Intel's Sales and Marketing Group, will deliver a keynote on Intel's vision for continued innovation to reinvent people's computing experiences across a range of devices.
June 4: Computex-Computing Reinvented Satellite Event and Media Q&A-Kirk Skaugen, senior vice president and general manager of the PC Client Group, will host the computing reinvented satellite event where he'll demonstrate and provide details on the new experiences delivered by 4th generation Intel Core processor-based Ultrabooks, laptops, desktops and all-in-one devices.
June 5: Computex-Mobile and Communications Satellite Event and Media Q&A-Hermann Eul, VP/GM, Mobile and Communications Group, will host a satellite event to showcase the growing number of tablets for Windows and Android, smartphones and other ultra-mobile devices with Intel Inside.
June 10-14: Apple's WWDC - Macs about to get a major upgrade thanks to Intel’s (NASDAQ:INTC) new “Iris” graphics processors?
June 26-28: Microsoft's Build Developer Conference - Rumors of next Surface Pro announcement
2013: Year of the Intel Tablet
2014: Year of the Intel Smartphone
Paul Otellini accomplished something much more meaningful than an iPhone deal with Apple. He oversaw the development of FinFET, which is now effectively bringing about the end of the ARM era. FinFET is the single most important development in semiconductor history. It has paved Intel's path into the future while leaving ARM with no roadmap past 20nm. Even now it is killing ARM's ability to compete. Going forward its effects will be even more profound. It's development has allowed Intel to continue its every eight quarter die shrinks. It'a a pace that no other company on earth can hope to match.
The Altera deal should have been the wake-up call for everyone. For the first time there was conclusive proof of Intel's fabrication, technology and manufacturing superiority and proof that the superiority is so large that it justifies the significant costs of companies switching foundries. We now know that significant discussions are taking place with many companies regarding the use of Intel's advanced processes.
Given that Mr. Otellini was largely responsible for development of a dynamic significant enough to change the very face of the semiconductor business and to allow Intel to seize leadership in all of mobility, it appears exceptionally small-minded and petty to fault him for failing to seize the day on an Apple product that almost no one properly judged at the time it arrived.
The Apple deal and no FinFET would not have allowed Intel the kind of future that now lies at its feet.
Hats off to Mr. Otellini for his vision and hard work in bringing FinFET and the end of the ARM era to fruition...
No, I just meant the part about "how did I read it". I thought maybe you were asking where I found the article.
Have you considered hedging your position to take some of the risk out? You do realize that it's high risk, right?
The shorts mounted their counter-attack and the net effect was all of 46 cents. Haswell will be here two weeks from Monday. The new guy is focused on increasing the pace of building mobility market share. And an absolutely huge number of new Intel products is coming online at the beginning of June.
2013: Year of the Intel Tablet
2014: Year of the Intel Smartphone
Just clicked on the link and read it. Was that a trick question? Dunno which chip it was. Maybe one of the guys knows. The other question was covered by excerpts in my previous post.
Or, maybe, the great machine will dominate once again. That's how Stacey Rasgon, the analyst who's been watching Intel and its rival chipmakers for two decades, sees it: "If I'm looking out five, ten years, they could potentially bury everybody else."
[I don't think it will take that long. You should hedge your position or just cash it all in. You've had a good run. Hanging in for the long term on a company with an 80+ P/E and huge looming competition is insanity. After all, you've already had one recent near-death experience...]
"This is what I had to draw to get Intel to start thinking about ultracheap," Otellini concluded.
"How well do you think Intel is thinking about ultracheap?" I asked.
"Oh they got it now," he said, to the laughter of the press relations crew with us. "I did this in '05, so it's [been more than] seven years now. They got it as of about two years ago. Everybody in the company has got it now, but it took a while to move the machine."
***
Perhaps, though, the transformation that Otellini began in 2005 will finally be complete during Brian Krzanich's tenure. Intel's technical lead, perfectionism, and scale will create amazing chips at prices that cause phone and tablet makers to give up their commitments to the ARM ecosystem.
***
What's clear is that when Intel has a single competitor to focus on, they are hard to beat. "The thing about Intel is that we always come back," Otellini told me. "We put resources on it. We get focused. And watch out." They outinnovate, outmanufacture, and outcompete any company that comes into their targets.
***
If you're Intel, which fly do you fire the shotgun at? Not ARM, that's for sure.
"ARM is an architecture. It's a licensing company," Otellini said. "If I wanted to compete with ARM, I'd say let's license Intel architecture out to anyone that wants it and have at it and we'll make our money on royalties. And we'd be about a third the size of the company."
"It's important for me, as the CEO, that I tell our employees who it is that we have to compete with and who we're focused on, and I don't want them focused on ARM. I want them focused on Qualcomm or Nvidia or TI," he continued. "Or if someone like Apple is using ARM to build a phone chip, I want our guys focused on building the best chip for Apple, so they want to buy our stuff."
"Who's Dana?"
[Would you prefer to be called Lucy?]