Intel Corporation Message Board

A torrent of announcements is expected at Taipei's Computex fair next month and the first designs are ready and shipping.

The first Haswell-based notebooks have already shipped and they are expected to arrive in retail channels by the end of the month, which means we shouldn’t see many paper launches at Computex.

It’s not just Intel’s skin on the line, either.

Microsoft is already taking a lot of flak over lackluster Windows 8 sales, Nvidia is hoping to grow its discrete GPU market share on Haswell notebooks, Seagate and Western Digital have both rolled out Ultrabook friendly 5mm hard drives and hybrid drives and the list goes on.

With so much at stake, plenty of big players have a vested interest in helping Intel’s Haswell push, which offers some hope of good news for consumers as it should translate into better value for money.

From tgdaily

Google/Intel Announcements
Intel Shareholder's Meeting

The future of Microsoft’s tablet-oriented Windows RT operating system is still in question despite Microsoft’s continued optimism for the platform. Analysts are questioning the future of Windows RT based on the confusion created by Windows RT, pricing of the OS to OEMs for licensing, and increased competition from Intel’s new Bay Trail Atom processor that will deliver even more power at reduced prices.

Windows RT was created as a lighter version of Windows that could run on chips based on designs released by ARM Holdings. Like Windows 8, Windows RT starts up with the tiles-based Metro UI and is designed completely around the touch experience. However, where the confusion begins for some users is that unlike Windows 8, the cheaper priced Windows RT tablets are not able to run full desktop programs and are limited to apps that are sold through Microsoft’s Windows Store.

This presents two challenges. The first is that apps for the Windows Store are more limited and this will make it hard for Microsoft to compete against the vast number of cheaper Android tablets or against Apple’s popular iPad.

“If you’re going to have someone buy a device that requires all-new apps,” Wes Miller said in an interview with Computer World, of Windows RT, “than you need to have an amazing collection of apps.”The second problem is that this causes confusion for customers. As both Windows 8 and Windows RT are branded under the “Windows” mark, customers may expect the full Windows experience and they won’t get that as Windows RT won’t run legacy programs designed for Windows 7 or earlier.

“They were hoping that Office on Windows RT would be enough,” Carolina Milanesi said regarding the free Office for RT suite that’s bundled with the Surface RT tablet. “But it wasn’t enough.”

From gottabemobile

Intel is expanding into low-cost laptops and tablets starting at US$200 with new low-power Atom chips based on an architecture called Silvermont, which the company is expected to talk about next week, according to a source familiar with Intel's plans.

The company expects the release later this year of tablets and laptops with detachable or folding screens priced between $200 and $399 with Atom chips code-named Bay Trail, which is based on Silvermont. Silvermont is the first Atom architecture overhaul since 2008, when the first Atom chip was released and subsequently panned for its performance.

Intel has promised better performance and battery life in tablets, smartphones and laptops with Silvermont-based Atom chips. Intel will spill more details about Silvermont at an event to be held on Monday at the company's Santa Clara campus. Speakers at the event include Dadi Perlmutter, executive vice president and general manager of the Intel Architecture Group.

Intel has said that inexpensive Android or Windows tablets and laptops will be available this holiday shopping season with a quadcore Bay Trail processor. Silvermont chips also include Merrifield, which will be in smartphones next year, and Avoton, which will be in low-power dense servers in the second half.

Intel previously painted Bay Trail as a processor for tablets, but earlier this month said it will expand the chip to sub-US$599 convertibles, laptops and desktops. The new generation of Silvermont chips will replace previous Atom chips used in netbooks, which were criticized for their underwhelming performance. Bay Trail will also unite a range of older Atom chip lines like Cedar Trail for netbooks, Clover Trail for tablets, and to some extent, Medfield processors like Clover Trail+ used in tablets.

From pcworld

Samsung is apparently prepping a new tablet/convertible gear with Intel's power-sipping Bay Trail architecture that will be hitting devices in time for the holiday shopping craze.

Bay Trail is the Atom child in the new Silvermont line of Intel, done with the frugal 22nm process, and should be three times more powerful than the current Atom that powers tablets like the Acer Iconia W510, while having up to five times less power consumption. The leaked identifier also shows that the product consists of at least the system, plus keyboard and screen, which indicates it might be a convertible of sorts, rather than a standalone tablet.

There's not much other info on what the potential tablet/hybrid computer from Samsung might look like, or the rest of the specs, but we have the feeling that this Intel architecture will be the first true answer to ARM's power grab in mobile the recent years.

From phonearena

Is it a coincidence that the Google Conference is scheduled at the same time as the Intel shareholder's meeting?

With Otellini's last hurrah, it seems like Intel will serve us up some red meat. I'd like a double barbecued short skewer, served on a bed of humility...

"Recall that today Intel is shipping LTE basebands and is expected to ship LTE multi-mode voice and data baseband solutions by year-end. On the CPU-side, its 32nm dual-core Clover Trail+ is gaining increasing momentum on improving GPU performance. Its newer HSPA+ platform reference design around Clover Trail+ is a positive step forward for the company as the nextleg up will be LTE."

Barron's

"Telecom Lead India: Broadcom and Intel will pose significant challenges to Qualcomm in the mobile baseband processor chipset market over the next few years. ABI Research says the chip major Qualcomm is dominating LTE chipset sales with over two-thirds of shipments in 2012. Though established mobile baseband processor chipset vendors will remain key players as the shift towards LTE continues, some of the smaller LTE baseband vendors will grab a part of the LTE chipset market. ABI Research predicted that the size of the LTE chipset market will grow to well over 850 million shipments in 2018 for handsets alone. “We expect Broadcom and Intel to be significant challengers to Qualcomm over the next few years,” said research director Philip Solis."

Telecomlead

"Research director Philip Solis of ABI research stated, "We expect Broadcom and Intel to be significant challengers to Qualcomm over the next few years and some of the smaller LTE base band vendors will grab a part of the LTE chipset market that will grow to well over 850 million shipments in 2018 for handsets alone.""

"LTE vendors offering integrated platforms can allow OEMs to design products more easily and quickly. At the same time, however, companies that only offer stand-alone LTE base band processors can do fine if they are offering reference designs and related services."

EETIndia

In fact the bears, shorts and shills don't have any talking points as ARM is generating little or no news capable of competing with all of the events, releases and announcements in Intel's pipeline. The events, releases and announcements are expected to be followed closely with a barrage of new product announcements.

With the wave of good Intel news, it's difficult to know exactly what if anything is holding up the ARM stock price. It's not earnings as earnings estimates have not increased as the stock price has jumped up by 25 percent. ARM's P/E ratio has therefore moved into the 80's. With such a P/E ratio, ARM will need to double earnings annually for years just to maintain the stock price - a seemingly impossible task with Intel's steady progress in mobility. Intel is doubling tablet sales each quarter and releasing more and more capable smartphones.

Have any of the ARM investors seen Intel's roadmap?

By this time next year, Intel will be selling 14nm SOC Airmont smartphones.

This means discussions with manufacturers have to be taking place now. When will we hear the first design win announcement? And will it be the big mobility player that Intel has already alluded to on the foundry front?

2014: Year of the Intel Smartphone

May 1: Microsemi Foundry News - Buzz should last at least a week or ten days
May 6: Intel to announce Silvermont - Buzz should last all year
May 6: Lenovo K900 release in China

Still to Come!!!

May 15-17; Google I/O Developers Conference - Buzz depends on announcements. Good potential.
May 16: Intel's Annual Stockholder Meeting
May 20: Lenovo K900 in IndiaJune 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

Intel Corporation's new mobile chip design, which will be out later this year, is being anticipated with much expectation by analysts and tech watchers.

Here is what some analysts have to say about Intel’s new chips:

Citi Research’s Glen Yeung: “We suspect that Intel’s Silvermont [micro-architecture] will provide better performance metrics than even ARM’s vaunted Cortex A15…Expected to appear in tablets in [the second half 2013] and smartphones in [the first half 2014], Silvermont also has the distinction of being the first mobile chips (from any vendor) to benefit from tri-gate core.

RBC Capital Markets’ Doug Freedman: “Intel has stated improved performance per watt, with Silvermont operating at 3x peak performance or at same performance at 5x lower power vs. current Atom core…Intel highlighted a more efficient out-of-order execution pipeline that drives a more balanced and responsive system.

From usmarketbuzz

After giving up five bucks since November, shorts now go to work on six.

You'd think those investing the big bucks in all the shorting would be getting nervous. Especially with Haswell due in three weeks...