Exciting times are ahead for Intel – strong 4Q14 earnings (Part 5 of 16)
Intel’s CPUs in PC processor market
In the PC processor market, Intel (INTC) offers two lines of CPU (central processing unit) cores—larger cores and smaller cores. Larger cores help spread the heat out. They allow better heat dissipation. They are larger. They use more power and have better performance. In contrast, smaller cores are smaller. They perform worse, but use less power.
New core CPUs—Skylake and Braswell—will launch in 2015.
In its 2014 investor meeting, Intel stated that its plans to release Skylake in mid-2015. Skylake is a large core CPU family platform.
The above presentation shows the product roadmap for the company’s PC-oriented processors. If you have confidence in Intel’s new CPUs and you want to gain exposure to Intel, you can consider investing in the Market Vectors Semiconductor ETF (SMH) or the Technology Select Sector SPDR Fund (XLK). Intel makes up about 19% and 3.55% of these ETFs, respectively.
Skylake offers better design
Skylake follows the “tock” in Intel’s “Tick-Tock” strategy. Although, like Broadwell, it’s built on 14nm technology, it offers better design using the same manufacturing process. This implies that the portable devices should have better battery life, or at least maintain the same battery life, and be light weight. They are also claimed to be more powerful than Broadwell-based devices.
Intel aims to launch Core M on Skylake. On upgradation, Core M Skylake will have Intel’s RealSense 3D camera. Also, the platform would support Microsoft (MSFT) Windows 10. It would support Google’s (GOOG) (GOOGL) Android and Chrome.
Initially, Braswell—Intel’s small core PC-oriented platform—was expected in the first half of 2014. However, due to the 14nm process, Broadwell parts—especially the high performance variants—were delayed to 2015. Core M was installed in Braswell in late 2014. It was installed in the marginally larger Broadwell-U parts with the HD 6000 graphics in early 2015.
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