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I don't get it. How is the consolidation in the chip manufacturing industry any good for the equipment supplier? The less fabs, the less equipment, wrong?
Nexus 8 runs on Tegra K1?
That would be bad news, though Intel would have had to pay a lot of contra revenues for that anyway. For better x86 support on Android, this would have been very good news though. Anyway, we'll have to wait until the official announcement to be really sure about it I guess.
Still looking forward for nice design wins for Moorefield at Computex.Some decent smartphone design wins would help Intel more with the establishment of x86 on Android I guess.
@FPG
What do you think about the competitiveness of Intel's Mooerefield with the XMM 7260 modem? Meh, just because it's x86 and made by Intel?
Short term, to me, most important seems that Moorefield is also meant for phones. I really hope for some nice design wins for smartphones at Computex. This is much more important than Tablets, which are more and more low end anyway. Moorefield has everything for a high end phone, especially with 64 bit Android it should be very attractive for the rising chinese players like Huawei and Lenovo. I guess Intel could even make a profit in that segment, despite the BOM issue (which I guess isn't that bad for Moorefield).
Other than that, from the roadmap it can be seen that Intel's next generation of modems will integrate the missing comm parts, like Wifi, GPS etc. The final step will be by 2016, when that part is finally to be integrated together with the Goldmont cores. Then it's all-in, either Intel succeeds in mobile until then or they will never. In or out for me.
ASUS K018 smartphone
Edit: Sorry, that seems like a Clovertrail one ...
I've been reading an article of an electronics magazine where it states that Intel will present many design wins at Computex, the majority of which are Android based. Asus and Acer have been named (no surprise). The source of the statement is Hermann Eul himself they claimed. Take it as what it is.
I really hope we'll also see some nice phone designs with Merrifield and Moorefield. Phone margins should be better than tablets so I don't see any reason why not. A nice Lenovo high end and mid range phone would be great. 64 bit would be good also, from a marketing standpoint. This could be the first real punch into the face of the ARMy by Intel.
I am very happy with my Apple shares I bought a year ago. The iPhone 6 will most likely be a big success. I agree though, that Apple's innovation is stuttering. I am waiting for a nice iTV perfectly integrated into Apple's ecosystem. Also more sound equipment is what I am looking after. People are paying good money for good sound.
Besides, my ARM shorts are doing very well also. Not sure if being long ARM was really a good idea, BQ. Your call about shorting TSMC makes quite some sense though. That may make sense by the end of this year or beginning of next year, when the 28 nm node gets under heavy price pressure from Global Foundries and TSMC, in addition with some mobile share loss towards Intel.
But hey, sorry, this is an Intel board.
What do you guys think of Moorefield? Will it make some inroads to smartphones? Do you think it lacks something important for that market? The BOM issue is still valid but I guess tablet prices are even more under pressure than smartphones. Some high end smartphone design win, e.g. from Lenovo or Huawei, would be great.
Why do you think ARM designs are better at performance/watt/dollar? Because they have to pay the foundries and royalties to ARM?
I do appreciate you answered that anyway! Thanks.
A more general question that wont't force you to disclose anything: Do you think there is enough interesting business for Intel left as foundry at their leading edge nodes when not serving Qualcomm? What about Intels older nodes? Do you think there is significant business that can be made without conflicting with Intel's mobile ambitions? Just as general opinion, no details. Thanks!