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Nenni is way off versus Intel claims. Intel is claiming greater than 50% shrinks(more than 60% actually) at 10nm and 7nm
If you apply just 50% shrink for Intel from 14nm, they are way ahead over the period.
Company Current 2016 2017 2018 2019 2020
Global Foundries16.6nm NA NA 8.2nm NA NA
Intel 13.4nm NA 6.7nm NA NA 3.4nm
Samsung 16.6nm 12.0nm NA 8.4nm NA NA
TSMC 18.3nm 11.3nm 8.2nm NA 5.4nm NA
So Intel's inferior modems can not be in the new Iphone because they are too good.
I also went to a Microsoft store last night and they have all models of SurfaceBook in stock. I guess this isn't because Intel is producing a lot of Skylakes but because demand for SurfaceBooks has dropped.
You seem to contradict yourself
"So with inferior modems, worse applications processor performance, and spotty time-to-market, I think Intel is still going to be in a rough place in phones for a while yet."
Motley Fool Last week
"If Apple were to adopt the XMM 7360 for the iPhone 6c, then this device would actually have more advanced cellular capabilities (at least in terms of peak upload/download speeds) than the current iPhone 6s/6s Plus phones"
Intel was wrong to not see the integration of the modem as important. Developing the AP and modem on different processes did not easily allow integration.
Intel has been working hard to get all necessary IP on their process which has delayed point products. This will eventually however allow more custom SOC's to be selected by Smartphone vendors.
Redesigning modems to their process has been a difficult process requiring a lot of learning.
Why do you think the smartphone market will be different. Shakeout and lower margins are coming. Watch the success of Zenphone 2 and other unlocked phones.
I think you got it backwards. This will expand Windows into all markets. Why buy android or IOS based mobile devices. The fact THAT WINDOWS COULDN'T RUN ON CHEAP HARDWARE WAS THE REASON ANDROID AND IOS GOT THEIR START. Also what if you want to run more power or graphics intensive products. What if they don't want to lug around a 4 pound notebook or want higher resolution. The PC is a very inexpensive purchase for a valuable employee. Under your logic, why think anyone would buy any new products if Windows with all its features will work on existing products.
Instead of limiting windows based device sales it will seriously hurt the other device makers including Apple.
Comparing apples and oranges.
Detachables will be much bigger part of market this year THAN LAST.
Quarter over quarter up 2% plus detachables in Q3 will be greater than Q2.
Nonsense
All based on timing of equipment orders into Israeli fab.
If I had space elsewhere I would upgrade US plants first.
James said 10nm was going VERY WELL at annual meeting three weeks ago. You will see startup costs in 2H 2015.
There is no reason to buy Micron.
Intel has the right to produce all the 3D DRAM they want or buy from Micron at cost.
For the portion od DRAM Micron keeps, it will not be competitive with Intel in SDD's because they do not have access to key Intel IP.
It also is the time frame for the 14nm SOFIA's.
They should be awesome competitors in the low to mid range..
Also the core M version of Skylake due this summer will provide greater improvement in performance/power than the Samsung process going from 20nm to 16nm. Also, Samsung 16 provides little or no shrink so there will be no shrink of A9
Core M(dual core) blows out A8X even in Geekbench and is a smaller die.
Intel's first Finfet was three years ago. I'll give Samsung a break an assume that the Samsung 16 Finfet is between the Intel 22nm and 14 nm. So Intel is about 2 years ahead.
Also I don't think problems with 124nm accure to 10 nm. The introduction of this node will probably widen this gap.
Sounds like the rumor is true.
What do you expect QCOM to say. They are still hoping Snapdragon 810 can be produced in 1H 2015. There is still a chance even if it is only 1 in a million. The rumor suggested it was possible but a challenge.
Cherrytrail will have same issues as Baytrail CR not original Baytrail. But with performance and cost may have higher die gross margin than Baytrail.
Exactly!!!
Ask AMD how it feels.
Wow!!
TSMC's 16nm FF is closer to Intel's 22nm FF then Intel's 14nmFF.
Also Intel did not design previous processes to the mobile world. Nor did they really design for the low power market.
Intel will have clear two year lead in the mobile market manufacturing for the first time.
Samsung is trying to achieve something closer to Intel but is failing.
What are they going to do with their 14nm designs?
Really
There was a story that Samsung was using some future Qualcomm chips as part of a foundry deal with Samsung at 14nm. Maybe that wasn't true. Maybe Samsung now can't deliver for Qualcomm. What does Samsung do now? HAHA
I would look for Samsung to partner soon with Intel for mobile.
1. They need an LTE modem
2. With declining market share and low margins, they can not afford their own AP designs
3. They are late on 14nm
4. Any current designs, which have not been that good anyway, are probably tied to this process.
Their other choice is to go with Qualcomm which they already have selectively. The problem here is the extra markup and do they really want to support TSMC, their foundry competitor.
I would look for Samsung to partner soon with Intel.
1. They need an LTE modem
2.
Nothing. I was really launching a new thread.
I don't have professional subscription and was searching to see if anyone knew the story.
Does Charlie have a real story?
Also the distinction between tablets and smartphones will evaporate with voice over LTE.
Public knowledge at IDF
TSMC 16 nm Finfet is really a 20nm node. The fact that they compare it to their 28nm process is all you need to know. It is a one node advance over their 28nm without the normal decrease in transistor cost.
Broxxton is designed for both Windows and Android.
Pentium and Celeron percentage going up because Intel is gaining substantial share at lower end and not because of any upper end slippage.
Core M will be a premium product with a lot of demand.
If the testing hasn't been done yet, strong reliability would be mostly luck?
Rockchip deal is SOFIA for tablets. Rockchip will use other versions of SOFIA for tablets as well.