Intel Corp (INTC)

[Unkwn]

I wrote this a few times already but nobody seems to be listening. IoT will be a big market, not much doubt about it. You just have to rename all this embedded microcontroller market to IoT and there you go - huge market. But that's a market with ultra low margins. Haven't heard of any rich microcontroller company recently, have you? Where's the difference to mobile or the PC market: Simply performance. People don't care about the CPU perfomance of their fridge or toothbrush but they care a lot about the performance of their smartphone and PC.

Intel can profit from that through its own foundry business. Design wins won't move the needle much (despite for comms maybe), so that's not a must in my opinion. It certainly doesn't harm if Intel has proven silicon with its own IP for this market, but they should be very open towards producing about everything anyone wants to on Intel's fabs. No reason to push Intel's design here.