Intel Corp (INTC)

[mas]

The purported timing only exists in the vivid imagination of the author who I suspect is AE but not sure as you did not even dignify the author with a link for his journalism before completely copying his efforts. It is also basically a strawman even if it is pessimistic as the author suggests as it misses the fundamental differentiation point about Intel's mobile products, they are performance/price disruptive even at 22nm (see Moorefield in Zenfone 2) because Intel is its own mobile foundry so its products will always be inherently cheaper than its fabless competition at the same profitability level.

14nm will continue this and in fact the most important Intel 14nm product will not be the flagship Broxton but the integrated Sofia product as it will combine a level of performance, integration and cheapness that no competitor will be able to match except maybe for Samsung if it really tries. So to answer your question when will Broxton arrive ? Don't know and don't really care as 14nm SofiA will be the more important volume product. Intel's mobile marketshare trajectory is going well and its 22-28nm phone products are more than good enough for this year.