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Wednesday, 10/16/2013 2:27:14 AM

Wednesday, October 16, 2013 2:27:14 AM

Post# of 151700
Here is another interesting discussion from cc. Intel density is higher than Apple A7. And with 14nm it will get even better.
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Vivek Arya - BoA/Merrill Lynch
Got it, and then as my follow-up. I wanted to just get a sense for how much of a leapfrog advantage will 14 nanometer provide in the mobile market because recently we saw very impressive benchmarks from Apple on their A7 SoC. I understand that they optimized a lot of things within their system that other customers may not be able to do but they were able to show very impressive benchmarks on 28 nanometer silicon. I am wondering as you think about your 14 nanometer products and the fact that you will really need to leapfrog to get major share in mobile how should we think about how big those advantages will be, like what the discussion with customer have been so far?

Brian Krzanich - Chief Executive Officer, Director
Sure. So, let's make sure, I mean you just kind of used the generic word of benchmarks and there are lot of different ones that are out there. So I am not sure exactly which ones you are talking about. But if you just take a look at our products and all of our products are 64-bit. So we have had that for an extended period of time and products that we are shipping today are already 64-bit. If you take a look at things like transistor density and you compare, pardon the pun, apples-to-apples and you compare, say, the A7 to our Bay Trail, which is the high density 22 nanometer technology then our transistor density is higher or more dense than the A7 is. So it's a good product. I am not in any way trying to deface that, but we do see the Moore's Law advantage from 28 to 22 nanometer as an example, when you compare dense technologies to dense technologies.

We believe 14 nanometer it just an another extension of Moore's Law. So it will have that same roughly twice density that you will see between 28 and 22 nanometer. You will see that same kind of increase or improvements as you move to 14. It is a true 14 nanometer technology. Did I answer your question?

Vivek Arya - BoA/Merrill Lynch
Yes. So Brian, maybe what I was trying to get to was, as you look at the kind of Android customers or Chrome customers that you might engage with 14 nanometer. How is that changing from the engagement that you have with Bay Trail? Basically the question is, is the level of engagement accelerating as they look at your 14 nanometer progress?

Brian Krzanich - Chief Executive Officer, Director
So, yes. From that perspective, they see a roadmap now. I think more importantly than just 14 nanometer. What they see is a roadmap from us around the Atom SoC. They see Bay Trail as a great first step and great product. You have seen some of the performance benchmarks out there. We just talked about the transistor density. Stacy has talked about our cost and ability to hit these lower prices points. It has got good graphics performance. As I said we are able to provide a 64-bit solution across all OS options as well.

So they look at that and then they look at our roadmap, and say okay, they have got LTE, they have got connectivity, they have got a standalone, they have plans to integrate those technologies in, in a basic SoC. They are starting to build confidence in our roadmap along with us. That's, I think, what they really look at this as they see our Atom roadmap that's highly competitive.

Vivek Arya - BoA/Merrill Lynch
Thank you.

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