Tuesday, January 21, 2014 1:39:32 AM
Broxton, on the other hand, is a tablet/smartphone oriented SoC through and through (development likely started in 2011/2012).
I also have more to share later about Intel's "density" issue, but I will say that DavidA2 is correct in saying that Intel did not optimize its designs for density. This, I have been told, is corrected in every 14-nanometer design (Broadwell, Cherry Trail, and Broxton).
OK sorry about the 14nm process stuff......my bad......I somehow had myself convinced. I still don't get this BOM stuff.....If the BOM issues are separate from the chip itself.......what is Intel claiming they sell the chip for? just the variable production costs?.....that zeroes out the revenue so then it's just the added BOM costs that subtract from revenue. I mean......the numbers have to add up......it's still about $500M in additional losses based on maybe 35M xtra chips. Is that how you took it? If Intel got more than the variable production costs for the chips....that would be profit on the chip itself........I'd like to hear a scenario where the numbers add up....if some customers get only small BOM adjustments and some none (an Intel profit on the chip alone) then there has to be a whole lot of extremely high BOM adjustments for an approx $15 ave......Are we sure other than BOM costs are not in that $500M......I mean....how do they arrive at $2.5B loss before this BOM stuff?.....that's got to be some big things.
I also have more to share later about Intel's "density" issue, but I will say that DavidA2 is correct in saying that Intel did not optimize its designs for density. This, I have been told, is corrected in every 14-nanometer design (Broadwell, Cherry Trail, and Broxton).
OK sorry about the 14nm process stuff......my bad......I somehow had myself convinced. I still don't get this BOM stuff.....If the BOM issues are separate from the chip itself.......what is Intel claiming they sell the chip for? just the variable production costs?.....that zeroes out the revenue so then it's just the added BOM costs that subtract from revenue. I mean......the numbers have to add up......it's still about $500M in additional losses based on maybe 35M xtra chips. Is that how you took it? If Intel got more than the variable production costs for the chips....that would be profit on the chip itself........I'd like to hear a scenario where the numbers add up....if some customers get only small BOM adjustments and some none (an Intel profit on the chip alone) then there has to be a whole lot of extremely high BOM adjustments for an approx $15 ave......Are we sure other than BOM costs are not in that $500M......I mean....how do they arrive at $2.5B loss before this BOM stuff?.....that's got to be some big things.
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