Intel Corp (INTC)

[wbmw]

Clover Trail+ is its slightly beefier brother but shares the same characteristics: too slow, too large, too little integration.

And it might have been appropriate to talk about this last year, but now it's 2014, and the only CT+ parts selling are those targeting sub-$199 devices. It's not like Intel is competing with Snapdragon 800 in this space. CT+ is winning share in devices from Rockchip, Allwinner, and Mediatek - all of whom need to pay the pricing for wafers on TSMC's leading-edge 28nm process, while Intel's "bloated" die size likely leads to a lower cost structure on Intel's ultra-low and fully depreciated 32nm wafer costs. And at some point, Intel will likely end up with 22nm wafers at lower cost than TSMC's 28nm, leading to a nice transition to Bay Trail at these prices, likely some time this year.

You do realize the advantage that Intel has here with their own manufacturing process, don't you?