Intel Corp (INTC)

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Bay Trail has a bloated BoM, so I don't think that product will ever end up in ultra cheap devices profitably...even with their BoM reduction program that's currently ongoing (which Intel claims will cut the BoM deficiency in Bay Trail by about 50% by year's end).

The 22nm generation has just been a disaster for Intel's mobile designs and I think low wafer costs won't offset the fundamental problems with those designs.