Intel Corp (INTC)

[simplytom]

I realize this is CLT, not CLT+, but it serves to further my point that Intel's chips in this space have been pretty disappointing thus far. Bay Trail at 102mm^2 was also a bit of a shock, but for the performance it gives and for the features it has, it's nowhere near as bad as CLT+ which seems to be nearly 100mm^2.

Qualcomm needed a long time to get there.

http://rtcgroup.com/arm/2007/presentations/253%20-%20ARM_DevCon_2007_Snapdragon_FINAL_20071004.pdf

Without a proper Scorpion-CPU they wouldn't have the right basement for the Krait-CPU.

Qualcomm made good decisions in the last couple of years.

From Scorpion to Krait.
They bought the ATI-mobile-graphics-division at the right time.
It was such a good decision for their current product portfolio.

But currently they are not fast enough.
The 64bit-race is to fast.
Samsung, nvidia, Apple and Intel will have a good 64-bit-core before Qualcomm is ready with their in-house-design-team.

Qualcomm is currently the best player but it will loose in the next couple of month (Chandrasekher just pointed out that they are not ready for 64-bit).

nvidia is no competition for Intel.
Apple is only designing for their own products.
Samsung could be the fast follower after Apple and Intel.
If Samsung is really able to announce a Samsung Galaxy S5 with their own in-house-design-64-bit-ARM-Core then Intel is in real trouble.

But I don't think that this will happen.

I think that those "voice enabled Android-Tablets" from HP is a kick in the butt of MSFT. They have to extend Windows 8 with Voice-Call-functionality - Period