Intel Corp (INTC)

[wbmw]

Qualcomm is more technologically competent than Intel in this space (although Intel has the potentially to be moreso) and Samsung/Apple are better funded wink

Qualcomm is more technologically competent than Allwinner and Mediatek, too, but that hasn't helped them to dominate those sectors. It's a matter of focus. They are focused on winning high end designs and growing margins, and they will walk away from business that impacts their bottom line. Intel has a different strategy: fill the fabs and meet some market share milestones in the mobile market, and if they cannot beat Qualcomm in the high end this year, they will target segments that are easier to penetrate, even at the cost of margin, initially. Once they have the designs, they can rev the chips with more cost effective and optimized versions later to lower costs, and work their way up. They just need the beachhead.