Replies to post #136622 on Intel Corp (INTC)

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..........fill in the blank for just about any Intel mobile effort to date. I never thought we would see any real 14nm SOCs until 2015. What's your guess now on Broxton?......I think I said very late 2015 or more likely early 2016.

Yup. Intel has failed in execution 4 times in a row. Clovertrail+ was late, Baytrail was late, Merrifield/Moorefield was late, and now Cherrytrail appears late. Investors should demand answers for the mobile execution teams, and some context on whether this will be fixed with Broxton and SoFIA. Intel needs to execute. It's not that they don't have the engineering skills - they just aren't hitting the schedules.

In terms of Broxton... we'll have to wait and see. Intel's focus seems to have changed, and they aren't talking about Cherrytrail or Broxton - but they are talking about Broadwell in 7mm designs. It might be a good strategy for them to bring the "Core M" products down to compete in premium designs, while using SoFIA for the low end. Bay Trail is a good mid-range product, but it's a money-loser. Maybe Cherrytrail and Broxton are already dead. I'd be worried with the delays on these products that they'd end up mediocre designs by the time they launch.

Cherrytrail today would be winning designs left and right, but next year, it will score similarly with 20nm designs. Broxton would probably destroy 20nm designs, but find itself matched by ARM 16nmFF designs in 2016. So I won't venture a guess on timing, because they may have already replaced Broxton with a stronger product. Maybe something with a Skylake core....