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07/08/13 1:07 PM

#120639 RE: VeeCee #120638

I don't see the problem...it's pure upside for Intel.

If you have 0% market share in a flat/slightly up market, then you can still grow if you take share.
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sanket1

07/08/13 4:13 PM

#120655 RE: VeeCee #120638

Intel is in a different situation than established mobile players. Even if smartphone sales is declining, but Intel takes share from other players, it is still growth for Intel and double whammy for others (declining growth as well as declining market share). And then the smartphone sales is not actually going down, but just growing slightly slower. So I think Intel need not worry about saturating smartphone sales but should position itself as the SOC vendor of choice. Still hundreds of millions of smartphones will be sold in coming years.