witeken
Diamond Member
According to Skaugen, customers of 2-in-1s upgrade 1 full year earlier, and more than 50% of them considered buying a tablet, but went with the 2-in-1 anyway and bought it because they wanted it instead of having to, and Intel has 10% market share of all 9 to 12 inch products, including iPad and Android devices. Every device that is sold that has Intel inside is a loss for Apple or another company. Intel can only win by addressing this market with Core M; they have an excellent value proposition. Core M is more than 30% smaller, so that helps, and I don't think the process is any expensive because it's just one of the many, many process flavors they have. 14nm doesn't perform so well in terms of cost because it has to catch up to a very, very high yield bar. If they don't match those yields -- 22nm has 2 year headstart in yield improvements -- the process will be less of an improvement than otherwise possible.14 nm at this point has to be very expensive, not to mention all the money spent on the specific process for Core M. The bigger problem is that there is no market for >400 non-Apple tablets, and even then the tablet market is being eclipsed by phablets.