- Oct 12, 2014
It's not just about phones, though. Well, it is, but not their SoCs. Their modems are doing really, really well. They're only going to do better next year. Modems are also filed under their mobile group.I am less optimistic than you on intel's prospects in mobile (phones). Dont get me wrong, i would love to see someone put ARM in its place. Problem is, intel was late to the party, and 14nm needed to be on time, and a game changing product. Unfortunately, it was neither. I can see a market for Intel in tablets, and of course laptops and convertibles, because there is a place for x86 in those markets. Phones is quite another story. Even myself, who really hates android in a tablet or larger device, am satisfied with it in a phone. I know intel can run android, but in a phone native ARM/ android just seems like the obvious choice. I once thought intel could leverage their process advantage to make a far superior performance per watt chip that everyone would want to use it. However, the 14nm delays and mediocre improvements have me seriously doubting this.
As far as SoCs go, Intel's chance to have a slam dunk has long passed. However, they can just settle for being competitive, perhaps at lower margins than they'd like, but at least they'll be putting a band-aid on the billion dollar/quarter losses.