Some points :
ARM A53 64-bit cores have already migrated down-market to $60 smart-phones; source: ARM.
ARM A72 is being pitched as a mid-range smart-phone solution, with custom-designed cores as top-of-the-range solutions, e.g. Samsung and Qualcomm.
Even Apple, the Luxury/Fashion house, can design their own top-end smart-phone SoCs, and optimise them for use with their own software, which they control; this must be near impossible for Intel to compete with, in the forseeable future.
Intel are subsidising processors for screen sizes of 12 inches and below, in 2015; source: Intel.
Intel's joint profits from mobile and PCs show a significant shortfall of 3.5 billion dollars in the first two quarters of 2015, compared with the corresponding quarters for 2014. Source: Intel's 2014 Q1, Q2 results, and 2015 Q1, Q2 results.
With over 10 billion dollars lost in Mobile in 2012, 2013, 2014, and a shortfall in profits of 3.5 billion dollars in the first two quarters of 2015, either Mobile has increasing losses, or PCs have seriously falling profits, or both. This does not look sustainable to me.
ARM A53 64-bit cores have already migrated down-market to $60 smart-phones; source: ARM.
ARM A72 is being pitched as a mid-range smart-phone solution, with custom-designed cores as top-of-the-range solutions, e.g. Samsung and Qualcomm.
Even Apple, the Luxury/Fashion house, can design their own top-end smart-phone SoCs, and optimise them for use with their own software, which they control; this must be near impossible for Intel to compete with, in the forseeable future.
Intel are subsidising processors for screen sizes of 12 inches and below, in 2015; source: Intel.
Intel's joint profits from mobile and PCs show a significant shortfall of 3.5 billion dollars in the first two quarters of 2015, compared with the corresponding quarters for 2014. Source: Intel's 2014 Q1, Q2 results, and 2015 Q1, Q2 results.
With over 10 billion dollars lost in Mobile in 2012, 2013, 2014, and a shortfall in profits of 3.5 billion dollars in the first two quarters of 2015, either Mobile has increasing losses, or PCs have seriously falling profits, or both. This does not look sustainable to me.
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