cbn
Lifer
- Mar 27, 2009
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Tom's hardware: 3 ideas for Project WIN
Lets be realistic. AMDs opportunity to jump on the smartphone and tablet processor train has come and gone. While we can still discuss whether there is a market for tablets outside the iPad, it is apparent just how much Intel is struggling to make a dent in this market and come up with a product that is competitive with ARM architectures. Despite its huge resources, Intel needs years to come up with even a halfway decent product that is suited for tablets. What does that mean for AMD if the company also needs to compete in traditional markets that are the source of its income? Should AMD attempt to break into the smartphone market with an x86 product and face the same uphill battle that Intel has chosen? In addition, AMD has the aforementioned credibility issue because the company never competed in ultramobile space with the exception of its Geode processors on the very low end. If AMD is basically occupied with battling Intel in traditional x86 markets, how could AMD sustain an onslaught of ARM vendors, including Qualcomm, Samsung and especially Nvidia? Taking its x86 architecture into the ultramobile space is a huge risk that perhaps AMD should not be taking.
Instead, it is much more likely for AMD to join Nvidia & Co. in the ARM camp and line up against Intel. Not only is there a new market that is opening up in ARM-based Windows devices, but AMD already has ties at ARM, and it could use its graphics technology to become a key differentiator in this market. Once again, AMD would clash with Nvidia and compete with Qualcomm, which purchased its Imageon graphics technology in 2008 and now calls it Adreno. However, a clash with Nvidia may be more reasonable than dealing with Intel.
Given the traction of the ultramobile market and the ongoing speculation that Read was hired because of Meyers lack of an ultramobile product roadmap, AMD will have to make a spectacular mobile announcement this Wednesday. The integration of ARM into its product line could do it.

