Intel's Bay Trail version of
Atom, due in the second half of the year, should be a compelling
product, Seymore said. The Bay Trail version of Atom will be the first
SoC to support both Android and Windows 8, enabling OEMS to simplify
platform designs and hit price points as low as $200, he said.
Analytics (Boston) reported that global branded tablet shipments
reached a record high of 40.6 million units in the first quarter, up 117
percent from the first quarter of 2012. "Demand for tablets among
consumer, business and education users remains strong," said Peter King,
director of tablet research at the firm.
King said Android
captured a record 43 percent share of global branded tablet shipments in
the first quarter, up 34 percent from the first quarter of 2012. Global
Android tablet shipments increased 177 percent year-over-year to reach
17.6 million units, King said.
Including white box
tablets—tablets produced by an ODM or other contract manufacturer that
are re-branded by another company—Android tablets held 52 percent of the
market in the first quarter, higher than 41 percent of the market for
Apple's iOS, King said.
"The bulk of the white box tablets are
Android low budget models aimed at a different market to the branded
tablets," King said.
why is that? I would tend to not argue with you, since Intel has created a monolith org around $150-$300 chip ASPs. But why could it not manufacture and sell $20-30 SoCs and make money, if TSMC and fabless chip vendor can together make money?
Or are you saying that Intel's gross margins would dive... that's different than losing money.
Side note: Good call by previous posts on pricing and margins. Intel is not set up to make money on SOCs yet. If Intel suddenly gained 50% share with SOC, it would lose tons of money. This is clear in the recent earnings announcement showing P&L for group containing SOC program
I didnt realize that this MSS comment is based on surface pro... which is a PC in tablet formfactor. this is a core uP, Not Intel SOC, and we already know Intel is awesome at PC processors.
Intel will dominate the $900 and up PC that "looks like a tablet" market. Which is 100% taken from Laptops.
Thank you ChipMaster or stating the obvious. Strategy Analytics publishes bombastic findings to sell its services - one can understand that misinformation. Why Deutsche Bank and EETimes play is far less obvious.
Tablets and various x-86-based hybrids are apples and oranges -- nobody benefits by confusing terminology.
@Simon7382, I don't know that people are overly negative on Intel. It's just reality that Intel is still struggling for market share in mobile devices. ARM and Android tablets are very low profit margin devices. In order to compete Intel will have lower profit margins as well. As others have noted, nothing lasts forever and X86 compatibility matters less with each passing day.
When are analysts expected to accurately foretell the future? "... Intel was going to have its clock cleaned by ARM" was purely a hype from brain-damaged editors or analysts. Anyone with sane mind and reasonable IQ should have dismissed it when first heard.
At the end of the day, no one formula is forever winning. Every solution has its strength and weakness. Intel was the king of microprocessor. Its position is now significantly weakened. Demised, not for the next 2 to 5 years. Possible in 10 years though. Time will tell.
Just like the ExperiaZ smart phone in general, the new Sony ExperiaZ Tablet aimed at the LTE networks is rapidly gaining momentum in at least Japan. I visited a component supplier for these usits, who told me, that they have been flooded with orders they are now doing their best to expedite! But then again, that's all Android, right?
David Patterson, known for his pioneering research that led to RAID, clusters and more, is part of a team at UC Berkeley that recently made its RISC-V processor architecture an open source hardware offering. We talk with Patterson and one of his colleagues behind the effort about the opportunities they see, what new kinds of designs they hope to enable and what it means for today’s commercial processor giants such as Intel, ARM and Imagination Technologies.