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Intel Nears Foundry Inflection Point

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Wilco1
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Re: Would Intel need to pick a lane?
Wilco1   11/24/2013 8:43:07 AM
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Rick, I'd say Quark is exactly the sort of thing that convinces me that Intel doesn't have a clue. Who wants an ancient and slow 486 to replace their current fast and efficient RISC MCUs? If this is something the new CEO pushed for, then I believe things won't improve at all - when does Intel get the message that x86 everywhere is just a crazy idea?

Atom is another example - why spend 5 years trying to shoehorn the same old and uncompetitive design into mobiles when you see all your competitors release new CPUs every 6 months or so? The disadvantage of the x86 ISA is such a millstone that even having the most advanced process cannot mitigate it. The new Silvermont can barely keep up with older 28nm ARM designs despite being made on the worlds most advanced 22nm process...

If they keep repeating the same mistakes then it won't even be their choice - to survive, all they could become is a foundry.

 

 

junko.yoshida
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Re: Would Intel need to pick a lane?
junko.yoshida   11/24/2013 9:42:31 AM
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@resistion, agreed. Any SoC vendors, especially in the mobile world, would have to think long and hard before going to Intel for having their chips fabricated by them. They should be "scared," as you point out. The competitor angle should not be underestimated.

luting
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Let go Ego, Intel
luting   11/25/2013 9:29:20 AM
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Intel should let it go its Ego. It is too late and culturely not fit for Intel going to Mobile World with its x86 SoC. Once Intel gives up on that, Mobile will become money making business instead of money loosing business by offering foundry services to Qualcomm and Appple.

rick merritt
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Re: Would Intel need to pick a lane?
rick merritt   11/25/2013 11:20:21 AM
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@Wilco. We disagree.

Here's my case:

Analysts say Silvermont is competitive wth ARM's latest cores.

The under-the-hood details of the ISA doesn't matter as much as the ecosystem behind it

There are more apps at the emerginhg IoT low end than the cloudy high end these days, so Intel needs to compete with the many, many MCUs out there.

Wilco1
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Re: Would Intel need to pick a lane?
Wilco1   11/25/2013 3:04:47 PM
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In order to be competitive your new core needs to leapfrog the previous generation cores of your competition by a good margin, especially when you already use the best process. 20nm TSMC is around the corner, and so are several more 64-bit ARM cores (besides Apple A7). That's what Silvermont will have to compete against next year, so let's see what your analysts say then.

ISA does certainly matter at lot despite claims to the contrary. However even if you just consider the ecosystem, it's hard to deny that x86 is at a distinct disadvantage there with virtually no presence in MCUs. Intel needs to try to compete in IoT of course (or again lose out like with mobiles), but the question is whether it is possible for them to compete using something like Quark. I refer to my leapfrog argument again, why would anyone switch to x86 if there is no compelling reason to do so?

 

 

 

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