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IHS: ARM ICs to be in 23% of laptops in 2015

7/18/2011 09:34 PM EDT
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dkp
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re: IHS: ARM ICs to be in 23% of laptops in 2015
dkp   7/19/2011 5:38:39 PM
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Never count Intel out but ARM keeps gaining momentum and Msoft support won't hurt.

goafrit
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re: IHS: ARM ICs to be in 23% of laptops in 2015
goafrit   7/19/2011 7:38:40 AM
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ARM is having a good time. The firing of the Intel VP is related to this.

goafrit
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re: IHS: ARM ICs to be in 23% of laptops in 2015
goafrit   7/19/2011 7:38:03 AM
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With Microsoft in the midst, it becomes lesser possible

resistion
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re: IHS: ARM ICs to be in 23% of laptops in 2015
resistion   7/19/2011 5:57:33 AM
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Intel forecasted end of the current mobile computing paradigm: http://www.physorg.com/news/2011-07-intel-death-mobile.html ARM should be well-suited for future generations of cloud-linked devices.

_hm
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re: IHS: ARM ICs to be in 23% of laptops in 2015
_hm   7/19/2011 5:36:27 AM
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Intel should not much worry about low end, low margin 25% of laptop market. Intel should look for high end, better margin mobile devices and tablet products.

GroovyGeek
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re: IHS: ARM ICs to be in 23% of laptops in 2015
GroovyGeek   7/19/2011 5:07:17 AM
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Almost forgot, Transmeta nearly put Intel on its deathbed too.

GroovyGeek
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re: IHS: ARM ICs to be in 23% of laptops in 2015
GroovyGeek   7/19/2011 5:06:30 AM
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Yeah, and Itanium was going to rule the world because Microsoft Windows Server ran on it.

eewiz
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re: IHS: ARM ICs to be in 23% of laptops in 2015
eewiz   7/19/2011 5:05:26 AM
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IMO the competitive advantage of Intel in process,with 3D transistors, will be soon matched by TSMC or IBM fab club. So the competition will essentially boil down to power consumption/performance/price. In price Intel can noway match ARM, without seriously hurting their current margins. A mid end notebook cpu from Intel sells for 100-200 $ while a topend ARM CPU from nVidia/Qualcomm sells for like 30 $. Performance of ARM will gradually increase enough to be able to execute most computing tasks and people will have less reasons to pay for an Intel CPU.

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