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Intel may see $2B growth beyond PCs in 2013

6/25/2012 05:11 AM EDT
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docdivakar
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re: Intel may see $2B growth beyond PCs in 2013
docdivakar   7/1/2012 12:40:43 AM
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It is good to see some revenue predictions coming from non-PC chip business for Intel (after all those communications business acquisitions it made in 2000's). But the article doesn't say what % of the total revenue new business opportunities will the non-PC business bring? MP Divakar

jlredford
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re: Intel may see $2B growth beyond PCs in 2013
jlredford   6/26/2012 2:15:39 PM
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Does the Intel "Intelligent Systems Group" build something besides Atom processors? If not, how is that different than any other x86 business? They also seem to need additional 6 or 7 Series chipsets to supply the normal SoC IO (E.g. HDMI or PCIe). Other SoC providers put these on-chip, so I'm not sure how this is competitive in price, power, or size.

jane xu
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re: Intel may see $2B growth beyond PCs in 2013
jane xu   6/26/2012 1:48:57 AM
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thank you so much Rick

rick merritt
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re: Intel may see $2B growth beyond PCs in 2013
rick merritt   6/25/2012 11:58:13 PM
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Intel confirms that Medfield, its smartphone applications processor platform, is part of the same wireless group as the former Infineon baseband business. Right now, I suspect the vast majority of that group's business is from the baseband chips. The x86/Atom-based smartphone processors are just getting their first design wins.

Jason007
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re: Intel may see $2B growth beyond PCs in 2013
Jason007   6/25/2012 10:07:13 PM
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it will be up to Atom's cost structure and system integration. If Intel can sell soc at $40 with reasonable margin, there be good chance for them to compete with Nvidia and Qualcomm.

TingLu
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re: Intel may see $2B growth beyond PCs in 2013
TingLu   6/25/2012 8:25:29 PM
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It is unlikely Intel is going to be able to charge $100 for Wireless Application SoC. If they are only going to sell it $10 to $15 and 30-40% margin like other handset SoC vendors, Will this work for Intel business model?

rick merritt
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re: Intel may see $2B growth beyond PCs in 2013
rick merritt   6/25/2012 3:35:28 PM
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Good point, they could be additional chips on a PC platform in some cases such as wireless and flash.

rick merritt
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re: Intel may see $2B growth beyond PCs in 2013
rick merritt   6/25/2012 3:27:25 PM
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There is some grey area here. I am checking with Intel now whether Medfield is part of the same wireless group as the former Infineon baseband chip business. Separately, Intel's embedded group does include x86-based chips. So it is better to characterize this as Intel's growth beyond traditional PC markets rather than beyond x86 markets.

resistion
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re: Intel may see $2B growth beyond PCs in 2013
resistion   6/25/2012 1:52:54 PM
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Some of these non-x86 sectors like NAND and wireless are still linked to the x86 CPU success as they all partake in notebooks, ultra books, etc.

eewiz
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re: Intel may see $2B growth beyond PCs in 2013
eewiz   6/25/2012 1:31:24 PM
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Atom still uses x86 architecture. So I guess, Intel wireless group is only the infineon wireless

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