Intel wanting into the phone market is fine, but we need to ask: what's the point? what unique value does Intel bring?
Intel fabs are good, but Intel doesn't produce anything that beats existing phone chips in performance/watt. the traditional strength of x86 (ecosystem, network effects) is basically irrelevant as well.
Hey! I´m a little surprised. Intel making anti-virus software? Making chips for mobile and chips for netbooks and ... well, looks they are everywhere! Can they? There´s a saying "If you hold too much you´ll loose a grip". Let´s see how the story goes. However, I think Win 8 for mobile phones is starting to feel like a craving... I think too much talk about it is working. I wan´t to see it already. They better make a pretty good thing if they want to put a battle to iOS and Android. where are your bets?
A Win 8 OS device powered by an Intel 22 nm finfet enabled Atom might gain traction in the market today. But such a device can not appear until at least two to three iphone/ipad generations into the future. It would seem that Intel is doomed to years of chasing the market in mobile computing with no guarantee of success.
If Intel fabs can leapfrog 2 - 3 fab nodes ahead of TSMC then they could provide SoCs with far more functions and still lot less leakage / power consumption. But to take full advantage of those chips Intel would also have to provide operating systems & apps ( which Google might not support as they have a bigger stake in Droid to run ARM based system ). Perhaps Intel would grow McAfee into a provider of virus proof Op Sys. Even with all that Wintel type market dominance and margins of yore will be pretty difficult in the Smart Phone biz. The sure way out for Intel now is to just buy out ARM at mega - billions and get a control of their IP - don't think the UK has any Sherman anti - monopoly laws.
A smartphone/pad is still a commodity. It is only attractive compared to PC or book because of its more compact and "cool" form factor. Improving the inner semiconductor components does not matter as much as it used to.
Intel has acquired the fabrication technology to save power consumption. Yet, x86 architecture doesn't seem to be the right architecture for mobile/ tablet device for obvious reason. Yet, who knows what Intel would change to make its processor to better counter the technological challenges. The direction of jumping into the market is obviously right. The execution would be the key to the success.
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