Not a single tablet/Smartphone uses Intel
Intel is doing good because of the server market - but thats not a lock since server software can run on other processors as well.
The key maybe when is ARM coming up with a 64-bit server processor design?
I don't see this as anything new or dramatic. You can certainly describe it as the fall of the PC and the rise of the smartphone/tablet. More correctly, though, all of those things are forms of personal computer. They simply have different form factors and different specializations.
What we are really seeing is the fragmentation and specialization of the PC market. Not everyone needs a big desk-top (or floor-top) box computer. For those that really do, not much else will suffice. Certainly a lot of people want or need portability, but not all need a full laptop. Many get their needs fully met with a tablet or a smartphone. A lot of those last set only used a laptop or desktop in the past because it was their only option.
When a tablet meets the vast majority of your needs, why would you use anything else? When you need so much power that only a big box will do, why would you use anything else? Well, if the price is right and you also want to access the Internet while away from home, then why not get both?
As in "duh, how could it be so shortsighted". A smartphone is mostly a dumb terminal. Estimates vary, but every new X smartphones require Y servers to support them, with X/Y something in the 10-100 range depending on who you believe. Intel's gross margin on server chips is probably north of 80% and explains why despite a precipitous drop in laptop and desktop prices over the last few years Intel's margin has been trending UP (significantly) and revenue growth has significantly outpaced unit shipments. There is very little money to be made in mobile chips, most of the profit is controlled by the integrator. Sure, buy APPL stock and see their lunch eaten by Android over the coming years (aka Mac v. Windows Part Deux). Or buy the boring plodding 800lb gorilla with a P/FCF less than 10 and a lock on one of the most profitable segments in the computing/communications market. This does not mean that Intel is safe 10 years from now. However, buying APPL or QCOM over INTC at this point is a fool's errand. Remember, cool-sounding technology does not equal a good stock, and I am yet to see ANYONE who has given up their laptop for an iPad? Sure, browsing and watching YouTube is great. Ever tried typing on the darn contraption?
I can hardly see Tablet is able to replace any computer in any enterprise. First of all, like PoseTech said, Tablet doesn't support business application well. Although it will likely change in 2012, there are still limitation in Tablet screen side and storage capacity. More importantly, a computer is generic enough to provide the flexibility that Tablet couldn't today. Enterprise can download various applications from small software house to improve their business. There might still be software that help them to run their business while there is no more support of the software anymore. Total transition to Tablet in the near future is just difficult.
On the other hands, I see the value of Tablet in some areas. For marketing presentation, instead of carrying a bulky laptop, sales person can carry a tablet to do presentation. For medical, instead of carrying a big binder of charts, MD can carry a tablet to retrieve patient information and medical history. Tablet provides tremendous opportunities.
With increased storage and computing capacity, a desktop/PC always holds promise. Pocket computing has its limitations in the connection speeds and battery issues. I don't see bandwidth improvements in the upcoming handheld markets at least for next 5 years. May be if PC enhancements (touch sensitive screens, larger displays, multimedia content etc) and business strategies are in the right direction, the market will continue to see growth.
Tablets that are Android or IOS based are mostly entenrtainment devices to most of the users. At best, these tablets are supplements to the Windows-based computers. At the end of the day these tablet users (in the business world) still need computers to generate the documents, reports, Powerpoint files,...etc for their peers or clients to consume. I think the demand for computers (desktops or laptops) in the business world will not change much in the coming years. However, on the consumers side, the demand for tablets will greatly increase in the next few years due to the convienence and entertaining factors. Can anyone name a profession where the current tablet-products have entirely replaced the desktop/laptop computers?
This has been coming for some time now. More and more every day we say mobile devices being used for things that we would have done on a PC only a year or two ago. I see this as only a natural progression/evolution for the industry, especially with the advent of voice control that actually works well.
This seems like one of those "duh" announcements.
The writing has been on the wall that computers and portable phones will eventually become one thing, particularly for consumer use. Motorola is leading the way with their webtop boot mode on their newer phones..
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Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.