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?
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.
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.
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?
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.