We believe you! :-)
PS. This is not a matter of Intel vs. ARM folks. This is about long-term lower cost higher performance and open platforms vs. a return to the oligopolies of the past. The choice is clear...
Just seen the launch of two very competitive medfield based intel phones that outperform similar pricec arm devices and have aversge mobile battery performance. Here in Europe. And they were just proof of concept.
Now chipzilla has the making of a true mobile device proc., 2+ yeafrs lead in process technology, gazillions cash on the balance sheet and more fab capability than tsmc and a few others put together.
Kresearch: More to consider . . . what is certain on Intel price sheet ATOM average price is up from RISK production phase on diriviative offerings. The question is where is average weighed price.
Kresearch: Intel attempted to get TSMC to fabricate ATOM at RISK production phase. However the two fabricator's process cost structures are similar. So at the time TSMC could not afford to fabricate Atom eiteher.
I believe Atom costs have come down into the
$0.25 per sq mm dice area but that is on Intel financial's check not economic assessment of the ATOM production long run.
what's not addressed in this article is that mfring node is not the only competitive dimension. The world does not start and stop solely with transistor current consumption. Architecture optimized for use cases can be a huge differentiator and more than make up for the gap in transistor vs transistor efficiency.
Apple adopts Intel CPU in iMac already. It would be interesting to see intel replacing Samsung to take Apple's foundry order in 22nm SOC. I remembered TSMC licensed Intel's Atom core for mobile chip manufacturing about 2-3 years ago. Is there any progress update till now?
Intel is a manufacturer, and ARM is merely a license, so this is comparing apples and oranges.
The difference is not the cores - end customers do not care about cores.
Look at Apple, they managed to CHANGE cores entirely, and barely missed a beat, and support multiple cores now.
The difference is in Manufacturing Capability, and there, intel really is the 600lb gorilla.
A smarter question is could Apple team with intel, on a new design ?
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