Design Con 2015
Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 3   >   >>
krh
User Rank
Rookie
re: Why Intel should make chips for Apple, Cisco
krh   12/5/2012 2:50:02 AM
NO RATINGS
Intel, what is your timeline...??? Foundry biz a logical way to go short term, yes. Platform biz under Otellini's watch...failed. Why not do a real "leap" and use your market brand and tech strengths to sell your own mobile products...??? Compete with your customers, yes so what. Will your home grown products resonate with end customers...heck yea. If you do...I will invest...

Indoamerican_Sikh
User Rank
Rookie
re: Why Intel should make chips for Apple, Cisco
Indoamerican_Sikh   12/5/2012 1:04:30 AM
NO RATINGS
If Intel were to makes chips for Apple it will be entering a sub 35% Gross Margin Business. In late 90s Intel exited the ASIC business for the same reasons, namely poor GM. if you take a look at what Apple pays Samsung to manufacture its A5[A6 etc] processors, they are getting a Superb Deal; Would I expect Apple to pay more ? Maybe 1-3% more but not 25-30% more ? On the other hand does it makes sense to lockout Asian foundries from the Sub 28 nm Market ? Assumption being the Ciscos, Qualcomms and Junipers/Broadcom would crank out new ASICs in an Onshore Intel Fab ; this would require a Major Protectionist Policy change which will affect the Semi Equipment Mfrs; Will it happen ? Unlikely unless it is championed by the New Horsemen [Jacobs, new Intel CEO, Ellison of the Semi space;

Ogemaniac
User Rank
Manager
re: Why Intel should make chips for Apple, Cisco
Ogemaniac   12/5/2012 12:35:59 AM
NO RATINGS
You know, maybe he is leaving because he is really rich, has only a few years left in this world, and wants to enjoy the rest of his life in relative peace? I've been paying attention the last few years to how old CEO's are when they retire. Early 60s is the most common answer.

bigdada1
User Rank
Rookie
re: Why Intel should make chips for Apple, Cisco
bigdada1   12/4/2012 11:14:07 PM
NO RATINGS
Grove had vowed that Intel will never move into consumer products as lesson learned from their Microma digital watch business in 1972. Why they should run Atom based smart phone business? To make the new era foundry business successful meeting Intel's current margin now, they need to do: 1. Better architecture to balance power and performance. Arm architecture had done a good job in power targeting mobile application and is moving aggressively toward server and other applications by beefing up the computation muscles. What is the answer from Intel? How to integrate more function to provide Apple/Cisco with better mobile CPUs than Arm core? 2. They could adding more value than just mfg. foundry with design service and provide complete set of library. They can further optimize design and technology with thorough DFM consideration which is badly needed by advanced technology nodes. These are the advantages that Intel has against mfg. foundry giants. The design service could also add more value to customers and deserve higher margin. 3. Better customer oriented service: learning from foundry king: TSMC. They need to be humbled and attentive to customers needs not just "to teach customers how to use their technology". 4. Stringent cost reduction mind set in mfg. line. Copy exactly might need to be revamped like copy smartly with some cost consideration. Dumb fabs operation should be injected with more engineering talent to fine tune equipment and process for lower cost operation.

TarraTarra!
User Rank
CEO
re: Why Intel should make chips for Apple, Cisco
TarraTarra!   12/4/2012 10:08:01 PM
NO RATINGS
I don't see why Intel would give access to its only key differentiator in the market. Especially to apple, so apple can compete with a better phone and limit use of Intel's own atom based phones? Doesn't make sense. Now what Intel might do is to convince apple to use an x86 CPU in its next-gen processor in exchange for its fab. Now that would be a great strategic move. This way they have their cake and can eat it too. Long term this will be a bad strategy for Apple as they will get an inferior mobile CPU and be held hostage by the big monopoly.

ssliva
User Rank
Freelancer
re: Why Intel should make chips for Apple, Cisco
ssliva   12/4/2012 9:21:45 PM
NO RATINGS
Who said Intel would "design" these chips?

Wilton.Helm
User Rank
Rookie
re: Why Intel should make chips for Apple, Cisco
Wilton.Helm   12/4/2012 5:42:12 PM
NO RATINGS
While the obervation about shrinking PC market is valid, I see two problems with the proposed shift. First, Intel has never played in a highly competitive market with razor thin margins, which is basically what the cell phone and tablet market is. Yes, they have had to contend with competition from players like AMD, but they have always released innovative products that had good margins (not to mention high volume, which was also helpful). Second, they have consistently had about the industry's worst track record on power efficiency--it just wasn't as high a priority in the desktop segment. Combine this with the fact that they have never done well in the embedded market, either. I'm not sure battery operated phones and tablets are an area where they are going to leverage much expertise. That may be where the volumes are headed, but whether they could succeed technically or financially in that arena is an open question.

przemek0
User Rank
Rookie
re: Why Intel should make chips for Apple, Cisco
przemek0   12/4/2012 5:14:51 PM
NO RATINGS
It's a great idea but Intel is its own industry sector---they do everything in-house, from basic architectural and physical design, through their own EDA/chip design tools that are tuned to their fab process, and of course their own fabs. It will be a challenge to integrate some pieces from third-party workflow--it probably isn't as simple as reading a VHDL from ARM and synthesizing a foundry output file.

krisi
User Rank
CEO
re: Why Intel should make chips for Apple, Cisco
krisi   12/4/2012 4:31:30 PM
NO RATINGS
Yes, they will not become a foundry...but they could design high volume ASICs that require custom layout to some extent and fill in their fabs...Kris

HS_SemiPro
User Rank
CEO
re: Why Intel should make chips for Apple, Cisco
HS_SemiPro   12/4/2012 3:17:41 AM
NO RATINGS
Intel is used to making custom chips for its custom process. I think in the short term Intel can have more success in making ASICs (making chips for other people, using its design Library) rather than Foundry (let fab less design using there Design kit) .

<<   <   Page 2 / 3   >   >>


Top Comments of the Week
Flash Poll
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
<b><a href=Betajet">

The Circle – The Future's Imperfect in the Present Tense
Betajet
5 comments
The Circle, a satirical, dystopian novel published in 2013 by San Francisco-based writer Dave Eggers, is about a large, very powerful technology company that combines aspects of Google, ...

Max Maxfield

Recommended Reads From the Engineer's Bookshelf
Max Maxfield
27 comments
I'm not sure if I read more than most folks or not, but I do I know that I spend quite a lot of time reading. I hate to be idle, so I always have a book or two somewhere about my person -- ...

Martin Rowe

Make This Engineering Museum a Reality
Martin Rowe
Post a comment
Vincent Valentine is a man on a mission. He wants to make the first house to ever have a telephone into a telephone museum. Without help, it may not happen.

Rich Quinnell

Making the Grade in Industrial Design
Rich Quinnell
16 comments
As every developer knows, there are the paper specifications for a product design, and then there are the real requirements. The paper specs are dry, bland, and rigidly numeric, making ...

Special Video Section
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...
Why culture makes Linear Tech a winner.
Recently formed Architects of Modern Power consortium ...
Specially modified Corvette C7 Stingray responds to ex Indy ...
Avago’s ACPL-K30T is the first solid-state driver qualified ...
NXP launches its line of multi-gate, multifunction, ...
Doug Bailey, VP of marketing at Power Integrations, gives a ...
See how to ease software bring-up with DesignWare IP ...
DesignWare IP Prototyping Kits enable fast software ...
This video explores the LT3086, a new member of our LDO+ ...
In today’s modern electronic systems, the need for power ...