Intel won't even be able to keep the server market together, let alone enter the mobile market. It doesn't look like Intel's chips be competitive with all the different ARM SoC's coming out next year (and in quad core or higher versions).
ASP disruption ahead:
“Intel is getting away with huge margins because there’s not a lot of competition, but I think we will see with more competition the prices come down as well as the power.”
--Linley Gwennap on the server CPU business
well defined race Performance/Watt/$.
even if Intel leads, margins are going to come down...
Do not underestimate if Samsung playing in this market later....even though they are consumer electronics...deep pocket can do many things...
I am perplexed by Linley Gwinnap's comments. I assume he is referring to Intel's Atom S1200, which was described in a release and media event in early December. Yet his characterization of the device is at odds both with what is in the release and what was presented by Intel and HP at the event. Moreover, Intel's device has already been included in HP's Gemini systems and HP has affirmed its superior power efficiency in large Scale-out computing applications. HP has communicated that ARM-based processors will be included in the project once they are available with 64b capabilities. But the ARM ecosystem is lagging here as this will not happen until later this year, from what I have read. AMCC claims a lead here, but they are so promotional that (for me) every statement requires corroboration. So is there even a Micro-server SOC market open to ARM this year of any size?
Yes, there is a realtively small 32-b it ARM server market emerging this year with systems from a handful of little known players such as Boston Ltd. (Calxeda) and Mitac and Wiwynn (Marvell) and at least one large user TK soon.
But the big juice comes with 64 bit products in 2014.
What does the author mean by power efficiency? If the author means performance/watt, the ARM, too, is not as power efficiency as Xeon.
Both ARM/ATOM is good at absolutely power consumption instead of power efficiency.
And where can you buy a 64 bit Atom server? Nowhere. In fact, Intel will be at least a year later to this market, as they won't have a real Atom server chip (64 bit) until 2015.
Not to mention that even for that generation their transistors are really 26nm, not 22nm.
ARM is an open mind company, they are willing to provide all knowledge to any customers. Compared to ARM, Intel is a miser.They used all kinds of political issues to prevent others to share their apple. In the PC era stage, they successfully kick out all competitors. But its drawback is obviously showing up at mobile phone time. This is the bittermelon Intel must pay now.