Isn't Intel doing LTE and graphic all integrated? Your comments here is hardly accurate. Just wait until 4Q 2013 you may change your mind and hope that you will admit your comment is premature. If intel indeed provide these integration, Qualcomm and Nvidia and ARM look out!
"the share of handsets using applications processors with integrated basebands will expand from 50 to 72 percent from 2012 to 2016."
you mean to say 50% of last years smartphones had baseband integrated to App processors!! hard to believe. Thats hard to believe . many of the successful phones last year had a discrete BB chip
Odd article since the low end is where the Intel is targeting their handsets. It looks like they will pursue a grow from the bottom up plan.
Intel has to pay most attention to its eroding PC base. How much a sizable portion of the world population needs a PC is quite open to question. Tablets and various forms of convertibles could satisfy much of the 'need' for a PC type product.
Intel should concentrate on a very energy efficient and computationally superior tablet platform that can stand alone but also be as extendable as any of the vast majority might want.
Given history and consumer purchasing wants (not needs but wants) I would have to say the company that provides the lowest cost end product with reasonable performance and a good feature set would be well positioned for future sales. I know that there are many who just have to have the latest/fastest/who cares at what price device but the volume business is in the lower cost fuller featured smartphone market. We don't want to give up features but do want them for lower cost. Time will tell if Intel or the competition will win out..
One guess about this talks about integrated solution(including LTE), on a 14nm process, coming in 2014 and beating the competition also on power consumption of the modem.
It fits with intel's remarks about 14nm in 2014 , and a separate remark about lte integration in 2014.
So we'll just have to wait and see.
I think Rick is generally correct in his article, the market shifting to low end bodes ill for Intel, at least as far as the smartphone goes. Don't think Intel will target the low end but get what they can of the higher end.
Intel has to make a strong stand on the tablet side of the mobile market, that's where personal electronic devices are eating their PC base. There LTE integration is not so important.
What Intel faces is price pressure in the tablet arena. They need an SoC strategy where as much of the chip part of the BOM is in their silicon, or at least in their multi-die package. I can see them having to be able to sell that for a hundred bucks in a low end variant.
I see contradictions in this analysis, though. Mainly the bit about integration. It wasn't long ago that we were being told how Intel had it all wrong, because they WERE developing integrated chips, and low cost smart phones wanted non-integrated solutions, so they could mix and match. So which is it?
Also, I've been seeing a lot of ads about the Surface Pro lately, so it looks to me like Intel is focusing on tablets, no? I've no reason to believe the Surface Pro is the end of Intel's interest in tablets?
And also, if the market for cheap smartphones is booming, and the market for expensive smartphones is stagnating, then why wouldn't that bode ill for Apple as well?
Dunno. I get the impression that some pessimism sells better than other pessimism, logic be damned?
Interestingly, I don't yet know 1 person with Windows 8. No compelling reason to "upgrade" apparently... I only know one person with a windows phone (I was a windows phone holdout through 6.5) Their timing has been bad.
When it comes to small and low cost, single chip solution is the key. If you can have one chip to equip with all required features, why using more?
Question is whether Intel has enough talent to push everything into a single chip while maintaining the power consumption to be low.