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Youself
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re: Intel rapidly gaining market share in tablets
Youself   5/11/2013 4:18:02 PM
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why is that? I would tend to not argue with you, since Intel has created a monolith org around $150-$300 chip ASPs. But why could it not manufacture and sell $20-30 SoCs and make money, if TSMC and fabless chip vendor can together make money? Or are you saying that Intel's gross margins would dive... that's different than losing money.

ElishaMemoryVentures
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re: Intel rapidly gaining market share in tablets
ElishaMemoryVentures   5/3/2013 7:44:40 PM
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Side note: Good call by previous posts on pricing and margins. Intel is not set up to make money on SOCs yet. If Intel suddenly gained 50% share with SOC, it would lose tons of money. This is clear in the recent earnings announcement showing P&L for group containing SOC program

ElishaMemoryVentures
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re: Intel rapidly gaining market share in tablets
ElishaMemoryVentures   5/3/2013 7:39:53 PM
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I didnt realize that this MSS comment is based on surface pro... which is a PC in tablet formfactor. this is a core uP, Not Intel SOC, and we already know Intel is awesome at PC processors. Intel will dominate the $900 and up PC that "looks like a tablet" market. Which is 100% taken from Laptops.

sranje
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re: Intel rapidly gaining market share in tablets
sranje   5/3/2013 3:20:33 PM
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Thank you ChipMaster or stating the obvious. Strategy Analytics publishes bombastic findings to sell its services - one can understand that misinformation. Why Deutsche Bank and EETimes play is far less obvious. Tablets and various x-86-based hybrids are apples and oranges -- nobody benefits by confusing terminology.

greenpattern
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re: Intel rapidly gaining market share in tablets
greenpattern   5/3/2013 1:30:52 AM
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Bay trail actually could be next year: http://news.softpedia.com/news/Intel-Prepares-Mighty-Bay-Trail-T-Atom-for-2014-22nm-CPU-308020.shtml

any1
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re: Intel rapidly gaining market share in tablets
any1   5/2/2013 1:39:29 PM
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@Simon7382, I don't know that people are overly negative on Intel. It's just reality that Intel is still struggling for market share in mobile devices. ARM and Android tablets are very low profit margin devices. In order to compete Intel will have lower profit margins as well. As others have noted, nothing lasts forever and X86 compatibility matters less with each passing day.

WW Thinker
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re: Intel rapidly gaining market share in tablets
WW Thinker   5/1/2013 1:15:17 PM
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When are analysts expected to accurately foretell the future? "... Intel was going to have its clock cleaned by ARM" was purely a hype from brain-damaged editors or analysts. Anyone with sane mind and reasonable IQ should have dismissed it when first heard. At the end of the day, no one formula is forever winning. Every solution has its strength and weakness. Intel was the king of microprocessor. Its position is now significantly weakened. Demised, not for the next 2 to 5 years. Possible in 10 years though. Time will tell.

WW Thinker
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re: Intel rapidly gaining market share in tablets
WW Thinker   5/1/2013 1:11:16 PM
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You, and Seymore, missed a segment of unknown-brand tablets with SoCs from other vendors. This segment is expected to grow fast.

WW Thinker
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re: Intel rapidly gaining market share in tablets
WW Thinker   5/1/2013 1:09:25 PM
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You may not have got the right pricing information. Clover Trail is now at US$20 or lower. The US$40 was so long long time ago!

taro76w
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Rookie
re: Intel rapidly gaining market share in tablets
taro76w   5/1/2013 11:45:28 AM
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Just like the ExperiaZ smart phone in general, the new Sony ExperiaZ Tablet aimed at the LTE networks is rapidly gaining momentum in at least Japan. I visited a component supplier for these usits, who told me, that they have been flooded with orders they are now doing their best to expedite! But then again, that's all Android, right?

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