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Bert22306
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re: Intel rapidly gaining market share in tablets
Bert22306   4/29/2013 9:27:33 PM
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Finally we can stop hearing the mantra that Intel needs to get into the handheld market. Let's hope anyway. I'm nor sure which of the Surface tablets has caused this turn-around in the trade press reports. If it's the Surface Pro, which to me seems like an improved next generation netbook-like product, that would make a lot of sense. People by now MUST have noticed the limitations of all of the previous tablets on the market, right?

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:15:07 AM
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They still do. this is no different than calling all Windows PC's "tablets" all of the sudden, and then declaring Intel the winner with 80% of the tablet chip maker. This is exactly what happened here, just at a smaller scale. They only called "some" of the new Windows PC's "tablets". To actually "gain" something, Intel needs to make "new" tablets, not just devices that they would've sold anyway as notebooks.

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:15:26 AM
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tablet chip market*

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.

Hypergenus
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re: Intel rapidly gaining market share in tablets
Hypergenus   4/29/2013 11:07:35 PM
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I agree 100% but the sad thing is the atom costs 4X as much in the 1-3 watt range as even a TI, freescale, or competitor's microprocessor range... $40 is still not bad. But a lot of makers will pick the $13 chip... Of course in volume it's much cheaper for both sides... The only real issue is the price, which is just solved by time and adoption. The quality is there though...

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:18:54 AM
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Yeah, when having the choice between a dual core Atom that costs $40, and a *quad core* Cortex A15 (that also happens to be much faster per core than Atom) for only $20, it makes very little sense for manufacturers to go with Intel. Intel's only hope is to be at least part of the declining Windows market, where you may actually need x86 processors for some power users.

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!

eewiz
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re: Intel rapidly gaining market share in tablets
eewiz   4/30/2013 5:02:57 AM
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the 7.5% mainly came from Intel based windows tabs. which are mainly people who switched from notebooks to ultra portable formfactor.. so intel lost market share somewhere else to gain the market share here. Not a great achievement IMO. "Shipments of Apple's iPads—still the leader in market share—are expected to decline sharply, Seymore said, which implies significant market share gains for Intel." iPad shipments will be declining only in the analyst's imagination. market share. yes maybe.. in any case, the android camp is selling 199$ tabs at-cost making no money for the engineers or the companies(except google/amazon). whats the point?

Carl_J
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re: Intel rapidly gaining market share in tablets
Carl_J   4/30/2013 4:46:24 PM
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"intel lost market share somewhere else to gain the market share here." Yes, but that market share would otherwise have gone to Android and Apple (who get their market share from laptops), which means Win8 tablets are successfully competing against iOS/Android tablets. Besides, even Apple project lower sales of iPad in Q2 than Q1, with an increasing share going to the less expensive iPad mini. furthermore, with a SoC processor capable of running Android, Intel will be able to tap into the Android tablet market as well. Ergo, Intel will be increasing at the expense of ARM/Qualcomm. That's the point!

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.

hmmmmmm
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re: Intel rapidly gaining market share in tablets
hmmmmmm   4/30/2013 3:28:30 PM
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Seems like temporary TAM expansion (common core, LOB experimentation). The market for used tablets will explode this time next year. Don't take my keyboard and HDD/SDD away!

Duane Benson
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re: Intel rapidly gaining market share in tablets
Duane Benson   4/30/2013 5:06:08 PM
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It wasn't that long ago when word was that Intel was going to have its clock cleaned by ARM. This article isn't saying the opposite, but I think it's a clear indication that the battle is far from over. At the moment, Intel seems to have the upper hand in processing power while ARM has the upper hand in current draw. I expect the two will keep getting closer for a while before the real battle begins.

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.

David Brown
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re: Intel rapidly gaining market share in tablets
David Brown   4/30/2013 8:34:41 PM
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A large proportion of new iPads are bought by people who owned earlier iPads. The market for iPads, as they stand at the moment, is beginning to saturate - so the proportion of new sales will dwindle. Android pads have a much wider range from small to large, cheap to expensive, and thus a wider potential market - their share (and absolute numbers) will increase for a good while yet. Windows tablets are quite new, and there is a definite market area for them. But I don't believe the potential share is very high. Windows RT (the "pad" version) has been a total failure - the Windows "pads" that sell are actually Windows laptops with a removable keyboard. These won't go away for a while yet, and they are mostly using Intel processors, but they will not take any sales from Android or Apple customers. If Intel really wants to get a big share of the tablet market, they should target high-end Android pads.

docdivakar
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re: Intel rapidly gaining market share in tablets
docdivakar   5/1/2013 3:25:26 AM
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I hope the gains Intel makes in tablet market are large enough to offset the loss / decline in PC market. But the margins for tablet components tell otherwise! MP Divakar

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:11:57 AM
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But that's the thing. They didn't make any "gains" per se. They are just calling some of the Windows 8 devices (which Microsoft taught us to also call PC's) "tablets". But the PC/Windows market is still declining, "Windows tablets" or not.

eewiz
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re: Intel rapidly gaining market share in tablets
eewiz   5/1/2013 5:14:52 AM
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@Carl_J the best selling intel tablet product is the microsoft surface. if u look at the specs below you can find the CPU is a full fledged ULV Intel Core i5 X86 chip with HD4000 graphics, which costs roughly 150-200$ in 1K units. This is basically a repackaged PC in a ultra portable form factor.. not a tablet, ie consumption device, in the traditional sense. the people who opt for such a device are the regular pc users, who were hesitant to shift to the tablet formfactor just because they couldnt use their existing softwares. So you can count this as the market share which " would otherwise have gone to Android and Apple" . http://www.microsoft.com/Surface/en-US/surface-with-windows-8-pro/specifications ", even Apple project lower sales of iPad in Q2 than Q1" well if you check the history a bit you will understand that Apple sales numbers are extremely cyclical with Q2 having low sales, due to anticipated new product release in Q3 beginning. you should also checkout the projected sales in Q3, and Q4 which comes after Q2 :) "furthermore, with a SoC processor capable of running Android, Intel will be able to tap into the Android tablet market as well." At this point Android tablet market is totally out of Intel's reach with market being spoiled by manufacturers selling devices at 100-200$. Intel cant compete unless they plan to giveaway free money as chips. All this talk about intel increasing market share in "tablet" segment is total non sense. They are still selling the notebook category X86 chips at 100+$ and calling it "tablet" market. Thats what it is .

eewiz
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re: Intel rapidly gaining market share in tablets
eewiz   5/1/2013 5:16:12 AM
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correction . can't count this as the market share which " would otherwise have gone to Android and Apple" .

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:08:46 AM
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More PR spin from Intel. This happened only because $1,000 Windows hybrids are now also called "tablets". Intel didn't actually "gain" anything. They just renamed part of their market as something else, and called it a "win". But the truth is that's just part of the declining PC market, Intel may be "gaining" share in the PC market, by renaming these devices, but they will keep on losing revenue.

ChipMaster0
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re: Intel rapidly gaining market share in tablets
ChipMaster0   5/1/2013 7:09:36 AM
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in the tablet market*

Simon7382
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re: Intel rapidly gaining market share in tablets
Simon7382   5/1/2013 8:00:52 AM
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It is interesting to see all this negativity regarding Intel. My hunch is that Intel will be still around when Apple will be a long forgotten has been.

taro76w
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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?

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.

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

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.

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

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.



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