>> Important question is - Will Intel like this thin margin product? If they do not, how long this parterneship will last?
I think YES. When you try to compete, you look at market share. If Intel wants to beat ARM, it must forgo margins and focus on market share. That could mean taking losses or even having low margins in its business.
>> I think only ARM has that kind of flexibility to blend. I don't how it works with Intel
ARM seems to be a great technology company. I think it. The problem is that it has a really bad business model. It makes pennies while its customers make real money. Yet that model seems to be the reason why it is infectous in the ecosystem as it drives growth and get more companies to adopt its platform.
>> I admit their effort of reducing power consumption. Yet, it is yet close to what ARM can deliver.
I am yet to figure out why Intel will not buy ARM. Regulators may not like that. Ok but I am yet to see the Intel strategy in the low-power budget systems. They have these great papers, but when you benchmark their products with ARM on power, ARM does better. The IoT will be a test on the future of Intel. They have new leadership and can make it happen.
IoT requires different blends of chips for veriety of applications, it requires working closely with the OEMs. I think only ARM has that kind of flexibility to blend. I don't how it works with Intel (usally it's unidirectional with Intel - OEMs have to use what Intel produces).
Intel processors traditionally are powerful and power hungry. I admit their effort of reducing power consumption. Yet, it is yet close to what ARM can deliver.
Long battery life is one of the critical requirement of IoT. I wonder what processor Intel is going to put out to tackle the market requirement. Well! Unless Intel isn't eyed on the small devices, rather on the hub to empower the small IoT devices.