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chanj0
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Intel for IoT. Oh Really?
chanj0   3/20/2014 6:59:11 PM
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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.

rick merritt
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How high, how far?
rick merritt   3/20/2014 7:12:59 PM
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I suspect this dynamic duo will not climb as high or go as far this time. The potential is there but other partnerships are better positioned IMHO.

asic_pal
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Re: Intel for IoT. Oh Really?
asic_pal   3/21/2014 1:32:01 PM
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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).

_hm
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Will Intel like thin profit margin?
_hm   3/21/2014 10:15:27 PM
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Important question is - Will Intel like this thin margin product? If they do not, how long this parterneship will last?

Apart from this, we eagerly look forward for novel contribution from Wintel and some coolness factor to challenge Apple.

 

goafrit
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Re: Intel for IoT. Oh Really?
goafrit   3/22/2014 6:05:42 AM
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>>  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.

goafrit
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Re: How high, how far?
goafrit   3/22/2014 6:23:56 AM
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>> The potential is there but other partnerships are better positioned IMHO.

I think Microsoft should just buy ARM and get its hardware business on solid ground.

goafrit
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Re: Intel for IoT. Oh Really?
goafrit   3/22/2014 6:26:08 AM
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>>  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.

goafrit
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Re: Will Intel like thin profit margin?
goafrit   3/22/2014 6:27:50 AM
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>> 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.

_hm
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CEO
Re: Will Intel like thin profit margin?
_hm   3/22/2014 6:42:08 AM
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@goafrit: This will entail Intel to drift to new business model. Current Intel structure has very high overheads and this is satisfied with high margin business. When they move to low cost products, they need new set of people at low cost. Will Intel float new organization for this?

 

Wilco1
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CEO
Re: Intel for IoT. Oh Really?
Wilco1   3/22/2014 7:07:39 AM
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Why would Intel even want to buy ARM? Ironically Intel used to make ARM CPUs which were used in lots of phones but they sold it to Marvell. They strongly believe x86 is far superior in every way. Look at Atom for example, which they said was going to take over the mobile world 6 years ago. It wouldn't be possible to use the internet from ARM, they claimed, you always need x86 for performance and compatibility. 

Today Intel's mobile phone market share is a paltry 0.2% due to purchasing "design wins" and giving millions of Atom CPUs away for free... The business unit responsible for Atom is running on a $0.5B loss per quarter as a result. Flogging a dead horse?

So reviving a 25 year old 486 is their best effort at getting back into microcontrollers (after letting the 386/486 microcontroller market die) - seriously, what are these guys smoking?!?

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