Intel Corp. is an indisputable leader when it comes to transitions to new process technologies, it is ahead of every other company. It is also not a secret that the company itself considers its prowess in manufacturing as a major advantage in its breaking in into the world of ultra-portable devices.
"Next-gen chip manufacturing has become a 3-horse race between Intel, TSMC and Samsung, with Intel holding a 1 to 4 year lead, in our view. As we saw in 1H12, foundries were unable to ramp 28nm capacity, leading to product delays. Rising costs/ complexity (tri-gate) could further widen this gap. We believe this could enable Intel to gain a foothold (vs. zero today) in mobile over the next 2 years, as smartphone/tablet vendors look to Intel as a second or even primary source," said Vivek Arya, an analyst with Merrill Lynch, in a note to clients, reports Tech Trader Daily.
The analyst continue to believe in Intel despite all the well-known threats.
"We firmly believe in Intel’s ability to reliably produce the lowest cost and highest performance silicon can help it maintain a dominant position in servers/data centers (20% of sales, 10-15% CAGR), and transition from legacy PCs to next-gen smartphones, tablets, Ultrabooks and other converged devices in the next 1-2 years," said Mr. Arya.
Intel did not comment on the news-story.
Tags: Intel, Semiconductor
Comments currently:
7
Discussion started: 09/09/12 04:13:06 PM
Latest comment: 09/14/12 03:47:00 PM
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The phone CPU/SOC market is getting huge , and ARM is now the "king" at this moment in time . The thing that really makes me think that Intel will be very powerful when they really get in this maket is the fact that they the backup of "prowess in manufacturing " Intel can make this SOC chips ( once they have the final design ) faster the any other company out there , and as I see it the only thing that really stops ARM is that , the now A15 not out yet , and for me that is a big problem , they have been taking about it for an long time .
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Posted by: ojohn
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Date: 09/09/12 05:32:46 PM]
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A15 seems to be a 2015 product by just the 15 in the name seems to point it that way. ARM may have an intention to leave that SOC sit an rest until the time is right to jump in.
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Posted by: idonotknow
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Date: 09/10/12 04:27:33 AM]
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I'm sure Intel is more than willing to set foot on these markets and I hope ARM and its partners are not stupid enough to let them do so.
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Posted by: Martian
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Date: 09/09/12 08:17:14 PM]
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Never believe an ANALyst who has money invested in Intel...
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Posted by: beenthere
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Date: 09/10/12 10:40:04 AM]
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Never believe in analysts, period. They always have an interest in something. Sometimes is just their wishful thinking, that their investment will pay and analyse their thoughts. But many times they play a different game. Their job is not to inform the general public
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Posted by: redhavoc
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Date: 09/10/12 04:36:09 PM]
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