by Anton Shilov
09/09/2012 | 03:27 PM
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.