You think Shenzhen Cheapo Tablet Co., Ltd. will keep using them when they start charging them the full price? Hahaha!
I think Intel underestimates the level of churn and ruthlessness of the market. This ain't no Wintel meal ticket.
Intel's CEO says its costly tablet chip strategy has paid off
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Re: Intel's CEO says its costly tablet chip strategy has paid off
#12Intel has a horrible horrible architecture, I really dont want to see it win over ARM Architecture which is open and superior, and wastes a lot less DIE area just for instructions that Intel Does.
The real issue is if Intel will be able to buy dominance through deep pockets. On a even playing field then the better arch would win.
ARMs business model might allow them to weather the initial storm while advancing their core architecture; their 2013 balance sheet was good, with low liabilities and high earnings. Not even Intel can keep buying market share indefinitely.
Re: Intel's CEO says its costly tablet chip strategy has paid off
#13"its costly tablet chip strategy paid off" ... > "the company's mobile and communications group's second-quarter revenue fell 83 percent to $51 million, and the unit had an operating loss of $1.12 billion"
Bingo. That's the money quote. If you hadn't posted it first, I was going to. They're spending/subsidizing nearly $22 for each $1 of revenue. Intel is taking lessons from Microsoft in how to waste billions of dollars in futile endeavors.
It's not necessarily futile. If Intel can grab enough of a slice of the Android tablet market that developers of Android apps that use significant native code start caring about x86 Android... all sorts of opportunities open up for them.
Re: Intel's CEO says its costly tablet chip strategy has paid off
#14I recently saw a billboard here in Melbourne for an Asus tablet with an Intel CPU: https://twitter.com/john_e_barham/status/492146297416077312.
What struck me as bizarre was although the billboard had the "Intel Inside" slogan repeated at least 3 times, nowhere did it mention what OS the tablet ran, and the screenshots were basically generic stock photos with no apps in sight. As it happens the tablet runs Android but I can imagine that some of the people suckered into buying it will be annoyed that it can't play many of the games on Google Play since they'd be developed with the ARM NDK.
The whole thing struck me more as an effort to extract money from Intel's marketing budget than as a sincere effort to sell the actual tablet.
Re: Intel's CEO says its costly tablet chip strategy has paid off
#15"its costly tablet chip strategy paid off" ... > "the company's mobile and communications group's second-quarter revenue fell 83 percent to $51 million, and the unit had an operating loss of $1.12 billion"
He is saying it payed off in terms of market share, not income.
Ah, so the old dot com strategy: we'll lose money on each one, but make up for it in volume!
Re: Intel's CEO says its costly tablet chip strategy has paid off
#16Yes. ARM is shaking in their boots. The Atom will dominate all. It will happen right around the time Slackware destroys Windows 9.
Re: Intel's CEO says its costly tablet chip strategy has paid off
#17Re: Intel's CEO says its costly tablet chip strategy has paid off
#18Intel has a horrible horrible architecture, I really dont want to see it win over ARM Architecture which is open and superior, and wastes a lot less DIE area just for instructions that Intel Does.
The real issue is if Intel will be able to buy dominance through deep pockets. On a even playing field then the better arch would win. ARMs business model might allow them to weather the initial storm while advancing their core architecture; their 2013 balance sheet was good, with low liabilities and high earnings. Not even Intel can keep buying market share indefinitely.
If Intel is buying market share by making superior products using fancy transistors, expensive fabs, and clever designs.... its not exactly bad for us consumers.