By: Richard Cownie (tich.delete@this.pobox.com), January 31, 2013 5:37 pm
Room: Moderated Discussions
anon (anon.delete@this.anon.com) on January 31, 2013 4:59 pm wrote:
> Not a lot more money, the same money. Look, it is you that speculates the revenue and profit
> margins of ARM market will become enough to support superior CPU design than Intel. If Intel
> take a significant chunk of that exact market, it is more for them and less for others.
But how would Intel "take a significant chunk" ? As I described, the current
ARM SoC market is price-sensitive and extremely competitive. Intel can't wave
a magic wand of awesomeness and take the market. They would need a product with
compelling advantages - which hasn't happened yet even though they've been trying
for a while; and they would need to sell it at a healthy margin - which is awfully
difficult when there are several competent suppliers already in the market.
And even harder when the two smartphone/tablet vendors with successful high-end
products are Apple and Samsung, each of whom roll their own chips.
Microsoft has the same problem with OS software - the desktop/laptop market they
dominate is shrinking, and they can't grow mobile market share even by spending
billions of dollars to buy it. Even though many reviewers actually seem to quite
like the latest Windows Phone stuff.
> Not a lot more money, the same money. Look, it is you that speculates the revenue and profit
> margins of ARM market will become enough to support superior CPU design than Intel. If Intel
> take a significant chunk of that exact market, it is more for them and less for others.
But how would Intel "take a significant chunk" ? As I described, the current
ARM SoC market is price-sensitive and extremely competitive. Intel can't wave
a magic wand of awesomeness and take the market. They would need a product with
compelling advantages - which hasn't happened yet even though they've been trying
for a while; and they would need to sell it at a healthy margin - which is awfully
difficult when there are several competent suppliers already in the market.
And even harder when the two smartphone/tablet vendors with successful high-end
products are Apple and Samsung, each of whom roll their own chips.
Microsoft has the same problem with OS software - the desktop/laptop market they
dominate is shrinking, and they can't grow mobile market share even by spending
billions of dollars to buy it. Even though many reviewers actually seem to quite
like the latest Windows Phone stuff.