By: Richard Cownie (tich.delete@this.pobox.com), February 1, 2013 3:26 am
Room: Moderated Discussions
anon (anon.delete@this.anon.com) on February 1, 2013 1:47 am wrote:
> Sure, probably you can. But what you are seeming to say is there is a large amount of gross profit
> in the ARM markets that can be invested to rival Intel design and manufacturing. That may be so,
> but then you assert that Intel cannot take any of that market share, which is just wrong.
I didn't say they can't take that market share. I said they can't take it without a
fight, i.e. without building a really good product (which they've been trying to do
for some years, without success) *or* accepting low prices to gain share (which
doesn't give you much of the profit).
> If x86 does not work out, they could design their own ARM cores, they could fab cortex cores like Samsung,
There's more to a good phone/tablet SoC than the ARM cores.
> they could fab Apple's, etc. There are plenty of ways they could get a slice of the >market without x86.
I daresay Apple would be happy to use parts fabbed by Intel, but only at the right
price. That's a way to get "a slice of the market", but it isn't a way to get the
kind of huge profits they're accustomed to from x86.
> Sure, probably you can. But what you are seeming to say is there is a large amount of gross profit
> in the ARM markets that can be invested to rival Intel design and manufacturing. That may be so,
> but then you assert that Intel cannot take any of that market share, which is just wrong.
I didn't say they can't take that market share. I said they can't take it without a
fight, i.e. without building a really good product (which they've been trying to do
for some years, without success) *or* accepting low prices to gain share (which
doesn't give you much of the profit).
> If x86 does not work out, they could design their own ARM cores, they could fab cortex cores like Samsung,
There's more to a good phone/tablet SoC than the ARM cores.
> they could fab Apple's, etc. There are plenty of ways they could get a slice of the >market without x86.
I daresay Apple would be happy to use parts fabbed by Intel, but only at the right
price. That's a way to get "a slice of the market", but it isn't a way to get the
kind of huge profits they're accustomed to from x86.