By: anon (anon.delete@this.anon.com), February 1, 2013 5:56 am
Room: Moderated Discussions
Richard Cownie (tich.delete@this.pobox.com) on February 1, 2013 4:26 am wrote:
> 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).
They have been trying with x86, not ARM yet.
You seem to be saying that other companies could make good profits, but Intel inherently cannot.
>
> > 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.
Yep, and Intel seems to be more than capable of producing such devices on a technical level today.
>
> > 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.
Neither is *anything* in these ARM markets, for *any* player, a way to get the kind of huge profits that x86 generates.
However it's growing of course, and every bit they take can add to their bottom line, and take away from TSMC, or Samsung, or nvidia, etc. So the assertion that the ARM ecosystem will grow to threaten Intel with no recourse for Intel to take is just flawed.
> 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).
They have been trying with x86, not ARM yet.
You seem to be saying that other companies could make good profits, but Intel inherently cannot.
>
> > 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.
Yep, and Intel seems to be more than capable of producing such devices on a technical level today.
>
> > 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.
Neither is *anything* in these ARM markets, for *any* player, a way to get the kind of huge profits that x86 generates.
However it's growing of course, and every bit they take can add to their bottom line, and take away from TSMC, or Samsung, or nvidia, etc. So the assertion that the ARM ecosystem will grow to threaten Intel with no recourse for Intel to take is just flawed.
