By: Richard Cownie (tich.delete@this.pobox.com), February 2, 2013 6:07 pm
Room: Moderated Discussions
Richard Cownie (tich.delete@this.pobox.com) on February 2, 2013 5:05 pm wrote:
> Other than Apple and Samsung, those other companies are barely making a profit.
> So yes, they'll buy their SoC's from a variety of suppliers, but I think not
> at margins that would look attractive to Intel if the products have to come from
> near-leading-edge fabs. They can't afford it.
A few estimated numbers:
Tegra 3 is about 80mm2, I've seen ASP estimated at $21
Estimated Intel laptop CPU ASP - $94
dual-core Ivy Bridge + GT1 die size - 94mm2
Medfield die size estimated 62mm2
The laptop ASP include dual and quad chips, so maybe the duals are only $60.
That would imply ASP of $60/94mm2 = 0.64 $/mm2
To match that, Medfield would need ASP of 62*0.64 = $39.68
I don't see how that works when a high-end competitive ARM-based chip
is about half that price. And as far as I can see, it isn't working.
> Other than Apple and Samsung, those other companies are barely making a profit.
> So yes, they'll buy their SoC's from a variety of suppliers, but I think not
> at margins that would look attractive to Intel if the products have to come from
> near-leading-edge fabs. They can't afford it.
A few estimated numbers:
Tegra 3 is about 80mm2, I've seen ASP estimated at $21
Estimated Intel laptop CPU ASP - $94
dual-core Ivy Bridge + GT1 die size - 94mm2
Medfield die size estimated 62mm2
The laptop ASP include dual and quad chips, so maybe the duals are only $60.
That would imply ASP of $60/94mm2 = 0.64 $/mm2
To match that, Medfield would need ASP of 62*0.64 = $39.68
I don't see how that works when a high-end competitive ARM-based chip
is about half that price. And as far as I can see, it isn't working.