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I find the chain of events a bit ominous frankly. How does Intel's high cost structure and margins sync with $10-30 SOCs? It's already tried and failed with its
by throw2016 10y ago
I find the chain of events a bit ominous frankly. How does Intel's high cost structure and margins sync with $10-30 SOCs? It's already tried and failed with its own mobile offerings.
On the other side ARM is beginning to deliver increasingly powerful SOCs that are at least getting close to Intel's woeful laptop cpu offerings.
It was looking like Intel could be in trouble. I mean why spend $150-300 just for CPU when you can get a powerful SOC for $10-30 with CPU, GPU and Memory all in one? There was no way Intel could compete with that.
If ARM desktops started appearing with proper Linux and Windows support, or Apple decided to put the iPad Pro SOC in a Macbook it could be trouble. Fortunately for Intel ARM chooses not to focus on this market even though the potential for low cost desktops and laptops powered by ARM is huge, with great cost savings for consumers. Driver issues hold back independent efforts. Vulcan and the new generation of mobile GPUs offer a ray of hope.
Then out of the blue Softbank buys ARM. Now Intel is licensing ARM nevermind Intel business model does not allow the kind of low cost SOCs ARM is popular for.
I hope this is not the beginning of ARM SOCs becoming pricey so Intel is less threatend in its X86 business, that in the absence of competition has frankly become extremely expensive and uncompetitive.