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I take issue with the notion of Intel's model being obsolete in the mobile world. Quite the opposite; Intel's business model of treating CPUs as commodity is fo

by dexen 16y ago

I take issue with the notion of Intel's model being obsolete in the mobile world. Quite the opposite; Intel's business model of treating CPUs as commodity is for market of mature technology, while current mobile model of heavily (and costly) customizing SoCs is one for technology being still insufficient for achieving market goals. If anything, it's the current mobile model that will go obsolete at some point -- simply because it's costly, both in terms of customizing SoCs, taping out small batches of silicon and customizing software for it. Mobile will shift to commodity components at some point.

simonh 16y ago
>Mobile will shift to commodity components at some point. Selling tens of millions of a single hardware model doesn't count as commodity? Even discounting that, ARM's business model doesn't preclude the emergence of 'commodity' ARM processors. Maybe such a shift might play to Intel's strengths, but then ARM has total domination of the mobile CPU market in their favour. I have no idea where this market will go in say 10 year's time, but right here, right now ARM have a lot going for them and there are no short or medium term reasons to suspect that's likely to change.