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The point of the article is that intel has been disrupted by ARM. You can disagree with this or not, but all these points are kind of irrelevant. People making

The point of the article is that intel has been disrupted by ARM. You can disagree with this or not, but all these points are kind of irrelevant. People making mobile devices care about power efficiency, and Intel is behind for another year or two. Worse, even if it catches up it needs to compete with ARM's business model which cannot support Intel's revenue model. The point is that ARM allows — as you say — anyone make their own SoC and drain the profits from Intel's pool — they're not going to give that up unless Intel offers some incredibly compelling advantage, and it's not clear what that might be.

cube13 14y ago
>The point of the article is that intel has been disrupted by ARM. Has it? Intel is a much smaller part of all CPU's sold, that's true, but it's also true that the market for CPU's has increased exponentially in the last few years. The places where Intel is losing is places where they have never actually competed in. A decade ago, if you were looking for a low-power CPU for a mobile device, you sure as hell weren't looking at X86. You were going with an ARM solution. That hasn't changed, but the market for those CPU's has grown incredibly.
- MatthewPhillips 14y ago
  The difference is, a decade ago something like this couldn't exist: https://www.google.com/intl/en/chrome/devices/samsung-chromebook.html#specs https://www.google.com/intl/en/chrome/devices/samsung-chrome... And it should scare the hell out of Intel.
- Klinky 14y ago
  Intel actually did license ARM tech at one point with their XScale chips. It also wouldn't matter if they never competed in the phone market before, because the phone and tablet market is eating away at the desktop/laptop market already. People are probably more likely to want a flashy new phone or tablet, than upgrade their desktop or notebook.

cube13 14y ago

>The point of the article is that intel has been disrupted by ARM. Has it? Intel is a much smaller part of all CPU's sold, that's true, but it's also true that the market for CPU's has increased exponentially in the last few years. The places where Intel is losing is places where they have never actually competed in. A decade ago, if you were looking for a low-power CPU for a mobile device, you sure as hell weren't looking at X86. You were going with an ARM solution. That hasn't changed, but the market for those CPU's has grown incredibly.

MatthewPhillips 14y ago
The difference is, a decade ago something like this couldn't exist: https://www.google.com/intl/en/chrome/devices/samsung-chromebook.html#specs https://www.google.com/intl/en/chrome/devices/samsung-chrome... And it should scare the hell out of Intel.
Klinky 14y ago
Intel actually did license ARM tech at one point with their XScale chips. It also wouldn't matter if they never competed in the phone market before, because the phone and tablet market is eating away at the desktop/laptop market already. People are probably more likely to want a flashy new phone or tablet, than upgrade their desktop or notebook.