[quote=AN]I’ve been saying this for a few years now. Don’t discount the 800 lb gorilla in the room. Their server biz are making big bucks, which allows them to buy market share in the mobile space until they’re also the 800 lb gorilla in the mobile space as well. You see with the Q4 result that although they’re losing money in the mobile space, they’re still making more money as a whole and beating analyst forecasts. Once they start making money in the mobile space, it’ll be very hard to beat.
With the growth of mobile devices and the cloud, I think Intel have the cloud part locked. Now, it’ll be interesting to see how QCOM response. What I think 2015/2016 will bring is that, Intel’s mobile chip will be good enough for high end smart phones and all tablets compare to QCOM’s ARM offering. There’s also a rise in the 2-in-1 in the PC/tablet biz. I can see OEMs picking Intel chip over ARMs/QCOM for the tablets and high end smartphones. This allow them to have a single BOM for both platforms Windows/Android. This will reduce total engineering cost and all them to sell more accessories, which is where the profit margin is. If they can have a single tablet that can have either Android/Windows, then their accessories will have to support only 1 tablet instead of 2.[/quote]
I can see this on the tablet… I’m having a hard time to picture this on the phone though…Phones still seem to be ARM after ARM after ARM….
