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Intel Claims Chip Suppliers Will Flock To Its Mobile Tech

MojoKid writes It has been over six years since Intel first unveiled its Atom CPUs and detailed its plans for new, ultra-mobile devices. The company's efforts to break into smartphone and tablet sales, while turning a profit, have largely come to naught. Nonetheless, company CEO Brian Krzanich remains optimistic. Speaking to reporters recently, Krzanich opined that the company's new manufacturing partners like Rockchip and Spreadtrum would convert entirely to Intel architectures within the next few years. Krzanich has argued that with Qualcomm and MediaTek dominating the market, it's going to be tougher and tougher for little guys like Rockchip and Spreadtrum to compete in the same spaces. There's truth to that argument, to be sure, but Intel's ability to offer a competitive alternative is unproven. According to a report from JP Morgan, Intel's cost-per-wafer is currently estimated as equivalent to TSMC's average selling price per wafer — meaning TSMC is making money well below Intel's break-even. Today, Intel is unquestionably capable of building tablet processors that offer a good overall experience but the question of what defines a "good" experience is measured in its similarity to ARM. It's hard to imagine that Intel wants to build market share as an invisible partner, but in order to fundamentally change the way people think about Intel hardware in tablets and smartphones, it needs to go beyond simply being "as good" and break into territory that leaves people asking: "Is the ARM core just as good as the Intel chip?"

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