Slashdot Mirror
Intel Announces Major Reorg To Combine Mobile and PC Divisions
MojoKid writes: For the past year, Intel has pursued what's known as a "contra-revenue" strategy in its mobile division, where product is deliberately sold at a loss to win market share and compete effectively. This has led to a huge rise in tablet shipments, but heavy losses inside Intel's mobile division. Today, the company announced that it would take steps to fold its mobile and conventional processors into a single operating division. While this helps shield the mobile segment from poor short-term results, it also reflects the reality that computing is something users now do across a wide range of devices and multiple operating systems. Intel may not have hit anything like the mobile targets it set out years ago, but long-term success in laptops, tablets, and smartphones remains integral to the company's finances. Desktops and conventional laptops are just one way people compute today and Intel needs to make certain it has a robust long-term presence in every major computing market.
It tends to be; but I think regulatory authorities only get nervous if it shows signs of being dangerously effective, or if there is reason to believe that the pockets behind it are deep enough to ignore losses almost indefinitely(as with international dumping/tariff slapfights, where a mixture of xenophobia and the fact that a nation state can typically afford to keep dumping longer than a company can afford to keep competing).
In the case of Intel trying to break into tablets, my understanding is that it's a known matter of fact that Bay Trail parts are being practically given away(along with a nontrivial amount of Intel software work, including an emulator to handle ARM NDK stuff and general porting and polishing to make the x86 Android not look like, say, the blasted hellscape that is MIPS Android); but it is less clear whether Intel has been able to dump hard enough to actually damage competition.
The one product line that they definitely helped bury was Windows RT (which was mostly an unloved bastard child anyway, even before you could cram an x86 into the same chassis, and definitely had no reason to exist afterwards); but that didn't hurt MS much, since the quality of Windows tablets went up. In the wider ARM ecosystem, ARM Ltd, themselves seem to be riding high and unbelievably cheap SoCs continue to pop out of the woodwork.
Their Bay Trail pricing has definitely made x86 Android something you might actually see in the wild, and tablet-Windows something you might actually consider at a sub-Windows Surface price point; but it doesn't seem to have crushed the ARM market very much.
Intel is the world leader when it comes to silicon advancement, there's no doubt of that. Their quite real and appropriately named 14nm process starts shipping incredibly soon, and TSMC/Global Foundries, now seemingly their only competition, don't even hope to have their inappropriately named "16nm" process shipping in products for two years out, a process not actually much to any denser than the just now shipping TSMC 20nm process.
Intel's Core technology is also excellent in terms of silicon to performance. The problem comes in at the cost of that world leading silicon. TSMC has concentrated on costs, and while 20nm process might be a day late and a few dollars short in terms of performance and density, in terms of cost TSMC can make a profit at the same price Intel can produce chips at, let alone sell them.
And with mobile products being relatively cheap, and their prices coming down for the most part, its that profit at a low cost to consumers and high volume that's selling. Intels Atom products are actually perfectly competitive for performance. They just cost Intel too much to produce at their super fancy fabs and that just have to be cutting edge instead of cost efficient.
Technically yes.
It's not very effective though. Android x86 tablets are basically garbage as they can't run Android ARM Native binaries, and have extremely weak GPU's compared to the ARM parts.
But Android on a tablet is a lost cause. Intel hasn't a hope in hell. Android made some headway against the iPhone because Samsung was offering something "compelling enough" compared to the iPhone, but it's having the low-end completely washed out from beneath it. In the tablet space, you can't get away with the weak Mali GPU's on a tablet.
Like the user experience for Android on a tablet device is horrible compared to the iPad.
The best "use case" for x86 tablet parts might actually be in the same slot the Surface RT filled. The "slighty better than an ebook reader" slot that can also run normal windows applications.
But Android, no, android's dead in the water for tablets.
http://readwrite.com/2013/04/12/samsung-dominates-list-of-top-android-tablets
http://www.techtimes.com/articles/10173/20140710/tablet-sales-tanking-bit-thanks-phablets.htm
And they're dying because of Phone-Tablets, not because of Apple's iPad.