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Report: Intel planning flurry of mobile CPU launches in 2014/2015

  • Digitimes reports the launch of Intel's (INTC -1.6%) 22nm Bay Trail Atom tablet CPUs (expected in Q4) will be followed by the launch of 14nm "Cherry Trail" Atom tablet CPUs in Q3 2014, and 14nm "Willow Trail" Atom tablet parts in Q4 2014.
  • Intel is also expected to follow up on the launch of its 22nm Merrifield Atom smartphone CPUs (due at year's end) with 14nm "Moorefield" CPUs in 1H14, and 14nm "Morganfield" CPUs in 1H15.
  • Cherry Trail is said to use Intel's next-gen Airmont CPU architecture, and Willow Trail a succeeding architecture codenamed Goldmont.
  • Barron's recently noted Intel Intel wants to narrow the delay between Core (PC) and Atom CPU launches for a given architecture, as it makes an all-out effort to gain mobile CPU share from ARM-based (ARMH) suppliers such as Qualcomm (QCOM). Nvidia (NVDA), and MediaTek.
  • In June, new CEO Brian Krzanich stated Atom launches could actually precede Core launches for a particular architecture in the future. Digitimes' report suggests that might just happen with Willow Trail. But it's worth noting a mere one-quarter gap between CPU architecture upgrades would be very rare for Intel.
  • If Intel can ramp 14nm Atom production in 2014, it should have a process edge over its rivals, who will be at 20nm. But Intel still needs to develop chips that fuse powerful CPUs with 4G baseband modems (something Qualcomm has excelled at).
  • Bay Trail has stoked cannibalization fears. Its successors could heighten them.
  • Intel's 14nm Broadwell Core CPUs are expected in 2H14. Broadwell's 14nm successor, Skylake, is due in 1H15.
Comments (10)
  • Rose_Colored_Glasses
    , contributor
    Comments (907) | Send Message
     
    Sounds great - market yawns.
    21 Aug 2013, 02:49 PM Reply Like
  • pfifla1
    , contributor
    Comments (475) | Send Message
     
    until the money is put in the books from these grand and superior technologies Intel will continue to trade in the low 20s. Where i will continue to buy it. I am OK grabbing a seat on the gravy train - even if I am early. 2014 will be their year.
    21 Aug 2013, 03:10 PM Reply Like
  • Garthilk
    , contributor
    Comments (588) | Send Message
     
    I sincerely doubt that 2014 is going to be their year. In fact in terms of number of products shipped with Intel inside, I expect it to rise only slightly. That's just me.
    22 Aug 2013, 12:15 AM Reply Like
  • RSRinehart
    , contributor
    Comments (353) | Send Message
     
    Who dreams up these names like Willow Trail and Cherry Trail? And do they have any significance beyond providing some kind of identity to a product? They sound like street names in some new upscale housing development.
    21 Aug 2013, 04:40 PM Reply Like
  • Ashraf Eassa
    , contributor
    Comments (8815) | Send Message
     
    RSRinehart,

     

    All of the tablet/netbook Atom platforms always ended in -Trail. All of the MID/Smartphone ones in -Field.
    21 Aug 2013, 08:51 PM Reply Like
  • newbie06
    , contributor
    Comments (254) | Send Message
     
    Ashraf,

     

    except for CloverTrail+ aka Z2580 which is found in Lenovo K900 smartphone (and others if I remember correctly). Every rule has its exception :-)
    22 Aug 2013, 05:50 AM Reply Like
  • Just Some Guy
    , contributor
    Comments (346) | Send Message
     
    I'm getting a bit (!) tired of this feature size talk. We want unit cost talk. We want power consumption talk. We almost don't care about performance - though a tad more graphics performance is apparently still an issue. That is, the performance is already certainly there, just keep that about where it is and work on the other parameters, which may or may not involve smaller geometries.
    22 Aug 2013, 01:53 AM Reply Like
  • ElishaMemoryVentures
    , contributor
    Comments (143) | Send Message
     
    Can we please stop talking about how Intel will release 14nm SOC until Intel releases a 22nm SOC? And yes, it will come down to cost and volume and die size to see whether Intel can gain market share AND make money on SOCs. IDF is a sales presentation, not a engineering review, ... so dont expect objective numbers and dates next month
    22 Aug 2013, 09:52 AM Reply Like
  • Cincinnatus
    , contributor
    Comments (3322) | Send Message
     
    Elisha, so you want us to wait a few weeks?

     

    Instead let's talk about TSMC in production on 20nm or 16nm 3D FinFET when they barely have 28nm HKMG HPM out the door.

     

    Right?

     

    P.s. IDF is an engineering review, not that you'd be able to tell.
    23 Aug 2013, 03:58 PM Reply Like
  • ElishaMemoryVentures
    , contributor
    Comments (143) | Send Message
     
    I agree on TSMC making comments on shipping 20nm/16nm. I hate companies talking about how they are behind today but "we will get them next year" I heard it from AMD for 20 years. everyone has a PLAN for next 2 years.

     

    TSMC is shipping 28nm today and will ship 20nm sometime in future.
    Intel is shipping 32nm today and will ship 22nm in near future (SOCs) and 14nm in distant future.

     

    Intel has lots of work to do before 14nm ships. Q1 2014 Earnings will tell us whether 22nm SOCs have a positive impact.

     

    I have a little experience with IDFs ... I have been to 1 or 2 :-) ... I will stand by my comment

     

    Side note: Intel Stock still a buy at $22, Intel will dominate PCs and servers to the tune of 50B per year at 60%GM
    24 Aug 2013, 01:49 AM Reply Like
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