Seeking Alpha

On day 1 of the Intel Developer Forum (INTC), the company: 1) Unveiled the Next Unit of...

On day 1 of the Intel Developer Forum (INTC), the company: 1) Unveiled the Next Unit of Computing, a 4" x 4" motherboard featuring everything needed for a miniature PC. 2) Announced it will deliver ultrabooks in Q4 that sport Nuance's (NUAN) Dragon Assistant voice-recognition software. 3) Boasted its Haswell CPUs, due next year, will feature 1/20 the idle power draw of Sandy Bridge CPUs, as well as twice the graphics performance - the latter could be trouble for NVDA and AMD's graphics businesses.
From other sites
Comments (14)
  • Whitehawk
    , contributor
    Comments (3129) | Send Message
    "around $399. That price won't include an OS but it will include a smallish mSATA SSD"


    Miniature PCs running Android or some version of linux: both straightforward to install.
    11 Sep 2012, 06:45 PM Reply Like
  • kevinICdesigner
    , contributor
    Comments (5) | Send Message
    Wow, 1/20th the power? Is that a misprint? I've heard 1/1.7 but not that. If so it will be as KILLER development for INTC!
    The support for Dragon speak is cool too.
    Deeper motherboard integration: not much of a surprise.
    11 Sep 2012, 06:53 PM Reply Like
  • SA Editor Eric Jhonsa
    , contributor
    Comments (1117) | Send Message
    Sorry, idle power draw. Fixed.
    11 Sep 2012, 07:03 PM Reply Like
  • eureca
    , contributor
    Comments (3) | Send Message
    it is 20x idle power cut over SandyBridge, not Ivy.
    12 Sep 2012, 05:37 AM Reply Like
  • Matthew Lewis
    , contributor
    Comments (506) | Send Message
    Tri-gate transitors are a beautiful thing.
    11 Sep 2012, 08:22 PM Reply Like
  • chocolatito
    , contributor
    Comments (10) | Send Message
    Might not catch on with consumers for a couple of years, but I'm sure HTPC enthusiasts are excited about this.
    12 Sep 2012, 12:22 AM Reply Like
  • Reneejim13
    , contributor
    Comments (2) | Send Message
    Non techi here
    Do any of you techies have a thought as to whether this development could give Intel a leg up in the tablet or mobile phone area?
    12 Sep 2012, 12:44 AM Reply Like
  • wigit5
    , contributor
    Comments (4331) | Send Message
    @ Reneejim13 I don't believe any of this directly impacts the mobile market although, if they have reduced power consumption in their PC chips it would be reasonable to think that their next gen mobile chip will share some of that power reduction.


    It is argued that INTC's biggest problem in the mobile market is their chips are power hungry thus limiting the battery life of mobile devices. Once their power consumption matches that of other mobile chips, mobile device makers will have very little reason not to use Intel chips given their over all better quality.
    12 Sep 2012, 09:45 AM Reply Like
  • kmi
    , contributor
    Comments (4528) | Send Message
    Bear with me here gonna try and lay something out, although not an industry insider, maybe someone will correct me but I don't think I'm wrong:


    8 years ago the problem with x86 Intel processors was that they ran at, for example 1ghz, but they -always- ran at 1ghz, whether processing or not.


    ARM's architecture is asymteric so, their processors ran at, let's just say 200mhz (much slower), but also had the benefit of not running/consuming energy if they had nothing to process. So between the slower speed, the lighter load (they tended to be in phones and devices that didn't lift heavy loads like desktop operating systems), and the assymetric processing they were far more energy efficient than Intel's x86 based products.


    Today's Intel's and AMD products have technology allowing them to reduce their speed, say from 3ghz down to 1.8ghz, in order to save on energy consumption, in addition to producing far more processing power per watt as a result of improvements in architecture and manufacturing processes etc.


    So, as the ARM based products have increased their speeds and processing power, the x86 products have decreased their energy consumption and the two are now pretty much converging in power and energy consumption, probably sometime next year.


    What this means is that ARM's traditional advantages in energy consumption are disappearing as is Intel's traditional advantage in processing power.


    I personally don't expect ARM to reach Intel's raw processing power but I do expect Intel to eventually meet ARM's energy efficiency.
    12 Sep 2012, 10:43 AM Reply Like
  • wigit5
    , contributor
    Comments (4331) | Send Message
    I would think that's a fair comment kmi, Intel will keep the lead with processing power just due to the nature of their business model (everything in house, huge R&D and production capabilities). The lead might narrow as we get closer and closer to a new break out technology but it's Intel's to lose and everyone else's to chase.
    12 Sep 2012, 10:46 AM Reply Like
  • RobbinTheHood
    , contributor
    Comments (3) | Send Message
    I think one of the most important aspects of this is the actual difference between the two chipsets. ARM will remain more popular as the average consumer is only using Android because of the easy access and portability of the platforms. But x86 will have a place for a long time to come. One will not replace the other because they serve different purposes. The coexistence of the mobile platforms will be a necessity for the near future. Ubuntu is going to, in my opinion, be the x86 killer in mobile computing though. Because of Linux ability to run on low resource platforms and Ubuntu's ability to run on Android smartphones we will eventually see the merging of the two. Linux and Android are the future. They are free and easy to use. They both work cross platform and can coexist on the same device. Ubuntu will be the answer to mobile computing as people will be able to hook their smartphone up to a keyboard, mouse, and TV to do office work, gaming, or whatever type of computing you want, on the go, anywhere in the world.
    12 Sep 2012, 02:32 PM Reply Like
  • kmi
    , contributor
    Comments (4528) | Send Message
    I like how much of a believer you are in Ubuntu, but I hesitate to share the position. I have Ubuntu installed in the computer I write this from and only occasionally use it. I still prefer windows.


    I think Apple got a lot of folks to switch by making attractive hardware that people wanted, and providing the opportunity to dual boot Windows.


    Without Intel hardware enabling that dual boot, I don't think Apple would have even a quarter of its current desktop installed base.


    Ubuntu has no such motivator. Folks won't migrate to it for the hardware, or for the software, or even because it is a superior product. Even being free I don't think is enough unless MSFT is successful at eliminating piracy wholesale, which I somehow suspect it doesn't want to do.


    So, I think your position on ubuntu is a tough sell.


    As to the merging of Android and ubuntu becoming the mobile platform of the future, I want what you describe: the ability to substitute my laptop with my phone by outputting to a screen, mouse, and keyboard. And although I know ubuntu is working on it, I wonder when we will see it in the market. I honestly expect to see windows based devices provide this functionality first.
    12 Sep 2012, 04:33 PM Reply Like
  • txbadonetoo
    , contributor
    Comments (746) | Send Message
    Apple's smartest move was to 'dual' up on their PCs with the X86 code. I remember folks having an Apple next to their PC at work.
    14 Sep 2012, 09:50 AM Reply Like
  • txbadonetoo
    , contributor
    Comments (746) | Send Message
    Bottom line - are you investing in INTC or not? I am adding long positions if it goes below $23.. I like the internal Fab capabilitty, the ability of INTC to toss $ at targeting mobile/low power and the fact that INTC should own Server chips to fund the above. Nobody can beat INTCs manufacturing standards and ability to add capacity.


    Just my opinion but I'm sticking to it..
    14 Sep 2012, 09:43 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs