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  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    @Luke,

    What i meant was if there was no leakage , than shrinking of size would reduce power but leakage sometime works agains that logic and many things needs to be done so it is challenging.

    And you are right from perspective that your mobile device may not be as powerful as your desktop or way i would say is current generation quad core devices on mobile are capable of doing whatever application we can imagine. I really can't imagine many more performance perk requirement.

    But battle between x86 and Arm architecture may come out as battle between Thermal Power, Processing power, Cost and EcoSystem supporting that architecture. May be some political side taking also!!! So it won't be black and white decision.
    Jul 2, 2012. 04:08 PM | Likes Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    @Luke

    You are right that smaller node would be lower power and smaller circuitry but it comes with higher leakage. And traditionally Intel Architecture (x86) is more perfroamnce driven compare to arm which is more power driven.

    As far as Iphone form factor you are talking about if Apple's suppliers (Samsung for App Processor and QCOM for baseband processor) shrink from current 45nm to 28nm it would reduce size effectively of components. Also, many times in current world new features means software upgrades which would requires just more efficient processor ( performance gain is already visible in different 28nm products and i would expect same with apple products) to run more complex software smoothly.
    Jul 2, 2012. 01:39 PM | Likes Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    Cmon20,

    As you must be knowing that any new node technology would has yield issue irrespective of foundry or company trying it out. And if 28nm yield issues are resolved it talks volumes about know how in companies like QCOM/NVDA and now issue is capacity where companies in ARM Camp are capable of spending.

    i don't know why you would think this companies doesn't have vision to look past current node they are using (28nm that is). As they don't have their own foundry , they don't have to disclose what they are doing with their foundry partner. With my ability to divulge minimum information, i can tell you rest assure atleast 4 big companies using ARM architecture has teams looking at IP for 20nm and 14nm shrink .

    Also, I would like to point out that general feeling in ARM camp is intel would have 1 node lead on process technology on them but it is kind of need for intel to be competitive in mobile space against low power consuming ARM architecture.

    Abouot WWAN integration being cakewalk !!! yeah we all know how it ended with their previous try!!! they have to sold their baseband business!! It is hard as in my knowledge only company being able to integrate everything in this market from WWAN perspective is QCOM and it is not others are not trying but NVDA/Samsungs are finding it hard to do that and keeping lead on modem tech.


    In nutshell, i believe even with their process technology node intel would have competition and it won't be cakewalk win for them. If anything it would be another few years before clear winner comes out and decision may not be based on process technology or modem leadership as there may be another factors involved. I am sure you disagree , but that's how i view it.

    P.S long on QCOM/INTC both.
    Jul 1, 2012. 04:39 PM | Likes Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    Ok whatever i said about ARM and its vendors , none of those things are hypothetical but not in public domain too.


    It seems like you are assuming that all troubles with current 28nm is regarding process technology and low yields. But my knowledge of matter says otherwise. It is not so much yield issue right now rather its a capacity issue (AS TSMC had limited capacity compare to demand and QCOM never expected demand to be sky high like what it is!!) and capacity requires pouring dollars and i am very sure ARM and its vendors can pour money ( they are with deep pockets too!!!) to be competitive.

    Also, intel may have fab ready for 14nm by next year but when mobile processor would be developed for 14nm which can be high volume. Also, Can intel integrate with processor all other WWAN technologies too, i have serious doubts about it.

    So they have lead in one area ( process technology) in my mind that's not enough to guarantee success in world of mobile.
    Jul 1, 2012. 01:49 PM | Likes Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    I see many people believes here that ARM and its licensees doesn't have roadmap to shrink further from 28nm. how about little surprise!!! People in industry are buzz with latest ARM 20nm test chip tapout!!!

    I agree intel has lead in process technology but historically intel is not able to do integration of Wireless WAN technology with processor and failed ( example is there Baseband business which they exited after selling it to marvell and once again entered with acquisition of infineon last year and where they are struggling with LTE integration again). And With multi billiion dollar business at stack i can see samsung/nvda/qcom putting everything on table to fend off intel and crouch on to intel's market of PCs.

    As far as Apple going to intel, I find it little bit far fetched. Someone rightly pointed out you can't have FAB and manufacturing know how overnight. But for example, apple can go to UMC (Foundry) who recently collaborated with IBM for 20nm FinFet. And with $100B cash in pocket and cash flow they have each quarter it would no problem to pour in money with UMC/IBM/QCOM/Apple kind of syndicate and get things going!!!

    My sources believes, QCOM/NVDA/Samsung going after 20nm by start of 2014 and planning 14nm Finfet by 2015/early 2016 time frame and both TSMC/UMC /Samsung foundry all gearing up for that timeline big time to make thing smoother after 28nm experience.So, I would say fight is on and intel won't have easy time.

    As far as server chips are concern, Don't be surprise if NVDA comes out next year swinging with server chips with ARM V8 architecture and Samsung Semi/QCOM won't be far behind!!!!

    All and all, I think intel would have hard time getting higher as it would struggle to make meaningful inroad in mobile market and its traditional business would see real attack from ARM based vendors in later part of 2013.
    Jun 30, 2012. 11:20 PM | Likes Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    Seems like argument if flawed!!! QCOM doesn't supply Apple with Processor core (A5 or A5x).

    they supply apple with Modem core and QCOM has best in market modem core. So intel would have hard time catching up.

    As far as 45nm has concern, don't be surprised if apple move to 32nm in next generation Iphone (aka Iphone 5) as their core comes from samsung and samsung has already moved to that generation.

    And last best thing if apple thinks that process technology is keeping them behind all that $100B can buy them a fab and few partner to rival anyone in industry!!!
    Jun 29, 2012. 05:30 PM | 1 Like Like |Link to Comment
  • Hey Apple, This Is Crazy, But My Name's Intel, So Call Me Maybe? [View article]
    I think you are off your analysis!!!

    QCOM doesn't supply with A5 processor but supplied Modem Core and QCOM has best in industry 3G/4G integrated modem core.So I don't see Apple doing switch.

    Apples' A5 has core coming from samsung and samsung already moved to 32nm so don't be surprise to see 32nm based new chip in next generation Iphone.

    And in my mind if Apple feels that only processing technology is keeping them behind, they would go and use their $100B cash to buy a fab and partner to leg up on everyone!!!

    Intel has tough time ahead with traditional market shrinking and being hard to break into mobile market.
    Jun 29, 2012. 05:30 PM | 3 Likes Like |Link to Comment
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