The US version of the Galaxy S4 uses the QualComm Snapdragon 600. The 600 does not have integrated LTE either. The Snapdragon 400 and 800 do have SKUs with integrated LTE.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Phone plans must be cheap their too. Verizon gets me for $170 a month for two phones, data, texting and 1400 minutes. There went my whole check if I am in the $100-$200 a month income bracket.
My point about pricing themselves out of the market still stands. If they want to compete in the $50 phone market in Rio, Bangledash, or Shangai, I am sure they wouldnt price themselves out of that market.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
I don't think any of the people you mentioned making $100-$200 dollars a month are buying cell phones regardless of processors.
I would think Intel would be smart enough not to price themselves out of the market. It's as if Intel has never competed in a competitive market. How on earth did the come to dominate the PC market? Shear luck, I bet.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
stu_s, Investing is about future returns. The last 5 years are irrelevant in this scenario. The author is making a case for superior future returns from Intel.
If the reason for ARMH's mobile market share is due to good enough computing at low power envelops then the author has proposed that the new products coming to market from Intel are going to offer both better computing and better power envelopes.
This performance per watt characteristics associated with FinFet, and optimized for mobile, is going to take market share for Intel from the ARMH/TSMC model.
Intel stated publicly that their dividend policy is to payout approx 40% of FCF. In 2012 they paid out 57% of FCF in dividends. Any increase they year is likely to be nominal. Their dividend payable on 1 Sept would be the one most likely to be raised, but its not likely to be much. It also just under 4% yield right now so its very substantial.
Check out CSCO if you want a big payout 3% and faster dividend growth. They are where Intel was a few years ago vis-a-vis dividend growth.
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
@rovo,
You sound like you subscribe to the "good enough" computing model. Which is a common idea throughout the market at this time. The evidence certainly points to validity in that line of thought at this juncture.
"My household has a desk-top, lap-top, iPad, & iPad Mini and the two iPads get much more use than the Pcs. "
You got the market cornered on computing devices. Do you have IPhones too? (Not a snipe, just wondering if you are brand loyal or not). In my opinion the personal computing devices market, (which I consider to be all of the form factors you just mentioned plus smart phones) is moving to a point technology wise where these form factors are going to merge. In order to do that the CPU/GPU still needs to get better. By better I mean more performance per watt and at reduced thermal temperatures. ARM chips need to scale way up and Intel needs to scale down. At 10nm (approx 2016) an Intel chip (Atom?) may be able to conserve enough power to function effectively as a smart phone, yet when asked, scale up in performance to run all of your typical desktop functions. If that’s too aggressive then certainly 7nm will have a shot that capability.
Not only that, but the industry wide movement to SoC where a singular chipset controls more and more functions formerly performed by other chips or the motherboard, will also require better semi-conductor capabilities. Most of the Intel bulls believe that Intel will be able to make the best SoC going forward because of the centralized integrated design and manufacturing, manufacturing lead, R&D, and capex investments. ARMH folks tout the ARM “ecosystem” and the decentralized execution of R&D where many companies innovate on their own and outsource manufacturing. Meanwhile they pay ARMH royalties, they pay foundries to make the chips, and they spend on their own R&D to customize.
Chips are not good enough quite yet. Intel’s Haswell should fit nicely into high-end hybrids and high-end tablets. Baytrail should do very nicely in the 7 inch and low end tablets and hybrids. Baytrail will be available to run full version of Windows 8 and Android OS versions as well. They are both on the tick-tock process and 12-15 months from now should bring the first 14nm processors to market. Which will provide for increased performance and lower power usage.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
@OldWarrior, Another point that kind of goes along with what you are saying about margins.
IPhones (Galaxys and HTC One for that matter too) cost $600. Most people pay $200 and upgrade their phone every 12-24 months (carrier policy specific). I can imagine that Verizon, AT&T et. al. are getting pretty tired of this model. They have low margins and high capex and Apple is a $400B company with great margins, albeit declining.
I cant imagine long term this continues. I have notice the carriers have been adding fees and making it a little more costly to upgrade. Eventually the device makers are going to lose some of the subsidy.
Eventually margins are mean reverting; historically the high margins are in the software and not the hardware.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
@OldWarrior I believe the DOJ would object because it would weaken the competitiveness of the marketplace. Apple is primarily a designer/manufacturer of personnel computing devices. They do both the software and hardware for their devices. Apple buying Intel would result in Apple having a "virtual" monopoly on the x86 chip supply market allowing them to squeeze out the other OEM's wanting to offer "Intel Inside". I think it would consolidate too much power into one company in the personnel computing devices market.
(not saying this is how the future goes) Now if the ARM model wipes out Intel to a point where x86 is more of a niche then the DOJ might allow it because it would not disrupt the competitiveness of the marketplace.
However, Intel is likely to be a significant (most likely biggest) player in the semi-conductor sector and is unlikely to be bought or merged with anyone.
In my opinion, they have a much less risky long term future than Apple because they are not as susceptible to the fickleness of the consumer and have a much more larger barrier to entrance in their respective marketplaces.
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
@rovo "2) the form factor is terrible when compared to a tablet."
This is really task dependent isn't it?
I mean a tablet is horrible compared to a laptop for typing. I can do everything I need on a laptop, but I can really only consume media (internet, movies, music, basic emails) on a tablet.
There are advantages (disadvantages too) to tablets no doubt, but your claim is wholly inaccurate.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
@FRPTsaveslives, Apple buying Intel is an absolute fairy tale. Its idea that is legendarily absurd. It will not happen. Neither the DOJ nor the EU would allow this M&A to take place. Not only that, it would probably cost at least $175 billion after a premium is tacked on. Most of Apple's money is sitting offshore needing to be repatriated if they are going to use it on a domestic company.
Its well beyond sane thought as a legitimate idea.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Intel Wins Samsung's Galaxy Tab [View article]
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
My point about pricing themselves out of the market still stands. If they want to compete in the $50 phone market in Rio, Bangledash, or Shangai, I am sure they wouldnt price themselves out of that market.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
I would think Intel would be smart enough not to price themselves out of the market.
It's as if Intel has never competed in a competitive market. How on earth did the come to dominate the PC market? Shear luck, I bet.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Thanks for the simplified explanation of FinFET operations. Enjoyed reading this article.
Looking forward to playing with these new Haswell/Baytrail/Merri... items set to be released this year.
"If you build it, they will come."
Let's see if the device designers start using them.
Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Investing is about future returns. The last 5 years are irrelevant in this scenario. The author is making a case for superior future returns from Intel.
If the reason for ARMH's mobile market share is due to good enough computing at low power envelops then the author has proposed that the new products coming to market from Intel are going to offer both better computing and better power envelopes.
This performance per watt characteristics associated with FinFet, and optimized for mobile, is going to take market share for Intel from the ARMH/TSMC model.
Intel Wins Samsung's Galaxy Tab [View article]
Check out CSCO if you want a big payout 3% and faster dividend growth. They are where Intel was a few years ago vis-a-vis dividend growth.
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
You sound like you subscribe to the "good enough" computing model. Which is a common idea throughout the market at this time. The evidence certainly points to validity in that line of thought at this juncture.
"My household has a desk-top, lap-top, iPad, & iPad Mini and the two iPads get much more use than the Pcs. "
You got the market cornered on computing devices. Do you have IPhones too? (Not a snipe, just wondering if you are brand loyal or not). In my opinion the personal computing devices market, (which I consider to be all of the form factors you just mentioned plus smart phones) is moving to a point technology wise where these form factors are going to merge. In order to do that the CPU/GPU still needs to get better. By better I mean more performance per watt and at reduced thermal temperatures. ARM chips need to scale way up and Intel needs to scale down. At 10nm (approx 2016) an Intel chip (Atom?) may be able to conserve enough power to function effectively as a smart phone, yet when asked, scale up in performance to run all of your typical desktop functions. If that’s too aggressive then certainly 7nm will have a shot that capability.
Not only that, but the industry wide movement to SoC where a singular chipset controls more and more functions formerly performed by other chips or the motherboard, will also require better semi-conductor capabilities. Most of the Intel bulls believe that Intel will be able to make the best SoC going forward because of the centralized integrated design and manufacturing, manufacturing lead, R&D, and capex investments. ARMH folks tout the ARM “ecosystem” and the decentralized execution of R&D where many companies innovate on their own and outsource manufacturing. Meanwhile they pay ARMH royalties, they pay foundries to make the chips, and they spend on their own R&D to customize.
Chips are not good enough quite yet. Intel’s Haswell should fit nicely into high-end hybrids and high-end tablets. Baytrail should do very nicely in the 7 inch and low end tablets and hybrids. Baytrail will be available to run full version of Windows 8 and Android OS versions as well. They are both on the tick-tock process and 12-15 months from now should bring the first 14nm processors to market. Which will provide for increased performance and lower power usage.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Agree with the Broadcom thought.
Maybe they thought Infineon was a better bang for the buck.
Sure would like to have seen the those two join forces. Intel's manufacturing, R&D cash, and capex with Broadcom's baseband/RF technology/NFC.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Another point that kind of goes along with what you are saying about margins.
IPhones (Galaxys and HTC One for that matter too) cost $600. Most people pay $200 and upgrade their phone every 12-24 months (carrier policy specific). I can imagine that Verizon, AT&T et. al. are getting pretty tired of this model. They have low margins and high capex and Apple is a $400B company with great margins, albeit declining.
I cant imagine long term this continues. I have notice the carriers have been adding fees and making it a little more costly to upgrade. Eventually the device makers are going to lose some of the subsidy.
Eventually margins are mean reverting; historically the high margins are in the software and not the hardware.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
I believe the DOJ would object because it would weaken the competitiveness of the marketplace. Apple is primarily a designer/manufacturer of personnel computing devices. They do both the software and hardware for their devices. Apple buying Intel would result in Apple having a "virtual" monopoly on the x86 chip supply market allowing them to squeeze out the other OEM's wanting to offer "Intel Inside". I think it would consolidate too much power into one company in the personnel computing devices market.
(not saying this is how the future goes) Now if the ARM model wipes out Intel to a point where x86 is more of a niche then the DOJ might allow it because it would not disrupt the competitiveness of the marketplace.
However, Intel is likely to be a significant (most likely biggest) player in the semi-conductor sector and is unlikely to be bought or merged with anyone.
In my opinion, they have a much less risky long term future than Apple because they are not as susceptible to the fickleness of the consumer and have a much more larger barrier to entrance in their respective marketplaces.
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
"2) the form factor is terrible when compared to a tablet."
This is really task dependent isn't it?
I mean a tablet is horrible compared to a laptop for typing. I can do everything I need on a laptop, but I can really only consume media (internet, movies, music, basic emails) on a tablet.
There are advantages (disadvantages too) to tablets no doubt, but your claim is wholly inaccurate.
Intel Won't Build Apple's Chips; It Still Makes No Sense [View article]
Apple buying Intel is an absolute fairy tale. Its idea that is legendarily absurd. It will not happen. Neither the DOJ nor the EU would allow this M&A to take place. Not only that, it would probably cost at least $175 billion after a premium is tacked on. Most of Apple's money is sitting offshore needing to be repatriated if they are going to use it on a domestic company.
Its well beyond sane thought as a legitimate idea.
Intel And Advanced Micro Devices Entering The Mobile And Tablet Space [View article]