IntelUser2000
Elite Member
- Oct 14, 2003
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But will the BoM cost be acceptable to the industry / tablet mfgs / etc.? Or will only a version of the MS Surface end up using these chips, because of their (traditionally high) cost?
ARM is everywhere, not because it's faster (although, it seems like it is, today, at the lower-end of consumer computing products), but because it was CHEAP, and continues to beso.
They won't say no if Lakefield allows them to take over Android, but realistically this allows them to expand the traditional Windows PC foothold. And Lakefield is clearly aimed at the performance end of the market, just like Core M was. Even if it doesn't take majority of the Tablet market, taking over the high end and also allowing ever more portable 2-in-1s and slates are worth pursuing.
Per chip price doesn't matter as much when you look at how expensive the WoA Surface Pro X is. It's more expensive in certain configurations than the Surface Pro 7. I think its also quite obvious Microsoft and Qualcomm isn't using Windows on ARM just to compete with $300 craptops sold in Walmart, because there's no money there. There's a saying that value devices are used to pay for the recurring cost, but profit is with the high end.
When you look at Smartphones, the cutting edge ARM chips are not in the $10-20 range. Some cost $70. So if Intel decided to suck it up and made competitive mobile chips for the iPhone, right now they would also be playing in the very profitable $70 Smartphone chip market. But back then they looked at the "$20" number and it didn't make financial sense. High cost is what really allows technology to advance. No one wants to make groundbreaking new designs when they are only in the business of making $1 controller chips for your hard drive or SSD.
Edit: And what about the SOHO / SMB NAS market? Will Intel create or modify designs for their needs? I think that's a growing market. A NAS-specific SoC fabbed based on their modern Atom cores, with a RAID controller / multiple SATA ports capable of RAID 0/1/5/6, and maybe a 10GbE MAC (requiring just a PHY chip), would be nice to have, at a low cost. Certainly, it should be cheaper and lower-power, than just sticking one of their mobile Core CPUs in there, with all of the associated chipset and peripheral / I/O chips too.
Who knows? They already have designs on Geminilake chips and Tremont will likely continue. IoT is a growing business for them and they'll continue to participate.