Great article(s) Bolaji... just had a comment about ARM, though: I can't believe all the hype surrounding ARM and people talking like somehow they're going to completely dominate mobile, then put a significant dent in Intel's more traditional markets.
I do think it's possible that ARM will be a power player in the mobile space for many years to come, but I just don't see them directly competing with Intel elsewhere. And I think it would be a mistake for ARM to try to "reach" too far anyhow, as they really should just focus on mobile, embedded, etc. because as you mention... Intel is going to be pouring quite a bit of money into R&D.
It remains to be seen if Intel will ever beat ARM at their own game, but I believe they have the best chance to do so. Yes, it's true that Intel has stumbled a bit at times (specifically with the Atom), but Intel has made bigger mistakes in the past (like the debacle with the first Pentiums), learned valuable lessons, and delivered higher-quality, more competitive products.
Like you say, you'd have to be pretty dumb to bet against Intel!
DennisQ, There's a lot of hype surrounding ARM -- many people forget, for instance, that this is a company with less than $1 billion in annual sales, compared with more than $40 billion for Intel. I agree that ARM is not the great competition that many imagine for Intel.
However, we should not underestimate ARM. This is because the company's sales do not reflect its actual impact on the market. ARM provides chip IP to OEMs and semiconductor companies, which multiplies its impact exponentially. ARM is a danger to Intel because the IP it provides enables other semiconductor companies to enter the market and compete against Intel. In other words, ARM provides the ammunition other companies need to enter areas Intel wants to play in. This is reflected in ARM's market capitalization.
Rumours are that intel is planning to drop its legacy x86 architecture what do think it willa adopt next ?
I think one thing that will work in favour of Intel is its process advantage. With intel moving to 22nm as againts planned 32nm for ARM, this will give intel that extra mile interms of low power and area.
Anandvy, One of the points emphasized by Intel was the process advantage you mentioned. The company is moving to 22 nanometer production and this will both give it leading-edge as well as highly cost-competitive products. ARM, of course, is not a semiconductor company in the traditional sense. It does not make chips and owns no fabs but its IP-licensees will have to move to leading-edge production too, most likely at foundries, to be as competitive. This is extremely important in small form factor production. The market is getting more and more fascinating to watch.
Bolaji, I accept that the way things going around is getting really interesting. The simple fact will be something like if atleast 50 percent of the total population in the world have an independent device and imagine every one connected to the internet. The products like tablet, smart phones powered with a latest mobile communication technologies will boost the internet usage to unimaginable heights in the future. There is lot already and there is many more to come.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
While no one really can accurately predict the future, we can take guidance from another Drucker saying which is the best way to predict the future is to create it.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.