Comments on: Intel to Dominate Ultra-Mobile Computers

By: Indian Telco Offers Free Netbook With a Wireless Contract - GigaOM

Indian Telco Offers Free Netbook With a Wireless Contract - GigaOM — Tue, 21 Oct 2008 15:55:59 +0000

[...] can help the chip giant find success for its Atom-platform and turn it into a new engine of growth. ABI Research projects that there will be 200 million mobile Internet devices sold in 2013 and half of them will be [...]

By: Stacey Higginbotham

Stacey Higginbotham — Wed, 15 Oct 2008 02:33:35 +0000

Doug, you are right. I know the OEMs would love to have ARM and Intel playing off each other for years to come.

By: Doug

Doug — Tue, 14 Oct 2008 12:57:50 +0000

I'll echo what Tony said. The true mobile market is currently owned by ARM and will probably continue to be owned by ARM based products. The power consumption delta between Atom and ARM is huge. Yes, Intel is working that issue, but the ARM camp is not standing still either. The ATOM is a single shop provider, and CE manufacturers do not like to be cornered by a single vendor. The ARM camp is vibrant largely because there are multiple vendors to choose from, which helps hold the line on costs and also helps to drive device integration and innovation.

Intel once had their own ARM line, and it was a very good device lineup, but they sold that unit to Marvell. Some argue that it was driven by internal politics, others said that Intel chafed at the price competition in the open market. In any case, the market may not move to Intel's beat, particularly in the hand held / mobile market.

Doug

By: Mike

Mike — Tue, 14 Oct 2008 11:11:53 +0000

And by 2013, will the netbooks still run Windows XP?

http://disruptionmatters.com/2008/09/08/eee-pc-linux-or-xp/

By: Perspectivas de futuro del mercado de ultraportátiles » El Blog de Enrique Dans

Tue, 14 Oct 2008 08:20:50 +0000

[...] el informe, que aparece comentado en GigaOM, el mercado supondrá un total de doscientos millones de dispositivos en 2013, y resalta dos claros [...]

By: Ray George

Ray George — Tue, 14 Oct 2008 01:42:27 +0000

So the bad news for Arm is 50% of a $27bn market in 2013.

And that's apart from the markets they dominate now.

If I was Warren East in 2008 , I would accept the offer

of such a draw five years hence.

By: Stacey Higginbotham

Stacey Higginbotham — Mon, 13 Oct 2008 20:34:09 +0000

Anon, Tegra is awesome, although the current batch of problems with Nvidia’s graphics chips (and Nvidia’s reponse) may cause some OEMs to rethink their reliance on Nvidia.

By: Tony

Tony — Mon, 13 Oct 2008 19:55:16 +0000

Yeah, that “200 million” does sound a little high. Projecting 50% marketshare for Intel sounds reasonable — if you’re including ultraportable PC’s (but they’ll have to come down price to contribute much) and netbooks (basically, cheap ultraportable PC’s).

But IMHO netbooks and ultraportables are really PC’s and not really mobile internet devices (for a MID, I want features like instant on/off, not my current ultraportable’s clunky save/resume) — outside of portable PC’s, I expect Intel to get stomped.

By: Anon

Anon — Mon, 13 Oct 2008 19:05:53 +0000

What are the reasonings behind the large market share attributed to atom? Are we talking better technology or better infrastructure in terms of sales, marketing....etc?

While not proven yet, nVidia's Tegra seems promising from a power and video capability perspective that seems to trump the Atom on many levels.