Instead of targeting the latest and greatest design at 130W/90W TDP desktop parts and downsizing it to a laptop, they've turned it around and is starting to target 35W TDP as their main platform, then upping the power to turn it into a desktop part.
Since power consumption and heat dissipation is becoming an issue also at their top-of-the-line server market, it probably makes much more sense to design things that way. My guess is that high density server design at this point has more in common with laptop-esque power and heat constraints than those of, say, high-end workstations.
That kind of performance should be more than enough for smartphones, and probably even tablets, though I could see how we might need more on clamshells. But by having a product line that focuses on lowering power consumption every year, while maintaining the performance will also ensure Intel will never catch-up with them in chips with extremely low energy consumption, and in the same time our smartphones will start lasting more and more.
That is more of a tactic than a strategy. After 3-odd years, there would be a 10 times performance difference between the 'fast' and the 'cool' lines. Chances are there is room between them.
Also, I think is more economical to produce old designs at new technologies for the 'cool' line than to design new 'cool' chips from scratch. That would likely get you 90% of the goal for 10% of the costs.
That 90% probably is sufficient, too, as CPU power usage typically is only a fraction of system power usage. I think that applies even to most embedded stuff for which an ARM is appropriate (ignoring on-chip audio and video decoding hardware)
And you implicitly bring up a point I've read about, that power and cooling are now the limiting factors in server spaces. Moore's Law plus the even faster doubling of disk platter capacity (as of late I've read it's doubling every year or so) has allowed us to pack rather a lot in rather small spaces.
I for one am very happy with the Sandy Bridge CPU speeds and price/preformance.
It seems like the power-savings in Ivy Bridge will allow a further transition of this tech down to smaller form-factors.
I wonder if the non-premium laptop space will still remain stuck where it is now though? I'm not sure, 5 years on from 2006, what percentage of consumer laptops are significantly faster in use than my MacBook Core Duo.
But who knows? You can't buy a Sandy Bridge Xeon chip that's less than 3 GHz.... (Although I forget the clock rate of the very low power OEM only part.)
http://www.anandtech.com/show/3876/intels-core-2011-mobile-r...
Clocks are 2.2GHz to 2.7GHz, all hyper-threaded. Dual and quad-core.
Quite interesting stuff, though I might be annoyed if I bought an i7 laptop then discovered it wasn't a quad-core.