Intel Lowers Sales Outlook for Third Quarter on Weak Demand for Chips

allthingsd.com

4 points·SlipperySlope··2 comments

Essentially ...

"Intel says its customers are reducing their inventory, which, in English, means they’re buying fewer chips because they haven’t used up the ones they had already bought in the prior quarters. That’s because they’re not selling as many PCs or servers. Indeed, consumers who are in the market for a new PC will be holding back on their purchases until Windows 8 is released, but that market is already sputtering anyway, in no small part because Apple’s iPad continues to batter notebooks sales."

Up to now in mobile, Intel has been utterly crushed by ARM licensees. Microsoft's bet-the-company approach to Windows 8 unification with mobile and ARM has not been helpful to Intel.

How long will it take for Intel to field design-winning chips for mobile? Will it be 2012 starting with Microsoft Surface & Motorola, or much later if at all?

Doubt it. They essentially don't have anything that competitive with ARM until the 14 nm Airmont late 2014, or 2015 if delays happen. That's also the year 64 bit ARM chips will appear though, and I think ARM will benefit from a lot of hype that year. A lot of chip companies will be trying to attack Intel in the server space with those chips, including Nvidia.

Reply on news.ycombinator.com