Brian Krzanich, Intel CEO, has promised to accelerate the development of mobile processors. This is particularly true decisions in Atom line, whose representatives by the end of this year will be replaced on Silvermont microarchitecture . High performance without compromising energy efficiency - that's what Intel is betting against rivals from the camp ARM.
The official change in the priorities of the Intel attracted the attention of many analysts. The expert agency Morgan Stanley Joseph Moore (Joseph Moore) believes that Intel dream to gain the tablet market can be realized at the expense of devices running the operating system Windows 8, but that does not mean that the processor giant will be able to earn much on this direction.
According to forecasts, the capacity of the tablet market in 2014 will reach 282.8 million units in 2015, this figure will increase to 327.5 million. The share of tablets running Windows 8 will account for about 13% and 16% of the total, respectively, the remaining parts will share Apple and Android. Atom processors are used in about 75% of the tablet with Windows 8, and almost 8% - from Android. Together, on Atom will be based 36 million tablets in 2014 and 50.2 million - in 2015, at an average cost of the processor is equal to $ 20, based on revenues of $ 722 million and $ 1 billion, respectively.
If the implementation of each Atom processor maker gets 50% of its value in the form of net profit, then eventually it will bring an extra 5 cents per share in 2014 and 6 cents - in 2015. In this regard, the expert believes that greater financial significance for Intel processors have Haswell and devices like ultrabooks and transforming computers based on them. Moore also believes that the expansion of the tablets market running Android for Intel will be more difficult than the development of Windows 8 niche.