Intel discuss plans at a meeting with analysts. Yesterday we noted that the company is encouraged to not focus on the loss of jobs at mobile direction - in the processor market for smartphones and tablets. For its part, it will hide those inevitable losses for another year or two , mask their income from the supply of classic processors.
Thus, the company warned that operating profit in 2015 will grow more slowly, not because it will continue to subsidize mobile issue decisions, and because of the significant costs to improve the 14-nm process technology and financing the development of the 10-nm process technology. By the way, Intel acknowledged that they were a bit rushed with the transition to 14 nm process in the case of a 10-nm process will behave cautiously.
At the same time, from 2015, the company expects a significant rise in demand for mobile platforms. Now this notion includes any processors that allow to produce something that can be torn off from the table and work in the fields. This tablets, smart phones, laptops, smartbooks, transformable PC and maybe something else. All this happiness must be connected to the global network, so we are waiting for the deployment of infrastructures WWAN - global wireless internet. Thus, Intel will also provide their own modem and popular platforms for mobile communication.
On the development and research in 2015 and on the technology WWAN, Intel is going to spend unrealistically huge amount - about $ 20 billion. Plus / minus $ 400 million. This is approximately twice that still spent one year in an individual company in the IT-sector. The company is sure that they will be able to quickly return the money because they expect in 2015 a stable operation of the PC market and good demand for mobile processors at all levels, including joint ventures with Chinese developers entry-level platform.