Intel's lead in semiconductors could be challenged by Samsung
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"The overall competition landscape will change as the boundary between CPU and AP blurs, with Intel trying mobile chips, and the performance of ARM-based APs improving to the level of CPU ... That indicates Samsung's ultimate target could be Intel and Qualcomm."-Greg Nho, HMC Investment & Securities.
Intel has seen the launch of the first smartphone to use its Medfield processor in the Lava International Xolo X900 which was released in India. Lenovo and Motorola both plan on building smartphones with Intel inside, but the chip maker is well behind leaders like the Samsung Exynos processor and the Qualcomm Snapdragon.
"It's premature to forecast who will be the winner or if Intel's entrance will pose any substantial threat to the ARM camp, given that ARM architecture is unarguably ahead of (Intel's) x86 APs in power consumption, while production costs are also lower."-Nomura Securities
Can Samsung catch up and overtake Intel? Last year Intel sold $48.7 billion in chips, about $20 billion more than Samsung sold according to iSuppli. How can the Korean based tech titan pass Samsung? At least one analyst says it would require a huge growth in Samsung's memory chip sales and a stumble by Intel. Mike Howard, an analyst at iSuppli, says that while Samsung could have trouble growing its share in memory chips, he sees Intel having to form a major alliance long term to hold off Samsung. If Samsung does have one disadvantage, because it produces smartphones and tablets as well as the chips inside, some producers of mobile devices might not award business to them.
"Catching Intel would require significant growth in memory market share along with an Intel stumble. While there are challenges for Samsung to continue to grow market share in memory (chips)... I would anticipate a major alliance, long-term, between Intel and another major memory company to rival Samsung."-Mike Howard, iSuppli.
source: Reuters
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