Intel sales into smart phones, tablets, TV, smart signage are still low experimental volumes, although volume ramp is expected by this analyst to be much greater than many anticipate into Haswell derivative generation.
For 2012 through 2013 end, Intel manufactured approximately 24,882,339 Atom’s of all grades with review sources stating Pennfield/Medfield SOC phone operating power 18 mW to 1W. And for Tablet 2W idle to 4W active. Centerton Server SOC TDP 6.1 to 8.5w is aimed for 5w Duals at next generation Avoton, where industry sources suggest public power disclosure is an Intel disinformation overstated by 20%.
In addition for the Android/Chrome OS market, Intel has manufactured approximately 7,387,206 Celeron 7xx/8xx Series, average weighed price speed split on supply schedule $102 to $109, TDP 17w for systems that don’t need batteries because they have a power supply.
This analyst believes for open integration market, sans vertically integrated consumer electronics producers who fabricate their own ARM designs, Intel will be unstoppable in TV on the ability to supply good enough processor performance on the monopoly advantage of their price for dice area less than whole production cost.
Finally Intel is in the process of dumping a combination 16,714,451 Sandy Bride Celeron Value Desktop and Value Mobile TDP 35w and 17W respectively for prices substantially less than Intel variable and fixed cost which is a continuing antitrust violation; $50 and $86 respectively.
At these prices for CPU/GPU combos including provided at no cost in a bundled sales package, for COM in tethered systems Intel is systematically disabling ARM in its established industrial and commercial niches and surrounding ARM in its mobile stronghold.
Ivy Bridge dumping begins Q1 2013 with Celeron and Pentium brands continuing to displace competitive processors on Intel monopoly advantages. And where there is an actual cash sale, displaces channel financial ability to purchase anything else.
Mike Bruzzone
Camp Marketing