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1/17/2014
12:25 PM
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Intel Desperately Seeking Mobile Momentum

Posting mixed earnings, Intel tries to catch up in mobile while getting ahead in wearable tech and the Internet of Things.

Intel CEO Brian Krzanich
Intel CEO Brian Krzanich

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Stratustician
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Stratustician,
User Rank: Ninja
1/21/2014 | 10:01:52 AM
Re: Internet of Things
I agree, while wearables (smartwatches etc) might get some traction in the mainstream consumer market, the real market for IoT or machine to machine will be for organizations who are looking to provide newer services and solutions to modernize current ones.  Personaly I can see a lot of growth in traditional areas like logistics, transportation, public services and retail.
geezer42
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geezer42,
User Rank: Apprentice
1/19/2014 | 5:17:36 PM
Reap the whirlwind
14 years and a couple of jobs ago, I was designing a high end singleboard computer for a large scale embedded system.  The boss wanted a big-endian RISC CPU but I broght Intel in for due diligence.  They flat-out refused to show me a selector guide, and instead demanded to know exactly what we were building so they could prescribe a CPU and chip set.   Which would then be the only one we could get design info for.   The attitude was unbelieveable.  I was really rooting for the mobile pentium of the time, but Intel was too arrogant to work with.  We settled for IBM's PowerPC of the time, despite its non-existent support ecosystem and clueless field tech support.  Intel needed to learn back then it didn't have a monopoly any more, and start listening to its customers.  I hope they figure it out before they have to start laying off...
ChrisMurphy
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ChrisMurphy,
User Rank: Author
1/17/2014 | 4:57:51 PM
Re: Internet of Things
I'm thinking production environments Tom -- factories, warehouses, processing plants, refineries. The ROI comes from avoiding downtime, stockouts, bottlenecks, inventory failures. And that's where you might want just enough processing power at the point of collection to say "send data back only when its below ABC or above XYZ."
Thomas Claburn
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Thomas Claburn,
User Rank: Author
1/17/2014 | 4:40:33 PM
Re: Internet of Things
>Think Intel can cash in on that IoT opportunity?

I still have doubts the IoT will really excite mainsteam consumers. I see it being much more meaningful in cars and public infrastructure than homes for quite a while.
Michael Endler
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Michael Endler,
User Rank: Author
1/17/2014 | 3:38:01 PM
Re: Intel Vs. Rivals
They're opening some of their factories to other companies too. And they axed the TV program and are going to do a small amount of staff reducing. Krzanich seems intent on making things leaner and more focused, even as he talks up a gameplan that's enormously ambitious.
Laurianne
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Laurianne,
User Rank: Author
1/17/2014 | 3:24:22 PM
Intel Vs. Rivals
Intel's ability to ramp up supply quickly for mobile products used to be a key advantage compared to rivals such as AMD. Today, Intel has more capacity than it needs. Intel just delayed opening a fab in Chandler, AZ in response to weaker demand.
cbabcock
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cbabcock,
User Rank: Strategist
1/17/2014 | 3:00:03 PM
Don't forget Intel inside switches
Intel is a big supporter of Facebook's Open Compute Project. Don't be surprised if Intel chips start finding their way into several lines of commodity, white box switches that companies will use to build out software-defined networks. It is a small market now, potentially a big one.
ChrisMurphy
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ChrisMurphy,
User Rank: Author
1/17/2014 | 12:55:17 PM
Internet of Things
It seems like many early Internet of things initiatives lean toward shipping all the data back for analysis. But some will take processing at the point of data collection, either for speed or to lessen the data transfer load. Think Intel can cash in on that IoT opportunity?
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