Intel vs. ARM: The Battle Isn’t Over Yet
The market seems to think that the folks at ARM and its licensees (TI, Nvidia, Qualcomm, Marvel, Apple, et. al.) are on the verge of attacking Intel where it is most susceptible – the PC and server space. Indeed, ARM is making inroads with low power designs, and has a virtual monopoly on mobile devices. But the path to PCs and Servers is a very different path than smartphones and tablets. And clearly, Intel doesn’t think it can afford to concede any territory, which is why it is pushing back hard on the mobile heartland of ARM. So let’s step back and see what Intel has going for it vs. the ARM ecosystem.
Many observers have a bias towards ARM and are discounting Atom’s potential for success in phones and tablets, I think that Atom really does have a chance to succeed and thrive. Not perhaps in the current version, but in the new generation of chips Intel will launch in the next 6-12 months. And I believe that Intel will stay very far ahead of ARM in the race for PCs and even high-end tablets. Why? Here are some reasons.
