On February 19, 2002, Microsoft and Intel announced a “Wireless Development Initiative” at the 3GSM World Congress. The Congress, in 2002, was held in Cannes, France. Now, nearly 13 years later, Intel has established itself as one of the premier chip manufacturers for one segment of the mobile device market – tablet computers.
An Intel® Atom™ Z3580 CPU powers Dell’s new Venue 8 7000 tablet computer. This tablet also includes Intel’s RealSense™ R200 SnapShot camera. Readers can learn more about this new camera technology on Intel’s website. The operating system is Android 4.4 KitKat. This Dell tablet has an MSRP of $399.00, with 16GBs of storage, 2GBs or RAM and an 8.4″ OLED HD screen (2560×1600 resolution).
Earlier this week, the Wall Street Journal website published a review of the Dell tablet. The review was written by Joanna Stern. She really liked the device. Readers should note Stern has yet to come to the same conclusion with regard to Microsoft’s Surface 3, at least as I read her opinion. So winning a “like” from Stern is no small feat.
But the Dell tablet is not the only example of Intel’s penetration of this market segment. Lenovo is using another Intel Atom processor, the 3745, to power a tablet in the sub $200 MSRP range, the Lenovo TAB S8. The Lenovo tablet also runs on Android 4.4 KitKat O/S and offers an 8″ HD screen (1920×1200 resolution) and 2GBs of RAM. HP is also offering Android tablets powered by the same Intel Atom CPU technology.
Intel has provided incentives for its OEMs to produce devices running on Intel technology. Mention has been made of these incentives in the most recent Intel earnings conference call. Intel has also announced it will implement a new way of reporting on its business activity in this market. Mobile administration, marketing and sales costs will be rolled into its PC device business, as Aaron Tilley reported in Forbes last November, in an article titled Intel Is Combining Its PC And Mobile Units As The Lines Between The Two Blur.
In my opinion the negative analyst reaction to this announcement, and, in fact, the overall analyst impression of just how much effort Intel has invested in this activity, to date, is overstated. The fact is they are now winning at the effort, which, going forward, should be very good news.
Ira Michael Blonder
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