During Intel’s Q3, 2014 Earnings Conference Call, CEO Brian Krzanich announced the debut of the Core M line of core CPUs. The first devices powered by this new processor platform, per Krzanich, will come to market before the end of October, 2014. Computing devices powered by these processors, Krzanich noted, will feature “full core performance”, and a “fanless design enabling breakthrough designs and form factors”.
These processors appear to share a lot of the features of i3/i5/i7 cores powering Microsoft’s Surface 3 Pro tablet. Chip architecture permits a “razor thin design” (~9mm) and extended battery life (up to 9 hours). The graphics performance of the chipset has also been enhanced and optimized for online content.
The promotional content on Intel’s web site on this Core M chipset continues themes Microsoft employed during its debut of the Surface Pro 3: 2-in-1 devices are portrayed as viable replacements for “laptops”, which are characterized as slow, heavy, and inefficient. With these devices consumers will no longer have to purchase tablets for entertainment, and PCs for work: both functionality will be available from these 2-in-1 devices, and, Intel contends, with superior performance.
There is little indication this writer could find on Intel’s web site, or elsewhere, about specific devices running on one of these CPUs. Price point will certainly be an important consideration for Intel OEMs, so the early examples of devices powered by Core M processors may tell us a lot about just where Intel has assumed devices powered by Core M processors will be positioned in the market.
Emulating last year’s hot features — ultra thin form factors, long battery life, lightweight devices with high definition displays and graphics — may not amount to much in 2015. If the ASPs consumers end up paying for these devices hover around the price points for Microsoft’s Surface Pro 3 devices, we think market demand will be a lot less than hot, and restricted to the high end of the BYOD, consumerized IT segment.
It would be nice to see these processors powering devices in the $300 – $600 range. But, as of the date of this post, we have no examples to point to of what the street price will look like for them.
Ira Michael Blonder
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