Personally, I think we should be much further ahead than this, but that's just me.
https://www.fool.com/investing/2017/07/31/2-tidbits-from-intel-corporations-quarterly-report.aspx
5 replies (most recent on top)
What a joke, another Altera! Nobody will use Intel foundry unless you sell at a loss or buy them
"In 2014, Intel announced that it planned to invest up to $1.5 billion to acquire about 20% of China-based mobile-chip specialist Spreadtrum from Tsinghua Unigroup. The company also, according to its most recent 10-Q filing, said it "entered into a series of agreements" with Tsinghua Unigroup "to, among other things, jointly develop Intel architecture- and communications-based solutions for phones."
Intel says that in 2015 it plunked down $966 million "to complete the first phase of the equity investment" in Spreadtrum. The company doesn't appear to have completed the rest of the investment, and it's not clear whether it still intends to.
The interesting thing in the second-quarter 10-Q filing related to this Spreadtrum deal is that the company "reduced [its] expectation" of Spreadtrum's future business performance because of "competitive pressures." This, Intel says, led to a $147 million "other-than-temporary" impairment charge."
TWT is a troll, ignore and don't feed
TWT - I think we're saying the same thing, just with different styles.
To your question, 2 yrs max.
Any (legit) questions?
Wow, brah, just Wow! This moron BK invented Quark, naively thinking that so far once upon a time Pentium will spark lot of nostalgic emotions, hysterical historical paranoia, in the sense... But BK completely failed.
And, you know what? BK is failing big time... But, hey, INTEL still has lot of saved monies by XX Century Visionaries... ?!
So my legit question will be: how long until this c---eroarcher (purposely misspelled) will waste all INTEL savings?! 2 years? 4 years? Or, maybe, 10 years??? :-))
Time Will Tell
More like Fake Hope.
IOTG is simply the renamed Embedded Products Group (including many, many three-letter-acronym divisions that get re-packaged/re-named on a yearly basis). Embedded just means the CPU/chipset goes into an end-product that is NOT desktop/laptop/server/mobile - it's EVERYTHING else, which can cover a wide array of applications.
When it got changed to IOTG, there was a time when it looked like Intel was really going to support the Internet of Things in a big way, but it could never reach any meaningful liftoff. Mini-gateways (or reference designs) with CPU, McAfee security and WRS OS fell apart, and all the tiny-iA projects got canned. So, there's no real IOT focus any longer than just trying to ensure that iA gets into IOT gateways.
That sales slowly increased is pretty much expected, but it will never increase dramatically since there is already SO MUCH embedded competition that is non-iA. The market itself will continue to expand, so the actual question is if Intel is tracking the market expansion rate for ALL CPUs (I don't have that answer). Margin expansion just really closely follows that of CCG, since most of the embedded CPUs are slowly rising in performance, and subsequently in price.
Net effect here is just a pretty much zero. Embedded has been around Intel around 35 years - while it is a steady and slowly growing business, it's never going to move the dial because it serves SO MANY industries. That's also why they are making a big bet in Automotive - it's the ONLY embedded application(s) that could be major volume.
Any (legit) questions?