June 30, 2010
When it comes to smartphones, ARM Holdings (Nasdaq: ARMH ) has been the dominant force. Its designs are licensed across the main processor designers: Texas Instruments (NYSE: TXN ) , Qualcomm (Nasdaq: QCOM ) , and NVIDIA (Nasdaq: NVDA ) have all licensed its architecture for their processors. Yet, there's a sleeping giant that's finally starting to realize the opportunity presented by the smartphone revolution. Don't count out Intel (Nasdaq: INTC ) just yet.
The key design factor with smartphones is the amount of power they draw. While Intel has been phenomenally successful with laptop and desktop processors, its designs have never been power-efficient enough to be widely included in smartphones, which feature extremely small batteries. With its new Moorestown design, Intel hopes to reverse its fortunes. The power-sipping chip can provide nearly 10 days of uninterrupted battery life. In addition, it provides extremely robust multimedia options and should be comparable to the most high-tech offerings any of its ARM-enabled competitors can offer.
To see more about Intel, and how it sees itself well positioned to not only fend off, but dominate the smartphone opportunity, watch the presentation below.