Please ensure Javascript is enabled for purposes of website accessibility

Will Intel Succeed in Sticking Core Into Smartphones?

By Ashraf Eassa - Sep 6, 2015 at 9:00AM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Intel is reportedly trying to bring its PC-oriented Skylake architecture to the smartphone market.

Intel (INTC -0.86%) has been working to bring down the power consumption and physical footprints of its Core processors for quite some time. This has largely been in service to the company's plans to enable thinner and lighter notebook PCs as well as to try to get its higher-end (and higher-margin) Core silicon into 2-in-1 convertibles and tablet-like devices.

What's interesting, though, is that Intel is reportedly (via Gizmodo) trying to squeeze chips based on its latest Skylake architecture into large smartphones or "phablets."

I don't think that many -- if any -- phone vendors will actually wind up deploying smartphones based on the company's Skylake architecture, but the notion of Intel putting its Core micro-architecture into a smartphone is one worth exploring.

Skylake comes pretty close, but not quite there
A typical high-end smartphone system-on-a-chip is usually a single chip solution with a whole host of different intellectual property blocks or IP blocks. Some of the main IP blocks include CPU cores, graphics/media, image signal processor, sensor hub, digital signal processors, various input/output technologies and, in many cases, a cellular baseband processor.

If we take a look at what Intel delivered with Skylake, we can see that a lot of these blocks are already there:

Source: Intel.

However, unlike in a "typical" smartphone chip, Skylake still has a number of key intellectual property blocks integrated into a separate chipset on the same package. To make it a "true" smartphone chip, Intel would probably need to bring all of that onto the main processor die.

When might we see a viable smartphone-oriented Core-based processor, then?
As I mentioned earlier, I don't think that Skylake-based smartphone chips will be viable/competitive with chips designed from the ground-up to be smartphone chips. With Kaby Lake, which is expected to be an enhanced family of chips based on the Skylake architecture, I don't think Core-based smartphones will be particularly viable either.

However, things could start to get interesting as Intel transitions to its 10-nanometer architectures. It's not clear yet whether Cannonlake -- Intel's first 10-nanometer processor architecture -- is intended to be pin-compatible (that is, plug into the same boards) with Skylake and Kaby Lake.

If Cannonlake is intended to be compatible with those older chips, then a move to a true single-die system-on-chip might not be feasible until the follow-on architecture. If not, then Intel might have the freedom to make such a significant change.

When and if Intel begins to deliver Core M processors with just a single piece of silicon with all key IP blocks integrated, then not only would this make for an even better or more efficient low-power PC and tablet processor, but it could also finally be viable for smartphones.

Of course, simply getting to a single chip solution wouldn't be enough; Intel would need to make sure that such processors -- should they come into existence -- have leadership IP blocks across the board.

By this I mean that it won't just be enough to, say, deliver best-in-class CPU and graphics performance. Intel will need to make sure that all of the other IP blocks that are relevant to phones and phablets are top-notch as well.

Intel hasn't been successful in delivering products with such leadership capabilities with its Atom line of smartphone/tablet processors. However, if Intel deems such capabilities and integration levels critical to protecting its leadership position in its core PC markets, then there's a reasonable chance that Core-based products with the right capabilities will make it into the smartphone market. 

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

Intel Corporation Stock Quote
Intel Corporation
INTC
$41.65 (-0.86%) $0.36

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning service.

Stock Advisor Returns
330%
 
S&P 500 Returns
115%

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 05/22/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.