AMD vs. Intel: This Time for Tablets?
By Chris on December 8, 2010
Battle between Advanced Micro Devices (AMD) and Intel has been waged for decades, but both are playing catch up with ARM Holdings on processors designed for tablets. In a previous post, we highlighted an analyst prediction that ARM would overtake Intel in the “mobile PC” market by 2013, and recent reports show that Intel is already gunning for ARM with its upcoming Oak Trail processor line:
So, spurred by a recent Futures alert on AMD (captured below) and thinking from a competitive intelligence perspective, I decided to take a look at each company in 2011 and found that things are most certainly heating up again around tablets.
From the future-facing alert, it’s clear that there is quite a bit coming down the road related to AMD’s new Bulldozer chips, and a quick look at Recorded Future for co-mentions of AMD and Intel during 2010 shows the new twist to this rivalry:
By running a query seeking “Product” and “Quotation” events in Recorded Future for next year, you can see the companies are gearing up to grab market share in the tablet space as Acer’s planned tablet line is driven by AMD chips and other Windows 7 tablets will run Intel chips. You can see those and other events in the timeline compiled below:
Surely much more to come here as both companies challenge the early lead taken by ARM Holdings, which hit it big in 2010 thanks to its chip technology used in smartphones and the iPad.