Feeds

Tablet marketgasm? Don't make us laugh, say Intel chiefs

'I don't believe in this fondleslab bear,' insists Smith

High performance access to file storage

Intel execs poured cold water on overheated predictions for tablet sales today, pointing out to investors that notebook shipments still massively outnumber fondleslabs, and there is little prospect of that changing.

CFO Stacy Smith and EMEA General Manager Christian Morales hit investors with a mountain of data at at an investor conference in London this morning.

Smith re-emphasised the chip giant's determination to drive into the phone and tablet markets, describing what he said would be a doubling of Moore's law across its SoC products over coming years.

While the firm will certainly play in the tablet market, Smith dismissed suggestions that this would be at the expense of the firm's notebook PC business, which is based around more lucrative full fat chips.

There were obvious reasons why tablets could not supplant notebooks any time soon, he said, including security issues and their limited capabilities in producing content.

More tangibly, he argued, notebooks had weathered the netbook storm – itself largely powered by the Intel's Atom range. Surging netbook sales coincided with the financial crisis of 2008, Smith argued. While notebook sales took a dive during that time, once the dust had cleared, it was obvious this was down to consumers and businesses reining back spending, rather than a wholeswitch switch to netbooks.

Secondly, he argued, demographics show tablet sales are currently heavily skewed towards more affluent buyers.

Lastly, he pointed to Apple's own product line, which showed Macbook sales climbing faster than iPads.

The "bear case" Smith said, was shipments of 100 million tablets in 2013 and a "33 per cent cannibalisation" of netbooks, but this would still leave a total addressable PC market growing at 11 per cent.

"And I don't believe that case," said Smith.

While the firm was investing in tablets and other non-notebook mobile platforms, "We believe they're an incremental device."

EMEA boss Christian Morales said tablet sales were around half those of netbooks. "Tablets might sell more than netbooks in Q4," he suggested.

"When you look at tablets, one is selling very well. Another is selling but very behind, and there are a lot more coming," he said.

"The data is the data ... the volumes are notebooks, then netbooks, then other devices." ®

High performance access to file storage

More from The Register

next story
Report: Apple seeking to raise iPhone 6 price by a HUNDRED BUCKS
'Well, that 5c experiment didn't go so well – let's try the other direction'
Microsoft lobs pre-release Windows Phone 8.1 at devs who dare
App makers can load it before anyone else, but if they do they're stuck with it
Zucker punched: Google gobbles Facebook-wooed Titan Aerospace
Up, up and away in my beautiful balloon flying broadband-bot
Nvidia gamers hit trifecta with driver, optimizer, and mobile upgrades
Li'l Shield moves up to Android 4.4.2 KitKat, GameStream comes to notebooks
Gimme a high S5: Samsung Galaxy S5 puts substance over style
Biometrics and kid-friendly mode in back-to-basics blockbuster
AMD unveils Godzilla's graphics card – 'the world's fastest, period'
The Radeon R9 295X2: Water-cooled, 5,632 stream processors, 11.5TFLOPS
Sony battery recall as VAIO goes out with a bang, not a whimper
The perils of having Panasonic as a partner
NORKS' own smartmobe pegged as Chinese landfill Android
Fake kit in the hermit kingdom? That's just Kim Jong-un-believable!
prev story

Whitepapers

Mainstay ROI - Does application security pay?
In this whitepaper learn how you and your enterprise might benefit from better software security.
Five 3D headsets to be won!
We were so impressed by the Durovis Dive headset we’ve asked the company to give some away to Reg readers.
3 Big data security analytics techniques
Applying these Big Data security analytics techniques can help you make your business safer by detecting attacks early, before significant damage is done.
The benefits of software based PBX
Why you should break free from your proprietary PBX and how to leverage your existing server hardware.
Mobile application security study
Download this report to see the alarming realities regarding the sheer number of applications vulnerable to attack, as well as the most common and easily addressable vulnerability errors.