Feeds

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

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

SANS - Survey on application security programs

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." ®

Combat fraud and increase customer satisfaction

More from The Register

next story
WTF happened to Pac-Man?
In his thirties and still afraid of ghosts
Reg man builds smart home rig, gains SUPREME CONTROL of DOMAIN – Pics
LightwaveRF and Arduino: Bright ideas for dim DIYers
Leaked pics show EMBIGGENED iPhone 6 screen
Fat-fingered fanbois rejoice over Chinternet snaps
Apple patent LOCKS drivers out of their OWN PHONES
I'm sorry Dave, I'm afraid I can't let you text that
Microsoft signs Motorola to Android patent pact – no, not THAT Motorola
The part that Google never got will play ball with Redmond
Happy 25th birthday, Game Boy!
Monochrome handset ushered in modern mobile gaming era
Slip your finger in this ring and unlock your backdoor, phone, etc
Take a look at this new NFC jewellery – why, what were you thinking of?
Rounded corners? Pah! Amazon's '3D phone has eye-tracking tech'
Now THAT'S what we call a proper new feature
Zucker punched: Google gobbles Facebook-wooed Titan Aerospace
Up, up and away in my beautiful balloon flying broadband-bot
prev story

Whitepapers

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.
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.
Securing web applications made simple and scalable
In this whitepaper learn how automated security testing can provide a simple and scalable way to protect your web applications.
Combat fraud and increase customer satisfaction
Based on their experience using HP ArcSight Enterprise Security Manager for IT security operations, Finansbank moved to HP ArcSight ESM for fraud management.