Intel Unveils Moorestown and the Atom Z600, The Fastest Smartphone Platform?by Anand Lal Shimpi on May 4, 2010 11:54 PM EST
This isn’t your netbook’s Atom. Thanks to an incredible amount of integration, power management and efficiency Moorestown has the potential to be the most exciting thing to hit the smartphone market since the iPhone. If Intel can deliver a platform that offers greater than 2x the performance of existing smartphones in the same power envelope it has a real chance of winning the market.
The problems are obvious. Intel is the underdog here, it has no foothold in the market and the established OSes are currently very ARM optimized. Not only does Intel have to get Moorestown off the ground but it also needs a win on the software side as well. MeeGo has to, er, go somewhere if this is going to work out. The one thing I will say is that the expected rarely pans out. The smartphone market in 5 years won't look like an extension of what we see today. Apple and Google dominating the market and running ARM processors is where we are today, I'm not convinced that's where we'll be tomorrow.
Intel's Sean Maloney, heir apparent to the CEO throne, said that to succeed Intel needs 3 out of the top 5 handset guys and a bunch of alternative players. He added, "we feel like we're in good shape for that." In the next 12 - 18 months we should see that come to fruition.
For me however it's more about software and design wins. Intel needs to be in an iPhone, or at least something equally emotionally captivating. It needs a halo product. I believe Intel has the right approach here with Moorestown. To be honest, I've seen the roadmap beyond it and it's very strong. The technology is there. We just need someone to put it to use and that's the part that isn't guaranteed.