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A comment on Intel and Arm Announce Multigeneration Collaboration on Leading-Edge SoC Design. Parent comment

Re:Intel and Arm Announce Multigeneration Collaboration on L... by vlovich123 on Wednesday April 12, 2023 @12:17PM (#35542157)
Right. Big company disease caused Intel to miss the biggest CPU market and relegated to big metal servers because they got undercut. It’s still a miss for the business and the CEO regardless of how managers/VPs measure themselves. CEOs are supposed to take a longer term strategic view. Since the mobile revolution Intel stock peaked at 2x from before 2007 while Qualcomm has done about 2x better than them. Of course part of that is cellular chips / licensing. But there’s also other CPUs that were competing with Qualcomm. Maybe that’s why Intel didn’t bother to compete (Qualcomm SoC is CPU+cellular if I recall correctly).

It’s still a lesson on the importance of keeping a foothold for the lowest volume market even if you’re not making any money as long as the cost is sustainable - cutting every unprofitable part of the business leaves you for disruption. Same thing happened to Microsoft with smartphones and Google with social.

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Re:Intel and Arm Announce Multigeneration Collaboration on L... by mepian on Wednesday April 12, 2023 @12:39PM (#35542526)
>Of course part of that is cellular chips / licensing. But there’s also other CPUs that were competing with Qualcomm. Maybe that’s why Intel didn’t bother to compete (Qualcomm SoC is CPU+cellular if I recall correctly).

Intel had a cellular modem business which they formed in 2011 and sold to Apple in 2019.

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Re:Intel and Arm Announce Multigeneration Collaboration on L... by vlovich123 on Thursday April 13, 2023 @09:21AM (#35555032)
4 years after smartphones became a thing. It’s a bit too late and no one really bought their chips in the high end phones.
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Re:Intel and Arm Announce Multigeneration Collaboration on L... by ksec on Friday April 14, 2023 @12:30AM (#35565540)
> Intel had a cellular modem business which they formed in 2011

They acquired* from Infineon. And completely messed it up.

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Re:Intel and Arm Announce Multigeneration Collaboration on L... by szundi on Wednesday April 12, 2023 @02:47PM (#35544751)
Sadly staying in everything is death by a thousand cuts. It is hard to have all the strategies at once.

Magic is finding out what of those can fly and it is not a manager but a leader quality to do well with new fields. Although sometimes managers feel the obvious moves for the short term sometimes better.

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Re:Intel and Arm Announce Multigeneration Collaboration on L... by jacobr1 on Wednesday April 12, 2023 @05:24PM (#35547177)
It is also a lesson for the cost-cutting that is popular right now. Sure, trim fat and waste - but R&D and and test projects in new areas are important for future potential markets. Keep some of that alive even it currently isn't profitable so that you have paths to future markets.
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Re:Intel and Arm Announce Multigeneration Collaboration on L... by vlovich123 on Thursday April 13, 2023 @10:33PM (#35564852)
I mean, Blackberry was huge and the market was still rapidly growing with no signs of slowing down. The addressable market was even bigger since even back then lots of people didn’t have cell phones and the majority were still feature phones (but more and more people were ditching landlines instead).

Sure, it can be hard to know when to stay in, but the “death by a thousand cuts” is not a financial problem. These are often rounding errors to continue. It’s a question of focus. And Intel clearly made the mistake of thinking they didn’t need to focus on mobile.

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