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EE Times published an article yesterday explaining that ARM will have the majority of MID sales until 2014. Shockingly, I'm not too worried that anyone working on Atom or MID development is going to abandon ship.
First, ...2014? I'd love to know what is going to be happening by the end of this year, let alone six years out. That's an Internet Eternity, especially in this product area. How old is your cellphone, smartphone, or favorite tech toy? Would you have really envisioned how you use it two years ago? Four?
Second, there are too many wild cards in the cast of characters. Apple, Google, Asus, Microsoft, and even... what's their name again... oh yeah, Intel, might have a plan or two up their sleeve in this time frame, and any one of them could send things scrambling in a new direction. Apple wrenched the phone world sideways with the iPhone, and Asus launched a whole new market with the Eee PC. Google has Android cooking and never fails to keep developers amused with new forays, and good ol' Microsoft may be sometimes slow to the party, but they always show up with an entourage.
Third, the article claims the "proven advantages of the ARM ecosystem in mobile devices will eventually outweigh those of the Intel platform." I've talked to a lot of people inside and outside Intel who develop for these devices, and the fragmentation of the existing ecosystems drives many of them nuts. One of the great things about moblin is that is provides an compliance base across devices so you can reduce testing and reach more target systems, even running on multiple form factors like MIDs and netbooks.
ARM has an impressive part of the market right now in MID and ultra mobile devices without a doubt. The iPhone alone tips the balance quite nicely. I just don't see how anyone watching this industry, and who has looked at Atom and Intel's plans for it, could do anything but chuckle at any six-year prediction around MIDs other than it is going to be one crazy ride.
By √ -1 on May 9th, 2008 at 4:55 pm
It seems to me that much depends on what happens with widespread support for WiMAX and other wireless connectivity network schemes. Intel isn't really developing for phones anymore, right? Not that it's always easy to tell anymore which devices are primarily phones and which are computers, but for example, I have an ARM-based Nokia N800 Internet tablet, which is a fabulous little unit as long as I'm able to locate wifi. That's a big if, particularly outside of large urban areas. It winds up sitting in the drawer more often than not because my notebook is still superior for writing, organization and planning, multimedia delivery and gaming, and for very mobile access, my cell phone wins over the N800 despite a clunkier UI and excessive costs from the provider for services, simply because the network has further reach.