Market watcher Nathan Brookwood of Insight64 was less sanguine noting that the PC was probably was “the most important design win of all time…but it’s not clear IoT will be the same horn of plenty…I think ARM is going to be the long term winner in IoT,”
Intel will get into ARM as a bit player on 10nm while TSMC and Samsung will be pumping out more ARM powered processors on 10nm way before them.
IoT will cost billions in cost and deliver millions in revenue
Memory will cost billions in deliver hundreds of millions in revenue
Modems will cost billions and generate 0 in profit
Servers will grow low single digits
Client will fall another 10%
Titanic continues to take water and big layofss and restructures will continue in 2017 and again in 2018 till Intel gets to about 50K employees, of course if 10nm doesn't come till 2018 we could be looking at even bigger cuts