Whereas Intel is ahead on transistor technology, it is still playing catch-up on mobile integration and network technologies. Intel at its analyst day is showing concrete measures of accelerating its mobile push around integration of baseband, application processor and connectivity, working to catch-up to Qualcomm and Mediatek with well-developed roadmaps of integrated solutions. Intel has engaged low cost tablet makers and targets 4x growth to 40mn+ units (15% share) and will ramp LTE more sharply in 2H14. Intel in mobile will have low impact on TSMC the next 2 years, as its integrated LTE baseband + AP will not be out until mid- 2015 and its low cost chip stays at TSMC through 4Q15.
Key challenge for Intel is catching up to a crowded