Intel and the Internet of Things

By Carl Ford November 21, 2012

I know the stock market is supposedly efficient, but sometimes the knee jerks make me wonder. Intel’s quarterly report was a sea of red oceans with a lot of “flat” growth and revised expectations. Jim Cramer on CNBC recently spoke of the issues between Apple and Intel. Intel’s Infineon acquisition seems to have done little good in bringing the company into the ARMed camp of chip makers.

Yet, Intel does something that very few companies in wireless do. They support their partners! 

Remember “Intel Inside?” 

Now if you go to Intel’s website “Inspired by Intel” it shows a host of ultrabooks positioned to regain the tablet market.

Now let’s look at the mobile landscape. We can make the case that Google with Android, has taken the partner role, but Google does not support its partners in the same way. 

I can hear my friends claim foul, because there is a big difference between software support and hardware support (even though Steve and Woz would differ). But fundamentally this is about gathering resources and delivering on economies of scale; which brings us to why I brought up Intel in my M2M article in the first place.

Intel is gathering resources in the M2M space in a lot of interesting solutions. The company’s traditional partners like Acer, Asus, Dell, HP, Lenovo, etc. are not there yet. And clearly they are also having a hard time in the stock market.

However, Intel is solidifying interesting partnerships with companies like Cinterion, Eurotech and Kontron. Now the Intel Intelligence Systems Alliance does not make the “bum (pause) bum bum bum” sound in your ear, and these are not household names. To the stock market, these inroads into M2M are not going to turn the tables immediately. However, we are talking about the Internet of Things and that is a much larger market than PCs and smartphones. 

One other cause for speculation, with Otellini’s retirement, I am not sure this is a simple executive search, I would not be surprised to discover that they look to hire away a Qualcomm executive or perhaps find an acquisition leader. This probably means a right sizing of the company as well. 

Bottom line, Intel is not unaware of its issues, and we should expect to see it take the right steps to regain relevance.

Edited by Stefanie Mosca

Partner, Crossfire Media

Related Articles

u-blox to Support Verizon LTE Cat M1 by End of 2016

By: Ken Briodagh    10/20/2016

In a new release, u-blox, a leader in wireless and positioning modules and chips, announced plans to launch a module supporting Verizon's Category M1 …

Read More

Qualcomm Appoints Alex Rogers as EVP and President of QTL

By: Ken Briodagh    10/19/2016

Qualcomm Incorporated has announced its promotion of Alex Rogers to Executive Vice President (EVP) and President of Qualcomm Technology Licensing (QTL…

Read More

Qualcomm Announces Broad Ecosystem Adoption of LTE M1/NB-1 Modem for IoT

By: Ken Briodagh    10/19/2016

Qualcomm has announced that its LTE Cat M1 and NB-1 modem has scored some big design wins among the IoT's leading module OEMs. These designs are an ad…

Read More

Nokia Brings Virtual Network Management to Small Mobile Networks

By: Ken Briodagh    10/12/2016

Nokia has now announced that it is activating an advanced virtualized mobile network management system ideally suited for the IoT, called Nokia NetAct…

Read More

Faraday Offers PowerSlash on UMC Ultra-Low-Power IoT Platform

By: Ken Briodagh    10/12/2016

Faraday Technology Corporation, an ASIC design service and IP provider, and United Microelectronics Corporation (UMC), a semiconductor foundry, have r…

Read More