Intel chief executive Paul Otellini has said that the chipmaker has a big advantage over rival ARM when it comes to tablets and smartphones, as he confirmed the company is set to double the pace of Moore's law and introduce 14nm mobile chips within two years.
Kicking off Intel's 2012 Investor Meeting in California, Otellini said that Intel intends to be a leader in the mobile device market, and is "Just getting started".
Otellini said that he was excited about the future of the Intel architecture with Windows 8 coming later this year, and downplayed the chances of the ARM camp breaking into the Windows market.
"I think they will find they have an uphill battle. We have the advantage in legacy support and applications, and the Intel architecture will continue to scale in power," he said, adding that there are already at least 20 Intel-based tablets that will launch with Windows 8.
"Compatibility is important for CIOs, because they want to preserve investments in software built up over the years. But also for consumers, because legacy drivers will just work," Otellini said, claiming that there are major compatibility challenges for other architectures.
Intel's current Medfield Atom Z2460, launched in January, is manufactured using a 32nm fabrication process, but Otellini promised investors that there will be 22nm mobile chips next year and 14nm the year after.
"We're moving the phone platform from the trailing edge to leading edge of our technology, and you will see us moving at twice Moore's law with Atom," he said, disclosing that Intel is already in the process of constructing its first 14nm fabrication plants.
Otellini also widened this theme to the chip industry in general, and claimed that Intel is one of very few companies that will be able to stay at the top table of the chip manufacturing club, because of the scale required to operate in this industry.
While it cost $1bn to set up a fabrication plant for 200mm wafer production, it now costs in the order of $10bn for the newer 450mm wafers, he said.
"The industry is moving towards increased consolidation, and people are exiting the business. It's becoming harder to operate on the leading edge," Otellini added.
For those who can, the advantages of greater scale, better transistors and the highest level of integration will provide a competitive advantage, he claimed, adding, "We will be there."
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