Intel Q2

Intel reported Q2 last night, just a few IMG-related bits in the CC:


'We are also tracking more than 20 Windows 8 Tablet designs based on our low power and low cost Clover Trail Atom SoC in addition to a number of core based tablets'

'In the smartphone space, we saw the launch of Medfield-based phones from Lenovo, Lava and Orange to great reviews. These launches further established Intel in the market building on the wide presence we have in baseband.'


'Specifically, to your question, no, it's not predicated on doing more sales in either tablets or in smartphones, but don’t take from that, those aren’t important segments. We think we are on a path to have a lot of products in the market, we’re wining design wins, which really is the momentum that builds into 2013'

'As Intel based tablets are shipping both on Windows 8 and Android, we expect to be able to participate in that fast growing market, but I don’t think those numbers are going to be material this year. I think that just because of the start on, the timing of the start is going to be a slower ramp'

Full transcript:  http://seekingalpha.com/article/727571-intel-s-ceo-discusses-q2-2012-results-earnings-call-transcript

Next week should be more interesting with Texas Instruments Q2 on Monday 23rd and then  Apple Q3 on Tuesday 24th - iPhone shipments for the quarter are expected to remain at over 30m, whilst iPad should see a ramp up to over 20m.