Intel’s annual Developer Forum kicked off today with their opening keynote with Dadi Perlmutter. Dadi went through a few different things during his keynote specifically focusing on the future of Intel and their focus on mobility. Very little by the way of details was actually given during the conference, however, they did show some interesting demonstrations of Ultrabooks. Intel’s continued focus on Ultrabooks shows that the company is banking on Ultrabooks as their future source of consumer revenue.
To us, this indicates that Intel isn’t necessarily entirely ready to focus on mobile phones and truely mobile devices. THere was little talk about real tablets, but rather Ultrabooks that converted into tablets. The truth is, Intel makes more money when selling a Core i7 processor than when they sell an Atom chip that does somewhat the same at much lower power.
Intel’s focus on almost entirely Ultrabooks during their opening keynote indicates that they are more concerned with the consumer-facing products rather than their server and truely mobile devices. Intel is currently on attack on all fronts, but they currently are very strong in their server business, which explains the lack of focus on anything about cloud servers and the like.
Dadi, during his Q&A admitted that many things were missed during his keynote that obviously would not fit into his keynote within a reasonable time. But, what Dadi chose to talk about does determine what Intel is most concerned about and pushing the most. If anything, Intel should be pushing Xeon Phi harder than they are right now. The only mentions of Xeon Phi and Medfield were very short and limited in scope without any real excitement or any news on either front. Dadi showed the Xeon Phi and Medfield chips side by side to illustrate Intel’s ability to make both extremely big and extremely small chips.
Overall, the Keynote itself wasn’t necessarily bad, however it did not show or talk about anything new coming from Intel. Intel played it safe, we believe, because they need to make sure their Ultrabook bet pays off and they need to wait until their Xeon Phi and Medfield (and successors) develop into real competitors.