Last week an NVIDIA executive said Intel can't succeed in the HPC accelerator market, and yesterday ARM co-founder Hermann Hauser stated that Intel has the wrong business model for mobile devices:
ARM claims that while Intel's business model works in the PC space, it will never work on the handset market. As a result, vendors of ARM-based chips will leave Intel behind in all the markets, according to a co-founder of ARM.
“The reason why ARM is going to kill the microprocessor is not because Intel will not eventually produce an Atom that might be as good as an ARM, but because Intel has the wrong business model. People in the mobile phone architecture do not buy microprocessors. So if you sell microprocessors you have the wrong model. They license them. So it’s not Intel vs. ARM, it is Intel vs. every single semiconductor company in the world," said Hermann Hauser, a co-founder of ARM, in an interview with the Wall Street Journal.