Intel, Microsoft's Wintel alliance faces test at IDF

08.09.2011

Intel may use IDF to prove that its Atom chips can outperform ARM when running Android on tablets, said Jack Gold, principal analyst at J. Gold Associates. Intel may show new Android tablets based on upcoming Atom chips to prove its point, Gold said.

Intel is also trying to build a developer base as it takes steps to fit into the emerging mobile markets, Gold said. Intel has virtually no presence in the tablet and smartphone markets, and needs to develop a software ecosystem to supplement its hardware, Gold said. Intel will be holding technical sessions for Android and Windows developers at IDF.

"What we're seeing is the Wintel monopoly falling apart as the market is moving another direction," Gold said. "The market is pushing [Intel and Microsoft] in different directions, but that doesn't mean they won't work together."

But the PC market isn't dead yet and will grow over the coming years, said Dean McCarron, principal analyst at Mercury Research. The Wintel alliance will manifest in the form of ultrabooks, which over years could develop into a market that blurs the lines between tablets and laptops.

"You are seeing Intel take steps to fit into the newer as well as older markets," McCarron said.