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Digitimes Research: Tablet-AP shipments from Intel expected to reach 31.15 million in 2014

Jim Hsiao, DIGITIMES Research, Taipei

Intel aims to ship 40 million application processors (APs) for tablets in 2014, up 400% from the volume in 2013, but most market watchers believe such a volume is quite a challenge. Digitimes Research expects the CPU giant to be able to ship 31.15 million APs in 2014, achieving about 80% of its goal, mainly thanks to its cooperation with PC brand vendors, which helped its platform to penetrate into the Android market that has been dominated by ARM.

Asustek Computer has adopted Intel's solutions for a whole series of mobile products. Asustek ranks as the fourth-largest tablet brand vendor worldwide, and is expected to become the biggest partner for Intel's tablet APs.

Since Intel's solutions are able to help both Android and Windows expand into the enterprise tablet market, and new high-price-performance-ratio 2-in-1 Windows-based tablets from vendors such as Lenovo, Acer, Hewlett-Packard (HP) and Dell will start becoming available in the second half, PC brand vendors are expected to become the growth driver of Intel's tablet AP shipments in 2014.

As for the white-box market, with Intel providing subsidies and its China Technical Ecosystem (CTE) project to help develop reference designs for tablets and nurture a China-based supply chain to lower processor costs, Intel's tablet APs started gaining orders from some white-box players in China. However, development difficulties on x86-based tablets, shortages of components from Europe- and US-based makers, which Intel has partnerships with, and the limited longevity of the subsidies still concern most white-box players, Digitimes Research analyzed.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.