Industry Expert Blogs

Intel needs mobile chip revenues of $8-10 billion to break-even says Morgan Stanley semiconductor analyst Joseph Moore.

Even Qualcomm only has mobile chip sales of $17 billion, so for Intel to get half the revenues Qualcomm gets is a big task.

Especially when Intel does not have, as Qualcomm does, an integrated baseband and apps processor chip.

“$9 billion of revenues simply seems unachievable,” says Moore.

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