Is Intel’s Cloud Story Leaking Air?
Grazed from Motley Fool. Author: Steve Heller.
By now, you should be well aware that Intel (NASDAQ: INTC ) has arrived late to the mobile computing party. In an effort to justify its tardiness, Intel has hinted that it still benefits from the rise of smartphone and tablet computing. Intel believes that 122 tablets or 600 smartphones creates enough Web traffic to occupy one server. In other words, Intel’s server sales should theoretically be correlated to smartphone and tablet sales, which remain heavily reliant on cloud computing.
Breaking it down
During the fourth quarter of 2012, worldwide smartphone shipments increased by 67 million devices year over year, and tablet sales increased by and 22.6 million units. Based on Intel’s estimations and its roughly 90% share in the server market, it would imply that an additional 267,000 servers would have shipped during the quarter. However, during the fourth quarter, Intel’s server unit volume actually declined by 1% year over year, suggesting that either Intel grossly overestimated the impact of mobile computing devices on its server business, the data center is evolving away from the monolith, or perhaps none of the above…
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