Earlier: Weird Weibo Rumor About Intel
It’s written by Daniel Eran Dilger, a Apple adherent.
And there’s no quote from Intel itself in there.
It’s Morgan Stanley analyst Joseph Moore, not Intel, who says:
“While we do expect that [Intel] phasing out tablet subsidies over the course of 2015 will cause modest reduction in losses, it could also blunt the company’s momentum in tablets significantly,” Moore wrote. “Eliminating these losses would require either massive revenue gains, or massive expense cuts, and we don’t see a clear scenario for either of them.”
But no one passing this piece around seems to be able to comprehend or parse what they’ve read.
There’s been absolutely no word from Intel itself that China subsidies will end in 2015.
If it’s true Intel has bled seven billion dollars in this quest, will they cut and run or double-down?
Maybe Intel should have focused more on how China tablet makers treat their customers before sinking money into them.
Personally, I’d really like to know what the sales figures are for China tablets — of any CPU. Xiaomi sold about twenty-thousand of the MiPad during 11/11, making it the top seller over all others. That’s just not an impressive figure. How much worse are other tablet makers doing?