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Intel Has Beautiful Mobile Dreams, but I'm Going to Crush Them With My Eighth Grade Math Skills

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Intel still remains challenged within the hot mobile device market.

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Let's look at the two big smartphone players, Apple and Samsung, which combined have a 50% and rising share of the global smartphone market.

In Q2, their sales grew by a whopping 96% vs. 12% for the rest of the market, which includes declining powers like Nokia (NYSE: NOK), Research In Motion (NASDAQ: RIMM), HTC, and of course, Motorola itself.

And keep in mind, it was a slow quarter for Apple as consumers slowed iPhone purchases ahead of an anticipated iPhone 5 release in Q3.

Based upon the amazing initial reaction to the iPhone 5 and Samsung's ongoing momentum with the Galaxy line, the Apple/Samsung duopoly is getting stronger, not weaker.

This is a huge problem for Intel because this half of the market -- the growing half -- is off-limits. (See: Samsung and Apple Are Set to Continue Their Domination of the Global Smartphone Market.)

Many of Samsung's key mobile products like the aforementioned Galaxy S III, and the Galaxy Note II, run on Samsung's own Exynos processors. (Note: Some S III models run on Qualcomm Snapdragon processors.)

And Apple's iPhone and iPads run on chips it designs itself, which are then manufactured by Samsung.

We know that Samsung is going to use its own chips when it can in order to avoid handing profits to Intel.

As for Apple, it seems pretty darn good at squeezing amazing performance out of its own designs. AnandTech reported that the iPhone 5 completely whooped the competition on the SunSpider Web-browsing performance checkmark.

Now let's look at excerpts from iPhone 5 reviews.

TechCrunch's MG Siegler had this to say:

Booting the iPhone 5 routinely took about 30 seconds less than the iPhone 4S. Loading heavier applications (like Path, which caches a lot of data), was about twice as fast. Every single game I tried was noticeably faster when compared side-by-side with the iPhone 4S. Larger games like GTA 3 and Infinity Blade both started significantly faster. And these games are not yet optimzed for the A6.

Web pages also loaded faster, though in some cases, this was much more about the LTE aspect, no doubt. Saving a heavily-filtered photo within Camera+ took 20 seconds less time on the iPhone 5 versus the iPhone 4S. That was one of the biggest differences I timed.

Even loading the Settings app was a lot faster with the 5.

Here's Engadget's Tim Stevens' take:

Two times faster? Twice the graphics performance? Better battery life? Actually, yes. The iPhone 5 over-delivers on all those promises. Running the Geekbench test suite on the iPhone 4S gave us an average score of 634. The iPhone 5 netted an average of 1,628. That's more than twice as fast and, while you won't necessarily see such huge increases in day-to-day usage, apps do load noticeably quicker, HDR images are processed in half the time and tasks like video rendering in iMovie are equally expedient.

SunSpider scores average at 924ms, which is more than twice as fast as the 2,200ms the iPhone 4S manages and still quite a bit quicker than the 1,400ms scored by the Galaxy S III and the 1,700ms managed by the HTC One X. More important than numbers, web pages load very quickly, snapping into view as fast as your data plan can shovel the bits into Safari and, once there, smoothly reacting to your gestures.

Naturally, we'd be telling just half the story if we only talked performance. There's an important question that's left: What kind of battery life can you expect? Power is nothing without longevity and, shockingly, the iPhone 5 copes amazingly well. In a day of heavy usage with LTE, GPS, and WiFi all enabled, we managed 14 hours and 18 minutes before the phone succumbed to the elements.

Apple also gets great performance and battery life out of its iPad 2.

Position in AAPL
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