He claims that Windows tablets based on Intel’s “Oak Trail” Atom chips could have a larger market impact than expected.
Orji said that tablet forecasts for 2011 in excess of 50 million are not unreasonable. But none of the forecasts fully grasp the possibility of a significant counter-attack from a new generation of notebooks and X86-based tablets.
He said that these could limit the growth of ARM-based tablets.
Apparently Orji thinks that only future ARM-based tablets which might use Qualcomm’s dual-core Snapdragon chip and Nvidia’s dual-core Tegra processor will be affected.
But if he is correct, then the second generation iPad should get a good kicking along with the other Arm based tablets.
Generally Orji is predicting big things for Chipzilla next year. He thinks that the Sandy Bridge chip technology, will do rather well.
He said that as Intel drives ultra-low voltage versions of Sandy Bridge into ultrathin notebooks and its Oak Trail platform into Windows 7 and MeeGo tablets as well as ultrathin netbooks, there could be enough excitement around X86 processors in new form factors that help to mitigate the tablet threat.