Intel (INTC) to ODMs: Put Touchscreens in Ultrabooks or No Chip Subsidies
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Whether influenced by Microsoft (Nasdaq: MSFT) or not, Taiwan devices manufacturers are getting more stringent demands from chip giant Intel (Nasdaq: INTC).
According to Digitimes on Friday, Intel sent a notification to ODMs that all Haswell-based Ultrabooks should be equipped with a touch panel to qualify for subsidies on the processors.
Intel is making the move in anticipation that touch panels will be a necessary feature, but did not elaborate on the subsidies.
Two sides of the issue would be a stronger penetration of Ultrabooks, while the other side of the argument is that the higher prices will push consumers away.
Another issue still creeping up is quality. Yields on touch panels are still relatively low, causing a bottleneck in the supply chain. Digitimes' sources said that touchscreen notebooks are only expected to account for 10 percent to 15 percent of shipments in the second-half of 2013.
Microsoft's new Windows 8 platform is a great example. Coming out to mixed reviews, the new OS is designed mostly with a touchscreen in mind, like that of a tablet PC. Should Windows 8 be met with similar success of Windows 7, the progression to all portables having a touch panel will only be natural.
Shares of Intel are up about one percent on the session.
According to Digitimes on Friday, Intel sent a notification to ODMs that all Haswell-based Ultrabooks should be equipped with a touch panel to qualify for subsidies on the processors.
Intel is making the move in anticipation that touch panels will be a necessary feature, but did not elaborate on the subsidies.
Two sides of the issue would be a stronger penetration of Ultrabooks, while the other side of the argument is that the higher prices will push consumers away.
Another issue still creeping up is quality. Yields on touch panels are still relatively low, causing a bottleneck in the supply chain. Digitimes' sources said that touchscreen notebooks are only expected to account for 10 percent to 15 percent of shipments in the second-half of 2013.
Microsoft's new Windows 8 platform is a great example. Coming out to mixed reviews, the new OS is designed mostly with a touchscreen in mind, like that of a tablet PC. Should Windows 8 be met with similar success of Windows 7, the progression to all portables having a touch panel will only be natural.
Shares of Intel are up about one percent on the session.
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