Tablets such as Apple's iPad and iPad 2 are thrashing the PC market. Just last week, industry analysis group IDC reported that global PC shipments dropped 3.2% in the first quarter compared with the same period last year. Gartner also reported a decline, but reported a smaller drop, 1.1%.
What did analysts largely blame for the lack of interest in PCs? Tablets are capturing users' attention and keeping them from wanting to invest in a bigger computing device.
Samsung is well positioned since it manufactures its own tablet chips, as well as chips specifically for the iPad and iPad 2.
Enderle said Intel should be concerned. "[Intel] should be very worried," he said. "They're trying to get into these markets and they're resourcing it at the highest levels they've ever spent. But is it enough? They're coming at this from behind."
Enderle also noted that just last month Intel replaced the head of its mobile group. "Obviously, they don't think [what they had been doing was] enough either," he said. "I expect they'll really ratchet up their [mobile, tablet] efforts by the end of the year."
On Tuesday, Intel reported growth in revenue and income for the first quarter of 2011, driven by the addition of new products and strength in the enterprise market.
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