I disagree here. At the top of the market bracket Kabini faces Celeron/Pentium, and if AMD charges too much Intel will be more than happy to raise fab utilization in order to supply customers there.
At the bottom, AMD must be cost competitive against ARM solutions. Nobody will go for anemic performance if it costs too much because ARM already anemic performance with better power efficiency and reasonable costs. And I'm not even counting Silvermont in Q4.
The inelastic component of Kabini demand is *very small*:
- Hardware that needs to be x86 compatible but needs more power than Clovertrail+ and less costly than Haswell.
I am more excited about Temash than Kabini. I explained in detail why in the below link in SA forums.
http://semiaccurate.com/forums/showpost.php?p=178465&postcount=247
Brazos was a success as far as the markets it targeted and ROIs. The problem was, by the time Brazos was released, its initial target market "Netbook" started to dwindle. Brazos single handedly exposed Atom's weakness..
It is a surprise that Brazos was still a success when given the "finger" by the market.
The cancellation of Wichita and Krishna by AMD due to GF 28nm screw-up is the one that hurt AMD really bad. So Brazos 2 (which is nothing but Brazos 1 with a better southbridge) had to fill the gap and enter the cheap notebook scene where it was easily bettered by the Celerons.
So in
Temash we have a CPU core which is equivalent/better (cinebench) to a Sandy i3 core and running at a far lower power budget and 30% lesser die-size made in a process that has matured > 18 months and for a market where AMD's penetration is close to zero.
As I said, Kabini faces a much tougher environment than Brazos faced when it arrived. I doubt that AMD can repeat Brazos success with Kabini. AMD management f*ed up big time by canning Brazos shrink, but what can we expect from those guys?
The big difference is that Jaguar cores already have
a) 1 guaranteed new market in PS4
b) 1 likely new one with XBox720.
So it has opened 2 new markets for AMD for the architecture which are different form the "PC" based market that AMD has been focussing all along. So Kabini might face a glut in the traditional PC market but might end up in the Console/Gaming market.....
The tablet market is something that is more friendly to GPU over CPU. So AMD will have a huge advantage over Intel CloverTrail +.
I am a little disappointed that AMD is positioning Temash only as a Windows 8 product and does not encourage adoption of Android or other OSs.
http://semiaccurate.com/forums/showpost.php?p=178474&postcount=253
Also in case of Temash, AMD has already partnered with all 3 big Taiwaneese ODMs Quanta, Compal as well as Wistron to provide reference Tablet form factors.
https://www.youtube.com/watch?v=8N7L...PClrQ&index=17 - Quanta
https://www.youtube.com/watch?v=OjBn...PClrQ&index=18 - Wistron
https://www.youtube.com/watch?v=b1kg...PClrQ&index=20 - Compal
So AMD has done the groundwork for OEMs to just pick and choose rather than design....