Instead, Digitimes estimates that Intel will ship 32 million tablet processors aided by subsidies, design support, supply-chain investment, contra-revenues and sundry financial inducements.
60% of that 32 million will come from Android tablets, says Digitimes and 40% will come from Windows tablets which will amount to 12.8 million tablets in 2014.
Microsoft is offering free Windows for 9-inch and below mobile devices, which provides Microsoft with chances to cooperate with white-box supply chain to develop entry-level Windows tablets.
Digitimes expects 65% of Intel’s tablet Tablet processor shipments to go to brand vendors because their shipments are more stable and the two sides have been cooperating over notebook products for a long time.
The remaining 35% will be shipped to China’s white-box players. In addition to providing the same subsidies to white-box players, Intel is also investing in China’s supply chain to gain white-box players’ trust.