> The second hand market will soon die after a couple of years after
> this gets implemented.

The second hand market does not work on upgrading the processor or any
other parts. It works on sustenance. You can very easily do BGA level
desoldering and repair. These guys have chip level repairing guys and
machinery, and they keep replacing failed components like NB, SB or
CPU. The chips themselves are procured from recycled boards. A
removable socket allows user-level upgradation of the processor, which
is not a huge market for second hand computers. The real big market is
rental companies, BPOs, schools and other large consumers who can
afford in house tech guys.

> I agree with you but my concerns lie with the whole market involved
> here. If you think about the impact this technology would have on
> other motherboard manufacturing businesses, they would have to find
> other means to sustain themselves in some way. Not saying that it
> should not be done in the first place, but it's a decent enough
> criteria for some companies to shutdown.

Intel makes the processors and chipsets, does not mean it wants to
make the boards too. A number of components are monopolised. Tyco
monopolises certain connectors, Molex does for others. LCD panels are
tightly controlled in a similar manner, and so are HDDs (I think all
the HDD companies own each others' shares or something crazy like
that). None of these guys want to do the assembly and full solution.
Intel too is happy making just chips - as I said in my first email, it
announced this week that it is in fact quitting the desktop board
business. It's all about partner enablement - a euphemism for you do
the dirty work while we create the cool technology. Google does the
same thing with its Nexus range - it lets others do teh manufacturing
and logistics.

> IMO, in some way, it is also anti-competitive, since Intel occupies
> more than half of the pie of the current microprocessor market share,
> and then it would try to capture the motherboard segment as well.

It didn't for the longest time. Then it entered, in order to set a
standard in the channel business. Channel (assembled) is big in Asia.
Now the Taiwan guys like Gigabyte and BioStar have caught up pretty
good, and they no longer need to keep doing this low margin board
business.

All public technology companies strive to increase their market share.
They don't want to do the grunt work like PCBA, that doesn't do good
to their stock price.

> We haven't seen any competitor for these guys lately, but yeah I would
> want that too.

Dude, check out Mary Meeker's report for 2012. Android sales surpassed
Windows sales long back. Every day, more Android devices are sold than
all of the Microsoft OSs put together. And Apple is a distant third.

The paradigm of computing has changed. The PC is no longer the only
manifestation of a computer. Anything with a decent OS is a computer,
whether it is your laptop or your tablet/phone. After all, all you
need to do is use your browser.

Of course, this means Linux won the desktop war already. Linux the
kernel. Gnome or KDE may have lost out to Android on the Window
Manager front, but the kernel is the same. If you throw in all those
modems and 3G routers, the Linux kernel outsells everything else put
together. Tizen is coming up as a decent competitors, Firefox OS just
debuted. On the OS (kernel) front Linux won the war years ago. It won
the war on servers (cloud computing users favour Linux many times more
than Windows). It won the war on phones. It won the war on embedded
devices. It lost the war on PCs, and PCs are now dying.

But let me not say that out loud, because, somehow you still want to
buy desktop boards :p

Cheers!
Saurabh

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