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Intel announces the new, low-cost Arduino 101 will be the first product to use its button-sized Curie system-on-chip module made for low-power wearables

Sean O'Kane / The Verge :

The Verge Sean O'Kane

Context & Ripple Effects

Intel unveiled the button-sized Curie module at the start of 2015 as its play for low-power wearable computing, but until now it has been a promise without a product. Naming the Arduino 101 as the first device to carry Curie turns the module into shipping silicon and gives it an instant distribution channel: the huge Arduino hobbyist and education base.

The move also sets up the pricing story that followed — Intel committed to shipping Curie in Q1 2016 at under $10, which puts it squarely against the low-cost embedded boards that makers already buy.

First-order effects

  • Arduino users get a new low-cost board built around Curie, meaning Intel's wearable chip reaches developers through the platform they already prototype on rather than through reference designs.
  • Intel moves Curie from announcement to a concrete lead customer, giving the module a real-world validation case ahead of its planned Q1 2016 shipment.

Second-order effects

  • ARM answers directly: weeks after this announcement it announced the Cortex A32 core explicitly aimed at wearables, IoT, embedded systems and low-cost boards like Raspberry Pi — a shot across the bow of Intel's Quark/Curie niche (Cortex A32).
  • A sub-$10 module price forces competitors and board vendors to treat the maker segment as a volume market with razor-thin margins, pressuring anyone selling pricier dev hardware into the same bracket.

Third-order effects

  • If the pattern holds, Intel keeps extending the module strategy down-market — Joule for computer-vision prototyping and Apollo Lake Atom parts for cheap devices show the same playbook recurring through 2016 — making low-cost developer modules the entry wedge into embedded and IoT sockets.
  • Maker boards become a design-in funnel: chips proven by hobbyists flow upward into commercial wearable products, turning the Arduino ecosystem itself into contested ground between Intel and ARM.

The trend: Wearable and IoT silicon is being fought at the $10 developer-module level, where Intel's Curie and ARM's newest cores compete to win designers before products exist.