As previously, Intel's news caught our attention, Intel announced that halted the code-named Broxton (mainly for high-end) and SoFIA (mainly for low-end) mainly for intelligent mobile phone in the two "Atom" (Atom) series processor product line development.
Give up after the SoC Intel in the mobile market will evolve?
Intel has not completely give up actually move the broad market, only to shift its focus from SoC to the high threshold, baseband field of competition, higher profits. Today we have to further talk about giving up after SoC Intel, where will the future in the mobile market.
Foreword: Intel's strategic error Miss smart phones outbreak period
On the evening of Intel's mobile market, market has long been qualcomm, mediatek and other manufacturers. Although into the time very late, but it is well-known that Intel processor performance is very strong, isn't this alone cannot for yourself for the next piece of heaven and earth? But in fact it is Intel's really hard to stand up in the field of mobile phone chips. Why is this?
In addition to Intel said earlier to enter the market relatively late, and it is important practical experience of the Atom. Intel, as you know, famous for its strong performance, Intel Atom for development by the mobile phone series processor in terms of performance is also very strong. Atom in terms of performance are higher than mobile chips based on ARM architecture. We often can see in some points in the software, the Atom series processor performance is better than that of the same ARM architecture of the chip.
Give up after the SoC Intel in the mobile market will evolve?
But running performance of what will be the strongest paper, whether it is true that the strongest or take into account the actual experience, obviously overestimated the Intel Atom performance and neglect the user experience, so the Atom chip is not in the practical experience as well as its performance, power consumption fever caused by the compatibility, and performance problems, does not favor the Atom chip in the field of mobile.
Give up after the SoC Intel in the mobile market will evolve?
The Atom is the most deadly of arrested development cases, Intel seems to be no longer pay attention to the Atom, slows down the update of the Atom chip series technology. Such as chip process is always lagging behind the PC chip for at least a generation, but the fact is known to all, in the chip industry, manufacturing technology has increased, both for the improvement of the performance of the chip and reduce the power consumption of are crucial. Slightly behind the Atom at the same time, the performance of the ARM chip is continuously strengthen, implements the performance catch up. From now on Intel in the mobile space.
To wit, however, Intel look further. The smartphone market let it continue to miss!
A slowdown in smartphones Intel's new field development
Baseband business, profit opportunities
How to prove that Intel still has a presence in the mobile market? Recently scored from qualcomm mouth half iPhone baseband order 7 is a prime example. It is reported, 7 with LTE iPhone baseband Intel XMM7360, 50% would choose by TSMC and KYEC foundry production. The theory of chip download speed is 450 megabits per second, the upload speed is 100 megabits per second, the support LTE 10-29 all frequencies, the overall performance faster than the current iPhone 6 s series adopts qualcomm MDM9635, but inferior to qualcomm latest LTE chip.
Give up after the SoC Intel in the mobile market will evolve?
As early as before the news about apple will Intel as baseband vendors will emerge in endlessly, until the iPhone 7 finally calculate the dust settles, before this much reminiscent of the Intel atom r&d news. After development for more than three years, Intel was ambitious strategy of mobile processors in the absence of edge, hoping for a large number of second - and third-tier tablet vendors give high subsidies to come back, eventually earned only short shipments on the face, mobile business losses of up to more than $100. Years operation in so as a result, Intel had to strong men DuanWan and put the money into a more promising project.
Give up after the SoC Intel in the mobile market will evolve?
And look to the future in the field of mobile, opportunity is vast, but if you look at the present, see touch actual interests and comply with the Intel project, since the infineon baseband acquisition is the best. On the one hand is a baseband business involves the patent technology, high barriers, lead to competition than gentle in SoC, profit margins are considerable, On the other hand is Intel uninterrupted baseband upgrading of products, strength strong, relatively complete product line, don't need too much investment.
Give up after the SoC Intel in the mobile market will evolve?
Determines the steering baseband business, whether can take the apple shipments this year it is critical that more than two hundred million clients. Maybe it is in this context, Intel increased bargaining chip, in order to reduce the price, such as the way to seek a more active position, and apple out of balance of the supply chain consistent routines, on baseband is the key element to reduce dependence on qualcomm, choose Intel also salience.
At the Internet of things - to win on the starting line
In order to give up, with apple baseband SoC, Intel's mobile business to profitability next two years is very desirable, but to really become the protagonist of the future mobile market considerable economic benefits, make money, baseband alone clearly not reality. As a matter of fact, baseband is only part of Intel's mobile layout.
To tell you what is the present two of the most fashionable word, the IoT (Internet of things) and VR (virtual reality) is undoubtedly the best candidate. Generally speaking, Intel will seldom to consumers directly launched terminal products, the most profitable but electronic equipment field Intel chips can rarely absent, and whether the Internet of things or virtual reality, the importance of the chip is self-evident.
Give up after the SoC Intel in the mobile market will evolve?
Which one of the most intimate relations and Intel is the Internet of things. The Internet of things as the name implies, is something connected to the Internet, it USES the Internet the communication technologies such as sensor, controller, the machine, people and objects, such as through new ways together, form the people and things, things and things, to realize informationization, remote control and intelligent network management. Plays an important role in it is communication and data, two specific materialized for hardware configuration is the baseband and the server, this is Intel's business scope, and retain another layer of concerns of the baseband design and development business.
The PC at the end of the time, Intel processors and content networking business restructuring into a new department, and change the past only promoting from within the habit of executives, from qualcomm hired former executives, Qatar, golden tara as chief executive, pay attention to. Shortly after, Aaron degrees golden tara in a blog post said: "the Internet of things" is in a rapid pace, Intel in the competition for the opportunity to occupy the advantageous position. In the future, will also increase more than $500 intelligence and networking equipment, automatic machine, driving a car, architecture and city.
Give up after the SoC Intel in the mobile market will evolve?
In China, Intel has appeared the intelligent retail, intelligent security, intelligent transportation and wisdom energy solutions, for example and make hing road, cooperation, and so on. The car networking has also set up a corresponding investment fund, size of about $100 million.
Give up after 5 oc Intel in the mobile market will evolve?
In addition to the baseband communication function for al equipment, running throughout the Internet of things will leave not the server data storage, processing, and Intel server chip share up to 99% in the whole world, in 2015 brought a 50% operating profit for Intel, this also is the ARM has been wanting to break through the little effect in the field.
Give up after the SoC Intel in the mobile market will evolve?
As in the first quarter of 2016, Intel Internet sector revenue was $651 million, accounts for only 5% of its revenue, although but growth is amazing, three years to achieve the growth of 78%, almost 10% of the total income of the industry. And according to survey the Internet of things the size of the market will reach $7.1 trillion in 2020. By 2030, based on the intelligent interconnection of equipment and machinery industry of Internet of things, is expected to contribute to the global $14.2 trillion in new production, and promote enterprise development new digital service and business models. For Intel, the Internet is a big market, relying on their holdings of baseband and landslide server business, said, had not been win on the starting line.
Cling to cloud computing (server) and 5 g era -- core into his own hands
, as the Internet of things around in 2020 to reach the critical point of development, the corresponding matching technology is an important cloud computing, another is 5 g, they complement each other, each other. Intel is to see it, would want to accelerate the transformation from a PC manufacturer equipment company of cloud computing and Internet of things.
Cloud computing, Intel's data center has been in the healthy growth of the business, is spending $16.7 billion last year bought a field programmable gate array FPGA Altera professional company, the technology can be for different workload rapid configuration server, is one of the key technologies of cloud data center system. Wait until 2020 the Internet mature, it will drive the cloud industry, up from $80 billion in 2015 to $167 billion. Considering the Intel Internet department leading 20% compound annual growth rate in the industry, profits enough to make up for the PC shipments fall in income loss chip.
Give up after the SoC Intel in the mobile market will evolve?
In addition, a bridge role in the future 5 g network domain, Intel is also beat layout. In non announced this year with Ericsson, huawei, zte, Verizon, AT&T, etc partners, to devote themselves to the development and testing of 5 g technology; Also with cisco, Ericsson announced in February will be developing a consumer and enterprise users high-speed 5 g wireless router. Because of the look from the current trend, the next generation of 5 g network will no longer only for mobile devices, will be a PC, smart home, robotics, unmanned, wearable devices, Internet of things, and a key link of enterprise network, and other fields, strategic significance is extraordinary.
Give up after the SoC Intel in the mobile market will evolve?
Intel CEO again qi transformation strategy in this paper in the said: "as the world into the era of 5 g, Intel will continue to lead with our technical advantage and end-to-end delivery of 5 g system, including from the modem to the base station, the kinds of connections to existing and future there will be a way." Visible Intel define themselves to 5 g era an important player.
Intel: look to the future is more important
Face contain enormous changes, Intel obviously felt the survival crisis, which has both the decay of the PC market, also have the mobile processor, lose the whole to change idea, adjust business, choose to bypass now popular mobile phone, tablet market is also need courage thing. Fortunately, with the iPhone 7 baseband orders and continuous development of cloud data business, Intel in the future for a period of time will still live very moist.
But look to the future, cloud computing, 5 g network, Internet of things the beautiful words, will directly determine whether Intel's future still can maintain the tech world leading position, how to move forward, Intel is about to see his perseverance and execution.
