Events: Intel Tablet PC regret: like a small step a giant step
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Wang Ruchen
The day before yesterday morning, the Intel Developer Forum (IDF2011) the opening speech, Intel's global flat-panel computer with Internet access road Gedaiweisi the general manager said he just got last year, when the tablet was a "new experience." But he said it is iPad, the latter application processor architecture from competitors ARM.
This is an embarrassing enough to make Intel the details of the Tablet PC market, Intel's problem in the end where?
"In the grasp of the Tablet PC market, and unfortunately, we want a big step, but only a small step away." Yesterday at noon, Yang, president of Intel China Region in the IDF, Syria accepted the "Business News" interview , said the company's courage should really be larger.
According to newspaper reporters, it should be Intel's most honest on this issue the statement. Intel executives are somewhat avoided other questions.
Apple craze, has let Intel's rivals such as Qualcomm, Freescale and other benefits, performance on some Intel IDF solitary. So, just one small step for Intel, suffered a kind of crisis, what does it break the tradition?
Got up early the processor giant
"When an industry has experienced dramatic changes in the strategic turning point when people stick to the traditional model may be in trouble, but on the other hand, the newly created world gave some people - some originally not part of our discussion of industry people, offers to participate and become a member of the new opportunities. "in" only the paranoid survive ", the PC industry, Intel founder Andy Grove talked about change, said.
If the 75-year-old is now pondering his own writing 15 years ago, then certainly the situation for Intel's now anxious.
Faced Tablet PC boom, Intel seems to like to stick to the traditional model of a class. It is in the global PC industry chain integration scenery, the light began to be blocking a lot of apples.
Interview, Yang Syria to withdraw due to urgent business in the body away, leaving the reporter dreams of one kind of sense. So, Intel regret Where?
Necessary to recall the spring of 2008 Beijing IDF opening day. The same day, Intel released the world's first mobile Internet Processor "Atom." Intel CEO Paul Otellini says the big screen, this is the "most exciting" processor, the value of rude Pentium 1990s birth.
Intel got up early looks. Not long ago left, responsible for mobile Internet services, said Anand Chandrasekher, Intel senior vice president, Otellini has 2005 vision of the mobile Internet market, the company invested for the Atom about 10 billion U.S. dollars. In 2008, despite the ARM processor architecture as a smart phone giant, but did not announce for future mobile Internet market integration products and plans. As for AMD, when the losses are hard to support, inability to announce restructuring plans.
Intel not only processors, the brand manufacturers drew back two pie: to provide entertainment interface such as smart phones; MID (ultra-mobile terminal); interface similar to the notebook UMPC (ultra mobile personal PC). It led to Asus, Patriot, Samsung have to follow.
At that time the public and even the manufacturers did not thoroughly understand the difference between the two, especially in MID. Intel MID was even trying to launch the technology and hardware standards, leading to global president of ARM are repeatedly told that Intel Debu Lang himself puzzled.
Unfortunately, "one small step"
Yang Syria regret is that the company "too timid", not the rapid implementation of this strategy in the end.
However, Anand's team looked and did not ignore the idea Otellini. Second quarter of 2008, Intel suddenly excited to rediscover the value of the Asus Eee PC, which began to embed the Atom, and gradually it to find the name of a user-friendly, or "netbooks." At that time, the Intel support to Asus, MSI-based Taiwanese companies advertising in the mainland bombing, waiting to see the macro
IDC data show that in 2008, Asus-based business Internet sales exceeded 10 million units. Asus criticism of most macro
Really eat shipments surge more hiding behind Intel. Because, close to 100% of the Internet are using the Atom processor. While busily preparing rival Taiwan, VIA's mobile Internet alliance, but in the end defeat. Although the cottage by the AMD brand in Shanghai and other cities put a small amount of limited, but no sound, and even denied that the company is pushing its own, and that manufacturers may be embedded in a small notebook AMD processor.
It appears that this situation, Intel should laugh out loud. But it is not only laugh, have to worry about for the high volume. As the Atom lower prices, excessive marketing, Intel has always been strong down profit margins.
Look at this crazy year of the Internet in 2009, when the third quarter 2009 earnings release, while praised Atom Otellini and Intel to promote the growth of the Internet is an important force in one hand and with a vigilant that the mainstream business notebook still is to promote the company's revenue, profit growth of major force, "the next situation will not change." In fact, in 2009, when the cottage online popular, Intel suddenly strict control of shipments, resulting in Atom sold.
But in the excitement and vigilance, Intel is still using the Internet spent more than a year after it re-opened a notebook with AMD's advantage.
Semiconductor industry expert Sun Changxu IDF also the scene of the newspaper that promoted the Atom though its growth, but more like a repeat previous years experience, Intel must be at the product level as soon as possible disruptive innovation, in addition to a need to accelerate to build new business models.
That has helped it significantly improved macro Atom shipments
When this happens, give way Gedaiweisi feel the new experience of apples, another product in tablet form Yiqijuechen battlefield. IDC stressed for two consecutive quarters, the Internet and even the mainstream PC market has been pounding. This trend has prompted nearly all the leading PC brand into the tablet PC market, released nearly two Zhou Zheng-intensive products.
Otellini is perhaps for the first judge and regret. May 2010 Annual General Meeting, he emphasized, will not erode the tablet PC sales in the next four years, the global PC market growth rate will remain 15% to 16%, and stressed that the Internet is the industry leader.
Intel is still underestimated
Look forward to Syria and regret in Yang's eyes.
Intel finally learn from their mistakes, poor strategy execution Anand recently left the company's dealings Gedaiweisi mobile Internet had been vice president with another name Ton Steenman. The former of which the head of the Tablet PC and the Internet, which is mainly responsible for the embedded businesses, foreign and global mobile communications business.
"One small step" in the context of giants in the emerging mobile Internet market without real hope for?
It does not relax. Two days of IDF, despite many past PC giants embrace ARM processor, the development of tablet PCs, but they still expressed support for Intel and Haier, Malata will directly launch the product. The new faces are on the increase, local Internet giant Tencent day before yesterday announced that it will invest heavily, and Intel jointly _set_ up a Joint Innovation Lab, is uniquely positioned to create a mobile computing platform. Intel Vice President Renee James has announced that the Intel software applications store App up officially landed in China, Haier, Shenzhou and other enterprises to become the first partner.
Sunchang Xu said that despite feeling a little disappointed in this IDF, but she believes that Intel announced 32 Nami Ling move, after 6 months, should have significant impact in the flat panel market, and 24 months after the 22 Nami Ling move, expected to formally enter the smart phone.
When the reporter asked Young how to treat these two products and Syria, he said: "By the time you must come, will let you shock." He said the company had acquired Infineon's wireless chip business, the next 2 years will accelerate the integration and application modules will be integrated with many processors into one chip.
Yang Syria frankly stated that Intel can not do anything, but will continue to rely on external forces. When the reporter asked him if he would continue to use the capital for the acquisition means, such as whether the acquisition of NXP's mobile payment chip business, he said he had answered, in addition to independent research and development, cooperation, of course, means the use of capital integration.
(Editor: Hu Tao) |
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