This week is destined to be an extraordinary week. The chip market is surging, and the stories surrounding Intel and Qualcomm have become the focus of media attention. On Monday, Intel and Motorola released a smartphone with a frequency of 2GHz; on Tuesday, Qualcomm released the S4 Plus MSM8X30 tasting, bringing a glorious history of beautiful financial reports, excellent products, and mobile phone chips; on Wednesday, Intel joined hands Partners, discuss the development plan of the mobile Internet ... At the same time, there is news that Intel CEO Otellini retired in advance, Qualcomm's stock market value once surpassed Intel, and a turbulent attack on the "core" battle is vying.
Qualcomm: Counterattack
At the press conference held on November 20, Qualcomm couldn't hide its pride. Qualcomm's global vice president began his speech with "five firsts." In the fields of application processor sales, GPU share, DSP share, 3G / 4G / LTE baseband chips, and radio frequency chips, Qualcomm is among the best. Shen Jin, global vice president of Qualcomm ’s business development, also told the "IT Times" reporter that Qualcomm ’s market value exceeds Intel ’s, reflecting the industry ’s development trend. "In the first half of 2012, global smartphone sales exceeded 300 million, with a growth rate of 45%. Sales are 67% higher than PC's performance over the same period. "
Perhaps two years ago, Intel and Qualcomm were still a pair of big brother and little brother. Despite the development in different chip areas, but in terms of volume, Qualcomm's market value is only half of Intel. However, as Snapdragon chips enter more smartphones and tablets, Qualcomm has achieved a leading position in the field of mobile chips.
The so-called situation creates heroes. The rapid development of smartphones and tablets has also built a platform for Qualcomm. Compared with the data of 400 million units shipped annually in the PC market, smartphones have surpassed PCs in one year in 2011 and will reach 700 million this year, while tablet PCs will also reach 100 million. As the leader of mobile chips, Qualcomm greatly benefits from this market.
Intel: Forerunner hesitation
For Intel, it is facing a difficult choice. Although Intel's market share in the PC chip field exceeds 80%, it is difficult to shake, but the mobile field is very pitiful, the global smartphone chip shipment market share in the first half of this year is only 0.2%.
"In the field of mobile chips, Intel always seems hesitant. This has nothing to do with CEO Otellini's strategic mistakes." Gu Wenjun, chief analyst of iSuppli, told the "IT Times" reporter that as early as six years ago, Intel paid $ 600 million. Sold its communications and application processor division to the US Marvell technology company, which mainly develops and sells processor chips for smartphones, PDAs and other handheld devices. "Intel seems to devote itself to do a good job in the PC industry and ignores With the development of mobile chips, Otellini ’s insensitivity to the mobile market is insufficient, which drags down Intel ’s transformation speed. "However, Intel ’s technological advantages are still very obvious. According to Zhu Jizhi, executive vice president of Ketong Xincheng, an e-commerce company under the IC component distributor Ketong Group, at present, including Qualcomm, processors based on the ARM architecture run smoothly on lower-configuration mobile terminals, but with the When the mobile phone is upgraded from dual-core to 4-core, 8-core, or even 16-core, ARM seems a bit strenuous. "For example, in multi-tasking and 3D graphics processing, the Intel X86 that has been working in the PC field for many years still has an advantage."
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