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2016年5月6日星期五

Intel's exit is just the beginning of mobile phone chip market will continue to "kicking"

Chairman of Qualcomm China, Meng recently in an exclusive interview Artesyn Technologies,play Free Dora Games said in the next 10--15 years, I believe that global connectivity to the Internet in the terminal will reach 50 billion, or even hundreds of billions of scale. Forced restructuring In the smart phone chips, Qualcomm is still a dominant, but last year, the competitive landscape is changing. First, the global smart phone market has maintained a cured state. An increase of less than 1% of the high-pass is obviously not a good thing. Secondly, last year lost a single large apple, some high-end models of Samsung, Qualcomm for its influence is not small. Affected by this, last year's second-quarter net profit halved Qualcomm third-quarter revenue and net profit double down. Qualcomm capital market to give great pressure, so Qualcomm had announced in mid-2015 SRP core content include: the restructuring of the Board of Directors, layoffs and cut public spending and adjust their business direction. The industry generally believe that the mobile phone chip maker from research accelerated the overall downturn in the industry, Qualcomm is forced to choose transformation was no turning back. However, in the high-end smart phone market, Qualcomm "dominance" situation will continue, because Xiaolong 820 in technology and market share can not yet compete with rivals appear. According to Qualcomm latest business strategy, namely to consolidate the outer smartphone core market, the core technology of the Internet of Things, mobile computing, adjacent areas of car networking expansion and investment focused on market opportunities with the scale and high profitability prospects, including art data center and play Bubble Shooter Classic vertical portions interconnected things. From the current progress of the business point of view, non-smart phones based on Qualcomm chips UAV products have been commercialized. Recently, the China Post 2003 unlimited portable UAV Hover Camera, which uses Qualcomm's UAV platform. It is understood that the UAV just Qualcomm involved in a market segment in the field of IOT, Qualcomm has introduced more than 25 platform solutions, wearable device, unmanned aerial vehicles, home control, network cameras, intelligent lighting and appliances for and other segments. These emerging areas of business need to upgrade the network speed, Meng believes that with the 5G reliable connection to become a reality, all interconnected businesses will continue to bring a wider range of experience. "Qualcomm spotted things in this area, unmanned aerial vehicles, VR will be a great future market, with a number of domestic enterprises have launched a related cooperation." For VR, he said: "VR capital from last year to this year in hardware, software, content really fast burst of speed, but the scale will take some time to mature, the next three to five years the status of the smart phone still can not be replaced." According to he disclosed that Qualcomm is working with a number of mobile phone manufacturers to VR cooperate, did not disclose the specific brand. From a technical point of view, as opposed to expensive customized chip, Qualcomm majority of relatively inexpensive generic-chip more suitable for a huge system of things. Therefore, access to high transition of things can be considered with them. . Currently, using Qualcomm technology networking equipment has shipped over one billion, which does not contain the smart phone shipments. Chip also faces reshuffle Qualcomm restructuring the occasion, another chip giant MTK (MediaTek) waiting in the wings to snatch the high-pass and high-end markets, especially last year, Qualcomm Xiaolong 810 experienced Waterloo time, MTK seem to see the hope, but only hope. Last year, MTK introduced for high-end market Helio X10 chip, red rice note2 899 yuan offer to make the end of the road x10 shattered, but play Nail Games also exacerbated its cheap products image. In order to be able to pass the high-end smart phone chip market in a long short, in March this year, MTK announced X20, X25, respectively, will be listed on the second and third quarters. Interestingly, the latest release of the music, as the music and music 2 2 Pro, which are equipped with the X20 and X25, the price is 1099 yuan and 1399 yuan, the price of low-end image again so that MTK is cured. He listed Samsung S7, 5 millet, music, as Max 2, vivo Xplay5 version of such a high with large wave flagship long embrace Qualcomm Xiaolong 820, MTK high road once again frustrated. According to unofficial data show that in 2015 a total of MTK shipped more than 400 million pieces of mobile processors, Qualcomm Snapdragon processor last year shipped 970 million, more than double the MTK, MTK opponents lead the short-term It is difficult to surpass. In addition, such as Huawei Hass, Samsung Exynos and ZTE, millet and other mobile phone manufacturers from chip research intensified competition in the industry reshuffle is inevitable. Strategy Analytics report notes that in 2015, Samsung Exynos shipments jumped doubled. The reason is that Qualcomm Xiaolong 810 fever problem in the high-end Samsung phones abandoned Xiaolong 810. Jan. 10, Millet new conference will be held, will be released millet MAX. Earlier there was news that millet will use the chip in the autonomous millet millet Max, code-named "rifle", meaning "millet plus rifles." And this "rifle" most likely to harm belong to the same low-end market MTK. If the shuffle is too early to say, then pass outside Intel "give up" the mobile chip market just shows shuffling has begun. Recently, Intel spokesman confirmed to the media, originally launched in 2016 Atom mobile processor product line released two new versions will be canceled, in other words, Intel will likely exit the smartphone chip market. In the past three years, Intel has invested in this business more than $ 10 billion, in order to make achievements in the mobile device chip market, but the reality and disappointments. Market research firm Jackdaw Research analyst Jan Dawson said: "Intel mobile processor has invested over 10 billion US dollars, but the company's business, but the lack of progress." Intel failed to move the market on the one hand from the late start, the fierce market competition is no longer the position to be found. Secondly, Intel spent a lot of money for the use of its mobile chip manufacturers to provide subsidies to compensate for manufacturers to increase the use of Intel products and other costs, which is also from the side reflects Intel's mobile products play Hair Games matching market is not high. It is understood that due to the constant subsidies over the past two years, Intel's mobile business operating loss of as much as $ 7.4 billion. JP Morgan Securities semiconductor analyst pointed out that over the past three years, has been gradually Broadcom, Huida, Marvell chip vendors such as Exit field.

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