The New Mobile Chip Will Determine the Future of Intel
Last week, the company held in San Francisco, the developer seminar, but this is a week-long seminar had embarrassed the face of virtually no concern about the situation, because all the limelight Apple released the iPhone on September 12 5 activities snatched.
Even some investors took part in the seminar, also expressed growing dissatisfaction with the attitude of Intel (INTC). Of course, their dissatisfaction is very easy to understand, because Intel recently just lowered its earnings forecast, and the stock last month, fell more than 12% so far this year, the rate of return is still negative, in short, is a large technology stocks in the no the controversial vice squad.Android 4.0 Tablet PC
Therefore, many people will pay more attention to the progress on Tuesday, and today, Google (GOOG) 's Motorola mobile smartphone launched the first batch of around Intel's chip design in London. Activities held in London, means that the product is likely to be the face of the European market, and so far, mobile phone manufacturers to use Intel chips are the most noteworthy example.
However, last week's seminar, and between January and Motorola announced the declaration, in fact, are not enough to make investors believe that Intel has taken a solid step toward the mobile market - despite the fact that they now have sales partners based on their chip phone, but many of the products are designed in China, Europe, Russia and India.
Policy is questioned
Piper Jaffray analyst Richard the (Auguste Gus Richard) critical stance, he wrote in a research report which, he believes that Intel is now facing a crisis that can be compared with the late 1970s. That year, the Japanese memory chip maker eaten Intel's "lunch", when he was the CEO of Grove (Andy Grove) take a bold move to exit the memory chip market, the transformation of the company to focus on the micro-processing is business.7 Inch Tablet PC
"We believe that, in the post-PC era, the performance of the central processing unit is no longer so important, it is important to the ecosystem, as well as the differences between the different products." Richard said, "But, look, the company still believe as long as they are able to create a better central processor, peace and harmony., we think Intel need to change their business model, it has been very obvious. "
The analyst also said that Intel's next-generation mobile chip Haswell is "an outdated product, it is impossible to change the face of the game. He further stressed that both Intel for Apple MacBook Air ultra-extreme philosophy, and their latest mobile chip, "failed to meet the purpose of promoting PC demand".Replacement Laptop Battery
In July, the company's second quarter earnings Seminar, Intel executives have asked about the tablet and smartphone chip sales when we can truly on the scale. "We believe that we are on the right track, there will be a large number of products available to the market. CFO Smith (Stacey Smith) replied," We have a huge advantage in the design, which in 2013 will provide powerful kinetic energy. "
Susquehanna's Picasso (Chris Caso) also agreed with Richard's point of view, this ultra-extreme big as, but also pointed out that, in the first day of the Developer Conference, Intel tune changed Compared to earlier this year on other occasions, the executives have significantly less optimistic. He also said that the seminar is "any seminar which I remember the most lackluster one.
Picasso's comment: "Despite the weakness in the macro-level factors is undeniable, but we think the bigger problem or Intel's ultra-extreme strategies seem to have little effect." Wireless Keyboards
The Intel spokesperson Calder (Bill Calder) refused to comment on the sales of ultra-extreme, but stressed that Intel shows 140 different design seminars, which also touch-screen portable devices. "A lot of innovation is going on."
Other industry observers Intel is not so pessimistic. Jefferies & Co analyst Lipaxisi (Mark Lipacis) seminar the next day after that, he still believed "Intel is now aware of the iPad and Android tablets based on ARM products is a real threat, has also spent huge resources to develop more competitive, based on Windows 8 x86 tablet and cooperate with the ultra-extreme.
Many people have the same Lipaxisi that Intel has responded iPad reveille. Them aware of the needs of the market, also hear the voice of criticism, and set out to develop a low-power chip. Just in one around ARM Holdings PLC (ARMH) chip design has played a dominant role in the market, they are able to obtain the kind of progress is a huge question mark.
In addition, there are some investors suspects that the long-awaited Windows upgrade - expected next month - perhaps not as supposed, would bring much power.
Status quo instability
Intel in Santa Clara, California, and their long-term partners, Microsoft (MSFT), are now facing Silicon Valley's famous "innovator's dilemma". Harvard Business School professor Christensen (Clayton Christensen) created this statement, when a company is too dependent on the revenue of the core product, cheaper but "good enough" products began to destroy their market.
At the very least, Microsoft has accepted a latecomer to disrupt the market reality, ARM designs are being developed to run Windows programs, named Windows RT, also launched its own tablet products Surface.Watch Cell Phone
The Piper Jaffray Richard suggested that Intel to take radical solution using the transformation of their own manufacturing capabilities manufacturer for Apple and other players. Another recommend more daring, Intel's management seems simply heresy: he wants to slow investment in core x86 architecture chip giant to apply for the authorization of the ARM.
The tablet and smart phones are big digging foot of a wall of the PC industry, but the PC is not dead, and the short-term and can not die. The problem is that the idea of the investors will become more stringent. Intel's new chip can not make more progress in the new market, their situation is the worst.
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