Guide language: " economics person " magazine network edition is written last week civil point out, intel and ARM are in at present be eager for doing sth, intensify permeating the traditional sphere of influence of the other side, the competition of two companies will na the most popular memory card digital cameras turally intense with each passing day.
It is an article below main content:
Traditional sphere of influence
Las Vegas is one is mixed with snack, spec show the city with celebrated marriage, but the ground of the declare war that it becomes a long battle likely still. On January 10, intel (small gain) the president holds Ou Dening of CEO Paul · concurrentl the most popular canon ef 15mm y (Paul Otellini) will be exhibited in international consumption electron (the following abbreviation " CES " ) on publish a theme to make a speech, will introduce ceremoniously at the appointed time numerous the new product that introduces Intel processor.
This includes Intel not only among them tens of year the PC that will support energetically is tasted newly, famous still for " Ultrabook " exceed product of frivolous notebook computer -- Toshiba (small gain) with HP (small gain) manufacturer waiting for PC is being produced, even two smartphones. But the delegate that they are as direct as the flat computer that uses ARM processor and smartphone argue nevertheless.
brooch pins
As the competitor, the management strategy of Intel and ARM and dimensions differ disparate, two companies divided up the major market share of microprocessor industry, every have his mature product line. Intel dictate is worn PC and server processor market, ARM is the overlord of industry of mobile equipment processor, its sphere of influence from the mobile phone to the dilate of territory of flat computer market that rises abruptly quickly. Besides now and then outside executive assault, intel and ARM never are opposite march tradition of the other side gets the earth's surface to reveal strong interest.
However, intel plans the new facility that reveals in CES, will be its upgrade further the clearest evidence of this competition. Intel is marching hard smartphone market, meanwhile, ARM already also began sortie server market, its are feebleminded the user that bad news chip is endeavoring to reduce expenditure of charge of electricity to those has appeal quite. In addition, in the near future more and more ARM processor are afraid can enter PC market.
This combat is to be in not only divide up already occupational territory, and conquer even new feudal. Intel and ARM laid a new target at present, can receive the facility of Internet. According to estimation of Cisco of network equipment tycoon, to 2015 the amount of Internet equipment may achieve 15 billion, double was 2010.
ARM ecosystem
Intel dominant a lot of innovation of current semiconductor industry progress, amount of employee of its whole world is close to 100 thousand person, in before 2011 9 months, intel battalion closes reach 40.1 billion dollar, the profit before duty is 13.2 billion dollar. Nevertheless, as a result of Thailand production of your hard disk is immersed in big calamity interrupt, cause chip slow down in demand then, last year in December Intel will battalion of the fourth quarter closed 2011 anticipate reduce 7% , reduce tone to fall from 14 billion dollar to 13.4 billion dollar.
But this bit of loss is cole dishful only Intel to. Intel still does not have real competitor in PC and server processor market. Although AMD is ranked the 2nd, but the difference with market share and Intel very bigger than having look, and predicament of the defect that return a body hard extricate oneself. AMD will change in August last year CEO, will announce to cut down the member of persons employed in November at the same time 1400 people.
Intel designs chip already, produce chip again, intel high level the company the achievement now is attributed to this kind of mode partly. Intel shares 10 chip plant at present, still two are in build. Ke Lanni of · of cloth Lai favour overcomes the senior vice president that Intel is in charge of producing professional work (Brian Krzanich) expresses, compare the competitor that produces chip at using exterior plant, intel can turn chip more quickly to the market, and the possibility of chip occurrence flaw is less. This also is Intel holds PC and server the main reason of position of dominant of high-powered chip market.
Compare to it, ARM chip pays attention to specific power consumption more, is not strong mediate manage ability is the greatest change. Him ARM does not produce chip, design semiconductor however or " framework " accredit gives chip most popular selling scooby costume the firm. These manufacturers want to pay ARM accredit fee. By nature, ARM provided base of a development, let others develop new product, already split the cost, share profit again. It is reported, accredit cost occupies the half above that closes to ARM battalion.
In addition, compare with the dimensions photograph of Intel, ARM can be a be outshone only. Sum total of employee of ARM whole world has 2000 people only, battalion of implementation of before last year 9 months receives 354 million pound (add up to) of 568 million dollar about, the profit before duty is 107.3 million pound. But ARM is in giant " ecosystem " -- the enterprise is allied -- core position, and the kingdom that Intel is an independ the best selling memory card digital cameras ence.
Allied interior is contradictory
ARM allied member includes chip firm not only, still chip makes a tool design manufacturer of manufacturer, equipment and software firm. ARM can use collective wisdom to design the chip that its think the partner needs most, and the product that the partner can be based on ARM processor to design oneself.
Actually, ARM allied interior also is put in intense competition. For example the NVIDIA of two big overlords of graphical processor market and connect high between. The boundary between alliance and empire also is not entirely different. For example, the design tool manufacturer such as Cadence Design Systems, Synopsys and ARM and Intel are cooperative relation, and Microsoft (small gain) , HP and apple are same with these two companies it is a partner. Intel itself still uses the technology of ARM accredit.
In recent years, ARM is in the position of mobile equipment market is solidder and solidder. Mobile phone with each passing day intelligence is changed let ARM benefit a lot. The smartphone can use the processor with more low price. The ARM chip par on the mobile phone increases to from 1.5 of 2006 2.5 of 2010. For example, NVIDIA faces the Tegra 3 processor that smartphone and flat computer roll out, include 5 ARM kernel and NVIDIA to have graphical processor oneself.
The kernel that chip manufacturer uses is more, the accredit fee that ARM obtains is more. The royalty that ARM obtains from the smartphone is 8 times of royalty of function mobile phone, flat computer achieves 11 times even. Meanwhile, PC market did not experience the change of world-shaking. PC market more and more rely on a product change, so, intel is so agog ground sortie new field is no wonder also.
Face two big obstacles
Besides, intel still undertakes adjustment to managing a layer, seek the breakthrough is obtained in mobile equipment market. Last year in December, intel appoints Michael · Bell (Mike Bell) and Hermann Youer (Hermann Eul) is in charge of dedicated at developing the business section of mobile equipment market. Bell joined in in July 2010 Intel, before ever hold post is mixed at Palm apple.
He expresses Intel already recruit a lot of talented people that have telegraphic background, established a group to develop software technically at the same time, with helping mobile phone firm the oldest rate digs Intel chip latent capacity. Intel still undertakes buying in a large-scale, in order to increases piece on systematic actual strength, if buy Ying Feiling,the banner leaves wireless business. Bell believes, afore-mentioned effort combine the productivity of Intel, make its OK gain a success in mobile equipment market.
The chip framework with even if new Intel wins the self-identity of the market, but a lot of challenges still are faced on the mobile business that this chip tycoon builds him in compose. The personage inside course of study points out, intel is facing two big obstacles in competing with ARM, it is relatively easy to let oneself processor keep abreast of with ARM on the technology solve, and the challenge of software side is more difficult however. ARM combination author, president bell · Braun (Tudor Brown) points out, the complex mutu free scooby costume ally beneficial in ARM ecosystem concerns, it is probably " the biggest doorsill that we prevent Intel to enter " .
The mobile equipment market that the fragment influences still asks participator has a large number of differring piece go up systematic framework, intel will face grim challenge in this respect. Flat computer and smartphone manufacturer are afraid do not wish to see market of mobile equipment chip alone big situation. Author of Linley Group of market research organization forest general of accept of dimension of benefit · dagger (Linley Gwennap) : "Once was tired of to be being connected high, ARM still can turn to NVIDIA and other company. But if Intel, have no alternative, can cultivate hang oneself to die in only. Can cultivate hang oneself to die in only..
Be in Intel be eager for doing sth, strive marchs when mobile equipment market, its tradition sphere of influence also is faced with new menace. Intel comes for years all the time firmly palm is dominating PC market, this should be attributed to Microsoft to design Windows operating system according to Intel X86 framework greatly. But Microsoft expressed last year, system of new generation Windows also will support ARM chip. This also is considered as so called " Wintel is allied " appeared crack. Come so, "ARM is allied " in be afraid can more and more members try to PC market luck.
Have competitive advantage
ARM is in it seems that Intel another traditional sphere of influence -- server -- discovered greater opportunity. Server market is being built at present on of computer of smartphone, flat and other and mobile equipment car. The data that transmits high in the clouds is more, the server amount of need is more. The data center power consumption that these servers are in is very big, and ARM ch the most popular t mobile prepaid cards ip always with feebleminded bad news celebrated, in because this is in,competing with Intel, held windward.
Intel still will be in embedded chip market faces tremendous test. Japanese manufacturer Renesas Electronics is in this scope is little but the market with rapid development is holding dominant position. 2009, intel opens up endowment 884 million dollar was bought embedded reach mobile application software to develop business Wind River, in order to increases in embedded the actual strength of the market. From this, intel can mark with car manufacturer, number the company such as systematic development business signs cooperative agreement. Intel expresses, embedded the run that chip business can give a company every year to create 1.5 billion dollar closes, estimate future 3 annual meeting increase by degrees with the speed of 25% .
However, the business mode of ARM is more agile, be happy at the same time dedicated at profit not expensive p most popular selling memory laptop toshiba rofessional work, this lets probably " ARM is allied " in embedded definite advantage is had in the competition of chip market. In addition, ARM is producing field of chip of feebleminded bad news seasoned, this should be another advantage of ARM. · of assorted of Gu Ni of analyst of Gartner of market research organization pulls Mamuerxi (Ganesh Ramamoorthy) says, embedded chip " although won't use up many processing capability, but specific power consumption can become more and more important. But specific power consumption can become more and more important..
ARM battalion closes 1/4 come from at embedded chip. Cortex-M is in what ARM says familial new generation is embedded chip market, in the accredit d free memory card digital cameras esign of ARM heretofore work off, very bring about new product to come out, ARM harvested more royalty accordingly. Although have oneself chip plant to have definite advantage probably, if want,can march quickly new market field, the support that has a lot of ally reachs the result of get twice the result with half the effort since undoubted meeting. (Xuan Chen)
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