Intel has been leading the high-end, high-performance desktop chip, personal PC has been declining, but the demand for mobile devices for mobile devices has developed spurt. At the beginning of the year, CES announced that we are coming! A destructive king will appear on the stage of the mobile chip.
A few days ago, Intel’s new CEO, Brian Krzanich, announced Intel’s new mobile strategy at the investor conference. The most impressive thing about us was that Intel decided to open its own manufacturing facility, which means that Intel will not only Producing chips based on its own X86 architecture will also make chips for rivals based on ARM architecture.
According to the US "Wall Street Journal" reported on November 24, Intel CEO announced a strategic transfer plan to accelerate the company's entry into mobile devices and other new markets. Intel Chief Executive Brian Krzanich said that pragmatic initiatives such as putting Intel processors into tablets at less than $100 would bring benefits. Intel has the world's best chip manufacturing facility, which will definitely increase Intel's revenue and attract the adoption of some big manufacturers. For example, the possibility of taking orders for Apple's iPhone and iPad chips is not without. According to the strength of Intel's chip manufacturing, some analysts believe that if Apple's iPhone and iPad chips are handed over to Intel, the cost will be lower than that of Samsung and TSMC, which may become a key factor for Apple's choice of high-margin Apple's OEM. one. And from Ke Zaiqi’s speech at the investor conference, “You will see us picking up those key supplier orders one by one.†In addition to the confidence in their own manufacturing technology, Intel seems to have been a heavyweight foundry partner. There is a mound in the chest.
People familiar with Intel know that when Intel talks about the advantages of Intel's entry into the smartphone and tablet market and ARM, Intel most often talks about performance (computing power) and has its own manufacturing plant (that is, manufacturing). Intel’s argument is quite reasonable. Especially in manufacturing. For example, due to the growing patent lawsuit between Apple and Samsung, Apple has been trying to "strish" the iPhone and iPad production. The A7 chip on the iPhone5S and the new iPad, Apple hopes to turn from the previous Samsung. Taiwan's TSMC, but because of TSMC's technical reasons, it has to continue to choose Samsung to manufacture, showing the importance of manufacturing for the marketization of chips.
Editor's note: For Intel, expanding the OEM business is a pragmatic approach and a helpless choice. Many years ago, Intel had been pursuing the policy of “capacity not to flow outâ€, but with the decline of the global PC market, Intel has excess capacity, and the factory operating rate is only 60%. This time Intel is launching a new strategy to launch the mobile market, what is the performance of the future market, we wait together.
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