Intel tried to get involved in the mobile market as early as 2006, and finally gave up due to high power consumption and other reasons, and sold to Marvell the mobile phone chip sector that had lost billions of dollars. In recent years, the smart phone and tablet PC market has grown rapidly, not only showing huge development potential, but also gradually embezzling the PC market share, making Intel more and more intolerable. On August 31, 2010, Intel announced that it would acquire Infineon ’s mobile phone chip business for US $ 1.4 billion and set foot in the mobile sector again.
This time is no longer a trial, but with unparalleled determination and courage, formulate a detailed road map and plan, and transplant the business model that has won a great deal in the PC field to the mobile market, to achieve a comprehensive "PC + mobile" rule. Earlier this year, Intel announced the evolution of mobile products at the World Mobile Communications Conference. It intends to develop three generations of products within three years, from 32nm to 22nm to the 14nm processor architecture in 2014, which is close to the current theoretical limit of 10nm.
Intel relies on technological advances to reduce power consumption, while relying on sufficient cash flow, super performance, leading manufacturing processes and past partners, as well as a geographical advantage based on Silicon Valley, intending to defeat ARM from Cambridge, UK. The opponent over. However, its power consumption problem has always been grasped by ARM. While Intel has entered the mobile market, Intel has entered the server market with 90% share of Intel with low power consumption as the selling point.
ARM roundabout
At the ARM annual technology seminar held in Shenzhen on November 30, Shao Wei, ARM enterprise application marketing manager, said that ARM would "redefine the value distribution of the server industry chain." Shao Wei implied that Intel occupied too much profit in the server field, and pointed out that ARM will jointly cooperate with the chip design, software supply, system integration and other cooperative manufacturers to share the server market value.
On October 31, 2012, ARM launched Cortex-A57 and Cortex-A53, 64-bit Cortex-A50 series processors with ARMv8 architecture in Beijing. . AMD, Hewlett-Packard, Dell and other manufacturers have launched server projects based on the ARM architecture.
Shao Wei admitted that ARM's computing power is weaker than Intel's, and pointed out that some companies, such as Tencent and Facebook, value server storage and costs, which will be a breakthrough for ARM. The Chinese server market will be a very good opportunity. For example, Tencent CTO Xiong Minghua revealed in his speech that WeChat spends 100 million yuan on servers every month. Given that WeChat's storage requirements exceed computing power, if there are lower-cost alternative products, it will undoubtedly have a strong appeal. ARM has moved its hands deep into Intel's backyard.
The mobile field is the main battlefield
ARM's current share in the PC field is still very low, but it is actively attacking the server market with higher performance requirements. In my opinion, the reason is that the server has high demand for low power consumption; the second is the efforts of partners. The third is that with the outbreak of smart phones, the data traffic has increased rapidly, and the demand for servers has also increased; the fourth is the higher profit in the server market. But for Intel, the mobile field is the main battlefield. Tablet PCs are rapidly occupying the PC market share. Wu Xiong'ang, president of ARM China, said that 95% of tablets in the market are based on the ARM architecture. By 2013, tablets will replace netbooks and PCs, and shipments will exceed notebooks. Several industry analysts also predict that tablet PCs will grow rapidly.
The enormous potential of the mobile market certainly envies Intel, and ARM's aggressiveness makes it hard to sleep. The way to live in peace is not to worry about danger. Intel is bound to make full efforts in the mobile field, one is to attack and defend, and more importantly, in the case of weak growth in the PC industry, find a road to improve performance. ARM wants to replace PC with mobile, and Intel brings the main battlefield to the mobile field.
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