引用:
作者SM55
...台積左手ARM、右手Intel,真是左右逢源。英特爾真要正面攻擊高通跟發哥?
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Believe it or not!Intel應該併購Mediatek!
One acquisition that we believe makes a lot of sense for Intel is MediaTek. MediaTek currently has 20%+ market share in smartphone ICs, and is on track to ship about 250m smartphone chipsets this year.
Acquiring MediaTek will position Intel as a strong number 2 in the smartphone IC market. More importantly,
MediaTek has a unique “turnkey” model which we believe makes it easy for Intel to transition customers to x86 architecture. MediaTek essentially designs the entire smartphone as opposed to just selling the chips. MediaTek’s customers have very little know-how about smartphone technology and primarily focus on outer design, manufacturing and distribution. As a result, MediaTek’s customers are less concerned about whether a x86 core or ARM core is powering the phone, as long as the device offers reasonable performance.
- Srini Pajjuri with CLSA Asia-Pacific Markets