眾志成城?『PC失意陣線同盟』再應Intel集結。
穩住陣腳?絕招盡出,Intel銀彈如滿天花雨。
在手機領域,只有ZTE、Moto少數手機品牌商與Intel合作,縱使是Samsung,也僅在平板產品上採用Atom晶片。
不能敗的一戰,梭了!
降尊紆貴,繼Bay Trail平板大放送之後,Intel再祭低價戰術,優先鎖定昔日的PC盟友,無懼流血輸出,重金利誘,承諾給予手機晶片在價格、研發與行銷等各方面『優厚支援』,特別是rebate。
對手Mediatek退散,Atom晶片挾PC大廠將逆襲智慧機,Lenovo之後,Asus、HP的Intel Inside手機將第二波攻堅,『價格犀利』。估計尚有其它昔日PC王者陸續來歸。
褪去變形DNA、混搭外衣,Asus重返正smartphone的全新MEMOfone手機系列會大量採用22nm雙核Merrifield手機晶片(Intel在2H14將有面向中高端的22nm四核Moorefield晶片與委外針對低價的整合3G型SoFIA晶片),售價估將低於5000元,以中國、東南亞、巴西及俄羅斯等市場為主。
HP預計在近期內針對中國、印度等亞太地區推出兩款各為6吋、7吋,售價僅在200∼250美元間的大螢幕Android智慧機種,亦由Intel藉高額折讓再敗Mediatek而奪標,BYD在Slate 7平板後再度替HP代工。
In addition to
R&D supports, Intel has also been rumored of giving
preferential pricing to its partners and even
supplying its chips for free to earn its partners' hearts.
- digitimes
值此PC衰退略緩之際,再傳TSMC雙獲PC與smartphone相關IC急單,顯示PC客戶端需求反彈,庫存補貨動作浮現,讓Intel有所緩頰。smartphone急單涵蓋基頻、無線連結、指紋辨識等IC,而TSMC稼動率也可望於本季反彈。
If today’s TSMC inputs reported in Digitimes prove accurate, that
PC related pull-in orders are being seen as well as for smartphone modems, wireless networks and finger encryption, then
2014 is liable to prove a banner chip year. For Intel, in particular,
a pickup in PC sales, even if relatively short-lived, would permit some boardroom breathing room as they conjure an ineffective mobile strategy and apparent capacity overhang.
- Richard Whittington of Drexel Hamilton
Intel will probably report toward the upper end of its Q4 revenue outlook of $13.2 billion to $14.2 billion “due to
upside seen in PC builds/shipments and data center demand,” in particular as enterprises prepare for the expiration of Windows XP support this Spring. Enterprise refresh could last “into the June quarter or longer.”
- Ashok Kumar with Maxim Group
兄弟爬山,各自努力。Intel動作頻頻,Microsoft也沒敢閒著,
聽說Windows Phone跟Windows RT打算免費奉送。智慧行動市場吃鱉的Wintel能因此大旱逢甘霖嗎?未來的智慧行動裝置,究竟會是Wintel、ARMdroid、InDroid、WinARM誰當領頭羊,這樂高積木的最佳組合頗費思量!