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作者weiter5494@2014-01-08, 02:55 PM #93
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作者weiter5494@2014-01-15, 01:31 PM #128
Intel indicated it is lowering its spending on handsets by more than 20% YoY in 2014 versus 2012, as the company is focusing only on the largest handset makers. We believe the lower handset spending is another positive for the company as we have been saying that the smartphone applications processor market opportunity is too small to matter, and Intel architecture is not competitive in cost or power versus ARM.
寸長寸利，寸短寸險，一體兩面。在PC與server具優勢的X86，在smarrt device上明顯沒有優勢，Intel應降低對其投入以持盈保泰。 |
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作者weiter5494@2014-01-21, 01:22 AM #143
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作者weiter5494@2014-01-24, 10:31 PM #154
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WiMAX二部曲，Intel再出奧步？
值此Intel信誓旦旦於Merrifield、SoFIA、Broxton等智機雄圖之際，謠指部再出Intel棄卒保帥的陰謀論。
Intel正評估是否
在2015年退出智機SoC市場，萬一今年自家業務仍無顯著起色。
2013年藉與Lenovo合作智機以拓展市場，最終後者無意協同Intel再戰。2014年，Intel找上Asus接棒，強攻低價機種。搭配32nm的Clover Trail+晶片，Zenfone系列三月上架已是板上釘釘。
In February, Intel will announce its next-generation Merrifield-based 22nm smartphone processor, the dual-core Atom SoC (2.13GHz) at Mobile World Congress (MWC) 2014. The platform will feature the XMM 7160 LTE solution and NXP's PN547 NFC solution, and is set to start shipping at the end of March.
若Intel真在明年退出智機市場，22nm的雙核Merrifield很可能就是末代產品，後續的四核Moorefield跟整合型SoFIA自然無疾而終。
Intel has
internally started evaluating whether to stop spending resources on its handset business recently as the business
has not seen any significant improvements in the past few years.
Asus力挺Intel，今年出貨量上看500~1000萬支，其下場會是替Intel清庫存的祭品嗎？
PS：之前的法說會上，Intel幾乎未提智機晶片，反倒是平板晶片還有著墨。是否透露隨著PC市場回溫，Intel採取防守策略，穩固PC市場（平板視為PC延伸）為重，斷智機以止血？