“Reading” current high-throughput remains the mobile chip market leader, but faces competition in the mobile chip market and changes in the competitive environment, feel more and more pressure. High-throughput due to ease pressure on itself and to develop new markets (a promising market and closely related to the mobile market) strategy needs is necessary for acquisition of AMD, of course, the ideal situation would be the only merger-AMD Server chip business. Disney iPhone case
Following Intel’s money in the acquisition of Altera (Altera), rumors in the industry besides AMD, a chip company may spin off businesses, might even be high-throughput mergers and acquisitions.
So as to move the market (such as Smartphones) chips mainly whether Qualcomm should merger to traditional PC and server chip AMD?
First of all, we take a look at AMD the business.
From the perspective of current business, the most valuable part of the data center’s server chips. Of course, we are not here to say how advantage AMD Server chip market, after all, about 80% market share of Intel in this market, but compared with Intel, AMD is currently unique in the server chip market with Intel x86 architecture and called opponents of the enterprise. Rumors which is why the industry AMD spin-off the main reasons, namely by splitting the server chip with graphics chip business, with more clarity and better to show value of AMD. And we think that once AMD spin-off industry rumours, it might just be prepared for the sale.
Look at Qualcomm.
Despite the current high-throughput remains the mobile chip market leader, but faces competition in the mobile chip market and changes in the competitive environment, feel more and more pressure. This pressure is reflected mainly in the following areas:
First is the rapid catch-up with rivals in the field.
For example Samsung in latest of flagship machine Galaxy S6 Shang first abandoned with Qualcomm and used home chip for Qualcomm is a heavy hit, is called heavy hit, is because this indicates with Qualcomm in high-end chip market maximum of customer one of of Samsung future will weakened for Qualcomm of rely on, and has always in in the low-end market occupy advantage of mediatek gradually to high-end of evolution, for example its released of latest of 10 nuclear Helio X20 at least from marketing of stunt Shang again beyond has Qualcomm. From the perspective of actual market share, according to the relevant statistics, Qualcomm’s market share has dropped to 32.3% last year from 48.6% in 2013, compared with mediatek jumped to 31.67% from 7.78%.
Followed by cross-architecture of Intel’s pressure.
Although the Intel Mobile chip market progress has been negative, but its cooperation with the mobile chip market news (via injection of Spreadtrum shareholders violet) will in the future allow mobile chip market competition is more intense, while WABC mainly for the low end of the chip market will inevitably lead to chips raise the high-end chip market, and high pressure dominated by high-end chip.
Finally is the effect of the so-called anti-monopoly.
Here is not only for Qualcomm’s antitrust investigations in China, but the resulting global antitrust effects, especially against the rationality of the patent controversy in the industry has not been broken, so even if it does not cancel the patent licensing fees in the future, but the cost reduction will be the trend, and patent license at least for now also occupy a position of high profits. Even more important is that such pressures have caused panic on the Qualcomm innovation and product and lead to errors. Most typical performance is industry-have been arguing Qualcomm 810 chip is overheating.
In view of the above high pressure in the mobile chip market, open up new areas is a high-throughput strategy for the future development needs. Besides industry optimistic about Internet of things outside, for data center and cloud computing Server chips is another good choice. It is well known that in traditional PC chips weak demand and Intel Mobile chip downturn was also able to keep revenue and profit growth, mainly thanks to server chips. Apart from Intel in the traditional x86 long-term technical and ecological systems of accumulation, but indirectly stimulate rapid growth with mobile intelligent terminal data center and cloud computing is closely related to market demand. Worth noting is that in the mobile chip market dominated manufacturers are aware of the market prospects of the ARM camp, Samsung, NVIDIA had before trying to enter the market, but with little success, and gave up competition in this market. Disney case
The reason, other than power, x86 is the most fundamental architecture and ARM architecture innate appeal and advantages of different.
ARM architecture pay more attention to energy consumption and x86 have obvious advantages in performance, but in the server chip market for data center and cloud computing, performance demands far more than power. Of course we are not saying that power is not important here, is a relative term. This is why Intel is the main reason for the slow progress in the mobile chip market.
In turn, for ARM architecture firms in the server chip market as well. So-called congenital deficiency must be doubly compensate for the day after tomorrow is the truth. Although Qualcomm announced it was entering the server market, and to cooperate with Chinese manufacturers, but in view of its essentially based on ARM architecture, even in the server chip market, also require considerable time and commitment, as Intel’s push into mobile chip market to face competing ARM architecture camp, losing billions of dollars and still not substantial gains. X86 directly (at least not the chip architecture natural weak) will undoubtedly shorten based on time and cost.
Even more crucial is that AMD Intel’s core area, Intel has always been a pull, curb the power of Intel Mobile chip market, while Intel backyard placed such a die (antitrust, Intel not AMD demise) opponent, current profit will be affected, but from the perspective of long-term competition, strategic value is considerable.
To sum up, we believe that high-throughput due to ease pressure on itself and to develop new markets (a promising market and closely related to the mobile market) strategy needs is necessary for acquisition of AMD, of course, the ideal situation would be the only merger-AMD Server chip business. Perhaps high-throughput while waiting for the best time for mergers and acquisitions, such as AMD’s spin-off.
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