PC withering: Intel on cloud computing continues to get rich-Intel, Alibaba, cloud computing-IT information
Rise of smart phones, PC Sun, Intel Mobile chip business opportunities were missed, is in transition anxiety. However, according to foreign media reports, there is an emerging area is another opportunities for Intel. So far, global cloud computing giants, including Amazon, Microsoft, has become a big chip Intel data center customers.
According to the United States for financial Investors investment website reported Friday, the United States Jefferies securities analyst Li Pasi (Mark Lipacis) issued a research report that, cloud computing technology giants layout, were brought to Intel "won the Lottery"-like opportunity, Intel data center group, will continue to maintain high double-digit growth.
In the era of traditional enterprise IT, Intel was once King in the server processor market, but in the era of cloud computing, Intel the same processors dominated the field in the data center.
On Thursday, Intel held a "data center" group meeting. At the meeting, Intel chip buyers seven data centers known as "Super 7", namely, Amazon, Alibaba, Baidu and Tencent, Facebook, Google, Microsoft.
RBC analyst Amit Daryanani pointed out in the study, from 2012 to 2015, Intel's revenues from these seven cloud computing giants, compound annual growth rate of up to 30%.
At Thursday's meeting, released for data centers, the new Intel Xeon processors, as well as a 3D Nand Flash memory chip (Intel and Micron Technology Research and development). At the meeting, Intel reiterated its target in the cloud computing market, that is, to "10,000 under a cloud" with processor.
Analysts Li Pasi pointed out that Intel's new products, as well as related strategic plans, will make it easier to deploy cloud computing, which will lead to sales of higher-margin processors Intel.
The analyst on Intel provided a "buy" rating and target price of US $ 39.
In addition to the "Super 7", the chip Intel data center operations, there is a so-called "next 50" enterprise customer base. These customer contributions to Intel's revenue growth rate as high as 40%.
The Daryanani, analyst said, and in the global market for cloud computing, the "Super 7" were in charge of the three-fourths of the market, but the next "next 50" companies will control more shares.
Analysts pointed out that at present, PC chips in Intel's revenue accounted for 60%, but Intel is actively leading the cloud computing market.
Analysts predict that between now and 2019, Intel data center group sales revenues are expected to maintain high growth 20%.
PC日渐萎靡：Intel要靠云计算继续发财 - 英特尔,阿里巴巴,云计算 - IT资讯
智能手机兴起，个人电脑夕阳西下，英特尔错失了移动芯片商机，处于转型焦虑之中。不过据外媒报道，有一个新兴的领域正在给英特尔带来另外一个机会。到目前为止，包括亚马逊、微软在内的全球云计算巨头，都已经成为英特尔数据中心芯片的大客户。
据美国财经投资网站Investors报道，周五，美国Jefferies证券公司分析师李帕斯（Mark Lipacis)发表研究报告指出，科技巨头纷纷布局云计算，正在给英特尔带来“中彩票”般的商机，英特尔的数据中心集团，将持续保持两位数的高增长。
在传统企业IT时代，英特尔曾经是服务器处理器市场的王者，而在云计算时代，英特尔同样在数据中心处理器领域占据了主导地位。
周四，英特尔举办了“数据中心集团”大会。在会上，英特尔将七家数据中心芯片的大买家称为“超级7”，分别是阿里巴巴、亚马逊、百度、Facebook、谷歌、微软和腾讯。
RBC分析师Amit Daryanani在研究报告中指出，从2012年到2015年，英特尔从上述七家云计算巨头获得的收入，年度复合增长率高达30%。
在周四的大会上，英特尔也发布了面向数据中心的全新至强处理器，以及一款3D Nand闪存芯片（英特尔和美光科技联合研发）。在会上，英特尔重申了在云计算市场的目标，即要为“下一万个云”提供处理器。
上述分析师李帕斯指出，英特尔的新产品以及相关战略计划，将使得企业更容易部署云计算，这将会带动英特尔高利润率处理器的销售。
这位分析师给英特尔股票定出了“买入”评级，目标股价为39美元。
除了“超级7”之外，英特尔数据中心芯片业务，还有一个号称“下一个50”的企业客户群。这些客户给英特尔贡献的收入，增长率高达四成。
上述分析师Daryanani表示，在全球云计算市场，“超级7”已经掌控了四分之三的市场份额，但是未来“下一个50”企业将会掌控更多份额。
分析师指出，目前，个人电脑芯片在英特尔的总收入中占到了六成，不过英特尔正在积极主导云计算芯片市场。
分析师预测，从现在到2019年，英特尔数据中心集团的销售收入有望保持20%高增长。