Intel exits is just the beginning: the mobile phone chip market will continue to "kick"-Intel, Qualcomm, processors, chips, and Huawei-IT information
United States Qualcomm is very busy recently, on the one hand and cell phone manufacturers signed licensing, on the other hand to the accelerating transformation of the Internet of things. Among them, the VR (virtual reality), drone, etc is considered a continuation Qualcomm mobile phone chip leader position in important areas.
, Chairman of Qualcomm China Meng 樸 said in an exclusive interview with Tencent technology recently, 10-15 years in the future in the world connected to the Internet in the Terminal is expected to reach 50 billion, even the scale of hundreds of billions.
Forced transformation
In the smart-phone chips Qualcomm is still a dominant, but from last year, the competitive landscape is changing.
First, the global smart phone market has been in a cured state. Less than 1% per cent to Qualcomm is clearly not a good thing. Secondly, last year lost some high-end models of Apple, Samsung and Qualcomm itself is not small.
Affected by this, Qualcomm's second-quarter net profit halved last year, third-quarter revenue and net income falling. Capital markets give a big pressure on Qualcomm, Qualcomm had to announce strategic plan 2015 years, core content, including: restructuring, layoffs cut and adjust the direction of the business, the Board of Directors.
Widely believed that mobile phone firms developed chips sluggish acceleration, the industry as a whole, Qualcomm was forced out only in transition. However, at the high end of the Smartphone market Qualcomm "monopoly" situation will continue, because Xiao long 820 in technology and market share does not appear to compete with rivals.
Based on Qualcomm's latest business strategy, namely, to consolidate core smartphone market, core technologies to the Internet, mobile computing, connectivity and other adjacent areas, and investment focused on large-scale and high earnings visibility marketing opportunities, including data center and a vertical part of the interconnection of all things.
From business point of view, non-smart phones based on Qualcomm chips UAV products has achieved commercial. Recently, China 00 unlimited releases portable drones Hover Camera, which uses Qualcomm's UAV platform.
It is understood that the drones are just high-throughput into a niche market in the field of the Internet of things, Qualcomm has launched more than 25 platform solutions, wearable devices, unmanned aerial vehicles, home control, network cameras, Smart lighting and appliances and other segments.
These emerging business needs in the field of network speed upgrade, Meng 樸 believes that with the reliable connection of 5G to become a reality, all connected will continue to bring a wider range of experience. "Qualcomm saw things in this area, UAVs, VR will have a big market in the future, currently started cooperation with domestic enterprises. ”
For the VR, he said: "VR capital from last year to this year, hardware, software, and burst of speed really fast but mature will take some time over the next three to five years smartphones still cannot be replaced. "He said, Qualcomm is working with a number of handset manufacturers cooperate on VR, did not disclose specific brands.
From a technical point of view, as opposed to costly custom chip, high pass most of the relatively inexpensive general purpose chip more suitable for huge gains. Therefore, high lead to transformation of homeopathy for the Internet of things ...
At present, using high-throughput technologies of networking equipment shipments have more than 1 billion, which does not contain a smart-phone shipments.
Chip also shuffle
Qualcomm continues to change, another chip maker MTK (mediatek) waiting to snatch high-throughput in the high-end market, especially when Gao Tongxiao Dragon 810 through Waterloo last year, MTK seems to see hope, but only hope.
Last year, the MTK launched upmarket Helio X10, red rice Note2 899 Yuan offer made X10 the high-end road shattered, and compounded by its cheap image of the product.
With Qualcomm in high-end smart-phone chip market's shadow, in March this year, MTK has announced X20, X25 will be the second to third quarter respectively.
The funny thing is, as the newly released music 2 and music 2 Pro, which distribute the X20 and X25, price is the 1099 and 1399 Yuan, the price for MTK again, the images were cured.
Listed Samsung S7, millet 5, Max 2, VIVO Xplay5 with flagship version, such as a wave machine has embraced long 820,MTK high-end Lu Gao Tongxiao setback.
According to unofficial figures, 2015 MTK shipped a total of more than 400 million mobile processor, and Gao Tongxiao Dragon processor shipped 970 million last year, is MTK twice more than doubled, leading-edge rivals MTK in the short term is difficult to surpass.
In addition, Hass, Samsung Exynos such as Huawei and ZTE, millet and other mobile phone manufacturers developed their own chip industry competition, shuffle is unavoidable.
Strategy Analytics report, 2015 surge in shipments of Samsung Exynos 1 time. Xiao long 810 fever problem because Qualcomm, Samsung's high-end phones mycophenolate mofetil is deprecated on 810.
10th, the millet will hold a new Conference, MAX will publish millet. Earlier news that millet millet millet on Max independent chip, code-named "rifle", meaning "cooled". The "rifle" is most likely to hurt the MTK belong to the low end of the market.
If shuffle too early, then Intel outside "give up" just shows the mobile chip market has begun to shuffle.
Recently, Intel spokesman confirmed to the media, scheduled for launch in 2016 mobile processor Atom product line released two new versions will be cancelled, in other words, Intel is probably the withdrawal of smart-phone chip market.
In the past three years, Intel spent more than $ 10 billion in this business, chip market to make achievements with a view to a mobile device, but it is not.
Jackdaw market research company Research Analyst Jan Dawson said: "the Intel mobile processor has invested more than $ 10 billion, but have made no headway in the business of the company. ”
Intel failures started late due to the mobile market on the one hand, the fierce market competition is no where to be found. Secondly, Intel pays a lot of money for the use of its chips for mobile manufacturers to provide subsidies to make up for the makers to use Intel products and increasing other costs, this also reflected the Intel Mobile product market fit is not high. It is understood that due to the subsidies, the past two years Intel's mobility business operating loss of as much as $ 7.4 billion.
JP Morgan Securities semiconductor analyst pointed out that, in the past 3 years, already are Broadcom, huida, maiweier and other manufacturers out of chips.
Intel退出只是开始：
手机芯片市场还会继续“踢人” - 英特尔,高通,处理器,联发科,华为 - IT资讯
美国高通公司近来很忙，一方面与手机厂商签署专利授权，另一方面则向物联网加速转型。其中，VR（虚拟现实）、无人机等被认为是高通延续手机芯片霸主位置的重要领域。
高通中国区董事长孟樸日前在接受腾讯科技独家采访时表示，在今后10-15年里，相信全球连接到互联网里的终端会达到500亿，甚至上千亿的规模。
被逼转型
在智能手机芯片领域，高通依旧是一家独大，但从去年开始，竞争形势在发生变化。
首先，全球智能手机市场已经保持了固化的状态。不到1%的同比增幅对高通显然不是件好事。其次，去年失去了苹果、三星部分高端机型的大单，对于高通自身影响也不小。
受此影响，去年高通第二财季净利润减半，第三财季营收和净利润双降。资本市场给予高通极大的压力，于是高通2015年年中不得不宣布战略调整计划，核心内容包括：改组董事会、裁员减支以及调整业务方向等。
业内普遍认为，手机大厂自研芯片的加速、行业整体不景气，高通是被逼到无路可退才选择转型。不过，在高端智能手机市场上，高通“独大”的局面还将继续，因为骁龙820在技术和市场份额方面还没有出现可抗衡的对手。
根据高通最新的业务战略，即巩固智能手机核心市场外，将核心技术向物联网、移动计算、车联网等毗邻领域扩展，并将投资重点集中于具有规模化和高盈利前景的市场机遇，包括数据中心和部分万物互联的垂直领域。
从目前业务进展情况来看，基于高通非智能手机芯片的无人机产品已实现商用。近日，中国零零无限发布便携式无人机Hover Camera，其采用了高通的无人机平台。
据了解，无人机只是高通涉足物联网领域的一个细分市场，高通公司已经推出了超过25款平台解决方案，针对可穿戴设备、无人机、家居控制、联网摄像头、智能照明和家电设备等细分领域。
这些新兴领域的业务需要网络速率的提升，孟樸认为，随着5G的可靠连接成为现实，万物互联将继续为各行各业带来更广泛的体验。“高通看准了物联网这个领域，无人机、VR未来会有很大市场，目前与国内一些企业陆续展开了相关合作。”
对于VR，他说：“VR从去年资本到今年硬件、软件、内容的爆发速度确实很快，但规模成熟仍需要一段时间，未来三年到五年智能手机的地位仍无法被取代。”据他透露，高通正在与一些手机厂商就VR展开合作，具体品牌并未透露。
从技术角度而言，相对于昂贵的可定制级芯片，高通多数相对廉价的通用级芯片更适用于庞大的物联网系统。所以，高通向物联网转型也算是顺势而为。。
目前，采用高通技术的物联网设备出货量已经超过10亿，其中不包含智能手机的出货量。
芯片也面临洗牌
在高通转型之际，另一芯片巨头MTK（联发科）在伺机抢夺高通的中高端市场，尤其去年高通骁龙810经历滑铁卢的时候，MTK似乎看到了希望，但也只是希望。
去年，MTK推出面向高端市场的Helio X10芯片，可红米note2 899元的报价使x10的高端之路彻底破灭，同时更加剧了其廉价的产品形象。
为了能与高通在高端智能手机芯片市场一较长短，今年3月，MTK又宣布X20、X25将分别于第二、三季度上市。
有意思的是，乐视最新发布的乐2和乐2 Pro，其分别搭载的是X20和X25，售价却是1099元和1399元，这个价格让MTK的低端形象再次被固化。
而已上市的三星S7、小米5、乐视Max 2、vivo Xplay5高配版等一大波旗舰机早已拥抱高通骁龙820，MTK的高端路再次受挫。
据非官方的数据显示，2015年MTK共出货了4亿多颗移动处理器，而高通骁龙处理器去年出货量为9.7亿颗，是MTK的两倍多，对手的领先优势MTK短期内难以超越。
此外，诸如华为海思、三星Exynos以及中兴、小米等手机厂商自研芯片加剧了行业竞争，洗牌也是在所难免。
Strategy Analytics报告指出，2015年三星Exynos出货量暴增一倍。原因是高通的骁龙810出现发热问题，三星在高端手机上弃用了骁龙810。
本月10日，小米将召开新品发布会，届时会发布小米MAX。此前曾有消息称小米将在小米Max上采用小米自主芯片，代号为“步枪”，寓意“小米加步枪”。而这个“步枪”最有可能先伤害的是同属低端市场的MTK。
如果说洗牌为时过早，那么，外界传英特尔“放弃”移动芯片市场恰恰表明洗牌已经开始。
日前，英特尔发言人对媒体证实，原定在2016年推出的移动处理器凌动产品线的两个新版本将会取消发布，换言之，英特尔很可能将会退出智能手机芯片市场。
在过去三年中，英特尔在这一业务中的投入超过了100亿美元，以期在移动设备芯片市场做出成绩，然而事实却并不如意。
市场调研公司Jackdaw Research的分析师Jan Dawson表示：“英特尔为移动处理器投入了超过100亿美元，但该公司的该项业务却毫无进展。”
英特尔失败一方面源于移动市场起步较晚，激烈的市场竞争已无位置可寻。其次，英特尔花费大量资金为使用其芯片的移动制造商提供补贴，以弥补制造商们因使用英特尔产品而增加的其它成本，这也从侧面反应了英特尔的移动产品市场匹配度不高。据了解，由于不断补贴，过去两年间英特尔移动业务方面的运营亏损多达74亿美元。
摩根大通证券半导体分析师指出，过去3年来，已陆续有博通、辉达、迈威尔等厂商退出芯片领域。