Intel mobile processor, why mediatek shares? -Intel, mediatek, Intel-IT information
Intel spokesman recently confirmed that Intel will cancel the mobile device, codenamed SoFIA and Broxton's atom (Atom) processors developed . Invest heavily in mobile chip market for three consecutive years but no significant progress has been made, Intel finally chose to give up.
According to Intel in 2013 and 2014, total losses of $ 7 billion for the expansion of the Tablet market. 2015 mobile sector into the PC sector, the data is hidden, analysts pointed out that if the situation does not change last year, worth $ 10 billion three-year cumulative loss.
Intel through high subsidies in the Tablet market take a mediatek order; in the Smartphone market, Intel with great strength has always been considered to be aggravating. If you choose to exit, should be able to alleviate the pressure of mediatek. But after the news broke, mediatek shares plunged more than 8% yesterday. This is why?
Gokul, semiconductor analyst at JPMorgan Hariharan believes that WABC is the key . Intel's long-term effects for Qualcomm chips and Spreadtrum's relationship changes, If Intel baseband technology licensed to Spreadtrum, WABC is mediatek's significant competitors . Current exhibition in the 4G market is still in the test stage, mass production until the second half of this year.
Mediatek has 4G accounted for a larger share of the market, and launched a series of high-end Helio x processor. However, due to its cost structure is poor, baseband technology, and brand awareness is low, currently at the high end of the market are still unable to challenge high-throughput. Spreadtrum price war in 2015 to allow AWE mediatek led mediatek gross margin dropped lower and lower, stock prices are rejected directly. If the 4G field is news to catch up and will no doubt get into greater difficulty.
Intel to Spreadtrum has invested $ 1.5 billion in the year before. Spreadtrum Li Liyou, Chief Executive, said last year, 2016 all processors by Intel OEM, using its most advanced 14nm process. Intel hopes to Spreadtrum takes the x86 schema, but obviously Spreadtrum's baseband technology would be more interested in.
It is worth mentioning that, although ASUS cut away part of the Intel Mobile chips order, abandon mobile chips by Intel initiatives led to its share price fell by 3.35%. Fears about the ASUS Intel subsidy will be reduced, affecting its gross margins.
Intel挥别移动处理器，为何联发科股价大跌？ - Intel,联发科,英特尔 - IT资讯
英特尔一位发言人日前证实，英特尔将取消面向移动设备、代号为SoFIA和Broxton的凌动（Atom）处理器的开发。连续三年巨资投入移动芯片市场却没有取得明显进展，英特尔终于选择了放弃。
数据显示，英特尔在2013年和2014年为拓展平板电脑市场共亏损了70亿美元。2015年移动部门并入PC部门，这一数据被隐藏，分析师指出，如果去年情况不变，三年累计亏损高达100亿美元。
英特尔在平板电脑市场通过高额补贴政策抢走了联发科不少订单；在智能手机市场，英特尔凭借强大的实力一直被认为是搅局者。如果选择退出，应该可以减轻联发科的竞争压力。但是在消息传出后，联发科昨日股价也大跌超过8%。这是为何？
摩根大通半导体分析师Gokul Hariharan认为，关键在于展讯。英特尔对高通联发科的长期影响是与展讯的关系变化，如果英特尔将基带技术授权给展讯，展讯才会是联发科的显著竞争者。目前展讯在4G市场仍处在试水阶段，今年下半年才会量产。
联发科尽管已经在4G市场占据了较大份额，并推出了高端的Helio X系列处理器。但是由于其成本结构较差、基带技术落后且品牌知名度较低，目前在高端市场仍无法挑战高通。展讯的价格战在2015年让联发科望而生畏，导致联发科毛利率一降再降，股价直接被腰斩。如果在4G领域被展讯迎头赶上，无疑将陷入更大的困境。
英特尔在前年向展讯投资了15亿美元。展讯首席执行官李力游去年则表示，2016年处理器全部由英特尔代工，采用其最先进的14nm工艺。英特尔希望展讯采用其x86架构，但很显然展讯对其基带技术会更感兴趣。
值得一提的是，尽管华硕砍掉了部分英特尔移动芯片订单，英特尔放弃移动芯片的举措仍导致其股价昨日下跌了3.35%。市场担心华硕获得英特尔的补贴会因此减少，影响其毛利率。