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published in(发表于) 2016/5/6 7:53:39
Foreign Media: Intel lost the cell phone chip market, this pot CEO Chi back again! ,

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Foreign Media: Intel lost the cell phone chip market, this pot CEO Chi back again! -Intel, Intel-IT information

May 5 Beijing time news United States well-known financial website fool.com published an article today, said Intel should be replaced as soon as possible then CEO branch odd (Brian Krzanich), because under his leadership, Intel′s situation to get worse, especially in the mobile phone chip market .

Three years ago, Intel was promoted Chief Operating Officer (COO) Division of odd as CEO. At that time, the strange Intel has developed four core areas of development: data center, PC, mobile and chip-making technology.

Data centers and PC business was

In the odd, under the leadership of Intel′s data center business has developed well. Currently, Intel′s data center products are world-class, and increasing market share.

PC processor is Intel′s most important business. Although the current challenges facing the global PC market, but still outshines Intel processor products. However, given the long dominance of Intel in the market, nor to a large extent, this performance odd points.

Mobile processor is a disaster

By contrast, Intel′s performance in the mobile market is a disaster. In 2013, have made for Tablet and Smartphone development mobile processors. In order to accelerate into the tablet computer market, Intel invested heavily at the subsidies.

In addition, Intel also told investors that, for low-end, mid-range and high-end smartphones and tablets to develop SoC (integrated Modem and applications processor). But Intel fails to launch the product, eventually be completely stifled.

Invested billions of dollars and ultimately to no avail. Intel is also secretive, did not give investors a good explanation.

10-nanometer process delay

In 2013, the singular promised investors 10 nanometer chip manufacturing process in volume production the end of 2015. However, by the year 2015, Intel admitted its 10-nanometer manufacturing process extension, and volume production cannot be expected before the end of the year.

Therefore, Intel had to extend the term of 14 nm Skylake processor architecture. News that Intel until 2017 to launch the second half of the first batch of 10 nm chip, deferred for up to 1.5 years old.

Poor stock performance

In the odd, under the leadership of Intel′s stock performance is just as bad. May 2, 2013, which is strange as when Intel CEO, shares at $ 24.11. Currently, Intel′s stock price hovered around $ 30.28, only three years 25%.

In that period, while the Nasdaq composite index rose 41.3%, the PHLX semiconductor index (PHLX Semiconductor Index) rose 43.15%. And, worst of all, there is no indication that Intel shares to medium to long term will go up in the near future.

Early replacement, CEO

Since its odd again at the helm, Intel′s situation seems to be getting worse. Good saying: "fish begins to rot from the head. "As a result, Intel should be corrected as soon as possible, and appoints new CEO.

As the new CEO candidates, must be able to allow Intel to become the world leader in chip-making technology, while company location: not just a chip manufacturer Intel, or processor/platform designers, through its leading chip manufacturing technology to build high-value products.


外媒:Intel痛失手机芯片市场,这锅CEO科再奇背! - 英特尔,Intel - IT资讯

北京时间5月5日晚间消息,美国知名财经网站fool.com今日发表文章称,英特尔应该尽早更换CEO科再奇(Brian Krzanich),因为在他的领导下,英特尔的境况变得更糟糕,尤其是在手机芯片市场。

三年前,英特尔晋升时任首席运营官(COO)科再奇为CEO。当时,科再奇为英特尔制订了四个核心发展领域:数据中心、PC、移动和芯片制造技术。

数据中心和PC业务尚可

在科再奇的领导下,英特尔的数据中心业务发展得还不错。当前,英特尔的数据中心产品均为世界一流,而且市场份额也在不断提升。

PC处理器是英特尔的最主要业务。虽然当前全球PC市场面临挑战,但英特尔的处理器产品还是一枝独秀。但是,鉴于英特尔在该市场的长期主导地位,这点业绩也不会在很大程度上为科再奇加分。

手机处理器是个灾难

相比之下,英特尔在移动市场的表现完全是个灾难。2013年,英特尔已经下定决心面向平板电脑和智能手机开发移动处理器。为了加速进军平板电脑市场,英特尔还不惜投入巨资提供补贴。

此外,英特尔还向投资者表示,将针对低端、中端和高端智能手机和平板电脑开发SoC(整合Modem和应用处理器)。但英特尔未能按时推出这些产品,最终还被彻底扼杀。

投入了数十亿美元,最终却一无所获。而英特尔对此还遮遮掩掩,并未给投资者一个很好的解释。

10纳米工艺延迟

2013年,科再奇向投资者承诺,10纳米芯片制造工艺将于2015年底实现量产。但到了2015年年中,英特尔承认其10纳米制造工艺延期,无法按预期在当年年底前实现量产。

因此,英特尔不得不延长14纳米Skylake处理器架构使用期限。有消息称,英特尔要到2017年下半年才能推出首批10纳米芯片,推迟时间长达一年半之久。

股票表现欠佳

在科再奇的领导下,英特尔的股票表现同样糟糕。2013年5月2日,即科再奇出任英特尔CEO时,公司股价为24.11美元。而当前,英特尔股价徘徊在30.28美元,三年时间仅提高25%。

在该期间内,纳斯达克综合指数上扬41.3%,费城半导体指数(PHLX Semiconductor Index)上涨43.15%。而糟糕的是,目前还没有迹象表明英特尔股价在近期至中长期内会上涨。

尽早更换CEO

自科再奇掌舵以来,英特尔的境况似乎变得更糟糕。古语说得好:“鱼从头部开始腐烂。”因此,英特尔应该尽快纠正错误,任命新任CEO。

至于新任CEO人选,必须能让英特尔成为全球芯片制造技术的领导者,同时还要清楚公司定位:英特尔不只是一家芯片制造企业,还是处理器/平台的设计者,通过其领先的芯片制造技术来打造高价值产品。






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