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published in(发表于) 2016/5/7 5:52:00
Because Apple, Intel’s mobile tour or will once again set off,

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Because Apple, Intel's mobile tour or setting off again-to Intel, Apple-IT information

Intel is removing Sofia and Broxton Atom mobile processors, when does not mean that Intel gave up in the mobile space, Intel also points out that they will be "to provide higher returns, advance product strategy of" replaced by products. It is clear, cut off the money saved by the business, one of the trend will too upon the modem.

Given Apple's iPhone is the mobile space relies on separate baseband Smartphone is one of the few, Intel may have one last chance in the mobile space.

Have to say background

It is well known that most smart phones today use the SoC system-integrated single-chip design, and integrated application processor and cellular baseband, these two key components are mixed together, smartphone makers in the design of board space cost, improve the efficiency of research and development, and the actual finished product energy efficiency programme better than the independent cellular baseband.

So far, however, the flagship Smartphone without integrated solutions on the smartphone maker Apple is, mainly because Apple does not own cellular modem unable to chip into research and development. So, Apple is usually provided through a third party vendor of modems for a long time, especially high-throughput. However, this year there are a lot of rumors confirmed, released this fall iPhone7, Intel will new suppliers as a separate modem.

Prior to this it is to be noted that, for a place in the field of Mobile Intel, previously to create independent modem support paired with many mobile chips, Intel also plans to integrate the cellular baseband and application processors within the work to expand the market. As mentioned earlier, after all, SoC benefits of integrated chips, this is something virtuous cycle, helps promote growth.

Unfortunately, Intel has had a chance to practice their first SOC mobile chips, have already canceled the route map. But now, with cooperation with Apple, Intel wishes the equivalent in a different form.

Apple is Intel Mobile is the last straw

Intel has just entered the mobile space when discount subsidy is used in marketing strategy turns out to be a failed strategy, although in the short term can be found in the Tablet market presence, but spending and income imbalances, resulting in losses of tens of billions of dollars. However, the Intel "octet" profligacy is not all tablets and smart-phone chips, a modem was considered to have at least one of the more decent results.

In any case, Apple choose to adopt Intel's cellular network modem, Intel essentially has one last chance in the mobile space, and that is to win a huge potential source of revenue opportunities. Independent modem chips for smart phones on the market today have basically gone, non-Smartphone devices, such as tablet computers use is quite limited, but Apple needs to make money. However, if Intel is unable to lock an Apple order, Intel's continued investment in the mobile market will be more feeble.

Recommended reading:

Major decisions: Intel announced that it would cancel the Atom chip production line


因为苹果,英特尔的移动之旅或将再度启程 - 英特尔,苹果 - IT资讯

英特尔的确是撤掉Sofia和Broxton的Atom移动移动处理器,当并不意味着英特尔在移动领域的事业也放弃了,因为英特尔也指出,它们将会被“能够提供更高的回报,推进公司战略的产品”的产品所代替。因此很显然,砍掉业务所省下的这笔钱,其中之一的走向将会在太在调制解调器身上。

考虑到苹果iPhone是移动领域为数不多依赖于独立基带的智能手机之一,英特尔在移动领域或许还有最后的机会。

不得不说的背景

众所周知,今天大多数智能手机都使用了SoC系统级一体式单芯片设计,同时集成应用处理器和蜂窝基带,这两个关键组件融合到一起,让智能手机厂商在电路板空间设计上的成本,提高研发效率,并且实际成品上能效也比独立蜂窝基带的方案更优。

然而到目前为止,在旗舰智能手机上依然没有使用集成解决方案的智能手机厂商就是苹果,主要是因为苹果没有自主的蜂窝调制解调器,无法在芯片研发中融入。所以,长期以来苹果通常通过第三方供应商提供的调制解调器,尤其是高通。不过,今年开始有大量传闻证实,今年秋季发布的iPhone7,英特尔将作为独立调制解调器的新供应商。

在此之前需要指出的是,曾欲在移动领域占据一席之地的英特尔,此前所打造的独立调制解调器,支持与诸多移动芯片搭配,而且英特尔也计划了将蜂窝基带集成到应用处理器内部的工作,以此扩大市场。毕竟正如前面提到SoC一体式芯片的好处,这是良性循环的东西,有助于成功推动产品的增长。

不幸的是,英特尔还没来得及实际生产自家首枚SOC移动芯片,就已经取消了相关的线路图。但是如今,随着与苹果的合作,英特尔的心愿又相当于以另一种形式实现。

苹果是英特尔移动领域的最后一根稻草

英特尔刚刚进入移动领域的时候,采用的是折扣补贴的营销策略,事实证明这是失败的策略,虽然短期内能够在平板电脑市场找到存在感,但是支出和收益严重不平衡,最终导致陷入数百亿美元的亏损状态。不过,其实英特尔“八位数”挥霍并不完全是平板电脑和智能手机芯片,调制解调器至少还算是比较过得去的成果之一。

无论如何,苹果选择采用英特尔蜂窝网络调制解调器,本质上算是英特尔在移动领域最后一次机会了,而且是赢得巨大潜在收入来源的机会。如今市面上采用独立调制解调器芯片的智能手机已经基本没有了,在非智能手机的设备上,比如平板电脑的使用也相当有限,但最会赚钱的苹果需要。不过,如果英特尔无法锁定苹果的订单,英特尔持续在移动市场的投资将更显得苍白无力。

推荐阅读:

《重大决策:英特尔宣布将取消Atom芯片生产线》






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