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published in(发表于) 2016/5/9 4:30:23
Intel chip Foundry market “day trip“: no big customer Dim exit,

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Intel chip Foundry market "day trip": no big customer sadly out-Intel, Intel, chip Foundry-IT information

In the era of mobile devices, Intel locked in a future crisis, and began to rely on a high-throughput "foreign monks" large lay-offs and business restructuring. After media attention the Intel to exit Smartphone chip news. But foreign media also notes that in the field of chip foundry, Intel had put it into, but then few achievements, being into limbo at the moment .

Intel headquarters in California, but a lot of businesses are located in United States, Oregon, according to the local media of Oregon "OregonLive" observed recently in the reorganization of Intel's business, chip foundry and mobile chips, have also been included in the abandoned areas.

Last month, Intel announced the implementation's 12,000 layoffs, and in the business restructuring plan, Intel never mentioned the chip manufacturing business.

So-called chip foundry, including Chipmakers TSMC, and Intel, Apple chip design companies such as chip manufacturing business , chip Foundry can improve the efficiency of the chip design company, also makes Fab lines play a greater efficiency.

In 2013, the Intel announcement will enter the semiconductor manufacturing business, semiconductor OEM industry screamed "Wolf". It was, in the semiconductor manufacturing process, Intel is a leader in the industry, if Intel started robbing giants such as Apple, Qualcomm OEM contracts, TSMC, Samsung electronic company, will face a question of survival.

Intel even said, also would give businesses a foundry ARM architecture to compete with home x86 chip (smart phones and tablets using ARM chips).

But media observed three years past, IC Foundry market, Intel mediocrity . Early Intel's largest OEM customer is the chip maker Altera programmable logic, but Intel's final "customer" has become a "subordinate" – last year, Intel had $ 16.7 billion takeover of Altera, which became Intel's biggest ever takeover.

Foreign Media noted that Altera was after the acquisition, Intel's manufacturing business is hardly what well-known chip design company.

Earlier worries that Intel will compete for Apple processor OEM contracts. But today, Apple's series of a main processor to the TSMC and Samsung Electronics semiconductor business manufacturing, it does not work with Intel.

Intel's has a large semiconductor production line, focuses on their PC, server, Internet of things, such as chips and mobile phone communications chip, Intel's monopoly in the global PC and server chip market, chip business with a high profit margin.

At a time when Intel announced that it entered the Foundry market, technology media analysis, financial significance of Intel is very limited. Under the constant prices of Apple, Samsung and TSMC's manufacturing an Apple processor processing fee is only more than 10 dollars, even if Intel can grab Apple OEM orders, increase profits and profit by percentage is also very limited.

Calculated according to the income, Intel remains the world's largest semiconductor company . But in the chip Foundry market, according to industry statistics also did not enter the top ten. Statistics show that five of the global IC Foundry market namely TSMC, geluofangde (AMD the last line), the Taiwan Solidarity Union, Samsung Electronics and core company. TSMC has a market share of more than half of them.

Foreign Media noted that exit chip manufacturing, moving chip, after gradually shrinking and computer chips, Intel's future growth business will include data center server chips, networking chips, memory chips, programmable chips, Intel will also market in China, the latest semiconductor manufacturing technology and 5G technology heavily invested resources.


Intel芯片代工市场“一日游”:无大客户黯然退场 - Intel,英特尔,芯片代工 - IT资讯

在移动设备时代,英特尔陷入了一场前途危机中,并开始依靠一名高通“外来和尚”进行大裁员和业务重组。此前媒体纷纷关注了英特尔退出智能手机芯片的消息。不过外媒也注意到,在芯片代工领域,英特尔也曾经放言大举进入,但是后来几无建树,眼下也被打入了冷宫

英特尔总部在加州,但是大量的业务分布在美国俄勒冈州,据俄勒冈当地媒体“OregonLive”观察,在最近英特尔的业务大重组中,芯片代工和移动芯片一样,也已经被列入放弃的范畴。

上个月,英特尔宣布实施1.2万人大裁员,而在业务重组计划中,英特尔再也没有提到芯片代工业务。

所谓的芯片代工,就是包括台积电、英特尔这样的芯片制造厂,给苹果等芯片设计公司进行芯片的制造业务,芯片代工可以提高芯片设计公司的效率,也可以让芯片厂的流水线发挥出更大的效益。

2013年,英特尔对外宣布将会进入半导体代工业务,半导体代工行业惊呼“狼来了”。众所周知的是,在半导体制造工艺上,英特尔是行业翘楚,如果英特尔开始抢夺苹果、高通等巨头的代工合同,台积电、三星电子等企业,将面临生存问题。

英特尔甚至表示,也将给企业代工和自家x86架构竞争的ARM架构芯片(智能手机、平板均使用ARM芯片)。

不过媒体观察到,三年时间过去,在半导体代工市场,英特尔表现平庸。英特尔早期最大的代工客户是可编程逻辑芯片巨头Altera,然而英特尔最终把“客户”变成了“下属”——去年,英特尔167亿美元收购了Altera,这也成为英特尔有史以来最大规模的并购案。

外媒指出,在Altera被收购之后,英特尔的代工业务几乎不剩下什么知名的芯片设计公司。

此前业界担心英特尔会争抢苹果处理器的代工合同。不过时至今日,苹果A系列处理器主要交给三星电子半导体事业部和台积电制造,并未和英特尔携手。

英特尔旗下拥有庞大的半导体生产线,主要生产自家的各种电脑、服务器、物联网等芯片以及手机通信芯片,英特尔垄断了全球电脑和服务器芯片市场,芯片业务拥有极高的利润率。

在英特尔宣布进入代工市场之时,科技媒体也分析称,此举对于英特尔的财务意义非常有限。在苹果的不断压价之下,三星电子和台积电制造一枚苹果处理器的加工费仅为十几美元,即使英特尔能够抢到苹果的代工订单,所增加的利润和利润占比也十分有限。

按照收入计算,英特尔目前仍然是全世界最大的半导体公司。不过在芯片代工市场,根据行业统计英特尔也并未进入前十名。资料显示,目前全球半导体代工市场的五强分别是台积电、格罗方德(AMD过去的生产线)、台联电、三星电子和中芯公司。其中台积电一家的市占率超过了一半。

外媒指出,在退出芯片代工、移动芯片,以及电脑芯片逐步萎缩之后,英特尔未来的增长型业务将包括数据中心服务器芯片、物联网芯片、存储芯片、可编程芯片,英特尔也会在中国市场、最新半导体制造技术和5G通信技术上大举投入资源。






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