Qualcomm and MediaTek Force Intel to Joint China's Shanzhai Tablet Manufacturers

As the chip leader in the PC world, Intel rarely has rivals, and this is the biggest reason why Intel missed the mobile chip and left the current development into a dilemma.

The so-called Cheng Xiao Xiao defeated Xiao He, which may be the reason.

However, Intel, who realized that it is falling behind in the mobile market, did not choose to sit still, but chose to catch up, break through in the tablet, and the chosen partner turned out to be the Chinese cottage manufacturers.

"The world's most cattle chip makers" and "China's cottage manufacturers", put together two phrases, how to look at some of the feeling of violation. However, everything is possible. As no one stipulates that Bai Fumei can only marry Gao Fushuai, Intel's logic is that whether it is Gao Fushuai or short and poor, as long as you can open the market and let yourself break through in the mobile chip market, it is good. strategy.

Intel United China cottage manufacturers

So, is it really reliable for Intel to do this? The author believes that this is just an expedient measure for Intel to choose to delay the retirement of the chip and fight for the chip to breathe.

This point can be seen from Intel's mobile chip, the first choice of the tablet to break through. For Intel, the most powerful chip is still in the PC field, but due to the slowdown in the global PC market, the development strategy based on the Wintel alliance has also been challenged, prompting Intel to find another way out. Because Intel itself relies too much on the success of the PC, and missed the rise of the mobile chip market, mobile chip manufacturers based on ARM architecture, such as Qualcomm and MediaTek, have achieved rapid development.

When ARM-based chips are popular, the global smartphone market is experiencing a full-blown explosion. The convergence between Intel's X86-based mobile chips and Qualcomm's ARM-based chips is growing. Whether it is the high-end mobile chip market controlled by Qualcomm or the low-end mobile chip market occupied by MediaTek, Intel has been difficult to see on the smart phone.

Therefore, in the field of mobile chips, Intel can only temporarily retreat to the next level, first choose to break through from the tablet. After all, the tablet market is still the shadow of some PCs. For Intel, because of PC-based application development, the transition is more natural, which is much easier than directly entering the smartphone market.

In addition, by partnering with Chinese cottage manufacturers, tablet PCs can open up the market and create a convergence effect. According to Intel's official data, in the first half of 2014, the number of tablets using Intel chips has reached 15 million units. This is obviously a big plus for Intel, which has always been weak in the mobile space. This kind of profit can also form the effect of “borrowing power”, prompting former PC manufacturers, such as Lenovo, Dell, Hewlett-Packard, etc. to pay attention to the development of tablets based on Intel mobile chips, increasing Intel bargaining power.

This is of course the reason why Intel chose to cooperate with Chinese cottage manufacturers to leverage the tablet to break through the mobile chip. However, there are also many problems that cannot be ignored.

First and foremost, the current global tablet market has basically been held by Apple and Samsung, and according to the global flat-panel shipments, development is slowing down, which can be changed from the shipment of Apple iPad. figure it out. The market is saturated, Apple Samsung has formed a dominance. For Intel, although it can open the market through low-end tablets, if the model continues to be low-end, then the profitability will be affected, we must know that the low-end machine is mainly relying on The amount to achieve profitability. And in the early stage of development, Intel has made a lot of compromises and concessions in the cooperation with Chinese cottage manufacturers in order to open the market, which further reduces Intel's profit margin. If it is just to open the market for bloodshed, it is not a problem. If it is to be sustained, this state is obviously not a long-term solution.

Moreover, although Intel has found a breakthrough in the mobile chip of tablet PCs, Intel's choice is still somewhat evasive compared to the more lucrative smartphone market. After all, the tablet is only used as a tool for entertainment, and in addition to the office functions of the PC, the development of the smartphone is the general trend. If Intel wants to truly break through the barriers of mobile chips and defeat Qualcomm, it will eventually need to get on the smartphone. While Intel is currently trying to develop smart phone chips, it is obviously still not enough.

Therefore, Intel chose to cooperate with China's cottage manufacturers to break through the mobile chip by entering the tablet, which is just a matter of expediency. And Intel wants to really break through in the mobile chip market, and the final choice is to enter the smart phone market, this is the core.

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