Intel "bottoming" 32 nm opens new battlefield

This is a financial report that has made Intel happy and worried. July 15, Intel reported the second quarter of fiscal year 2009, net loss of 398 million U.S. dollars. According to the boom cycle of the chip manufacturers, the rise of the performance of the manufacturers often occurs, but "loss" for Intel is indeed rare.　　For the first time in the last 22 years. The big trouble for Intel is that it's the only competitor--AMD that has been entangled for years.　　AMD's antitrust charges have caused Intel to snatch 1.45 billion of dollars of fines from the European Union this quarter, a fine that not only swallowed up Intel's 1 billion dollar profit this season, but also lost money.　　In the face of the biggest problems amd made in the most difficult times, instead of being timid, Intel opted to invest heavily to make the largest single investment ever, upgrade the advanced manufacturing facilities in the United States, and adopt a new generation of 32 nano-chip process technology, the total amount of investment in the United States will be $8 billion. Speed and distance at AMD just will overtake the 45 nm rhythm, the series of products in the market, Intel decided not to be entangled with AMD in the 45 nm battlefield, to cancel some of the original 45 nm new release, and in the fourth quarter directly into the 32 nm era, this time than originally planned a quarter earlier. Intel makes this decision because it can make AMD products more passive. According to the public information, AMD's 32 nm is the most nearly 2010 years to market.　　If Intel makes a false move at this time, it can take longer. As a leader of the industry, the most effective way for Intel to compete with AMD is to keep up with the technology and enjoy the market profits while leading the new product. When competitors follow up, lower prices to form a scale advantage. And then quickly update the product to the next battlefield.　　As long as we can keep the technology ahead, Intel's strategy can rest easy.　　But in fact, this program sometimes has a "failure". At the end of the last century, Intel's biggest investment was a 64-bit processor, which, unlike the original X86 architecture, was a technological revolution. However, due to the complex interest, Intel decided that this product is not backward compatible. If this wins, Intel can leave its rivals far behind. AMD subsequently released a compatible 64-bit chip, widely accepted by the market.　　AMD was finally elated at the battle with Intel for years. Taste the benefits of technology leading, AMD look at the opportunity to give another punch, this is the industry still remember the "dual-core dispute" in 2005. It was also Intel who first launched a dual-core product, but AMD referred to it as a "fake double core" that glued two CPUs together. AMD then first launched the true dual-core, and in the market with strong marketing and promotion, again make Intel into a passive.　　After this time, both sides plunged from the dual-core, four-core to six nuclear speed dispute, this entanglement also makes both sides falling price war misery. 2008 to 200In the first quarter of 9, Intel emerged as a leader in the industry during the most difficult part of the chip industry, as it had enough money to invest in research and development during the period. Having tasted the sweetness of leapfrogging, AMD was keen to continue the game with Intel, and Intel decisively decided to move on to 32 nm, technically distancing itself.　　Intel's early entry into the 32 nanometer era is clear, with a one-year technical advantage to enjoy market profits.　　The blue ocean behind the netbook of course, the significance of 32 nm is not only faster, smaller, less energy, for Intel's strategy, 32 nm beyond the technical leadership of more ideas, then open up the blue sea market. Intel's most dominant market has long been the CPU of computers and servers, and industry change has made Intel see new opportunities for the integration of it, communications and the Internet. In fact, as early as 1999, Barrett, the CEO of Intel, made an important decision: To turn intel from the heart of the PC industry to the center of the Future Internet economy.　　This shift is not a short-term outcome, so Intel's most attractive computer CPU is slow and hesitant to move. The emergence of netbooks in the 2008 has made Intel find new breakthroughs because netbooks are a cross-border product. This year, the Ling processor officially entered the Intel Family tree, and at that time this product because "not the most advanced technology" by the industry criticized. But the low-power little guy is opening up for Intel in the Mobile world, and because of its success, Intel has not been in trouble at the worst of the crisis, but it has opened the gap with AMD.　　Throughout 2008, Intel's market share has grown every quarter, thanks to the advantages of laptops and netbooks. It cannot be said that the bursting of the netbook has made it a fluke for Intel to find Blue Ocean, as Intel's ambitions for mobility have been and have been laid out. In the integration of it, Internet and communication, the most popular concept in the industry now is "cloud computing". As the most upstream of the industry chain of hardware manufacturers can not ignore this trend.　　In this trend, the terminal will be richer and more diverse, all devices may become access to the Internet terminal. The success of the move enabled Intel to find its way, and the 32-nanometer technology spanned, giving Intel the opportunity to open up a new blue ocean.　　The goal of the move is not just netbooks, but all smart terminals, including the smart phone and mid (mobile Internet device) markets that are in the offing. AMD appears slow in this regard. AMD is very keen on technological innovation and has been exploring it in recent years. Although six of the world's fastest 10 servers are using AMD chips, but AMD's overall strategy has been skewed: in the PC market, desktops have grown weak, laptops are strong and the entire market is moving toward mobile apps, which is the biggest gap between AMD and Intel.