Intel's New Wrestling field: Mobile Internet + Internet of Things

The first stop in Beijing, the second stop in Shenzhen, constant (Kostas A.katsohirakis) repeated the route of the Chinese line in the past several times. This time, he and Chinese colleague Li Shitong and others, intensively inspected the Shenzhen area of tablet manufacturers and car networking companies. Within the huge Intel group system, constant plays the role of Hunter. His official position: Intel Investment Vice president and Intel Group acquisition software and Business Development Division managing Director, responsible for software business growth in the global plan. In addition to leading Intel's investments and acquisitions in companies such as McAfee and wind River, Constant's team is also involved in many of Intel's major investments in mainland China. The most recent exit case was the Oriental Network Force (300367, shares) (300367)--this January, the company that provided the video surveillance system boarded the gem the first time the IPO opened. PC-era giants Intel is working to bring software and hardware closer together. "We intend to use software as an engine to drive hardware sales," said Krzanich, chief executive of the department. Intel investment is the outpost of the entire group. Move "backward student": Can the Curve save the nation? Constant witnessed the rise of "cottage" manufacturers. This group of Home-grown Chinese companies have been very quick in their iterations, reacting to the markets and pushing their products to markets outside China and beyond. But he also found that lively manufacturers often do not match the software team, for the original Android system lacks the ability to modify, so the market has been born a batch of "like a big mobile phone, the difficult to use the tablet computer." The user's pain point is Intel's breach. The hardware vendor's lack of software has opened up a path for Intel to move to the Internet: a one-stop software service, an Android system for low-level hardware vendors, and a way to prop them up. "Our goal now is to get similar MIUI services, no matter how cheap a tablet is." Li Shitong, Director of enterprise development at Intel Investment software mergers and acquisitions and enterprise development, told reporters. According to Intel's plan, the integration blueprint for software services will be in full view before 2015 arrives. In this blueprint, investment in the communication of broadcasting may be the earliest form of the module. Intel invested $26 million in the World Mobile Communications Conference in February 2011 with 6 mobile companies, including broadcast communications. The company was originally a mobile device Android software integrator, engaged in smartphone and cloud computing development. For Intel, companies investing in messaging are designed to cast swords. In the PC era, the x86 architecture has achieved Intel's reputation in the industry and set an industry standard. But this position cannot be translated into the nascent mobile ecology, and the old king who wants to confront the younger generation must find a way to match the x86 with the Android system. The broadcast communication is the responsibility of intel to get through the second channel. FluxInvestments, Intel began its Android development on the x86, while at the same time tasting the Android tablet solution with its hardware and software. With the x86 chip and software research and development capabilities, the communication launched the MTK turnkey, Qualcomm QDR and other packaged solutions. According to statistics, most of the x86 tablets recently appeared in the market, using the one-stop service provided by the broadcast communication. Moving beyond: The Internet of things is a huge market, perhaps several times the size of mobile phones and tablets, and outside the main battlefield, Intel's investment hunters are looking for new wrestling ground. Security monitoring is the first entrance they have found. Liu Guang, founder of the Oriental Network, said to the 21st century Economic report that the global digital security monitoring market is growing rapidly, but no market can have the same demand as the Chinese market, and Intel can help Orient network to tap China's special market demand. At the time of listing, because of the high dependence on the policy dividend, the Oriental Network force is challenged by the risk. Similar to other software companies in the field of security, Oriental Network force is mainly the government agencies. It provides the video surveillance system to be used in the public security, the intersection, the street, the school, the hospital and so on scene. But the current market is changing. Intel investment found that more and more small and medium-sized enterprises and households in the demand for security services began to be effectively met. "These requirements have long existed, but why have they not been converted into industries?" The reason is that in the past the need for large cameras and hard disk video, the cost, occupy a place, "Li Shitong pointed out, and with the rise of cloud services, it can be done now," with a large photo of a cigarette case record, the image is in the cloud, at any time to call. "This low-cost solution to become the security company's new product direction," the server and the camera are chips, is one of the selling points of the product, software products such as streaming media services and cloud data analysis, but also worthy of investment in the subdivision plate. Some sources said that the Oriental Network force in the recent announcement announced into the SME market, joint ventures, equity participation or foreign investment, it is possible as its way. Car networking as another branch of the internet of things, compared with security monitoring is another scene. In the security monitoring market, 10 listed companies share 20 billion or 30 billion of the market size; But the car networking field has not yet been born a real listed company, some enjoy the concept of car networking listed companies, do is still limited to the "Edge corner of the work." Constant analysis that in the past few years, the development of the car market frequently encounter resistance-equipment expensive before, back-end service immature. Limited by the technical conditions, navigation signal instability, leading to the content of service providers can not be pushed, the accuracy is insufficient, especially in the case of traffic congestion can not provide accurate information on the road. In the midst of a free-for-all, Intel investment has judged that the need for rigid vehicle networking services comes first from commercial vehicles, including long-distance buses and trucks. In fact, software providers and chip manufacturers are actively preparing to enter the car networking market, but relatively, the development of the civilian car market is relatively slow, and commercial vehicles due to policy requirements, forced to network, the overload overspeed real-time monitoring, in the event of an accident retrospective. From a commercial perspective, the buyer's market for commercial vehicle networking is centralized and complete. Operators such as logistics companies and transportation companies need to concentrate on purchasing equipment and paying a certain operating cost. These devices and Third-party services are provided by the open market, which is a territory that can be exploited by hardware and software manufacturers.