Mobile Fall Pro Crisis Intel needs to prove itself outside PC

The new challenge for Intel is that it was easy to do a computer before, and the standard chips were made to be installed. In the future, more components, functions and applications must be integrated.

Intel is not in crisis yet, and earnings figures are still bright. Intel announced that it had a quarterly revenue record for several consecutive quarters, with revenue from all business units achieving a year-on-year two-digit growth. "Some say the PC is out of the blue, but Intel has unexpectedly hit a new revenue record." One Intel internal employee said proudly.

Most Intel people are unaware of the potential crisis.

But Intel's executives know that it is time to make a change. Intel announced December 18, 2011 that it will merge its four business units to form the company's new mobile communications unit to speed up its competitors in the smartphone and tablet markets.

"The old Intel insists that Intel is proving its own evidence that there is a place outside the PC," he said. Yang, Intel China president, said in an interview with China Business Daily at the China Institute of Electronics and Information industry Development (Sadie Group) 2011 China Information Industry Economic conference. Obviously, outside the PC, Intel has yet to prove itself.

The danger of moving the fallen is approaching

Intel's inability to break through in the mobile world is rooted in its persistent "guardian of Moore's law."

Cloud computing is the new engine of Intel's rapid growth at this stage. But the cloud-computing market is not the new area that Intel pioneered, but its naturally growing business. In recent years, Intel's expansion in new areas has been almost not smooth, which reflects Intel's limitations.

"In the mobile sector, the arm is expanding and apps are growing, and Intel is having a hard time shaking the pattern in the short term," he said. With the rapid growth of these mobile markets, Intel will lose a lot of market share. Sadie, general manager of IT systems Industry Research Center, Liang. With about 5 billion devices currently connected to the Internet, about 2.8 billion devices are "smart devices" that will increase by one-fold in the next four years-the mobile sector has apparently become Intel's short board.

Prior to this, Intel developed a plan to develop a Low-power operating system (Atom) processor chipset (hardware), but also developed a plan to develop the Meego OS Platform (software), but did not produce the desired results. "The prospect of MeeGo is hard to say, and the US headquarters will have to reorganize the MeeGo team." A person familiar with the matter told reporters.

Intel's former CEO, Barrett, likened Intel's core business microprocessor to a highly toxic desert plant-"because microprocessors are so dominant in Intel's strategy that other businesses can hardly take root in it."

The source of Intel's inability to break through in the mobile world is that it has always been clinging to Moore's law, developing its thinking in the traditional IT industry. "Intel is still being led by Moore's Law, and the performance of the chip continues to improve." But in the mobile domain, the terminal product does not need the high computation ability, calculates to the backstage cloud processing to be possible. Liang that.

One Intel employee said more bluntly: "In Moore's Law, computing power is already heavily redundant." Businesses are sparing no effort to drive excess computing power because they can sell higher prices and have better product launches.

From "ultra-extreme" to smartphones

"The smartphone, designed with Intel chips this year, is two and will be more next year," he said. Although a little progress, but make Yang excited.

Intel is pushing a new concept of mobile terminals at the US Consumer Electronics Show earlier this year-"ultra-extreme." It is a new terminal that blends the functions of a laptop and a tablet computer, and looks like an apple-thin air. According to Intel's ideal, this product is to be born in the future a new product shape, replace the notebook and tablet computer.

This year, "extremely in the initial stage, only Asus, Acer and other small number of enterprises to push several products." "We feel that Intel has a lot of ideas about this," said the super-polar analyst meeting at Intel. Liang that the future of the "ultra-extreme, whether in the form or in the application format, there will be a great subversion."

Yang also admits: "There is no final definition of the extreme, but the first step is to achieve these three: no more than 15 mm, the battery can be used for 10-12 hours, like a tablet computer with the fast start function."

Yang Nearly half a year frequent visits to Shenzhen's manufacturing enterprises, but also constantly encourage terminal operators to follow up. "After the first quarter of 2012, there will be dozens of ultra-extreme books on the market." The second half of 2012 will really enter the mainstream enterprise acceleration period, the price will continue to decline. More let him expect is 2012 end of the market Windows8, "after Windows8 out, will make the application of ultra-extreme this experience more perfect."

"Three years later, more than 70% of the people will be super-Ben and no longer a traditional laptop computer." If Yang's judgment on the market really does happen, then Intel is officially among the mobile market.

Another intel is smart phones in a tight-layout area. In contrast, Intel has no advantage in the mobile phone sector. "The smartphone, designed with Intel chips this year, is two and will be more next year," he said. Although a little progress, but make Yang excited.

Two years ago, Intel was more about plans, ideals, and prospects, and finally, in 2011, there was a glimmer of moving products. Can Intel's mobile products enter the "Batch age" in 2012? "From scratch, Intel is full of anticipation.

Yang used this phrase to express next year to the ultra-polar and mobile phone market vision.

Positioning from standard parts to system-level chips again

In the 2012, Intel desperately needed to prove itself outside of the PC.

"Hyper-success is not just about whether Intel will be able to move into the mobile arena, but also whether Intel can successfully transform." Intel has led the PC industry for years and is at the top of the vertical division of the industrial chain, where each link is a standardized product. But Apple's success has changed the structure of the industry chain, and the vertical integration of change.

Piper Jaffray, senior research analyst at the US investment bank, says chip competition is no longer focused on Moore's law, but how the circuit is combined and the relationship between software and hardware. The system-level processor chip (SoC) used by tablets and smart machines, which does not always use the latest and most advanced chip manufacturing processes, but also performs well.

The new challenge for Intel is that it was easy to do a computer before, and the standard chips were made to be installed. In the future, more components, functions and applications must be integrated. "In the Mobile world, Intel has problems with overall strategy and execution." It used to make money in the upper reaches of the PC field, but the mobile sector was brought into the vertical integrated runway by Apple. Intel did not think clearly about this before, did not adjust the positioning, or simply to do the product, did not promote the restructuring of the Industrial Union. Said former Intel employees.

The good news is that Intel has recognized the root of the problem in this transition. Yang that this is a complex task: "Super Ben is different from the traditional approach, not to develop the hardware, we have a lot of work to do." For the first time in Intel's years of work, Yang felt that the new product needed such a complex technology, that it needed to overcome many difficulties, and also to see more vendors who had not previously cooperated.

Intel's transformation this year refers to the transition from a general-purpose chip to a system-level chip. The move towards a system-level chip means that Intel will tailor a complete mobile solution in the future, which means a radical change in Intel's strategic thinking.

What happened this year was a change of mindset, and the products delivered in 2012 were left to the market to test. In the 2012, Intel desperately needed to prove itself outside of the PC.

Link

Intel's view on industry trends

The economic environment is still complex

As the global economic environment changes in the 2012, the economic conditions in the United States and Europe are complex, with exciting product innovations and worries about the big economic environment.

Multi-Intelligent terminals everywhere

The computing industry is undergoing fundamental changes-from the personal computer age to the era of personalized computing. Today, computers are still the basis of computing equipment, but computing has expanded to multiple intelligent terminals-such as smartphones, tablets, smart TVs, netbooks and on-board infotainment systems. Personalized Internet will be ubiquitous, users in the center of personalized Internet. The meaning of personalized computing is the realization of a personalized experience--no matter where or through which device, we can get these experiences. The realization of these experiences still relies on the increasingly powerful computing power, including front-end devices and background data centers. In today's era, whether for individuals, enterprises or the macro-economy, have a stronger computing power, you can gain more competitive advantage.

Computational power tends to be personalized

Personalized computing will fundamentally change the way to provide computing products, content and services, thus bringing about changes in the pattern of industry and the innovation of software and hardware. Everything is just beginning, or we are still in the early stages of computational evolution, the future of innovation opportunities and space is enormous. Intel will continue to focus on core competencies-computational power, with more efficient, energy-saving, smarter chip and platform technologies applied to new segments, helping partners to create more compelling "interconnected computing personalization experiences across multiple devices."

According to our correspondent in the "2011 China Information Industry Economic annual meeting of Intel China President Yang interview finishing

(Responsible editor: The good of the Legacy)