ARM " hook in " associate Dai Er: Intel a group of people of same interest shows crack

Chen Wei of every classics reporter is faced hair from Shanghai

Be in include to associate Snapdragon gets online this, MID of jotter of Dai Ershuang CPU, Xia Pu inside nearly 30 ARM " blame mobile phone " 況 leaves the feeling that the product already took out project sample, the competitor with the strongest Intel of mobile Internet times -- chip core intellectual property (company of IP) supplier ARM, gave out " the problem that will solve Intel feebly " " battle is enunciative " .

Associate and wear the heavyweight manufacturer such as Er " mutiny " , formed tremendous menace to the Intel that takes absolutely advantage in PC domain. In market of mobile Internet terminal, a group of people of same interest of whole industry catenary or will produce great change.

　　 furniture lightARM " cannon " Intel gets online this

On November 23, 25 days mix 27 days, ARM company held the technical seminar of client of field and 3 accredit in Shanghai, Beijing, Shenzhen one after another. Meantime, one of this company author president De Braun is right " daily economy news " express, although be based on Intel approach to move (of Atom) chip got online to act as originally mobile Internet terminal (the form of onefold mainstream product with MID) current market, but ARM company " special to getting online currently to feel originally disappointment " .

Look in ARM company, the Intel that time of boat of add of more than 200 dollars, batteries controls price 3.5 hours only gets online this, "Just the jotter of all but of a bit cheaper, function just " , the core requirement that fails to satisfy MID user -- portable, cheap. Of Intel this " experimental nature product " , also can't instigate interest of future of mobile Internet industry erupts of main source truly.

"Getting online already was the optimal form that Intel X86 framework can show originally, if X86 is put on malic IPhoe or ITouch, with respect to meeting overheat, and what these two products choose is ARM " . De Braun tells " daily economy news " .

De Braun still expresses: "Compare Intel Atom, the smartphone chip price of ARM framework was reduced a lot of, intel framework accomplishs this impossibly, because it had been used to usury profit pattern, this is not the problem on the technology, however the problem of commercial pattern. However the problem of commercial patter most popular selling dog stairs n..

Introduction De Braun, ARM " the problem that solves Intel to fail to solve " materiality makes progress, will appear in next year. Next year the electron of American international consumption January is exhibited (after CES) , product form interpose is mixed at PC the ARM between the mobile phone " blame mobile phone " the product will appear on the market in succession, these products can accomplish time of batteries add boat 8 hours above, and price is under 200 dollars, include ARM to get online among them this.

　　 Market cake: 100 million ~10 100 million / year

On November 12, pestered Intel of long PC industry old enemy and AMD, the circumstance that is without omen in beforehand falls to hold telephone meeting suddenly, announce to reach reconcile. Intel is cost with paying 1.25 billion dollar to wait to AMD, exchange AMD cancel all offers inside global limits to its suit before this. spring pool

Same day, grow inside Intel a group of people of same interest the whole world that rise manufacturer of the 4th big PC associates company, confirm to Chinese media will roll out the message that is based on ARM framework product.

Although inevitable connection does not exist between two afore-mentioned incident, but the Intel a group of people of same interest in PC times impregnable, begin to get nowadays the aggression of ARM, this already was the fact that nots allow to ignore. Market competition basically changes contradictorily, the likelihood causes one of causes that Intel and AMD reconcile just about.

When virgin an outstanding personality of GoldAssociates of market survey firm overcomes · Gao De to be in those who evaluate Intel and AMD to reconcile, express, "After reconciling, intel can center energy to deal with ' long-term menace ' , I point to ' long-term menace ' , not be AMD of course, however ARM. However ARM..

Be in early 2007, PC course of study " overlord " the idea that Intel advances MID(mobileinternetdevice) of mobile Internet terminal first, released approach to use chip, xiang Jitu seeks market of long already small-sized and mobile terminal to launch attack. 2008, ARM company also announces to will enter market of small size jotter.

As we have learned, the income of ARM company includes two shares: It is the patent fee of the pay of chip design firm that obtains its IP authorization; 2 it is core laminar flow piece hind, the royalty of production company pay. This and design, make, enclose, check a sale the perpendicular conformity of IDM (Integrated DevicdManufacturer of keep everything in one's own hands is made) the different link that manufacturer Intel is in industrial catenary to go up, nonexistent direct competition; Look from product form, ARM specializes in the microprocessor that is used at small screen product all the time, and the domain of Intel is in PC.

The across of bilateral business and competition, result from the shirt-sleeve trend of PC and mobile phone.

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De Braun is right " daily economy news " express, arrive in PC the I dog crates large breed nternet terminal product of the mobile phone is transverse in coordinate, PC course of study the market dimensions that form of 3 kinds of products adds up year shipment volume is in 300 million ~4 100 million, mobile phone course of study the market dimensions that form of two kinds of products adds up year shipment volume is in 1 billion ~15 100 million, and be located in the mobile Internet among the market dimensions of course of study, "(year shipment) the likelihood is 100 mill dog stairs for car ion, also may be 1 billion. Can do big, the terminal that sees future can accomplish diversity, it is so cheap to can resemble a mobile telephone " .

　 Two large a group of people of same interest spread out intense fight

There are two keys in De Braun's word: The fall of the addition of product form and price level.

In PC times, intel can control whole industry chain, the benefit that its and software tycoon Microsoft form profit from is federal. PC manufacturer earn still is little more, greatly be enslaved to be enslaved to " Wintel " combination.

And mobile Internet offerred additionally one kind of possibility for P dog stairs for bed C manufacturer. In Internet tycoon Gu Ge founds to put mobile phone alliance after OHA(OpenHandsetAlliance) enters operating system field in a large-scale, PC manufacturer and mobile phone manufacturer had be based on different CPU(Intel or ARM) and different operating system (the multiple choice of Microsoft or Linux) . In these choices, "ARM+ Gu Ge " than " Intel + Microsoft " have open sex more apparently. Face the end with product form diversity and low price, "The person that open " compare apparently " the person that close " easier implementation. the most popular selling dog stairs

No matter be ARM or Intel, optimal condition is the very preponderance from respective domain enlarges mobile Internet domain quickly. To this, de Braun emphasizes, differ with Intel, accredit business ARM is in mobile Internet and other the victory of two business domain, expand what depend on a group of people of same interest ceaselessly. That is to say, to downstream manufacturer character, ARM gets along more easily than Intel more. But De Braun also calm bear, up to now, the change that downstream manufacturer is used to to the user still is fumbling in, accordingly, be based on the mobile Internet terminal of ARM framework, be in in that way without what anticipate like the outside go one year inside time large-scale appear.

But the reporter understands, up to now, asso the best selling dog crates largeciate, the project sample of the ARMMID that combines the many terminal firm such as the company with large has been rolled out, dai Er appears on the market with what associated to already made clear ARM product plan. According to Introduction De Braun, associate first ARM of the company includes much money MID, among them one already is made clear is to use what con dog crates large nect company Snapdragon processor high to get online t dvd discovery his; And ARM product of Dai Er is the mixture jotter that holds Intel and ARMCPU concurrently.

Will roll out ARM to get online next year this combine be related line of business of company with large group grave Biao Cheng points out business general manager, to mixing large combines a company for such terminal manufacturer, ARM gets online this the advantage includes ship of longer batteries add time, faster start, more friendly user interface, better industry is designed and lower cost. Mix l the best selling dvd discoveryesser plus spare parts do not need fee of accredit of pay operating system, make cost, price apparent reduce. InformationNetwork of market survey firm is based on afore-mentioned elements to forecast, ARM gets online this shipment volume will exceed Intel to get online 2012 this shipment volume.