ARM VS IntelLuo Liang of sina science and technology
In whole of traditional PC industry atrophic big setting falls, PC manufacturer be the first to be affected, and the chip manufacturer that is linked together cheek by jowl with them actually also cannot pay attention to one's own moral uplift without thought of others.
IHS ISuppli of market research firm last week 3 issue a report, predict global PC sale will appear since 2001 to glide first 2012. The PC that this has presented trend of be issued to lower levels to outstanding achievement nots less than to be hit tremendously at the manufacturer.
PC manufacturer lives hard, the day it may not be a bad idea of manufacturer of traditional PC chip does not go where. Hold PC chip market the Intel of 80% portion places the property that hopes to push pole of favorable balance of trade to defend this the setting sun originally, but the effect not beautiful; Unfavorable situation of AMD of another chip company is more awkward, do not take the materiality strategy that takes up the post of He Ying to change to the industry almost, can go further more on the road that cut down the member of persons employed only.
norton internet antivirusPC declining tendency affects chip manufacturer
The market studies the report that company Gartner and IDC issue last week shows, the whole world sales volume of PC of whole world of the 3rd quarter dropped to exceed 8% compared to the same period. In these PC manufacturers, besides associate and the shipment volume of two companies still can maintain Hua Shuo outside the most popular scooby costume growth, the manufacturer such as HP, Dai Er, grand Qi appeared to glide substantially.
Bring about PC industry to give the reason that glides now, it is consumer of global economy depression, part awaits Windows8 to release on one hand defer to buy deed, it is most consumer on the other hand change the mobile interconnection such as smartphone and flat computer to the product, and latter is most main reason.
IHS ISuppli of market research firm last week 3 issue a report, predict global PC sale was 348.7 million about 2012, glide than 2011 1.2% . If this number becomes reality, this will be volume of global PC shipment glides first since 2001. Such industrial declining tendency basically is to business the Intel of PC market and AMD may be a deathblow.
This year in July, the Intel that regards PC industry as vane reduced the income growth 2012 to anticipate, from former immediateness 10% reduce 3% to 5% . AMD company predicts recently, battalion of the 3rd quarter controls the company will glide than the 2nd quarter about 10% , the link that expects before this not as good as than gliding 1%(drifts up and down 3 percent) .
Outstanding achievement gives now to even if make this,slip two companies have a headache, but facing predicament to return day lack art just is more severe problem.
Intel: Defend not beautiful aggression is faint
Intel is the dominant manufacturer of PC chip domain all the time, it and the Wintel alliance that Microsoft forms ever whole PC industry is as long as keep a firm hand on a few years. Nevertheless, as hind the arrival of PC times, intel lost the ability of dominant chip market it seems that, witness smartphone and flat computer helplessly to become the mainstream form of the product, changed the way of life of people gradually.
Mobile chip has grown for an important battlefield, but go up in this battlefield, intel lags behind completely the manufacturer such as Yugaotong, SamSung. Er of Dan Ying spy does not have await one's doom, spread out to strike back battle.
To answer the concussion of flat computer, intel put forward to exceed extremely this concept, the product that hopes computer of this kind of shirt-sleeve flat and notebook computer experience can resist the concussion of flat computer. Intel still is super- extremely the fund that created dimensions to amount to 300 million dollar originally, use at exceeding to development extremely the soft hardware manufacturer of this relevant product and technology has investment or develop jointly.
loony tunes goldenPushing pole of favorable balance of trade this at the beginning of, ou Dening of • of Intel CEO Paul (Paul Otellini) ever expressed, exceeded 2012 extremely this will OK take sales volume of consumptive jotter market the market share of 40% . But ideal plump the bone feeling that cannot mask reality.
The newest research report that Ba Kelai capital will issue in September shows, this year in the total sales volume of computer of notebook of the 2nd quarter, super- extremely this place occupies scale to be only 5% . The data of IDC of market research organization is likely more let Intel feel awkward, according to this orgnaization statistic, the whole world exceeded first half of the year 2012 extremely this shipment is measured only 500 thousand, beforehand appraise today annual annual at most 1 million, and global jotter sales volume criterion hopeful achieves 220 million.
Exceed extremely this unsuccessful, cause by a variety of elements actually. Above all PC manufacturer is right on state of mind exceed extremely this existence misgive, each are p reaper only rolled out a few products, most important is, reside the price that does not leave high to let consumer flinch.
Intel is in of PC chip domain " defend " strategic effect not beautiful, in mobile domain " aggression " strategy also does not see improvement actually. In smartphone domain, intel can not continue as similar as Microsoft concern in the collaboration of PC domain, changed Andriod to platform however, very fast with associate, the company such as Motolora shift rolled out a few products.
Actually, intel smartphone chip is essential and faint with connect high, the manufacturer of the ARM a group of people of same interest such as SamSung develops competition. The market studies company Strategy Analytics studies about smartphone market the report points out, 0.2% what Intel has shipment of global smartphone chip to measure only first half of the year this year.
Intel stresses its smartphone strategy is a marathon, is not dash. The market is a touchstone, intel should be endured sit " a cold recept the most popular t mobile prepaid cards ion " suffer.
Actually, with realize a breakthrough to be compared in smartphone chip hard, super- extremely our market is behaved far under anticipate the blow to Intel is bigger. Capital market has not valued Intel to increase prospect, many analyst r the best selling memory card digital cameras educed its stock grade a few days ago, since bringing about this company share price to achieve 52 weeks new low.
AMD: Foreground of outstanding achievement how terrible expects harder
brass faucetIf say the perspective o the best selling canon ef 15mm f Intel is not clear, so the foreground of AMD and current situation can be used " how terrible " will describe. This is in the company below Intel shadow alive all the time, not only outstanding achievement is bad now, foreground is bad stuff more.
Because do not have the mobile chip market in rapid growth to go up to make a contribution somewhat, mei Deke of the CEO before AMD (Dirk Meyer) is driven by the board of directors nonofficeholding. Subsequently, the group associates before AMD speaks Luo Ruide of presiding operation official (Rory Read) holds the position of CEO. After Luo Ruide appears on the stage, cast gave 3 ambitious plans: Cloud computation, low power comsumption, rising market.
To more popular flat computer and smartphone domain, luo Ruide ever expressed, AMD will be preferential fulfil cloud computation, low power comsumption and rising market these 3 strategies. "After we think to finish afore-mentioned key domains in the success, ability explores other opportunity. Ability explores other opportunity..
But the plan cannot catch up with change. Because be in,the channel sale of China and European market anticipates not as good as, the battalion of the 2nd quarter receives AMD this year annulus comparing glides 10% , this makes its focusing burgeoning the strategy of the market is hit. Nevertheless, bad situation still is in continuously.
AMD released 2012 money last week year the preliminary money newspaper of the 3rd quarter. The report shows, battalion of the 3rd quarter receives AMD predict to glide than the 2nd quarter about 10% , not as good as the link that the company expects before this is compared glide 1% . Faceless message personage says, AMD will announce to cut down company staff in this week 20% to 30% .
At present employee a total goes to AMD eleven thousand seven hundred person, this means number cutting down the member of persons employed to will arrive for 2300 people 3500 people. If this one message is belonged to solid, will be since Luo Ruide takes up the post of CEO AMD takes major step cutting down the member of persons employed the 2nd times so. It is before 11 months, AMD announces to cut down the member of persons employed 10% , be equivalent to restraining 1400 employee.
Suffer outstanding achievement early-warning and effect of hearsay cutting down the member of persons employed, AMD share price appears to issue defeat considerably, last week of 5 trade day is to steep fall 14% newspapers receive 2.74 dollars more, achieve 3 years to come new low.
In addition, AMD still is facing the dilemma that runs a large number of prediction of a person's luck in a given year high at present, CFO holds Mass • in the palm to surpass phenanthrene spy before (Thomas Seifert) leaves his post last month. According to unofficial count, saifeite is since Luo Ruide takes up the post of AMD CEO the 26th tall canal that leave one's post.
The trend that glides to turn round outstanding achievement quickly, luo Ruide but some choices are not much. If cannot open a source, so he also can choose reduce expenditure only -- cut down the member of persons employed. The strategy is faint, under popular feeling sl the best selling t mobile prepaid cards ack, care of AMD foreground can.
Win 8 is become hard help straw
Even if whole PC industry is small,confuse, but also not be good without a bit benefit news. Microsoft will release Windows 8 operating system formally on October 26, this lets catenary of whole PC industry be full of expect, this also is an opportunity of course to Intel and AMD.
Intel is by September approach uses the special processor that released computer of Windows 8 flat Z2760, got associating, Hua Shuo, grand Qi , Dai Er, Fuji is connected, the support of the OEM manufacturer such as LG, SamSung, resurgence, in predicting at least 20 flat computer that are based on Z2760 are preparing. Intel of prep close behind, AMD also announces to roll out code name to be last week " Hondo " Z-60 of chip of computer of double nucleus flat, infiltrate market of computer of Windows 8 flat.
But Windows 8 can be in how old carry on degree brace up data of market of PC of the fourth quarter remains a problem. Gartner of market research organization thinks Windows 8 to Microsoft it is an a person of extraordinary powers is betted, likewise applicable to PC manufacturer, Intel and AMD.
Uncle case of • of case of Lai of analyst gram of American FBR Capital Markets (Craig Berger) thinks, future season of a few money, more than Intel, the manufacturer on catenary of modes of life and relation to their environment of all PC market will incur a risk. Although PC chip is relevant kind share price has been been in low, but scooby costume inside the period of time in future, still do not have any can stimulate this domain apparently kind an element that share price rises appear.
The general trends of mobile interconnection has been held back very hard, stand in the crossroad of new opportunity, windows 8 whether the declining tendency that turns round traditional PC industry, at present still not Anacreontic. But undeniable is, m the most popular brooch pins emory laptop toshiba manufacturer of traditional PC chip has stood on the orbit of be issued to lower levels.
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