Counter-attack with offensive and defensive attack "core" War mobile Qualcomm Intel and PC

Game of the power and performance and counter-attack with offensive and defensive symbiosis mobile and PC
　　The IT Times reporter, especially Xin Fei
　　This week is bound to be an extraordinary week. Chip market surging, the story became the focus of media attention around the Intel and Qualcomm. On Monday, Intel join hands Motorola released a smartphone clocked at up to 2GHz; Tuesday, not to be outdone Qualcomm released the S4 Plus MSM8X30 tasting, the portability beautiful earnings, sections from the glorious history of excellent products, mobile phone chip; Wednesday, Intel partners together to discuss the plan for the future of mobile Internet ... at the same time from the message there, Intel CEO Paul Otellini ahead of retreat, the stock market value of the high-pass once beyond Intel attack "core" of a raging battle is to compete with the gun a stab in the back ground.
　　Qualcomm: epigenetic counteroffensives
　　In a press conference held on November 20, the high pass conceal his pride is evident. Global vice president of Qualcomm began with five first speech. Are among the best in the sales of the application processor, GPU share, DSP share, 3G/4G/LTE baseband chip, RF chip field, high-pass. Qualcomm business development Shen Jin, vice president of global IT Times "reporter, said high-pass market capitalization of more than Intel, reflect the trend of the development of the industry, the first half of 2012, global smartphone sales over 300 million, a growth rate of 45%, sales compared to the same period of the PC performance by 67%. "
　　Maybe two years ago, Intel and Qualcomm, or a pair of big brother and little brother. Although developed in the different areas of the chip, but from the body volume of view, the market value of the high-pass is only half of Intel. However, with the Snapdragon chips into more smartphones, tablet PCs, Qualcomm achieve leadership in the field of mobile chips.
　　Called hero. The rapid development of smart phones and tablet PCs, and also build a platform for high-pass. Shipped 400 million units per year compared to the PC market data, smart phone annual shipments in 2011, has more than PC, will reach 700 million this year, while the tablet PC shipments will reach 100 million units. As the mobile chip boss, Qualcomm greatly benefit from this market.
　　Intel: pioneer of hesitation
　　For Intel, is faced with a difficult choice. Intel in PC chip market share of over 80%, it is difficult to shake, but the mobile space is very poor, the first half of this year, the global smart phone chip shipments market share of only 0.2%.
　　For mobile chips, Intel seems always hesitant and CEO Paul Otellini strategy mistakes are not unrelated. "ISuppli principal analyst Gu Wenjun IT Times" reporter said, as early as six years ago, Intel 600,000,000 dollar price of its communications and application processor sector sold to Marvell Technology, Inc. in the United States, the department is mainly development and sale of processor chips for smart phones, handheld computers and other handheld devices, Intel seems bent to make the PC industry, ignoring the development of mobile chips, Otellini enough for the sensitivity of the mobile market, dragging down the speed of Intel's transition. "
　　However, the advantages of the Intel technology is still very apparent. IC component distributors Commerce Group's electricity Commerce through the implementation of the core city, ZHU Ji Zhi, vice president, said the current situation, including Qualcomm, ARM architecture-based processors in the configuration lower mobile terminals running very fluently, but as phone upgrade from dual-core to 4-core, 8-core or 16-core, ARM somewhat difficult, "for example, worked hard in the PC area for years Intel X86 still dominate in terms of multi-tasking, 3D graphics processing."
　　Future game
　　Power performance: finding the best balance
　　Present situation plagued Intel X86 architecture processors, power consumption. Shang Jigang, the industry analyst, said that the X86 architecture is the use of low-load power consumption, high fever, X86 chip short board endurance. Qualcomm processor based on ARM architecture, energy consumption in the idle and low load state rarely, from the market point of view, the price of ARM processors should also lower than Intel processors.
　　However, the the Qualcomm ARM architecture weaknesses are also apparent. Intel's CISC architecture for the design of the chip is relatively complex, a kernel on the X86, with more transistors than the ARM same kernel, more powerful, its features and performance. Same kernel ARM and Intel in terms of performance is difficult competition. In addition, Intel in the market after 10 years of hard work, has gradually improved hardware support; ARM server system manufacturers must do-it-yourself design motherboard, virtually increase the cost of production. The ARM software system is relatively weak, applicable software is hard to find and expensive.
　　Raj Talluri, senior vice president of product management, Qualcomm mobile computing future mobile chip challenge will focus on low-power, high-efficiency commence, Intel and ARM are learning each other's advantages. Some sources say that Intel plans to redesign the next generation Atom processor, has a lower energy consumption and higher performance. Likewise, ARM also learning the technical capabilities of Intel. The progressive realization of a powerful class of PC, phone and tablet computer is a mutual goal.
　　Business model: Closed VS open
　　Intel closed development model used is a magic weapon for its success. Joseph Chu Chi "IT Times" reporter said, process technology, chip manufacturing plant, Qualcomm needs TSMC semiconductor foundry foundry; Intel chip design to the manufacturing sector, the completion of his or her own, has a very good control of the entire chain, reasonable arrangements on the product quality and production processes, less like Qualcomm and MediaTek as out of stock situation.
　　However, with the development of the mobile market, in the face of a new generation of challenges such as ARM, Intel seems to keep up with the pace. Gu Wenjun said the relatively slow response of the closed business models on the market, "ARM, for example, it does not manufacture its own processor, but to provide a design framework for partners to manufacturing on demand in the mobile Internet market ARM's business model, this business model is very flexible. important also spawned a large number of joint ventures, chip manufacturers, software companies, design aids developers, hardware manufacturers and mobile device manufacturers such as around the ARM to form a huge alliance. "
　　Gu Wenjun think Intel's advantage is that a strong manufacturing technology, adequate cash flow, should abandon the super this rapid transformation of the mobile Internet, perfect ecosystem, PK and competitors to play by "Union" to own technology, cash, talent The advantage to achieve transformation.