In the PC field, anyone with a bit of IT knowledge knows that CPU, the most important part of this computer, is in the hands of Intel. A report from JP Morgan Chase said that in the first quarter of this year, Intel had a market share of 73%, 86.5%, and 93.2% in the three major PC, notebook and server areas. The entire market holds 81.7%. This is a rather scary figure that has reached an absolutely monopolistic market position. In second place, AMD, although the position is second, but the gap between market share and it is obviously not an order of magnitude.
There are many places where Intel is better than AMD, but it is obviously an important technical reason. It is an indisputable fact that its overall computing performance of the Sandy Bridge platform is superior to that of AMD products. For various computer devices on the desktop, performance is an important purchase consideration. The Intel CPUs of past generations were at the time of no choice, and it was not surprising that Intel had won AMD.
But in mobile devices, Intel is much weaker. ARM's chip market share far exceeds it. ARM's share in the mobile space is almost equal to Intel’s share of the desktop segment: 90% for mobile phone processors, 30% for netbook processors, and 80% for tablets processors. Compared to Intel, the performance of ARM chips is much lower and has always been regarded as low-end chips. However, it should be noted that mobile devices require high energy consumption. In layman's terms, Intel chips require more power than ARM. Therefore, mobile devices will use ARM products over a large area instead of Intel.
ARM's Jiangshan is a kind of open country like Jiangshan: It uses a third-party licensing model to allow others to cooperate with it to produce chips. So far, it has included Nvidia, Qualcomm, Samsung, Infineon, and Texas Instruments. Ten top semiconductor companies are helping to establish the so-called "ARM ecosystem." This is totally different from Intel, which is boring CPU. When ARM started, it was very advanced to uphold this concept. This also makes the competition between Intel and it not only face an opponent, but a group of wolf.
Today, ARM has first obtained the support of Microsoft, a heavyweight digital company. As early as the windows vista era, there were rumors that Microsoft's codenamed "Longhorn" system would support the ARM chip architecture. Last year, Microsoft announced that it had been authorized by ARM. By January of this year, Win 8 for ARM had appeared.
It seems to Microsoft that it is clear that the future era belongs to the age of mobile Internet. In the mobile domain, it is not wise to continue the so-called wintel alliance with Intel. ARM's outstanding performance on mobile devices has forced it to consider amendments to the wintel alliance. For ARM, it will not only stick to the original market.
At ARM's fourth-quarter revenue meeting, ARM's CEO extended an overview to desktop chip loser AMD: Invite AMD to join the ARM camp. This invitation to AMD is a consideration. After joining the ARM camp, it can reduce its spending on mobile device chip production and liberate it from Intel's hard-witted Red Sea fight. After all, even if the momentum of today’s hot smartphones and tablets has only just begun, the future of imagination is far greater than desktop devices.
For ARM, it is clear that this is a means to compete with Intel. Intel will not ignore the future of mobile, but if AMD invests in the arms of ARM, in the desktop area, even if Intel claims that the king is also more than one from the ARM camp. In the duel between the two giants, AMD, the younger brother, has become an important competitive weight.
Intel's financial strength and excellent chip quality, while ARM has an ARM ecosystem. Before the fundamental changes in the battery industry, the energy consumption issue facing Intel will make it and ARM compete in the mobile field. It is a game that cannot be won. And ARM's means of forming alliances around each other are very likely. The next generation of chip kings will change.
There are many places where Intel is better than AMD, but it is obviously an important technical reason. It is an indisputable fact that its overall computing performance of the Sandy Bridge platform is superior to that of AMD products. For various computer devices on the desktop, performance is an important purchase consideration. The Intel CPUs of past generations were at the time of no choice, and it was not surprising that Intel had won AMD.
But in mobile devices, Intel is much weaker. ARM's chip market share far exceeds it. ARM's share in the mobile space is almost equal to Intel’s share of the desktop segment: 90% for mobile phone processors, 30% for netbook processors, and 80% for tablets processors. Compared to Intel, the performance of ARM chips is much lower and has always been regarded as low-end chips. However, it should be noted that mobile devices require high energy consumption. In layman's terms, Intel chips require more power than ARM. Therefore, mobile devices will use ARM products over a large area instead of Intel.
ARM's Jiangshan is a kind of open country like Jiangshan: It uses a third-party licensing model to allow others to cooperate with it to produce chips. So far, it has included Nvidia, Qualcomm, Samsung, Infineon, and Texas Instruments. Ten top semiconductor companies are helping to establish the so-called "ARM ecosystem." This is totally different from Intel, which is boring CPU. When ARM started, it was very advanced to uphold this concept. This also makes the competition between Intel and it not only face an opponent, but a group of wolf.
Today, ARM has first obtained the support of Microsoft, a heavyweight digital company. As early as the windows vista era, there were rumors that Microsoft's codenamed "Longhorn" system would support the ARM chip architecture. Last year, Microsoft announced that it had been authorized by ARM. By January of this year, Win 8 for ARM had appeared.
It seems to Microsoft that it is clear that the future era belongs to the age of mobile Internet. In the mobile domain, it is not wise to continue the so-called wintel alliance with Intel. ARM's outstanding performance on mobile devices has forced it to consider amendments to the wintel alliance. For ARM, it will not only stick to the original market.
At ARM's fourth-quarter revenue meeting, ARM's CEO extended an overview to desktop chip loser AMD: Invite AMD to join the ARM camp. This invitation to AMD is a consideration. After joining the ARM camp, it can reduce its spending on mobile device chip production and liberate it from Intel's hard-witted Red Sea fight. After all, even if the momentum of today’s hot smartphones and tablets has only just begun, the future of imagination is far greater than desktop devices.
For ARM, it is clear that this is a means to compete with Intel. Intel will not ignore the future of mobile, but if AMD invests in the arms of ARM, in the desktop area, even if Intel claims that the king is also more than one from the ARM camp. In the duel between the two giants, AMD, the younger brother, has become an important competitive weight.
Intel's financial strength and excellent chip quality, while ARM has an ARM ecosystem. Before the fundamental changes in the battery industry, the energy consumption issue facing Intel will make it and ARM compete in the mobile field. It is a game that cannot be won. And ARM's means of forming alliances around each other are very likely. The next generation of chip kings will change.
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