Win10 is compatible with ARM platform, Intel's nightmare is coming?
Windows 10 developed by Microsoft can support mobile devices and PC devices. It can be run on ARM architecture processors or on X86 architecture processors. This will open the door of the ARM camp to enter Intel's X86 site. It is definitely for Intel. Nightmare!
Intel retreats to the PC and server market
Intel sold the ARM-based XSCALE business in 2006, and has been struggling in the mobile market since then. Last year, it has won a four-fold increase in the tablet market by offering up to $1 billion in subsidies to tablet companies in Shenzhen, China. Huge subsidies are unbearable even if Intel’s annual revenue exceeds $50 billion.
Since the middle of last year, Intel has changed its strategy and adopted a strategic cooperation with China's Ruixin Micro. The latter integrates Intel's chips and baseband to reduce power consumption and cost. It also invested in China's Ziguang under the ownership of Spreadtrum and Rideco. The X86 architecture was licensed to Ziguang, and the mobile business unit and the PC department were merged internally to temporarily retreat to the server market and the PC market.
Intel has an absolute monopoly in the server chip market, with a market share of 97%, and the PC market accounts for about 80% of the market. As long as it continues to maintain its position in the server chip market and the PC market, Intel can continue to wait for the future. Opportunity to enter the mobile market. The 2014 financial report released on January 16 this year showed a total revenue of 55.9 billion US dollars and a net profit of 11.7 billion US dollars.
ARM attacks Intel's site
ARM is trying to break Intel's monopoly in the PC and server markets. In 2013, Google's chromebook was officially launched to the market. The price was as low as $179, and it also had advantages in battery life. Therefore, chromebook developed rapidly. According to gartner's estimated growth in August 2014, it will reach 79%. TrendForce data shows laptops from January to May of that year. The growth rate is only 9%. In these notebooks, for example, Samsung uses Samsung's own ARM architecture processor, and Acer's chromebook part uses NVIDIA's ARM architecture processor. In 2014, APPLIED MICRO launched a 64-bit ARM architecture server chip and was used by HP for servers.
Intel's chip price disadvantage is obvious. In 2014, the average price of server chips in Intel was as high as 629 US dollars, and the average price of mobile chips was about 88 US dollars. At present, Qualcomm, which monopolizes the smartphone market, has an average price of about 60 US dollars for its high-end mobile phone chips, and only 9 US dollars for low-end chips. Even if the server chip will cost more than the mobile phone chip, the ARM-based chip is undoubtedly far superior. Intel's chip price is low, it is no wonder that Apple also intends to use ARM-based chips in the MAC to replace Intel's chips to increase profit margins.
The last obstacle that prevented ARM from entering the PC and server market was Windows. Because the enterprise and personal markets use Windows systems, and Windows systems are built on X86 architecture, although ARM architecture notebooks and servers are much cheaper than X86 architectures, there are power consumption advantages, and corporate and individual users are still the main Products based on the X86 architecture are selected to be compatible with existing enterprise systems, and about 80% of chromebooks are used in the education market.
The role of Windows as a productivity tool has begun to be valued. According to IDC, IDC estimates that global tablet PCs grew by 7.2%, IPAD fell by 12.7%, Android tablet increased by 16%, and Windows tablet grew by 67%. One of the important factors is that IPAD and Android tablet have limited effect on improving productivity, while Windows The powerful performance helps increase productivity.
Today, the introduction of Windows 10 solves the last obstacle for ARM to enter Intel's server and PC market. Low price and low power consumption will help ARM enter the server and PC market. The fierce competition will lead to a sharp decline in Intel's profits, perhaps Intel's The nightmare is really coming.
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