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外媒评英特尔牵手瑞芯微:决战高通联发科

编辑:admin 2014-05-28 10:13:37 浏览:580  来源:元器件交易网

外媒评英特尔牵手瑞芯微:决战高通联发科0

  元器件交易网讯 5月28日消息,外媒Seeking Alpha发文评论英特尔、瑞芯微合作,称英特尔希望在基带处理器市场获得更高的价格竞争力。

  以下为内容:

  英特尔与无晶圆芯片制造商瑞芯微合作的确出乎意料,瑞芯微来自中国并以生产ARM架构移动处理器而闻名。两家合作将开发基于英特尔索菲亚(SoFIA)平台的基带及应用处理器,这款产品主要针对低端平板市场。

  英特尔与瑞芯微合作的解决方案将搭配四核Atom处理器及3G网卡,预计2015年上半年出货。英特尔已计划在今年第四季度推出双核3G索菲亚产品,该产品主要针对对成本较敏感的中低端安卓手机市场,并将在2015年上半年推出4G版。

  基带及应用处理器市场目前由高通和联发科主导,英特尔希望此次合作能获得价格竞争力。Strategy Anylytics估算高通占有2013年基带市场64%的份额,联发科占有12%,英特尔则为8%。

  合作公布之时英特尔正准备推出Moorefield——一款针对8英寸以下平板的独立应用处理器。Moorefield较去年秋天推出的Bay Trail体积更小、速度更快。

  英特尔计划今年出货4000万块平板CPU。由于为OEM厂商提供补贴,2013年英特尔移动部门亏损高达31亿美元。摩根士丹利预计该部门2014年营业额需要达到80-100亿才能维持收支平衡。(元器件交易网毛毛  译)

  以下为原文:

  In a surprising move, Intel (INTC +1%) willwork with Rockchip, a fabless Chinese chipmaker known for its ARM-based mobileprocessors, to develop a baseband/app processor based on Intel's SoFIAplatform. The product will be aimed at the low-end tablet market.

  The Intel/Rockchip solution will pair aquad-core Atom CPU with a 3G modem, and is expected to launch in 1H15. Intelalready plans to offer a dual-core 3G SoFIA part for the large butcost-sensitive low-end Android phone market by Q4, and to offer a 4G version in1H15.

  Intel hopes the tie-up will help it be moreprice-competitive in a baseband/app processor market currently dominated byQualcomm (QCOM +0.5%) and (to a lesser extent) MediaTek. Strategy Analyticsestimates Qualcomm had 64% of the 2013 baseband market, MediaTek 12%, and Intel8%.

  The announcement comes as Intel gets set tolaunch Moorefield, a standalone app processor for sub-8" tablets.Moorefield is smaller and runs cooler than Bay Trail, which launched last fall.

  Intel, which aims to ship 40M tablet CPUsthis year, reported a giant $3.1B 2013 op. loss for its mobile reporting unit,thanks in part to marketing subsidies to OEMs. Morgan Stanley estimates thebusiness will need to reach $8B-$10B/year in sales (up from 2013's $1.38B) tobreak even.

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