Recently, it has been rumored that Intel has invested a total of 9 billion yuan in Ziguang, and authorized Ziguang to use their X86 processor architecture for mobile phones. Yesterday, the news was basically completed. According to sources, such a move indicates that Intel will gradually fade out of the mobile phone field in the next two years!
Since the acquisition of Spreadtrum and RDA, Ziguang Group has made a clear division of labor for the future development of the two companies. Spreadtrum will focus on the mid- to high-end mobile phone market, while RDA mainly plays the role of RF, focusing on the low-end mobile phone market. This division of labor also eliminates waste of resources and repeated investment. It is said that Ziguang also got the 01 special project and won the support of the national large funds to develop high-end mobile phone processors, so Ziguang has the will and strength to fight in the high-end mobile phone processor. On September 5th, tomorrow, the inauguration ceremony of the Shenzhen Innovation and Innovation Engineering Center will be held. This move also shows Spreadtaker's determination in independent innovation and application innovation.
According to statistics from Strategy AnalyTIcs, the market share of Qualcomm, MediaTek and Spreadtrum in the first quarter of this year (2014) was 66%, 15% and 5% respectively, while Intel slipped to fourth place. Strategy AnalyTIcs analyst Sravan Kundojjala said that this is the first time in the past three years, Intel's baseband processor revenue market fell out of the top three, mainly due to its 2G, 3G baseband processor shipments in Q1 sharp decline.
Intel, the absolute overlord in the PC field has been slow in the mobile era. Intel’s heavy-duty quark processor targeting the wearable field can be said to have failed. In the mobile phone field, in the tablet field, Intel has invested this year. The intensity is very large, not only to give local tablet manufacturers technical and human support, but also to support the funds ----- It is said that some manufacturers' release conferences must be seen by Intel. However, after the tablet market experienced the madness of last year, there is a trend of cooling this year. I wonder if Intel’s goal of shipping 40 million tablets at the beginning of the year can be achieved. In the first quarter, Intel's tablet shipments were 5 million. The second-quarter figures have not been announced yet. In the micro-step Intel tablet conference a few days ago, Intel China CTE sales manager Wang Yidong confidently said that the 40 million target will be achieved.
But even if it can be realized, will the investment in the tablet be so big next year? After all, such achievements are generated by big investment. It is difficult to say whether it is long-term investment with large investment. Some time ago, when talking with an Intel tablet manufacturer, he said, "Intel must succeed, otherwise it will completely withdraw." Perhaps this is the reason why Intel shares in Ziguang----"I don't play, you guys Play, but I provide ammunition and funds.†Intel’s strategy is also very obvious. The mobile phone lets Ziguang go to play, and the tablet supports Ruixinwei, because it’s still quite difficult to let Ruixinwei directly engage in mobile phones.
From Intel's second-quarter earnings report, its main income still comes from the PC field, and can maintain a good gross profit margin, which also shows that Intel's expansion in other areas is not smooth, and it is better to do it with its own efforts. It is a relatively good strategy for people to do it. In addition, Intel has advanced technology and will have a good source of income in the future, and it will be much easier than hard-working chip design. Intel has always wanted to be the OEM of Apple. If you pick up this order, you will not lose money in the future.
With the evolution of process technology and the increasingly complex functions of mobile phones, the reshuffle of mobile phone chips has begun. In early June, Broadcom announced its withdrawal from the mobile phone chip field. Now Intel is gradually shrinking. It can be expected that the future mobile phone chip field will be in addition to Qualcomm. Chinese companies dominate the pattern of the world.
In addition, Ziguang has acquired Spreadtrum for nearly US$1.8 billion. Now Intel has purchased 20% of the shares for US$1.6 billion. This also shows an amazing return on capital operation, with a 500% return for more than half a year. Such a move may further stimulate M&A of local IC companies.
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