"Things are still undecided, it is still early, at most it is only a contact stage." Recently, the industry reported that Intel and Spreadtrum launched equity cooperation news. An authoritative source of mobile phone terminals and chips who did not want to be named revealed to the author yesterday that Intel contacts not only include Spreadtrum, but also many mobile phone chip companies such as MediaTek.
Another person familiar with the senior executives of Spreadtrum revealed to the author that Intel and Spreadtrum are unlikely to conduct equity cooperation.
The author recently asked Intel for the above news. Up to now, Intel people have told the author, "The news will be notified at the first time."
Intel shares in the exhibition
Recently, there have been rumors that Intel has invested in Spreadtrum for US$1.5 billion, accounting for 20% of the shares.
There is also a real-name certified electronic industry analyst on Weibo: "I heard rumors some time ago, but not Spreadtrum, is a shareholding in Tsinghua Unisplendour, accounting for 20% of Ziguang. Spreadtrum valuation is not so big? But I heard that behind Intel It’s crazy to license the PC Core Cree CPU to Spreadtrum."
For the rumors, the above-mentioned authoritative sources who did not want to be named told reporters that things are not what the outside world imagined.
The above-mentioned informed person close to the senior executives of the exhibition told reporters that according to his long-term contact with Spreadtrum, there is no need to introduce Intel in the exhibition. From any point of view, it is unlikely that Spreadtrum will cooperate with Intel. Spreadtrum is domestically produced. Mobile phone chips are important enterprises, and the possibility of US approval is not high.
For the rumors that the two sides cooperated to "market-for-technology", a person in charge of China's domestic terminal and operating system industry alliance told the author, "The facts have proved that the market cannot change the core technology."
If you want to achieve rumored transactions, many political restrictions need to be crossed. From the perspective of the US, the "Wassenaar Agreement" has clear restrictions on the transfer of processor core patents. The Chinese side is vigorously advocating independent software and hardware, and the emphasis on Spreadtrum has exceeded the market level.
"Exhibitors' profitability is very good, why should they sell to Intel?" Gong Bin, managing director of Boss Consulting International Co., Ltd., also told the author that Intel may not be useful even if it "contacts" the newsletter.
Intel "reform the river"?
In fact, there is no shortage of Intel's attempts to acquire mobile phone chip makers in the market, but they have not been confirmed.
Earlier, there were rumors that Intel tried to acquire MediaTek, and some even estimated that the purchase price was more than $30 billion. Intel did not respond.
The authoritative sources mentioned above also told reporters that Intel has contacted many chip companies such as MediaTek. However, whether the contacts involved mergers and acquisitions, the above sources did not confirm to reporters.
Intel is an important chip manufacturer in the PC field, but has not made a breakthrough in the field of mobile terminal chips. Intel once had the opportunity to have a mobile phone chip company XScale, but Intel sold it for $600 million in 2006.
However, in the wave of smartphone replacement mobile phones that arrived soon, Qualcomm and MediaTek mobile phone chip makers have grown. There have been analysis articles in foreign countries saying that "Intel has always regretted selling mobile phone chip business." Intel also announced that it will spend $1.4 billion to acquire Infineon's wireless business unit, trying to recapture the mobile phone chip market, but the reality is not ideal.
At present, Qualcomm is the world's largest mobile phone chip manufacturer, and MediaTek also has a certain market share. Although there are similar mobile phone chip manufacturers such as Spreadtrum and HiSili, the market size is not large. However, the Chinese mobile phone market is undergoing a 4G replacement 3G replacement process with more market variables.
Gong Bin told the author that the existing mobile phone chip pattern has been difficult to shake, and Intel's participation may be "not very significant."
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