Will Intel be saved for new technology?

A commentary published on Forbes on May 16th, Beijing time pointed out that Intel CEO Otellini will introduce the company’s development plan to the financial community tomorrow and try to persuade them that Intel’s market will never be taken away by ARM.

Wall Street feels that the irresistible giants of the old technology world, namely Intel and Microsoft, have gradually disappeared. Their principle of survival, their mode of operation, and even their existence are met with fierce challenges from a new generation of rising stars. Those who are newly emerging The company's time is even less than 5 years.

Apple is engulfing Microsoft’s consumer market share, and Intel suddenly discovered that ARM has become a rival to the competition in the smartphone and tablet markets. ARM is the king of mobile phone and tablet processor market. Intel also developed Atom chip based on x86 processor design. However, its success is limited to the Internet market and has not been reused in smart phones and tablet computers.

The PC business is the root of the dual-headed empire of Microsoft Windows and Intel processors, which is still a large-scale important market. However, the growth of this market is not enough, lagging far behind the new mobile computing market.

Apple has obtained ARM architecture licenses and can modify the basic design of ARM processors. It will use ARM architecture licenses to develop chips for its iPhONe and iPad. Nvidia also applied for an architectural license for its tegra processor, as does Qualcomm.

What exactly is ARM's threat to Intel?

Charlie Demerjian of SemiAccurate said that Apple will abandon Intel’s chips in its laptop products. Now, Apple's laptops still use Intel's Core series chips, but its new products will use new chips from ARM. However, Demerjian said that according to reliable sources, Apple will use ARM chips in its laptop products, which is bound to cause a heavy blow to Intel.

The iPad has indeed achieved success in the current market. It has an unrivalled competitive advantage, but we believe that the mobile market is still very shallow and the market needs to experience some twists and turns before it matures.

Steve Smith, Intel’s vice president and technology group spokesperson for architecture group, explained the company’s plans for the future last week. He admitted that the iPad is still the leader in the tablet market, but the iPad is mainly for individual users and does not apply to corporate users. He said that Intel does not need to compete with Apple for a long time. The company can establish its own market position in the commercial market such as the enterprise, retail and service industries.