"Intel chip is equipped with Android platform, a better tablet application experience." This slogan became a highlight of this Intel Information Technology Summit (hereinafter referred to as IDF 2014), and it seems to imply some determination of Intel.
Missing the tablet, this has become a "pain point" that Intel can't avoid in recent years. CEO Ke Zaiqi also generously acknowledged this problem: "Intel has missed the opportunity of the tablet, and now it has to regain this market."
After taking the post of CEO, Ke Zaiqi will be in Shenzhen for the first time in China, and can Intel use the "Shenzhen speed" to achieve a counterattack in the tablet market?
Starting from the "pain point"
"Intel will set up a smart device innovation center in Shenzhen and will invest US$100 million to set up China's smart device innovation fund." On April 2, Ke Zaiqi announced the investment plan at IDF 2014.
For the reason that IDF moved to Shenzhen again after 8 years, the reason for Intel’s global vice president and president of China, Yang Xu, is that Shenzhen is a very innovative city. Yang Xu added: "Shenzhen is becoming a global smart equipment innovation base. Intel has adjusted the focus of global industrial cooperation and will invest more innovative resources in China, especially in Shenzhen, to be closer to the dynamic local innovation power. ""
From the current forecast, after two years, the annual compound growth rate of big data in 2016 will remain at 31.7%; by 2017, the global IoT technology service revenue will not be counted as hardware investment, but only the revenue estimate of technical services. It is 7.3 trillion US dollars; in 2018, everyone will pay more attention to the future, the new smart wearable device market will reach 19 billion US dollars; by 2020, the total amount of all connected devices will exceed 50 billion, and the development momentum is very rapid.
With the outbreak of mobile devices, personal consumer devices are rapidly turning to smart phones and tablets. As a traditional PC chip giant, Intel has become a very painful "pain point" due to its slow transition in mobile and industry pressure and performance pressure. ".
Data shows that since the fourth quarter of 2012, Intel's revenue and net profit have declined for three consecutive quarters. In the second fiscal quarter of 2013, it recorded a 5.1% year-on-year decline in revenue and a 29% year-on-year decline in net profit. .
In a little more than a month, Ke Qicqi’s term will be one year old. He will hand over the first annual answer to Intel and all shareholders, and how to lead Intel’s transformation to mobile may be the focus of this answer.
"Intel has already set a plan for a three-fold increase in tablet shipments. In 2014, Intel's tablet shipments will reach 40 million units," said Ke Zaiqi.
Bet on LTE
Ke Zaiqi's 40 million units of shipments for tablet PCs have made intelligent terminal chips undoubtedly the focus of IDF 2014. In the face of the lack of the 3G era, LTE has become an opportunity for Intel to turn over. "We are well prepared and will win more shares in the LTE chipset market." Ke Zaiqi said.
At the morning meeting on April 3, Intel's global vice president and general manager of the mobile communications division, He Eryou, showed how Intel can accelerate innovation from Intel's "Atom" processor to different mobile platforms such as LTE to launch different prices. A large number of new products of different designs.
"Intel will continue to collaborate with China's vast number of ODMs and OEMs to reduce product costs and launch attractive mobile devices for global consumers. In cooperation with China's technology innovation ecosystem, this will be higher for Intel-based tablets. The key to sales targets," said Hu Eryou.
It is understood that in order to further promote the popularity of entry-level Intel architecture tablets, Intel is expanding its Intel "Atom" Z3700 processor series (developed codenamed Bay Trail) product line, including the launch of several new products. These entry-level "Bay Trail" chips are currently in production, and in the summer of 2014, Intel is expected to work with OEMs to launch Windows and Android devices. Many well-known Chinese manufacturers are also Intel's partners for many years. For example, Huawei, Tencent, and Neusoft have announced their intentions and framework for cooperation with Intel at IDF 2014.
In addition, Intel's focus on the 2014 LTE platform has five-mode support capabilities, including support for TD-LTE and TD-SCDMA, and its target market will include China.
Ke Zaiqi revealed that this five-mode mobile chip will be shipped in the second quarter of this year. He also used the product of this chip to connect with Lenovo Group CEO Yang Yuanqing. Yang Yuanqing revealed in the connection that Lenovo Group will use Intel's product and has already developed an engineering machine.
"LTE is an important opportunity for Intel, and Intel will focus on development." He Eryou finally said.
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