ARM平台裝置起飛 Intel下修下半年財測 - 3C

ARM平台裝置起飛 Intel下修下半年財測


Intel上周五表示由於需求減緩，將下修第三季財測，不如預期的部
分主要是x86架構的微處理器由營收142億美元下修至138億美元，而
主要競爭者AMD也同樣不如預期。

財測下修再次反映個人運算裝置的版圖大幅變遷，就連Apple也感受
到平板電腦對電腦造成的預算排擠效應，而Intel多年來在平板電腦
等行動裝置中應變速度慢，絕大部分的營收仍來自x86處理器；對照
Dell的八月營收下滑8%，HP第三季大虧89億美元，不難想像電腦產
業的萎靡情況。

相較之下，iPad營收較去年成長181%（Apple還認為這有失水準），
ARM架構晶片揚眉吐氣，Samsung與Qualcomm受惠最深。

對此，Intel希望Microsoft在未來幾季有機會翻轉情勢，畢竟Windows 8
將在10月26日問世，可能帶動換機潮，同時Microsoft也盡全力推兩
種版本的Windows 8平板電腦。

未來ARM架構的平價平板電腦若能與採用Intel晶片的混血機和平共
處，Intel的處境可能將有轉圜餘地。

值得注意的是Intel也計畫推出低功耗晶片，部分Windows 8智慧型
手機將採用Intel的系統單晶片，與ARM的系統單晶片正面衝突。

不論誰是最終贏家，可以確定的低功耗成主流是消費者的福音。




As ARM-Based Devices Take Over, Intel Cuts Its Sales
Forecast For The Rest Of The Year


Intel announced today that its sales for the third quarter
will be lower than expected due to a decline in demand.
Intel microprocessors use the x86 architecture found in
most PCs and Macs today. Instead of $14.2 billion, Intel
now anticipates $13.8 billion in revenue. It is not due
to competition as AMD faces the same problem.

Even more important, that decline demonstrates once again
that a major shift is occurring in the personal computer
landscape. Even though the iPad and other tablets were
quickly tagged as content consumption devices, companies
such as Apple realized that tablets were canibalizing
computer sales.

Intel failed to adapt to the ever-changing space and the
vast majority of its revenue still comes from x86 processors.
Of course computer sales are still very strong. But in
August, Dell’s revenue fell 8% and HP reported a major
$8.9 billion loss.

Conversely, iPad sales were up 181% year over year — and
that quarter, Apple reported a “miss”. When it comes to
chips, the companies that benefit from those new devices
are Samsung and Qualcomm who manufacture systems on a chip
with technology licensed from ARM.

Intel still hopes that Microsoft will play an important
part in the coming quarters. Windows 8 will be released
on October 26 and could foster PC sales. At the same time,
Microsoft is betting on Windows 8 tablets with two variants
of the same operating system.

Cheap ARM-based tablets with Windows 8 RT will have to
co-exist with Intel-based tablets or tablet laptop hybrids.
And then there is the Microsoft surface. If we ever get a
release date and prices, Microsoft’s take should come with
ARM and Intel chips, depending on the model.

Intel has plans to release power-efficient chips as well.
Some Windows Phone 8 devices should come with an Intel mobile
system on a chip that competes directly with ARM-based systems
on a chip. In the end, these low-power options are what will
drive the next generation of mobile computers – whether
Intel is ready to move away from “big iron” or not.

http://www.bnext.com.tw/focus/view/cid/103/id/24520

http://techcrunch.com/2012/09/07/as-arm-based-devices-take-over-intel-cuts-its-sales-forecast-for-the-rest-of-the-year/
========================================================

低功耗這方面Intel的確落後 ARM 三星 Qualcomm趁機崛起

--