PC and servo implement chip market bibcockIntel(Intel) , after announcing development remembers body chip market 2015, show lootSamSungElectron (the chip market determination that Samsung Electronics) is good at, unwilling also give the impression of weakness announces latter immediately will develop servo implement chip, battle of wrestle of two big plants is spreading out. The comment points out, after entering action period, focus of bilateral decisive battle will be in content couplet net (on IoT) market, it is no longer from be good at domain decide the issue of the battle losing severally.
post day: 201603/287829…
The rich that occupy Peng (Bloomberg) covers, IntelSupply the whole world at present 99% servo implement reach 95% note computer (NB) place needs processor, still sit firmly global chip is the biggest factory throne, butSamSungBorrow by grasp have the market of memorial system chip that grows quickly, sit continuously in last few years firm runner-up position.
Nevertheless, at present both sides already began to cross it seems that sufficient each other market. Above all, by 2015, IntelThe factory production that announces to will invest 5.5 billion dollar to grant to be located in mainland Dalian remembers body chip, brian Krzanich of this company CEO points out, this will be come a few years Intel invests first degrees in product of memorial system chip one of cases.
As toSamSungKelvin Low of director of department of brilliant round marketing suffers when visitting, also point out, samSung is strengthening production at present 2 are used the most advanced the servo that makes Cheng implement chip. He points out, this company active position is about to enter this market, the meaning below character will be formal compete with Intel.
The comment points out, after entering action age, betting amount of manufacturer in advance already was climbed considerably litre, the delegate rolls out product line to appear possibly risk. IHS estimation, a cost of round plant of new any crystalline substance that owns newest facility wants 10 billion dollar at least, among them the defray with machine equipment is most, but after 5 years to maintain competition ability, must face newer issue again.
IDC analyst Shane Rau points out, in last few years, this already became the problem that the manufacturer must face.
Accordingly, samSung to avoid afore-mentioned problems, the choice replaces an apple (Apple) or connect high (Qualcomm) accepts the order manufacturing chip will reduce a risk. SamSung Low also points out, at present SamSung already signed manufacturing servo with the manufacturer implement chip, nevertheless, did not disclose company list.
Enter action chip market to still have a challenge as to Intel, IHS analyst points out, of funds of past Intel betting research and development unmanned can enemy, but at present SamSung investment amount already can challenge Intel. Nevertheless the comment also points out, also can not challenge Intel easily on behalf of SamSung even so the number one position in PC market.
Krzanich ever pointed out at November 2015, intel and beautiful light (the hard dish of memorial system chip that Micron) collaboration rolls out already began to appear gain profit, he is affirmatory will roll out the memorial system product with rapidder rate.
At present to roll out speed faster, volume is minorrer with and more efficient chip, intel and SamSung throw funds of research and development of 12 billion dollar every year. Krzanich points out, intel won’t resemble going 10 years again same, will roll out newest action chip and data machine as soon as possible.
As to SamSung logic chip branch is in charge of Kim Ki Nam to also express, samSung is final the purpose is in chip battalion closes to be able to catch up with Intel, although both sides still has great difference at present, but the established plan that this already was SamSung.
Lee Seung Woo of IBK Securities analyst points out, the times of content couplet net that focus of decisive battle of prospective both sides will be things of the electric equipment that link a network and car place delegate, all chip plant is about to roll out market of product race to control in the light of content couplet net, but can odd without a manufacturer come by oneself advantage dominate exclusively market.
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