Microsoft Intel parted ways

January 11 news, for the overall traditional PC industry, the just-concluded CES2011 will be the starting point for changes in the entire industry structure, many years of gold-sucking combination Microsoft and Intel parted ways, and PC industry manufacturers have entered the mobile market more lucrative .

After many manufacturers introduced tablet terminals and smart phones, the Wintel Alliance (Microsoft and Intel), which controls most of the profit sources of the PC industry, collapsed. Microsoft announced at CES that it will support Intel’s competitor ARM architecture chip in the next generation of Windows products, and Intel also demonstrated for the first time the Android system tablet PC based on the X86 architecture, which is also the biggest competitor of Windows in the mobile field.

Microsoft Announces Support for ARM First to Lay Open Wintel Alliance On the eve of CES2011, Microsoft announced that it will support the RM architecture on the next generation of Windows, including brands such as Nvidia, Qualcomm, and Texas Instruments, all of which will become partners. This move has actually collapsed. Wintel. Another direct effect is to increase AMR’s stock price by 12% on the same day.

On mobile devices, Microsoft’s main competitor is Google’s Android, and most tablet PCs currently use the Android system. Because these devices all use the ARM architecture, this actually means direct competition with Android.

A tablet computer company once expressed to Netease Technology that Windows is the most commonly used operating system for users. The first thing to consider when making a tablet computer product is the Windows system, but because it does not support ARM chips, the system can only choose Linux. system. The vendor chose Android after Android became popular.

As a close friend of Microsoft, Intel CEO Otellini responded to Microsoft's move that Microsoft's support for ARM is only for mobile devices, and the traditional PC market will not change.

ARM and Intel battle mobile devices correspond to the Wintel Alliance of the PC era. ARM architecture chips and Google's Android system have become a new combination of mobile devices. Intel's first demonstration of the X86 architecture of the Android system shows that Intel architecture still can support mobile devices, and Intel plans to launch mobile chips in February this year also means a declaration of war with ARM.

In the PC market, Intel relies on leading design processes and manufacturing processes to maintain more than half of the market share and most of the industry's profits year-on-year, but the ARM architecture provides almost the majority of mobile devices. At the beginning of the tablet market, Apple first chose ARM on its iPad.

The industry believes that Intel's chips are not adopted by most tablet PC manufacturers. On the one hand, the power consumption of ARM-based chips is lower, and there are also problems with the combination of Intel chips and mobile devices. In other words, the alliance with Windows has affected this.

Unlike Intel, ARM does not have manufacturing processes. It only provides architecture licenses for its products. Qualcomm and other manufacturers produce finished products and chipsets. This also means that ARM products have lower prices and mobile devices have lower pricing ranges. The PC also determines the price/performance ratio of the manufacturer's choice of accessories.

The PC industry's low-stakes profit makers made a move to the mobile market. Liu Chuanzhi, chairman of the board of directors of Lenovo Group, once expressed to Netease Technology that the traditional PC industry is full of competition and profits are extremely low. Moving to the emerging mobile device market will be the future development. direction. Low profit has become a common cause of industry transformation in the industry.

CES2011 was the year of the Tablet PC. Lenovo released here the Le Pad and Motorola also released the Tablet PC. Together with Dell, Toshiba, Samsung, and the upcoming HP, PC manufacturers have almost fully entered the market.

At present, the tablet PC market is still in the initial stage of competition, with uneven pricing and configuration performance. The cottage products in the market are all under 1,000 yuan, while the iPad is the lowest 3988 yuan, Samsung's Galaxy is sold at 7,000 yuan, and Lenovo's music market is estimated at 3,000 yuan. In the early days of the market, manufacturers will get better profits based on the competition.

At the same time, the high-end smart phones and e-books that are close to the category of tablet PCs are at similar prices. How to use content to attract consumers has become the key to competition.

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