recently, Intel chip industry leader and the domestic tablet core chip ShangRui micro reached a strategic cooperation. According to the cooperation agreement, the two companies will cooperate with Intel brand mobile system on chip (SoC). The new quad-core platform based on Intel atom processor core, Intel and integrated 3 g modem technology. To this, the industry analysis thinks, the strategic cooperation for both sides will be win-win result. The fact really like looks so simple and direct?
according to related statistics, the 2013 global tablet chip shipments of about 250 million, to remove apple self-used’s 7500 and 7500, all volunteers from China has 50 million, rui core of about 40 million, mediatek and Amlogic each have 15 million – 20 million. That is to say, in 2013 domestic tablet chip shipments, red core micro accounts for nearly 30%, and the red core micro with asus, Toshiba, lenovo, HP and other international brand tablet customer. See this group of statistical data, and then associate this year Intel set tablet chip shipped 40 million goals, it is easy to see that Intel core with micro cooperation. The Intel took a fancy to rui core micro the larger tablet chip delivery base and brand influence in the tablet market.
however, we need to emphasize here is that although red core micro account for about one-third of the domestic tablet chip shipments, but all of them are based on ARM architecture, Intel may persuade r core micro tablet chip based on their X86 architecture development easy (after all, is a strategic partner), but in the end, core micro can let your clients to accept Intel X86 architecture tablet chip solution is another matter.
of course, it depends on Intel chips for tablets and AMR architecture before the chip compared to the gap existing in the cost, power consumption, etc. Will be improved by cooperating with red core micro, as to the degree of improvement, we believe that should reach at least the red core micro tablet customer at least acceptable degree. But as mentioned earlier, red core micro brand, technology, experience and so on all is based on ARM architecture, once transferred to Intel X86 architecture, these advantages can be embodied? Can show? Variables is very large.
we actually believe that could eventually help Intel, Intel or myself. The Intel own SoC chip integration ability. But now that as a strategic partner, red core micro is certainly want to help, even if is to little effect. But as the problem is that if the core of the micro to little effect, where the meaning of this kind of cooperation? At least for Intel. Can do, I’m afraid, core and Intel is probably the most need is to make the red core micro tablet customer part of the use of Intel chips. If Intel family of SoC chip still don’t give force, this kind of practice is bound to rui core micro image among tablet customer damage, even may indirectly affect the ARM chip in the use of these customers. It is for red core micro really is not worth the cost.
here, maybe there will be someone to bilateral cooperation, Intel has 3 g Modem technology (baseband chip technology), and red core micro before because of the lack of this technique, is made based on its chips launched only wi-fi tablets, citing that Intel’s baseband chips can help and improve the competitiveness of the core micro in tablet computer chips, and even into the future of smart phones to illustrate the significance of cooperation, but we are also here, not to mention the tablet market itself is with only tablet with WiFi function is given priority to, even the core micro use Intel baseband chip technology, from Intel in the tablet and smartphone market’s poor performance, Intel’s so-called baseband chip technology (from infineon before m&a) to Intel in the represented by smart phones and tablets mobile chip market how much competitive advantage. Thus it is not difficult to speculate the micro the lack of baseband chips that can give red core boards with make up will be very limited.
what has been discussed above, we think the Intel teamed up with red core micro, not like the analysis of the industry in the most, is the complementary of both parties. On the contrary, because of the advantage, core micro before (brand, technology, integration, etc.) is the ARM architecture, which makes its in support of Intel X86 architecture, the advantage will be shrunk dramatically, and to vigorously develop tablet market help Intel co., LTD., and may damage the original tablet market advantage in the ARM architecture, and Intel in baseband chips advantage give her so-called core micro in the tablet, and even its future enter the smartphone chip market power, Intel has this advantage has been proved by its own limitations. So, the so-called cooperation win-win finally maybe just wishful thinking on both sides.