Intel in the progress in the field of mobile computing is not optimistic. Although in terms of architecture, Intel and play songs in the market, but the performance has met the challenge. Intel the beginning seems to have too many bets on the Android system (mainly Windows tablets), and it’s challenge now is how to make their own design quickly accepted by the market and eventually to be adopted in the OEM. Especially the Android tablets for slaughter, leave qualcomm high quality supplier of SoC outside of the space is little small. Although Intel has released a new set of cost lower entry-level Bay Trail family in response to changing market, however, Intel released again today a recruit: more menacing red core micro strategic cooperation with the ARM chip manufacturers.
fuzhou core microelectronics co., LTD (Rockchip) is a Chinese to grasp one of a handful of wafer semiconductor manufacturers, currently committed to the ARM architecture of SoC. However, Intel’s move out, and will move red core micro to develop entry-level and cost-effective brand of low-cost Intel SoC platform, for use in tablets.
about the strategic cooperation agreement, Intel core with micro dialogue begins with “quarters”. Behind the deal, Intel’s two big motivation is obvious: so much more in the path of products enter the market, and rapidly increase the android tablet market share based on IA.
up to 2015 years, Intel and core micro will release a new set of SoFIA series SoC products, and equipped with Intel quad-core Intel’s Atom 3 g modem. It seems just notice the body Intel will provide chips with IP and red core micro will independently chip integration design:
red core micro CEO LiMin said, “we are always looking for an innovative way to identify our product portfolio, and for the first time this kind of strategic cooperation with Intel will help. Intel’s leading architecture and demodulation technology combined with our leading mobile design ability, will give mobile devices in the introduction and the ratio of fast growing global market bring more opportunities.”
the initial version of SoFIA products will be upgraded to a dual-core integrated 3 g version at the end of 2014, upgraded to a quad-core LTE version in 2015 years. In the Chinese market, the speed of the dual-core SoC has been behind the pace, so the Intel must use four nuclear 3 g solution to fill the hole. Than four nuclear LTE version, four nuclear 3 g version of the lower price, this to Intel on this is sensitive to price in the market left a need to fill the profits of the pit. Whereas with the core of cooperation, can let the Intel without that extra burdens (I can only say that the cooperation of SoC is meagre profits may well exist), pry to rui core micro helped himself to some design team will quad-core product delivery 3 g market. Last year, the core of the micro products all over roughly 40 million tablet computers, so the cooperation also can get a reasonable TAM to Intel.
in turn, this cooperation makes the core micro can become the first in this type of integrated Intel brand SoC products, Intel x86 CPU use authorized company. Now the ARM of SoC products with low cost is crowded and when your competitors are all have the same ARM CPU authorization, want to make your product stand out in a crowd is very difficult. Thus core micro adopted Slivermont Intel processor, in order to avoid the competition. Will x86 architecture apparently after weighing, marched into the android market, but if red core micro can deliver more Intel products to the market, so the x86 problems can reduce slowly.
although the new SoC products will crown on Intel’s brand name, but on the model, red core micro body is where you can refer to.
work in how to arrange this, Intel will not ask the details, or, it will be more willing to spend experience with core micro cooperation on the integration of SoC, and red core micro will surrender their IP blocks. Intel had both red core micro how the third-party video card IP embedded SoC products. Core micro using existing products is ARM and Vivante GPU core, so the future may be on the market can’t see the collection of Intel x86 processors and Mali graphics SoC products.
if I’m not wrong, the strategic cooperation marks the Intel’s mobile market and SoC chip manufacturing industry a major change. Intel said the launch of SoC products will have a definite price competitiveness. Compared with traditional Intel SoC products, through core micro integration work is likely to mean a massive loss of cost structure. And designed products will continue to be carried out by TSMC wafer foundry.
now, both companies are bases for promoting Intel brand products to the customer. Intel has yet to reveal how to undertake profit allocation and the revenue report. And did not interfere with red core micro also continue to sell this cooperation ARM SoC product configuration, and Intel also no oriented core micro financial investment.
although users to discuss today is only a product (integration of 3 g networks quad-core Silvermont processor), but Intel stressed that this deal is a strategic intentions – suggests that there are more cooperation opportunity. If the preliminary quad-core design a great success, I dare say there will be more Intel mobile SoC integration product design transfer into the red core micro. It also represents the Intel would like to have more try new and different, and that’s exactly what it needs.