According to media reports, Intel recently announced that its XMM7262 LTE-Advanced modem (Intel LTE chip) has already obtained China Mobile certification. As Intel's next-generation LTE platform, the chip supports multiple network standards such as LTE TDD/FDD, WCDMA/HSPA, TD-SCDMA, TD-HSPA and EDGE. The platform also integrates functions to support up to 23 LTE bands simultaneously. Support global coverage and roaming; multi-mode design to achieve seamless connection of 2G, 3G and 4G LTE networks; low power consumption, small size, for the development of network equipment for the mass market. According to the comment, this means that equipment manufacturers will use this chip to produce products that will support China Mobile's network.
This is undoubtedly good news for Intel, which has been struggling to catch up. The so-called mobile authentication means that the chip is the core component of the mobile terminal and directly related to the performance of the terminal. Therefore, the chip platform authentication work of China Mobile is to reduce the basic communication problem of the test terminal. Therefore, the LTE chip used by China Mobile's terminals needs to be tested in advance before the terminal product is put into storage. After the chip product is certified, the terminal using the chip can shorten the test cycle and be listed as soon as possible.
The author thinks that in addition to this, the news also released the following information: The first one, which is related to Qualcomm's alleged monopoly investigation. From the beginning of the year to the present, in the domestic market, 4G mobile phone shipments have reached tens of millions of units, of which Qualcomm plays an indispensable role. However, the anti-monopoly investigation triggered by it has also become a cloud over its sky. Now it faces a huge monopoly of nearly 10 billion yuan. Therefore, from the second half of this year, more chip manufacturers will get the domestic 4G market. "Gifts", including MediaTek, Marvell, Spreadtrum, and of course Intel.
Intel's efforts on mobile chips are obvious to all. Before the launch of this chip, the company launched the LTE chip XMM7260 at the information technology summit held in Shenzhen this spring. At that time, according to the introduction, this product meets the requirements of China Mobile's “five-mode ten-frequency†specification, and this product is also adopted by Samsung's mid-range mobile phone Galaxy Alpha. Now Intel is launching new chip products non-stop. With the help of today's 4G leader, China Mobile's intention to catch up with the domestic 4G market express train is very obvious. Although it is still unable to compete with Qualcomm, it can also compete with opponents such as MediaTek to compete for the position of "the second" or "flower".
Second, the reason why Intel has been vacillating in the strategic positioning and business model of mobile chip products is largely due to the lack of an influential terminal manufacturer to be its partner. In 2012, Intel and Lenovo jointly pushed the K800 with the former processor. Although it was an attempt on the mobile phone, I heard that all the expenses for this mobile phone are borne by Intel. It also shows Intel's "self-defeating" mentality, when it is not possible to make a name for itself, it is better to "pay for it." But this time it is different, the author believes that Intel's XMM7262 is directed at Apple's iPhone. You may have heard that Intel had missed the huge commercial interest because it didn't see the prospect of the iPhone in the early years, but they did not give up this opportunity and have been in contact with Apple, eager to break into Apple's supply chain (although Apple The Mac computer's processor has been supplied by Intel, but this is beyond the scope of this article).
You may ask if you see this, isn't Apple's mobile phone now using chips designed by themselves? Yes, last year's A7, this year's A8, is Apple's own application processor, but please note that Apple is doing an application processor, not a baseband processor. In Apple's iPhone, the application processor chip and the baseband processor chip are two separate chips. Baseband chips are still only available from Qualcomm due to high technology content (data shows that Qualcomm has captured most of the global market share of smartphone baseband chips), and Intel has always wanted Apple to give up Qualcomm and embrace its baseband chips. The technical advancement of XMM7262 is the reason why Intel tried to convince Apple. In fact, for Apple, it is always annoying for Apple to keep Qualcomm. Here, the author also boldly guessed that with Intel's technology, the possibility of Apple's new iPhone adopting their products next year is there, and the probability is not low. But the author also wants to say that although Intel's technology on the baseband chip is worthy of recognition, the weakness can not be ignored, that is, the SoC is almost meaning.
Third, the Intel LTE chip passed the China Mobile certification this time. Another possibility is that they will build their own mobile phone products, but they said that they will not do Intel-branded mobile phones. Therefore, they should be strategically related to telecom operations. Business cooperation, sold under the carrier brand. Improve shipment performance with the channel capabilities of operators. It has long been rumored that Intel will cooperate with operators in emerging markets such as China and India to launch smart phones. Nowadays, LTE chips have passed the certification of China Mobile, which is an opportunity. Although Intel has been looking for opportunities to erode Qualcomm, there are still some difficulties in the cost of mobile chips, business models and ecosystem construction. However, Intel, the mobile chip, seems to be more and more relaxed. Who can say that their mobile chips will not get up, thus changing the weight of this business within Intel?
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