A few days ago, Intel released its latest third-quarter earnings report, with its tablet and smartphone chips belonging to the mobile and communications group operating a loss of $1.053 billion. So far, in the first three quarters of this year, Intel has accumulated a loss of 3.166 billion US dollars in the mobile chip market, exceeding the loss of 3.15 billion US dollars in the department last year.
From the camp, the division’s revenue for the first three quarters of this year was only $208 million, and in 2013, Intel’s mobile and communications group’s revenue was $1.375 billion. Earlier than last year's loss, but revenue was only 1/6 of last year.
In fact, as early as this year when Intel announced its tablet chip target, the industry has been questioning whether it can achieve this goal in the highly competitive and slow-growing tablet market. As a result, Intel shipped 5 million units in the first quarter. In the second quarter, 10 million units were completed. At the just-concluded Hong Kong International Consumer Electronics Show, Intel revealed that its 40 million tablet chip target is about to be completed this year.
Correspondingly, in addition to the loss of about $1 billion per quarter, Intel is the quarterly decline in revenue. That is, from $156 million in the first quarter to $51 million in the second quarter, to $1 million in the third quarter just ended. Comparing quarterly shipments, revenues and losses, it is not difficult to see that the growth of Intel's flat-panel chip shipments or the final goal of 40 million is almost all obtained without revenue and loss (loss). . It can be seen that Intel is considering the tablet chip as its strategic investment in the mobile market. In exchange for this strategic investment, Intel will take about 20% of the market share of the tablet market this year.
Just as Intel is battling the tablet market with money, the mobile chip market leader Qualcomm spent $2.5 billion to acquire the British chip maker CSR, which includes GPS chips, Bluetooth communication chips and IoT chips, to continue to strengthen and consolidate its mobile The leading position in the chip market has not laid the foundation for its future development in the fields of Internet of Things and car chips.
In contrast to Intel and Qualcomm's increased investment in mobile chips, previously mobile chip makers Broadcom, Ericsson and other companies have left the market this year, mainly because of the huge investment in this part of the business and the poor profitability prospects. . It can be seen that today's mobile chip industry is inevitable if it wants to continue to lead or later. That being the case, why did Intel and Qualcomm dare to do this? What is the reason behind this?
Looking at Intel first, although it is burning money in the mobile chip market, the PC market, which is the main source of revenue and profit, has begun to pick up this year, making its overall revenue and profit still growing, and let Intel continue. The bottom line of losing money is that in the future PC market will not only stop falling, but also likely to resume growth. For example, the Strategy AnalyTIcs Interconnected Home Terminal (CHD) service recently released the latest research report "Post-PC Age Computers: Growth Opportunities and Strategies", which is expected to drive global PC sales in 2015 driven by factors that are aging terminal total product upgrades. Increase by 5%. At the same time, due to the massive popularity and growth of mobile devices, it has also indirectly stimulated the market demand for data centers and cloud computing, which is precisely the business focus of Intel Data Center Group (mainly server chips).
More importantly, with the release of Intel's latest 14-nanometer Core M chip, it has been worried that ARM is likely to enter the PC and server market to copy Intel's backyard. In other words, Intel's core PC and server chip business will not only have an objective market environment in the future, but also an opportunity for rivals. Of course, while Intel continues to lose money, the core purpose is to improve the construction of its own products and industrial chain, and the premise of all this is to stay in the mobile market, the so-called stay in the green hills, not afraid of no firewood.
Unlike Intel, the mobile chip is the core of Qualcomm, so Qualcomm must have the industry's forward-looking in this market to maintain its advantages. Actually as early as 2011, Qualcomm made up for its shortcomings in wireless connectivity and baseband through the acquisition of Atheros, and the main rival in this field at that time was Broadcom, which left this year. Of course, Qualcomm's investment is also inseparable from the strong performance of its existing core business. For example, according to the latest report of Strategy AnalyTIcs, in 2014, Q2 Qualcomm, MediaTek, Spreadtrum, Marvell and Intel ranked the top five in the baseband market share respectively. Qualcomm continues to maintain its market advantage with its 68% baseband market share.
In this regard, Strategy AnalyTIcs believes that despite the LTE baseband competition, Qualcomm successfully increased its baseband revenue share to a peak of 68%. Its LTE Gobi slim modems and LTE Opteron application processors grew strongly in Q2 2014 and have multiple flagship smartphones. Strategy AnalyTIcs calculates that LTE baseband accounts for more than 45% of Qualcomm's total baseband shipments. In the past 2013, Qualcomm's revenue reached $17.2 billion, which is nearly four times that of its main rival MediaTek in this field of $4.58 billion.
From this year's and the recent chip industry boss Intel and Qualcomm lose money for the market and mergers and acquisitions in the future, whether it is the latecomer, or the pilot, in order to establish and develop in the mobile chip market, with the industry's core leading or complementary business advantages It has become a necessity, because the competition of mobile chips has entered the elimination battle of burning money. Only in this way can we have the capital to participate in the competition without being eliminated.
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