Weak PC market weakness news is not news, recent processor maker Intel (Intel) of the first-quarter revenue forecast slashed $ 1 billion, letting the market for PC demand recession argument surfaced again.
Intel cut its revenue forecast for the move, but also led to the company’s industry diversification ability ── questioned whether Intel’s strained enough, can be PC market revenue due to the recession? Recently, industry news, Intel LTE modem chip is expected in 2016 stationed in Apple (Apple) The iPhone, aroused a lot of ripples in the market, but is still just a rumor.
Back to the PC market conditions. Market research firm IDC has also lowered its outlook for the PC market, forecasting a recession this year, the global PC market will reach nearly 5% margin; the agency previously forecast a decline of 3.3%. Intel, which is a bad news.
Chicago stock rating agency Fitch Ratings lowered its revenue forecast in after Intel said Intel negative notice implies, Microsoft (Microsoft) to stop supporting Windows XP, PC demand in the last year, the feeling when the role of stabilizing than expected More importantly; the agency’s conclusion is: “So the extension of the replacement cycle may lead to negative growth in PC sales to reproduce.”
More information is revealed warmed PC market proved to be short-lived phenomenon. Intel cut its revenue forecast for some think the PC industry has experienced two years of weak appetite, finally we would be a hit in recent months, showing signs of recovery, but also people who will continue to grow. Intel chief executive Brian Krzanich had also told analysts last fall, the company’s PC business performed better than expected.
In the latest statement, Intel stated that changes to the revenue forecast because of weak demand situation for commercial desktop PC severe than expected, as well as the overall PC supply chain inventory levels are also lower than expected. The company believes that the market demand changes and inventory patterns is because Windows XP replacement needs of SMEs was lower than expected, and macroeconomic, monetary conditions are encountering more and more challenges, especially in the European market.
But Fitch Ratings for Intel and Microsoft’s current predicament is not so worried that the two companies that have a high degree of financial flexibility, can be debilitating because PC demand, and they are continuing their business focus will turn to the market with growth potential; the agency pointed out that the company is relatively worrying including AMD, Dell (Dell) and Hewlett-Packard (HP) and other companies, because a stable PC demand will be those companies expect the basic foundation for the market.
Market rumors about the iPhone
Intel cut its revenue for this information also brings much-needed diversification processor giant issue, the company last year for full-year revenue of $ 55.9 billion, of which the PC client business group revenue of $ 34.7 billion; That is 62% of Intel’s revenue depend on the PC business, how quickly to strengthen its tablet device / smartphone business to become the company’s challenges.
Obviously Intel is also a big push; according to recent market news, Intel entered the Apple iPhone is expected in 2016, and if the rumors are true, for Intel will be a big business.
Intel may win orders for Apple rumors, the market research firm Forward Will Strauss Concepts president, said it was “shocking news.” He said the message was surprising because Apple in the past few years a lot of hiring wireless technology experts: “I assume that they will eventually design their own multi-mode LTE modem chip, but the company continued in several new iPhone uses Qualcomm (Qualcomm) wafers. ”
Strauss also shared the history of the development team of Intel phone chips ── The team originally belonged to the German semiconductor maker Infineon Technologies (Infineon) wireless communications business unit; and in Intel’s acquisition of Infineon’s wireless communications department a few months before, the British fly Ling was the acquisition of a German industry Blue Wonder Communications, which was specially developed Tensilica processor / Digital signal processor (DSP) core LTE data machine industry.
“Infineon’s 2G / 3G modems are based on CEVA DSP cores, and Intel spent more than three years or so (as well as millions of dollars), to allow the acquisition of 4G / LTE modem technology with Britain Feiling existing 2G / 3G platform for cooperation; “Strauss said:” I was thinking is that Intel should be in CEVA architecture (continued development) program to build on LTE, but I guess the more certain solution is resistance the smallest way, even if the companies do not share the same set of instructions. ”
In short, Strauss said that Intel finally has a complete multi-mode LTE modem chip products (including Wi-Fi, Bluetooth and GPS technology): “Intel’s technical depth is not as high-pass, but Intel’s products are now certainly have been able to operate and the need to seek to establish the credibility of a big customer. ”
He added that: “Intel may be close to the cost price of the Apple machines provide data chip, only to win customers as well as a great reputation; and that deal will be a sufficient amount, so Intel can be completed to date, still Chandler, Arizona vacant low-power CMOS fab assembly process equipment (rather than re-commissioned as now TSMC as its modem chip production). “
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