英特爾看好PC，計劃2012年推出英特爾芯片智能手機
英特爾公司首席執(zhí)行官保羅?歐德寧（右）與蘋果公司首席執(zhí)行官史蒂夫?喬布斯，圖片來自維基百科
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????盡管人們都在嚷嚷著后PC時代來臨，英特爾公司首席執(zhí)行官保羅?歐德寧仍然看好傳統(tǒng)的個人電腦市場。 ????在本周早些時候于加州圣克拉拉舉行的英特爾公司投資者年會上，歐德寧表示，英特爾公司會繼續(xù)革新個人電腦，它將很快擁有一些新特性，比如：可用上一整天的電池，觸摸式界面以及即開即用的性能（借鑒平板電腦而來）。據(jù)歐德寧表示，英特爾公司正在努力開發(fā)耗電量更低的處理器，以促使這種新一代個人電腦早日誕生。 ????這位首席執(zhí)行官對滿滿一會場投資者表示：“今天，我們要談的最激動人心的事就是，重新塑造消費者個人電腦體驗?！?/p> ????盡管個人電腦處理器仍然是英特爾公司最賺錢的產品，但是，面對快速增長的智能手機和平板電腦市場，該公司還是經常受到指責，被認為頗為落伍，趕不上潮流（呃，就是一個不能按約出場者）。公司幾年前就已承諾，要推出搭載英特爾芯片的手機，但至今沒有一款推向市場。而在其平板電腦發(fā)展藍圖上，盡管目前比手機要走得更遠些（預計本月晚些時候將推出搭載英特爾芯片的平板電腦），但公司還是得證明，對于像蘋果iPad這樣搭載ARM芯片的平板電腦，它能夠急起直追。本周二的投資者會議上，歐德寧承認，公司缺乏一份規(guī)劃得更清晰的移動設備發(fā)展藍圖，會讓在場的一些投資者感到失望。 ????英特爾公司的宏大規(guī)劃是，在所有產品種類中實現(xiàn)其“硅領導地位”——從大功率的服務器處理器，直至用在手機和平板電腦上的低功率芯片。但到目前為止，它還難以實現(xiàn)這一愿景。第一款運用英特爾處理器的智能手機要到2012年才會推出。即使它正式面市，也不清楚比起英國芯片設計公司ARM Holdings來，英特爾的移動芯片到底有何優(yōu)勢。而前者目前在移動設備上早已一統(tǒng)天下。 ????而與此同時，英特爾公司表示，與其他芯片供應商相比，它已從移動設備的普及中掙到了更多的錢。這是怎么做到的呢？靠賣服務器處理器。據(jù)英特爾公司表示，每600部使用中的智能手機就需要一臺服務器。這一需求將幫助英特爾公司今年的數(shù)據(jù)中心銷售額增長至100億美元。英特爾預計，五年內，這一數(shù)字就將翻番達到200億美元。 ????還有個人電腦市場。盡管近期戴爾公司（Dell）和惠普公司（Hewlett-Packard）宣告?zhèn)€人電腦銷售下滑，來自中國和其他新興市場的需求仍然旺盛，而臺式機向筆記本電腦的轉型也有助于刺激對英特爾銷售額高達300億美元的個人電腦處理器業(yè)務的需求。 ????當然，如果后PC時代真的來臨（就像蘋果公司的史蒂夫?喬布斯樂于表明的那樣），那么英特爾公司在個人電腦上的增長就將迅速萎縮。雖然英特爾的服務器業(yè)務確實因移動設備的普及而獲利，但即便是歐德寧也承認，從長期來看，這并不會起到決定性作用。 ????本周二，歐德寧告訴投資者的是：“我們的收入大部分來自基礎設施。對我們來說，這可不夠。” ????譯者：清遠 |
????Despite all the hullabaloo over a post-PC era, Intel chief executive officer Paul Otellini remains bullish on the traditional personal computing market. ????At the chipmaker's annual investor meeting held earlier this week in Santa Clara, Calif., Otellini said Intel (INTC) will reinvent PCs, which will soon have features like all-day battery life, a touch interface and instant-on capabilities (a la tablets). According to Otellini, Intel is hard at work at developing the lower-wattage processors that will enable this new breed of PCs. ????"The most exciting thing we'll be talking about today is redefining the consumer PC experience," the CEO told an auditorium full of investors. ????But while PC processors remain Intel's biggest moneymaker, the company is often criticized for being unfashionably late (okay, a no-show) to the fast-growing smartphone and tablet market. It has promised Intel-powered mobile phones for several years now, but so far none have hit the market. And while it's a bit farther along on its tablet roadmap (an Intel-running tablet is expected to launch later this month), it's yet to prove it can play catch-up to ARM-powered tablets like Apple's (AAPL) iPad. At Tuesday's investor meeting, Otellini admitted that the lack of a more clearly defined mobile roadmap would disappoint some in the room. ????Intel's master plan is to extend its "silicon leadership" across all product categories -- from high-power server processors to lower-wattage chips that go into mobile phones and tablets. But so far, it hasn't been able to execute on this vision. The first smartphones running Intel processors won't begin shipping until 2012. And even after they become available, it's not clear if Intel's mobile chips will have any advantage over technology licensed by British chip designer ARM Holdings (ARMH), which dominates mobile devices. ????In the meantime, the company says it's already making more money from the proliferation of mobile devices than any other silicon vendors. How? By selling server processors. According to Intel, one server is needed for every 600 smartphones in use. That demand will help grow Intel's data center sales to $10 billion this year. Within five years, Intel expects this number to double to $20 billion. ????And then there's the PC market. Despite recent reports of a slump in PC sales from both Dell (DELL) and Hewlett-Packard (HPQ), Intel maintains that demand from China and emerging markets and the shift from desktop to notebook is helping to fuel demand for its $30 billion PC processors business. ????Of course, if a post-PC era is really upon us (as Apple's Steve Jobs likes to point out), then the growth Intel is seeing in PCs will soon wane. And while Intel's server business does profit from the proliferation of any mobile devices, even Otellini admits that's not going to move the needle over the long-term. ????"The money is in the infrastructure," CEO Otellini told investors on Tuesday. "But that isn't enough for us." |
