The face of the mobile Internet such a large piece of delicious cake, but the technology is not so easy to break so many companies can only envy in mobile Internet to occupy the big market’s company.Is willing to give up, or another way to find the new way? Who will changing the pattern, and set off a new wave.
This is a changing world’s company who is driven computing revolution, provide better graphics, faster games and amazing application, but it is also an unknown company. It is the ARM, founded in 1991, the British microprocessor manufacturers. Although relatively small, the company is subverting the entire chip industry, another giant chip is Intel who is facing unprecedented challenges.
ARM earnings rising dramatically
In the Mobile World Congress held in MWC 2011, we can see more new smart phones and multi-core processors, in this case is clearly the biggest benefit is the ARM, as smart phones and multi-core Tablet PC products into the market, the British chip designer ARM is also a corresponding rise in the relevant license fees.
Licensing fees in accordance with ARM models, the new Cortex processor for every $ 100 of sales revenue, ARM were able to obtain 2 dollars in revenue, but the old version of the Cortex processor can only receive $ 1 fee. Intel and other rivals on the Tablet PC and smart phone market are eyeing, but ARM superiority in the mobile chip market is still quite obvious, other manufacturers are still unable to beyond ARM such an extent that if competitors want to go beyond the AMR, it must deal with the problem that made smaller chip and can not lost the performance, but this is more difficult.
Nokia and Microsoft on the cooperation, for the ARM is very meaningful, because it inhibited to some competitors in the mobile market development.
In the current mobile processors are based on many ARM Cortex A8 design, using 45nm or 65nm production process, such as the use of mobile phones in many Snapdragon CPU. Compared to the current processor, a new generation of products will have a 40% improvement in performance, control power consumption decreased by 30% and 100% longer standby time.
Expected this products which based on Cortex-A9 processor will appear in 2011, then the processor will be using a cell phone or tablet market. ARM roadmap also shows the processor using 20nm manufacturing process will occur around 2013.
Whether ARM and Android will be established alliance which like“Wintel”
Mobile Internet market is staging an unprecedented "regime change".
On the one hand, Apple's market value beyond Microsoft, the other is the Android market share in North America beyond the iPhone, even though the message still has not been confirmed, but the fast development of Android at the speed is already not doubt
At the same time, Intel announced the development of mobile CPU is failure, the event deepened the ARM in the mobile communications field advantage. Therefore, Google in the mobile Internet field with an aggressive attack, a similar to the "Wintel" alliance has been formed in the mobile Internet field, one is the Google's Android, the other is the CPU designer ARM.
Although there will be concerns about a monopoly, but on the other hand, the emergence of the new alliance will bring a new ideal of mobile Internet, especially in Android, its open platform puls source free model have obvious advantages, although Android is one of Google's products, the advantage in the use of chain had beat Apple, Nokia or Microsoft, as Microsoft has previously made on the Mac in the PC era of victory. Although almost everyone recognizes that the Apple’s performance is better than compatible computer, the disadvantage of application software will let consumers still away from Apple.
Android will play in role of integrator in the future, gradually eating into the market of competitors, ARM will make a choice that to be own development or be acquisitions, and ultimately to keep pace with Android. Such alliance may not be conducive to competition, but for developers in terms of business is the gospel, after all, the current mess system caused the phone model adaptation problem and it has long plagued the industry chain.As the emergence of Windows let PC software into the golden age, the standardization will bring new hope into manufactory which is produce mobile phone software.
The Gospel on the one hand will reduce the model fit problems, on the other hand the operating system‘s reduce will let single user expand exponentially, after all, either the Internet or mobile Internet, in which scale advantages are earnings foundation basic in business model.
ARM and Intel competition intensified
The next version of Windows systems will support the architecture of ARM processor and low-power X86 processors, this means that Wintel alliance had broke, for Microsoft, Intel no longer the only option, ARM also will have the opportunity to formally challenge to Intel.
And different from traditional computer processors, ARM architecture processor flagship high-performance, low power consumption is simply tailor-made for mobile Internet devices, so it was a smart phone and tablet PC manufacturers widely welcomed. In the business model, ARM is only design processor architecture, it does not produce processor so that fully mobilize the enthusiasm of partners, so the current partners range of ARM in the world already has more than 100 , Apple, Samsung and other leading enterprise are its cooperative partner.
Intel Atom mobile phone chip manufacturers have begun to attempt to capture smart phone market, such as iPhone and Palm Pre. Intel Atom will be designed for some mobile phone, no doubt, ARM will be affected, but the degree will not be much. ARM is impossible to take over the Intel PC chip market dominated by the same Intel is impossible to control the ARM dominated in the smart phone chip market. Two chip designers are more likely to compete in television and automotive electronics about Network connection function.
Of course, the face of this situation, Intel and AMD are also fight in the Tablet PC and the Internet market. Can be expected the processor market competition in the next few years will continue to upgrade, ARM has been the important role in processor market. The processor market will birth a new pattern.
