以低端智能机为突破口，英特尔移动业务能否顺利上手？

英特尔在日前的国际消费性电子展(CES)上发表新款Atom处理器平台，直接瞄准发展中国家正快速成长中的低端智能手机市场。 将目标定位于低阶的市场，这听起来似乎不像是英特尔会做的事情。但英特尔多年来一直试图扩展其于智能手机世界的占有率。总要找个可以开始的地方吧！ “通过定位于低阶手机，英特尔可在未来几年内尝试满足智能手机领域中最具成长潜力的市场，”IHS iSuppli公司负责无线通信业务的资深分析师Francis Sideco在一份报告中表示，“尽管目前英特尔在全球智能手机应用处理器的市占率几乎微不足道，但该公司必须正采取必要步骤，以扩展在这一领域的机 会。”

英特尔公司移动与通信部门副总裁兼总经理Mike Bell展示一款智能手机的参考设计。该参考设计采用英特尔瞄准新兴市场的全新Atom平台。
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根据IHS表示，这款新的Atom平台先前的研发代号为 Lexington ，有机会发展成为市场的重大趋势之一。在发展中国家，固定式有线电话基础设施往往十分匮乏，消费者渴望能够提供高性能和更多功能的低成本智能手机。 本文授权编译自EE Times，版权所有，谢绝转载 第2页：低端智能机是智能手机市场中成长最快的领域 第3页：英特尔在智能手机方面只能力求成长

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• 英特尔CEO提前退休，继任者肩负向移动领域转型重任Wi9esmc

{pagination} 在世界上大多数的国家中，智能手机仍然是一个相对昂贵的产品。即使如此，2012年总计约有6-7亿支的智能手机出货。当你想到开发中国家中可能因低成本且多功能的智能手机而受惠的庞大用户数时，很明显的，如果价格合适的话，它很快就能达到相当大的量。 低端智能手机是智能手机市场中成长最快的领域，根据IHS，低端智能手机出货量可望在2012至2016年间成长一倍。该公司预期，低端智能手机出货量将从2012年的2.06亿支快速成长，在2016年以前增加到5.59亿支。 IHS预期，从2011年至2016年，低端智能手机出货量的复合年成长率(CAGR)为51%。而在同一时期，高端智能手机出货量的CAGR则为12%。 “在新兴市场，成本/性能均衡的最佳化，将是成功的关键，”Sideco说。英特尔还需要充分利用其于2011年收购自英飞凌的无线芯片部门，以确保为整合应用处理器与调制解调器于同一芯片的低阶智能手机提供最佳解决方案。

全球低阶智能手机出货量预测(单位：百万台)
Source：IHS iSuppli Research, 2013年1月Wi9esmc

本文授权编译自EE Times，版权所有，谢绝转载 第3页：英特尔在智能手机方面只能力求成长

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• 股价破百，台积电挑战英特尔市值
• 英特尔CEO提前退休，继任者肩负向移动领域转型重任Wi9esmc

{pagination} 迄今为止，英特尔在以高通为主导的智能手机应用处理器市场已经取得了一些进展。而在基频方面，根据IHS表示，英特尔在2012年第三季的基频营收仅占8%的市占率，远远落后于高通与联发科，全球市占率排名第三。 “虽然英特尔主导PC微处理器市场，而在智能手机半导体业务方面只能力求成长，”Sideco说，“虽然英特尔在移动手机方面要实现像在PC半导体业务所取得的主导位置，的确面临重大挑战，但该公司正认真地建立起在智能手机芯片市场的竞争位置。”

全球前五大移动基频芯片(模拟与数字)供货商市占率
Source：IHS iSuppli Research, 2013年1月Wi9esmc

IHS 预计，中国仍将是各种手机成长最快的市场，2011年至2016年的出货量预计将有8%的CAGR。同一时期，其它亚太地区的手机出货量预计将有6%的 CAGR，欧洲、中东和非洲(EMEA)等地区的成长率为5%，排名第三；同期，北美地区则有4%的CAGR。很显然地，未来的成长力道来自新兴地区。 本文授权编译自EE Times，版权所有，谢绝转载 编译：Susan Hong 参考英文原文：Intel pins hopes to low-end smartphones，by Dylan McGrath

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• CES2013：微软禅位高通，各大厂商秀绝活
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• 英特尔CEO提前退休，继任者肩负向移动领域转型重任Wi9esmc

{pagination} Intel pins hopes to low-end smartphones Dylan McGrath With its new Atom processor platform, launched last week at CES, Intel Corp. is aiming directly at the rapidly growing market for low-end smartphones in developing countries. Targeting the low end of anything seems a decidedly un-Intel thing to do. But Intel has been trying to expand its minimal presence in the smartphone world for several years. Gotta start somewhere. "By targeting the low end, Intel can attempt to address the market with the greatest opportunity for growth in the smartphone business during the next few years," said Francis Sideco, senior principal analyst for wireless communications at IHS iSuppli, in a report circulated Wednesday (Jan. 16). "With Intel now holding a negligible share of the global smartphone applications processor market, the company appears to be taking the steps it needs to in order to have a chance at expanding its presence in this segment." Mike Bell, vice president and general manager of Intel's Mobile and Communications Group, shows off a smartphone reference design at a media event prior to the opening of CES. The reference design, based on Intel's new Atom platform, is aimed at emerging markets. According to IHS (El Segundo, Calif.), the new Atom platform, formerly codenamed Lexington, has an opportunity to tap into a major trend. In developing nations, where there is often a scarcity of wireline phone infrastructure, consumers are hungry for low-cost smartphones that offer high performance and a full feature set. In most of the world, a smartphone remains a relatively pricey item. Even so, total smartphone shipments in 2012 probably ended up at somewhere between 600 million and 700 million units. When you consider the number of people living in developing nations that could benefit greatly from a low end smartphone with a pretty robust feature set, it's pretty clear that the volumes involved could get pretty enormous pretty quickly if the right price point is hit. According to IHS, shipments of low-end smartphones—the fastest growing segment of the smartphone market—doubled between 2012 and 2016. The firm expects low-end smartphone shipments to rise to 559 million by 2016, up from just 206 million in 2012. Intel outside looking in IHS expects shipments of low-end smartphones to rise at a compound annual growth rate (CAGR) of 51 percent from 2011 to 2016. The firm expects shipments of high-end smart smartphoens to grow at a CAGR of only 12 percent during the same period. "In the emerging markets, optimizing the cost/performance balance will be critical for success," Sideco said. Intel will also need to leverage its 2011 acquisition of Infineon's wireless chip unit to ensure that it offers the best solution for low-end smarphones, incorporating both the applications processor and the modem on the same chip, Sideco said. To date, Intel has made minimal progress in cracking the smartphone applications processor market, which is dominated by Qualcomm. In basebands, Intel ranks third in market share, according to IHS, generating just 8 percent of baseband revenue in the third quarter of 2012, well behind both Qualcomm and Taiwan's MediaTek, according to IHS. "While Intel dominates the PC microprocessor market, in the smartphone semiconductor business the company has no place to go but up," Sideco said. “And while Intel certainly faces major challenges in achieving the kind of leadership position in mobile handsets it now has in PC semiconductors, the company appears to be serious about building its competitive positioning in the smartphone chip market." For what it's worth, IHS expects China to remain the fastest growing market for all cell phones, with shipments expected to grow at an 8 percent CAGR from 2011 to 2016. The rest of the Asia-Pacific region is predicted to have a 6 percent CAGR in cell phone shipment growth over the same period, with the EMEA region coming in third at 5 percent, and North America at 4 percent. Clearly, future growth is coming from the emerging regions.