u*****n
发帖数: 778 | 1 主要还是对armh的疑惑,他的竞争对手是谁呢?大家好像都用他的产品呢.
还一个问题就是如果iphone 4出了cdma, 会不会以后iphone只有cdma了呢?
intel 收购Infineon对armh qcom apple分别有什么影响呢? | w*******d
发帖数: 3714 | 2 手机芯片来说ARM根本没有竞争对手吧。。。
iphone用不用cdma,我看还是取决于运营商的，apple还没能力让全世界运营商一股脑用
cdma吧？
我不太懂无线通信，随便说说呵呵
【在 u*****n 的大作中提到】
: 主要还是对armh的疑惑,他的竞争对手是谁呢?大家好像都用他的产品呢.
: 还一个问题就是如果iphone 4出了cdma, 会不会以后iphone只有cdma了呢?
: intel 收购Infineon对armh qcom apple分别有什么影响呢?
| e*n
发帖数: 1511 | 3 http://miit.ccidnet.com/art/32509/20100902/2173945_1.html
英特尔(Intel)日前宣布以14亿美元现金收购英飞凌(Infineon)旗下的无线解决方案业
务(WLS)，交易预计在2011年第一季完成。而不过几天以前，英特尔才陆续宣布两桩收
购案，分别是德州仪器(TI)的电缆调制解调器 (cable modem)产品线、以及安全软件供
货商McAfee。
针对最近的这桩英特尔-英飞凌交易，有市场分析师认为，英飞凌退出无线芯片市场的
时机正好；目前英飞凌的手机芯片组正获得苹果(Apple)的 iPhone 、 iPad 采用，不
过苹果也有打算使用高通(Qualcomm)的芯片组，为这些产品推出CDMA版本。也有分析师
认为，苹果甚是可能自己设计手机芯片组。
「我曾看过其他的评论指出，这样的业务分割将让英飞凌得以存活，并能更专注于利润
较佳的汽车与工业用芯片业务；但我不认为这就是完整的事件始末。Forward Concepts
总裁暨首席分析师Will Strauss表示：“我的理论是，英飞凌已经警觉到Verison将如
传言所说，在明年1月推出CDMA版本的iPhone。”
Strauss 的看法是，CDMA版本iPhone势必需要先进的高通3G调制解调器芯片，而这基本
上给了高通“得寸进尺”的机会，甚至可能会取代原本有机会进驻未来 iPhone系列产
品的英飞凌调制解调器芯片。而未来的英特尔无线解决方案业务虽不太可能流失iPhone
这个大客户，但在CDMA版iPhone (网络服务供货商包括Verizon、Sprint与KDDI等)里，
恐怕无立足之地。
“如果高通/Verizon的搭配成功了，iPad八成也会跟进；特别是采用高通的 Gobi调制
解调器芯片，能让用户选择采用CDMA或是UMTS网络。”Strauss表示：“由于高通也是
UMTS调制解调器芯片的主要供货商，有可能也会吞食未来英特尔无线解决方案业务的大
部份市场。”
至于苹果的状况则完全不同。Strauss指出：“苹果收购芯片设计公司PA Semi并推出(
由三星代工的) A4处理器(这两件事也许无关)，使用在iPhone 4与iPad等产品中，意味
着苹果最终打算拥有“自家的”手机处理器。”
因此Strauss并不认为，英特尔的桌面计算机处理器与未来的手机处理器不见得一定会
获得苹果垂青；对贾伯斯来说，高通应该是对苹果未来的行动产品计划颇具吸引力的选
项。
【在 u*****n 的大作中提到】
: 主要还是对armh的疑惑,他的竞争对手是谁呢?大家好像都用他的产品呢.
: 还一个问题就是如果iphone 4出了cdma, 会不会以后iphone只有cdma了呢?
: intel 收购Infineon对armh qcom apple分别有什么影响呢?
| D**p
发帖数: 293 | 4 ARM's main business is licensing of ARM IP core to chip manufacturers.
Usually, the core is only part of the chip function. It will have to
incorporate many other function units such as wireless unit, baseband
processing, codecs to make a chip to target a specific market, such as cell
phones. In that sense, QCOM, Infeneon, and Apple are all ARM licensees.
ARM's revenue is roughly $500M currently. In the license business, a high
volume license is really a commodity. It rearly can collect more than $0.2
per chip. Let's assume it is $0.2, then this means there are already more
than 2.5B devices using ARM core. Considering there are roughly 5B people on
this planet, this is a remarkable achievement. On the other hand, this also
means there will probably be limited growth potential for ARM.
Intel has been trying to use its CISC processor architecture to tackle the
consumer electronics market such as DVDs, Cell phones. However, due to power
and complexity issues, it was not able to capture a significant market
share. With the purchase of Infineon wireless unit, it actually will also
adopt the ARM core for its chip development. That's why it was a good news
for ARM. However, it would be a bad news for Qcom and Apple, since there
would be another strong player to compete with under the same architecture.
MIPS is a competitor of ARM. 10 years ago, MIPS and ARM were about the same
size. MIPS main licensees are in the high end, high reliability market such
as network equipment, where ARM licensees are mainly in the consumer
electronics market such as DVDs and cell phones. Today, ARM processor's
performance has also increased to a very high level due to process and
design technology. This puts MIPS in a very difficult position. However, due
to MIPS revenue is only 1/8 of ARM's, even MIPS would die tomorrow, it does
not mean much for ARM.
【在 u*****n 的大作中提到】
: 主要还是对armh的疑惑,他的竞争对手是谁呢?大家好像都用他的产品呢.
: 还一个问题就是如果iphone 4出了cdma, 会不会以后iphone只有cdma了呢?
: intel 收购Infineon对armh qcom apple分别有什么影响呢?
| w*******d
发帖数: 3714 | 5 那ARC呢？
cell
on
also
【在 D**p 的大作中提到】
: ARM's main business is licensing of ARM IP core to chip manufacturers.
: Usually, the core is only part of the chip function. It will have to
: incorporate many other function units such as wireless unit, baseband
: processing, codecs to make a chip to target a specific market, such as cell
: phones. In that sense, QCOM, Infeneon, and Apple are all ARM licensees.
: ARM's revenue is roughly $500M currently. In the license business, a high
: volume license is really a commodity. It rearly can collect more than $0.2
: per chip. Let's assume it is $0.2, then this means there are already more
: than 2.5B devices using ARM core. Considering there are roughly 5B people on
: this planet, this is a remarkable achievement. On the other hand, this also
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