Intel,ARM電腦／手機(jī)兩大生態(tài)的競(jìng)爭(zhēng)ppt課件

1、Highlights on the report“MID/ASINUX Chinese mobile market analysis and strategy Prepared by IKW-Internet knowledge workers.1/28/2021Confidential1.The battle of the eco-systems. Win/ has dominated the PC space.HPDellIBMLenovoUMCASUSTSMCAOCBiostarMSIMicrosoftNAIBMCBEAInforOracleSAPCompuwareIndependent

2、 Software VendorsCHIPSODMISVOSVOEMAMDINTELwindowsunixOs/2linuxWell defined muti layered eco system. This eco system defined IT industry From PC to LAP top, from net book to MID . Competition thrives amongst players within the ecosystem. today, as Mobile phones are becoming smarter (smart phones). Th

3、e entire win/ eco system faces competition and threats from the newly emerging and powerful ecosystems.ARMTISamsung高通ADIWindows CESymbianLinuxISVOSVCHIPSODMOEMMTK(Apps+Nueclus+Chip )All in one turn key platformODMs/OEMsIndependent Software VendorsBELLWAVETELSONINNOSTREAMSEWONNokiaSamsunge聯(lián)想DopodMult

4、iple parallel “OS/chip based eco systems thrives in the mobile phone sector.Each OS/Chip combo enables an entire ecosystem. As phones are becoming smarter, PC based applications have been seamlessly transplanted on smart phones. Powerful consumer brands such as Iphone, Gphone, Sony PSP, Nokia will l

5、ead in the battle of “PC vs. smartphone .As phones become smarter, line between PC and Phone is getting more and more blurry. Traditional ODMs, OEMs, ISVs are no longer bounded by the outdated boundaries that define their businesses. Therefore, there is a good chance the win/ base could be radically

6、 eroded by these new parallel eco system.The rise of the information ecosystem: how mobile devices, personal computing, media, and the internet all fit together.The rise of internet irreversibly changedthe information flow. PC makers world over benefited by the internet.B. Mobile internet will be th

7、e catalyst to further propel the movement of informationIn the era of Smart phone, mobile devices/PC can no longer stand aloneas a separate industry. They are all embedded in the larger informationeco system. i.e. Iphone/apple shop, Gphone/google, PSP/games, etc. D. Those system that embraces the in

8、formation ecosystem will stand to win.2. Challenges for the Intel led Moblin/MID/Netbook initiatives. Current netbook product position could cannibalize into the laptop market.Current MID products lack distinct advantage over any current smart phones products. At best it will further cannibalize int

9、o the netbook and laptop market here in China.At least in China, Moblin, MID players are still those from the win/ camp. Lack innovation in product, business model, and mostly lack support from the vast and yet fast emerging grass root application developers, content providers, and new class of OEMs

10、.(the huge MTK OEM base).It is lacking a info ecosystem to support the MID product sale.3. What 3G means to ChinaMarket share of OS in current smart phone A. Internet will be extended to the already biggest mobile phone user base in the world.For most of the Chinese, their first time internet experi

11、ence will be in the 3G environment, via their phone- smart phone.Smart phone will define the 3G era.All smart phones are essentially “mobileinternet devices.Therefore, a well structured information ecosystem will be critically important in China for any mobile device brands.Winning the “eye ball on

12、internet content becomes the ultimate objective of games for any mobile edge device brands.4. Opportunities for Intel in China.Tap into the vast MTK OEM base by re-engineering the moblin/OSI product positioning.ARMTISamsung高通ADIWindows CESymbianLinuxISVOSVCHIPSODMOEMMTK(Apps+Nueclus+Chip )All in one

13、 turn key platformODMs/OEMsIndependent Software VendorsBELLWAVETELSONINNOSTREAMSEWONNokiaSamsunge聯(lián)想DopodBy incorporating chip set, ODM, ISV functionalities, MTKs one stop shop product strategy greatly lower the barrier of entry for OEMs. Therefore thousands of small shops have since become MTKs OEM.

14、MTK and its vast ecosystem produces at least of all mobile phone manufactured in China alone. Their market share rangesfrom 25% in big cities to up to 50% in smallerChinese cities.Current consumers of MTK phones will be the first time internet users in the new 3G environment. Perfect intel/MID custo

15、mers.D. Due to the lack in upscale products, MTKs OEM base is prime for “win back provided the moblin/OSI positions similarly to that of MTK today. New moblin/OSI position, multiple linux platforms; enabling rich edge product mix based on vertical content and applications.NvidiaARMIntelProductPositi

16、oningofNew “OSVsMoblin/API/SDKIndependent Software VendorsInternet Content ProvidersTurn key platformPCsSmart PhonesMIDODMsOEMsNet bookTap into existing Chinese Linux OS developer base, cultivate multipleOSI on Moblin platform. Encourage product position to be a onestop platform which incorporates a

17、pplication, vertical internet contents. This will shorten the “time to market cycle. This new product positioning will also attract the participation of the existing MTKs OEM base.Innovative development focused in the area of user experience on the device itself.Help refine and support current reven

18、ue model of OSI; i.e. Residual/shared revenue from chip set sale, and content sales. Initiate a “walled garden content ecosystem strategy based on vertical internet content/application to support the embedded productization of MID in china. Another words, to build a “back end for MID accessed conten

19、ts. This is a very important catalyst to push MID sales in China.Intel insideIntel to support a grass root internet content aggregator to consolidate content based on verticals. Standardization on interfaces amongst content providers and MID OEMs.New “OSVs will incorporate specific contents, applications as turn key solutions to OEMs. Based on the vertical contents, a series of low cost, application based MIDs could soon be launched via the existing MTK channels.Targeting