Why does Intel bet on Google Chrome OS?
It turns out that some analysts in Khrombuki see a new hope for the revival of the PC market - see: “Khrombuki - the new hope of the PC market?” .
And Intel is already betting on Google Chrome OS , and is very happy about the appearance in 2014 of 20 new Chromebook models exactly on the Intel platform - see: “Intel promises the appearance of 20 Chromebook models in 2014” !
And it becomes noticeable that the Wintel alliance is weakening, and Intel is trying to bet on Google .
But Google is developing both of its operating systems: Google Chrome OS and Google Android are not tied to any particular hardware platform. And today, for example, most tablets and smartphones with Google Android work on ARM chips - because they are cheaper and more energy efficient.
Gradually, ARM chips are already beginning to appear in terms of their performance, which are very close to Intel x86 notebook chips - see: “The analysis confirmed that the Apple A7 chip belongs to desktop processors . ”
And this means that another year will pass, and the majority of Khrombukov will be made on new modern 64-bit ARM chips - not at all inferior to Intel chips.
Why on ARM chips and not on Intel’s chips? Yes, everything is very simple - because ARM-chips are cheaper and more energy-efficient than Intel`s!
That's exactly why I think that Intel’s bet on Google Chrome OS is pointless. Google will not force its hardware partners to choose Intel’s chips, and as soon as ARM chips appear competitive in performance with Intel’s ones, the entire Khromobuk market will immediately switch to cheap ARM chips (well, just because they are cheap)!
')
But why bother with such a huge corporation like Intel to pay attention to some cheap Hromobuki?
And all these actions of Intel ʻa from the fact that the old classic (usual) for Intel`s market of PCs and x86 servers (which Intel practically monopolized) is growing :(
This is easily seen if you carefully read the following articles:
* “In 2013, the PC market showed new anti- records ” (01.2014);
* “IDC predicts a grim future for PC” (05.2013);
* “The server market is falling, the forecast is bleak” (05.2013).
And sometimes you have to read very carefully, because analytical companies sometimes want to embellish a gloomy picture - well, for example, in these articles with joyful headlines:
* "Worldwide shipments of servers grew by 3.2% in Q4 2013 - to 2.6 million" (02.2014) - " In monetary terms, in the fourth quarter of 2013, the server market amounted to $ 13.66 billion, up 6.6% less than a year earlier ... " ;
* “The global server market has reduced turnover by 3.7%. The leaders of HP and IBM " (02.2014) - read the section" SITUATION ON THE MARKET OF X86-SERVERS ": " At the same time, in terms of quantitative growth did not happen , compared to the 3rd quarter of 2012 in the world about the same servers were sold - about 2 2 million...".
But it is important for Intel to not only sell a lot of processors, but also earn more and more money, and in monetary terms, the x86 server market continues to fall :(
As another evidence of the bleak present (and possibly future) of the x86 server market, IBM suddenly decided to sell its x86 server business - see: "IBM says goodbye to x86 servers, the entire line is sold to Lenovo . "
Most likely, precisely because if this market is still able to grow a little more (and more often it just stands still), then in monetary terms it is falling all the time not for the first year (and therefore the margin is falling in this market - well, it is not profitable it becomes for the manufacturer - only Chinese and can afford to work with such a low margin, and accordingly with low quality).
Yes, and Intel's shareholders all the time demand the growth of the company - this is the principle of capitalism: if the company does not grow - it does not capture new and new markets, it makes no sense to invest in this company.
With Intel’s shrinking classic PC market, Intel has to look for new and not familiar markets for its chips, such as the market: Khrombukov , Internet tablets , Smartphones , “Internet of things” , etc.
Honestly, these are the markets for every small, cheap, mobile garbage - read the “gadgets” with minimal margins - where you can earn serious profit only if you sell chips of 100 million or more copies! —What is not easy to achieve in these mobile markets in competition with cheap ARM and MIPS chips — see: “ARM partners have put more than 50 billion chips on the market since 1991” .
PS: I am interested in your opinion. What do you think about that?
And Intel is already betting on Google Chrome OS , and is very happy about the appearance in 2014 of 20 new Chromebook models exactly on the Intel platform - see: “Intel promises the appearance of 20 Chromebook models in 2014” !
And it becomes noticeable that the Wintel alliance is weakening, and Intel is trying to bet on Google .
But Google is developing both of its operating systems: Google Chrome OS and Google Android are not tied to any particular hardware platform. And today, for example, most tablets and smartphones with Google Android work on ARM chips - because they are cheaper and more energy efficient.
Gradually, ARM chips are already beginning to appear in terms of their performance, which are very close to Intel x86 notebook chips - see: “The analysis confirmed that the Apple A7 chip belongs to desktop processors . ”
And this means that another year will pass, and the majority of Khrombukov will be made on new modern 64-bit ARM chips - not at all inferior to Intel chips.
Why on ARM chips and not on Intel’s chips? Yes, everything is very simple - because ARM-chips are cheaper and more energy-efficient than Intel`s!
That's exactly why I think that Intel’s bet on Google Chrome OS is pointless. Google will not force its hardware partners to choose Intel’s chips, and as soon as ARM chips appear competitive in performance with Intel’s ones, the entire Khromobuk market will immediately switch to cheap ARM chips (well, just because they are cheap)!
')
But why bother with such a huge corporation like Intel to pay attention to some cheap Hromobuki?
And all these actions of Intel ʻa from the fact that the old classic (usual) for Intel`s market of PCs and x86 servers (which Intel practically monopolized) is growing :(
This is easily seen if you carefully read the following articles:
* “In 2013, the PC market showed new anti- records ” (01.2014);
* “IDC predicts a grim future for PC” (05.2013);
* “The server market is falling, the forecast is bleak” (05.2013).
And sometimes you have to read very carefully, because analytical companies sometimes want to embellish a gloomy picture - well, for example, in these articles with joyful headlines:
* "Worldwide shipments of servers grew by 3.2% in Q4 2013 - to 2.6 million" (02.2014) - " In monetary terms, in the fourth quarter of 2013, the server market amounted to $ 13.66 billion, up 6.6% less than a year earlier ... " ;
* “The global server market has reduced turnover by 3.7%. The leaders of HP and IBM " (02.2014) - read the section" SITUATION ON THE MARKET OF X86-SERVERS ": " At the same time, in terms of quantitative growth did not happen , compared to the 3rd quarter of 2012 in the world about the same servers were sold - about 2 2 million...".
But it is important for Intel to not only sell a lot of processors, but also earn more and more money, and in monetary terms, the x86 server market continues to fall :(
As another evidence of the bleak present (and possibly future) of the x86 server market, IBM suddenly decided to sell its x86 server business - see: "IBM says goodbye to x86 servers, the entire line is sold to Lenovo . "
Most likely, precisely because if this market is still able to grow a little more (and more often it just stands still), then in monetary terms it is falling all the time not for the first year (and therefore the margin is falling in this market - well, it is not profitable it becomes for the manufacturer - only Chinese and can afford to work with such a low margin, and accordingly with low quality).
Yes, and Intel's shareholders all the time demand the growth of the company - this is the principle of capitalism: if the company does not grow - it does not capture new and new markets, it makes no sense to invest in this company.
With Intel’s shrinking classic PC market, Intel has to look for new and not familiar markets for its chips, such as the market: Khrombukov , Internet tablets , Smartphones , “Internet of things” , etc.
Honestly, these are the markets for every small, cheap, mobile garbage - read the “gadgets” with minimal margins - where you can earn serious profit only if you sell chips of 100 million or more copies! —What is not easy to achieve in these mobile markets in competition with cheap ARM and MIPS chips — see: “ARM partners have put more than 50 billion chips on the market since 1991” .
PS: I am interested in your opinion. What do you think about that?
Source: https://habr.com/ru/post/218289/
All Articles