The world seems to be off track ... In addition to breaking the market for Broadcom trying to acquire Qualcomm, there's a shake-up between Intel and 'rival' AMD that will unveil a combination of its own processor, Modular AMD Radeon graphics chips and second-generation high-bandwidth multi-chip chip package solutions.
Broadcom's attempt to acquire Qualcomm could be explained by Hock Tan, Broadcom's current chief executive, who wants to dominate the world; Tan, in an interview with the Wall Street Journal earlier, said: 'When an organization is ranked technologically first, The market is also number one, and we want to buy it into Broadcom's platform and grow through that strategy. "This sounds reasonable, but for a variety of reasons, the deal is probably hard to come by.
As for the alliance between Intel and AMD, it may be more interesting, especially since Intel recently announced that it has taken over the former director of AMD's graphics chip development team and for the third time attempted to develop a separate graphics chip that would challenge AMD and Nvidia products. Intel may have shown The company wanted to escape the dogma of "not invented here," but still prefer to have technology in its own hands when it really started to be implemented.
An interesting theory that we first heard from Kevin Krewell of market research firm Tirias Research is that after decades of competition Intel and AMD have worked together to meet the demands of Apple, which needed a combination Intel Core processor and AMD Radeon graphics chip solution must be small enough for Apple to put into the slim MacBook.
Krewell said: 'Because AMD is Apple's favorite graphics chip supplier, putting Intel's CPU in the same package as AMD's GPUs is a win for AMD.' Other analysts agree that the theory is reasonable, However, in view of Apple's ultra-tight tone, as well as suppliers to the same strict requirements of confidentiality, we temporarily unable to know its authenticity.
In an interview with the EE Times, Linley Gwenapp, president and chief analyst at Linley Group, another market research firm, said: 'It would be interesting to see where the products that Intel and AMD are working with will be interesting; that's what Apple wants to see , So I think it will be used in the high-end MacBook, and it may come from Apple's idea. '
However, Steve Kleynhans, research vice president at Gartner, believes that the new Intel-AMD program opens the door to a variety of lightweight PC PCs that support 3D gaming and virtual reality (VR) applications; he points out that Intel and AMD target markets Are Windows ecosystem, not Mac OS ecosystem, there is no reason to say the cooperation between the two companies by Apple's handwriting: 'I do not think Apple has more influence than other manufacturers in Intel's decision.'
Kleynhans pointed out that Intel wants to ensure that its processor products cover all PC applications, and the future of AMD Ryzen can be a risk: 'and AMD to develop a partnership so that Intel can try to avoid such a situation, but also for the AMD against Nvidia Some boost for Intel; Intel will need to push up performance in the coming quarters against ARM processors that are dominating the territory of its PC market, as Microsoft offers Win 10., which runs on ARM processors.
In fact, almost everyone agrees that Intel's cooperation with AMD is a blatant challenge to Nvidia because Intel chose to partner with AMD, the company's rival, and Jim McGregor, chief analyst at Tirias, speculated that Intel's failure to select Nvidia was due to AMD tried to 'play well' and even split its graphics chip business into an independent company, Radeon Technology Group, in 2015; all of these moves were designed to save Intel's concerns.
Gwenapp points out that Intel and AMD are the same enemies as Nvidia; Nvidia is competing with both companies and has in many ways been a thorn in Intel's future in technology such as artificial intelligence (AI) and autopilot Mindshare: 'Perhaps this is a sign that Intel is feeling more of a threat from Nvidia than AMD.'
Compile: Judith Cheng