Some analysts believe that Broadcom's acquisition of Qualcomm is determined to win, so the offer may be raised to 80 dollars per share or 90 US dollars.Also there are reports that, in consultation with Qualcomm's major shareholders, Broadcom is considering raising the purchase price To be precise, it is maintaining the cash portion of the purchase price to raise the quoted price of the shares, while Broadcom may raise its bid for the Qualcomm Board of Directors by competing for a proxy battle to obtain Qualcomm board seats The acquisition proposal.
Qualcomm also announced the first commercial shipment of the Centriq 2400 Series ARM server chip while considering Broadcom offerings, and the industry's view is that the acquisition of Qualcomm will provide Broadcom with the opportunity to enter the server market due to cost and energy consumption advantages , The industry generally believes that in the data center processor market, ARM architecture will eventually outperform the x86 architecture.After Intel's Atom processor plunged in the Tablet PC market, has proved that x86 processors do not have the cost advantage.
The immediate challenge for the ARM camp, however, is the need to come up with a dedicated ARM-based processor that rivals Intel Xeon processors at specific data center nodes. "Recently, a multinational hosting service was implemented in a real-world environment A series of running sub-tests, we can see that Qualcomm's products are indeed successful.
An engineer from Cloudserve, a hosting service, performed the run-of-the-mill test and summarized the results on his blog, comparing the products for $ 1373, a single socket, a 46-core Qualcomm Centriq 2452 processor, and Two dual-socket server systems consisting of two Xeon Silver 4116 Skylake processors based on Intel's data that cost $ 1002 each.
Intel processors continued to show better single-core performance in these run-level tests, while Centriq's Falkor core performed better on all core-enabled tests, although the Centriq processor did not perform in all run-in tests Both perform as well as the Xeon processor, but one of Centriq's big strengths is energy efficiency. Cloudflare used NGINX to measure power consumption by designing two processors with the same load load, and the measure of performance was the server's request per second The number of CPU energies consumed was monitored using on-board server diagnostics, and CloudFlare found that Centriq was twice as efficient.
ARM camp processor technology has not lost Intel
ARM camp chip companies are using the same 14-nanometer Intel manufacturing process, or more powerful 10-nanometer manufacturing process.For example, Qualcomm is using 10-nanometer process to produce Centriq.Samsung is Centriq chip foundry.With the 7-nanometer Technology plans to go into operation in 2018, ARM chip makers are likely to at least lead in the field of server Intel.It is unlikely that Intel will launch 10-nanometer server chips by 2019.
After leading Intel in manufacturing processes, ARM chipmakers can take full advantage of the efficiency benefits of the ARM architecture, which typically results in lower cost and energy efficiency than Intel chips. Not only has the ARM-based processor made advances in the datacenter, it has taken its place in computing scenarios such as PCs, laptops and tablets, etc. In mainstream ARM processor architects such as Apple, Samsung and Qualcomm, Processor performance has reached a similar level of Intel.
For Qualcomm, ARM-based architecture as the "next Intel", providing ubiquitous computing power, so the prospect of attractive.In the cloud computing + terminal computing scene, Qualcomm previously occupied only half of the market.But the actual The performance level of the Centriq family of server processors shows that Qualcomm's server market is long overdue and Qualcomm may well have a well-planned plan to intrude systematically and rhythmically into Intel's traditional territories.
Cloud computing + terminal, if Qualcomm can win the two markets at the same time, then the future is very imaginative.Botong made the acquisition of Qualcomm, it is robbed force in the Qualcomm server market, shot before the arrival of the shots 'sweep goods.' And Under Broadbeat aggressive offensive, the maximum capital of Qualcomm's board of directors and senior management team will also be the story and imagination of the future in the server market.
Shortly before the tender offer to Qualcomm, Broadcom CEO Hock E. Tan (Chinese name Chen Fuyang) talked about the M & A trend in the semiconductor industry at the 30th anniversary of TSMC. He said that in terms of demand, the semiconductor industry in eighty-ninety The annual growth rate of more than 30% a year, but now the growth rate of less than 5% a year, and GDP growth rate is almost the semiconductor industry to early investors over-remuneration, or the so-called industrial gold rush has ended.
In the industry squeeze each other, business growth is slow, we can only through the mergers and acquisitions to PE, revenue, profit up, so the acquisition of Broadcom Broadcom, Broadcom acquisition of Qualcomm is another feast of capital.