In the past, Intel's rival has always been AMD, but AMD's downturn for many years also let Intel sit in the position of the world's largest semiconductor maker for a full 25 years, but 30 years Hedong, some people stand up and sanction Intel , Samsung seems to want to assume this role.
Yesterday there is news that Samsung Semiconductor's revenue has surpassed Intel.
News from the Japanese media, statistics show that, Samsung Semiconductor in the first three quarters of this year's total revenue of 53.13 trillion won (about 49.2 billion US dollars), an impressive 46% increase, which also makes Samsung Semiconductor surpass Intel, each other's first three quarters revenue of 457 Billion U.S. dollars, but only an increase of 6%.
As for the reasons behind, in addition to Samsung's own mobile chips, semiconductor foundry business and the soaring memory chip business is more important, memory prices in 2017 doubled, 3DNAND flash memory prices have remained high, and even Samsung It was subjected to antitrust investigations.
The foundry business, Qualcomm Snapdragon series of hot also let Intel jealous.
Although Intel also has its own ability to manufacture chips, but did not open up OEM business, until this year to put aside the figure and TSMC, Samsung and other manufacturers to compete, but unable to obtain large customer orders, rummaged through the news directory only to find a Spreadtrum SC9861G-IA chip, this eight-core X86 processor uses Intel's 14nm process.
However, according to foreign media reports, Intel is working hard to win the Apple A-series OEM orders in the future, because from the iPhone 7, Intel and Apple have begun cooperation in the baseband.
Why Intel is so anxious to expand new business?
Because PC chips that were previously dependent on livelihoods have become harder to do. First, the PC market has almost stopped growing or even started to shrink. And as the memory chips begin to enter an oversupply situation in 2018 (which indicates a forthcoming price cut), Intel's business is not enough Diversified defects have been highlighted.
At the same time there is a PC market hot pursuit of AMD , Ryzen series this year, let Intel sat on the toothpaste tube scared ass, and Ryzen2 next year is said to be even better, AMD has also announced the recent cooperation with Qualcomm.
Belly enemies, you say Intel panic?
However, Intel chip manufacturing process is still far superior to Samsung and TSMC, 14nm process will be able to achieve the performance of competitors 10nm, so although their own X86 chip by the ARM serious impact, but the future in the foundry and storage market is still promising, See how Intel counterattack it!