The Qualcomm's server processor division identified the reservation, and the company's president, Cristiano Amon, said in an interview with Reuters that Qualcomm had no plans to dispose of the ARM architecture Server Chip division, although Qualcomm did not intend to exit the server processor market, but the sector would be downsized, Business merged into the mobile phone chip division, the future will be planned to lock the large-scale data center manufacturers for large customer orders, the implication, but also means that the current Qualcomm will not target the general server system market, and Intel (Intel) is facing a decision. From Qualcomm's point of view, the ARM Architecture server processor Business opportunities, at least at this stage should focus on the small number of vendors operating large data centers, from the threshold of entry, with these vendors to negotiate without the burden of x86 framework software support. And this kind of manufacturers order is very large, generally speaking, the number of Network manufacturers procurement Server system, I am afraid that the general server manufacturers can hardly. As for telecoms firms that are building 5G and web-enabled virtualization, they are buying enough orders to support the continued development of Qualcomm-server chips. ARM Architecture server processor into the data center market and the x86 architecture the biggest challenge for companies like Intel, AMD, and so on, is that the ARM architecture server processor ecosystem is not mature, and relatively conservative server vendors are the most difficult entry barriers to Qualcomm. As a result, Qualcomm now has to lock in large data center customers to win orders, or at least to transfer the burden of software support to the data center vendors who write their own programming, which currently has no resources to invest, and Anmou (ARM), even under SoftBank (SoftBank), There is no obvious layout action at the moment. Another way is through the mainland policy guidance, to self-developed commercial server chip as the goal, Qualcomm through the joint venture Guizhou Huatong Semiconductor to the mainland market to promote the ARM architecture server processor, in the Qualcomm Technology IP and financial support, China-core Qualcomm Semiconductor to the mainland to 5 years of independent research and development as the goal, In view of Guizhou by the mainland central government designated as a large data hub, and to create the task of green data center, these data centers, respectively, China Telecom, Chinese Unicom and mobile, Qualcomm to see the mainland autonomous mentality, state-owned enterprises are bound to take the lead in response, cooperation with Guizhou Province, The server processor ecosystem of the ARM architecture it is far more advantageous to be able to do so through the economies of scale in mainland China through the mainland, than Qualcomm in other markets alone against the Intel x86 Architecture Server processor ecosystem. It is true that Qualcomm, whether it is locking data center manufacturers or through the mainland joint venture to tap into the local server market, I am afraid there are unknown risks in the front. Since Qualcomm intends to lock in data center vendors, including Alibaba, Baidu, Tencent, Microsoft (Microsoft), and other server processor manufacturers can also think of this, even if IBM has a high-performance server chip, but in the past, IBM has not been able to cut the market, can Qualcomm really smooth? If Qualcomm is serious about grabbing orders from Amazon's cloud AWS or some of Microsoft's cloud-Azure server processors, does Intel sit still and wait for Qualcomm to invade the door? The mainland market may be an opportunity for a high throughput server processor business that is relatively likely to develop potential, but it also depends on the extent to which the JV's core semiconductor can provide a high level of support. Or is it just the market for technology and the end of the market for the other?
