????PC業(yè)務(wù)現(xiàn)在仍然占據(jù)了英特爾總收入的66%,盡管奧特里尼正在積極向移動(dòng)市場(chǎng)推進(jìn),,但同時(shí)他也在推廣所謂的“超級(jí)本”,,來(lái)給英特爾的電腦業(yè)務(wù)注入生機(jī)。超級(jí)本是最新的一種可以迅速開機(jī)的輕型筆記本(也就是MacBook Air的PC版),。但毫無(wú)疑問,,移動(dòng)才是最具備增長(zhǎng)空間的領(lǐng)域。研究機(jī)構(gòu)Linley Group指出,,到2015年,智能手機(jī)芯片市場(chǎng)將增長(zhǎng)40%,,達(dá)到299億美元,。
????奧特里尼表示,他預(yù)計(jì)到2015年,,英特爾芯片將占據(jù)平板電腦市場(chǎng)的50%,,智能手機(jī)市場(chǎng)的20%。這是一個(gè)雄心勃勃的目標(biāo),,但也并非不可能實(shí)現(xiàn),。英特爾的牌子夠大,資金也夠雄厚,,有能力最終將顧客拉到它的陣營(yíng)里,,復(fù)制它在2005年的成。當(dāng)時(shí),,連蘋果都使用了它的酷睿雙核處理器,。英特爾的競(jìng)爭(zhēng)對(duì)手ARM公司的CEO沃倫?伊斯特坦承:“他們的實(shí)力非常雄厚,而且有很多優(yōu)秀的人才,?!?/p>
????“這是一場(chǎng)馬拉松,不是一場(chǎng)沖刺,,”奧特里尼說(shuō),。“英特爾在核心業(yè)務(wù)上有足夠的發(fā)展動(dòng)力,,也有足夠的資產(chǎn),,我們會(huì)讓公司的移動(dòng)業(yè)務(wù)走上正軌,而且我們會(huì)在長(zhǎng)期內(nèi)取得成功,?!辈贿^如果他錯(cuò)了,,而且英特爾在短期內(nèi)找不到進(jìn)軍智能手機(jī)的法子,那么奧特里尼可能會(huì)再次成為大家關(guān)注的焦點(diǎn),,但卻不是因?yàn)槭裁春檬隆?/p>
????譯者:樸成奎 |
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????PCs still account for 66% of Intel's revenue, and while Otellini is making an aggressive push in mobile, he's also trying to breathe new life into Intel's computer business by promoting ultrabooks, the latest breed of lightweight, instant-on laptops (a.k.a. the PC version of a MacBook Air). But there's no doubt that mobile is where the real growth is. The market for mobile-phone chips will grow 40%, to $29.9 billion, by 2015, according to the Linley Group, a research firm.
????Otellini has said that he expects to have Intel chips in 50% of the tablet market and 20% of smartphones by 2015. It's an ambitious goal, but not impossible. The company is big enough and rich enough to eventually convert customers to its camp -- as it did in 2005, getting Apple to use its Core Duo chip. "They're very well resourced," concedes Warren East, CEO of rival ARM Holdings (ARMH), "and they have a bunch of clever people."
????"This is a marathon, not a sprint," says Otellini. "Intel has enough momentum in our core business and enough assets that we're going to do this right. And we're going to win in the long run." If he's wrong, and Intel can't find its way into smartphones soon, Otellini may find himself back in the spotlight -- for all the wrong reasons. |