一位資深產(chǎn)業(yè)觀察家指出，想要贏得下一回合的智能手機處理器大戰(zhàn)，關鍵將會是整合度與低成本，但現(xiàn)在看來英特爾(Intel)并沒有準備好。 市場研究機構The Linley Group 首席分析師Linley Gwennap表示，在售價350美元以上的手機市場成長率預期將僅有6%的同時，350美元以下平價智能手機的成長率預期可達到69%。在此一趨勢下，采用應用處理器整合機頻方案的手機市占率，估計將由2012年時的50%在2016年成長至72%。 至于采用獨立型應用處理器的手機市占率則估計在2012至2016年之間由30%縮減為14%，而且該類裝置大多數(shù)是由三星(Samsung)所制造。

Gwennap預期，未來手機市場的成長主力是低階產(chǎn)品
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Gwennap指出，因為手機市場的成長主要來自于200美元以下的產(chǎn)品，因此價格競爭將會越來越激烈：“英特爾與Nvidia都鎖定高階手機市場，但該市場的成長空間不大，他們必須從市場龍頭高通(Qualcomm)手中搶市占率，那并不容易?！彼J為，英特爾目前的芯片跟競爭對手的差不多，因此不太有機會提高市占率。 本文授權編譯自EE Times，版權所有，謝絕轉(zhuǎn)載 第2頁：英特爾在基頻與處理器的整合上還稍嫌落后 第3頁：手機芯片設計的下一步，就是將Wi-Fi功能與應用處理器整合

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• 提升移動產(chǎn)業(yè)供應鏈不能只靠芯片廠商ndmesmc

{pagination} “我們還在等待英特爾推出首款22納米制程智能手機芯片，那應該有助于該公司突破僵局；”Gwennap表示：“但僅有22納米制程也無法讓他們成為芯片性能的領先者?！彼赋觯⑻貭柕?FinFET 制程技術約比其它芯片制造商領先兩年左右。 “一個全新的微架構(micro-architecture)可能會有幫助，但英特爾需要再加把勁；”Gwennap表示：“現(xiàn)在他們只是提供跟其它市場領導廠商一樣的東西，并沒有特別突出，而且他們在基頻與處理器的整合上還稍嫌落后──甚至Nvidia的Tegra4都在該方面領先英特爾。”

整合型芯片的受歡迎程度越來越高，獨立行應用處理器則逐漸式微
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本文授權編譯自EE Times，版權所有，謝絕轉(zhuǎn)載 第3頁：手機芯片設計的下一步，就是將Wi-Fi功能與應用處理器整合

相關閱讀：
• 英特爾CEO交接日邁向倒計時，舊人回歸呼聲高
• 英特爾推出針對服務器和Thunderbolt的多款新芯片
• 提升移動產(chǎn)業(yè)供應鏈不能只靠芯片廠商ndmesmc

{pagination} Gwennap 認為，手機芯片設計的下一步，就是將Wi-Fi功能與應用處理器整合；目前高通已經(jīng)做到了，聯(lián)發(fā)科(MediaTek)則表示將幾個月內(nèi)將發(fā)表該類產(chǎn)品， 此外博通(Broadcom)、美滿(Marvell)與三星(Samsung)也透露將在下一代手機芯片整合Wi-Fi功能。 目前高通在應用處理器市場的占有率達到33%左右，其后為三星、市占率約17%；Gwennap表示，手機廠商客制化的 ASIC 市占率已經(jīng)降到18%左右，包括諾基亞(Nokia)等都開始采用高通的芯片。此外，應用處理器朝多核心發(fā)展也是一大趨勢，特別是四核心芯片。

4核心應用處理器成市場主流
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本文授權編譯自EE Times，版權所有，謝絕轉(zhuǎn)載 編譯：Judith Cheng 參考英文原文：Cheap smartphone boom bodes ill for Intel，by Rick Merritt

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• 提升移動產(chǎn)業(yè)供應鏈不能只靠芯片廠商ndmesmc

{pagination} Cheap smartphone boom bodes ill for Intel Rick Merritt Intel is not well poised for the battle ahead in smartphones costing less than $350, expected to drive most of the sector’s growth, said a market watcher. SAN JOSE, Calif. – The keys to success for the next round of smartphone processors will be integration and low cost, and Intel is not well poised for the battle, according to a keynote address from a veteran market watcher. The market for handsets selling for more than $350 will grow just six percent while the market for sub-$350 smartphones will expand at a roaring 69 percent, predicted Linley Gwennap, principal analyst of The Linley Group (Mountain View, Calif.) at an annual mobile event here. In a related trend, the share of handsets using applications processors with integrated basebands will expand from 50 to 72 percent from 2012 to 2016. Meanwhile, the market for standalone apps processors will fall from 30 to 14 percent over that period, with many of the devices made by Samsung. Click on image to enlarge. The growth ahead in smartphones is at the low-end, Gwennap predicts. Cost competition will be keen because most of the growth will be in sub-$200 handsets, Gwennap said. "Intel and Nvidia are focused on the high end, but there's not a lot of market growth there so they will have to claw back share from [market leader] Qualcomm which will be tough," he said. Intel ICs not special Intel's current chips aren't "any better than what others offer today," making share gains unlikely said Gwennap. "We are waiting for Intel's first 22nm smartphone part which should help them out, but just 22nm alone won't put them into a performance leadership," he said, noting the FinFET process Intel pioneered as much as two years ahead of other chip makers. "A new micro-architecture can help, but they need to amp up their game," said Gwennap. "Today they are just delivering what the other market leaders are delivering and not standing out, and they are behind in integrating the baseband and processor-- even Nvidia with Tegra 4 is moving in that direction," he added. The next big step is bringing Wi-Fi into the apps processor, something Qualcomm has already done and Mediatek announced it will do in a few months. Broadcom, Marvell and Samsung are also pointed to roll Wi-Fi into their next generation chips, he noted. Click on image to enlarge. Integrated chips are on the rise as standalone apps processors fade. Qualcomm is rising to about 33 percent share in apps processors, followed by Samsung which is edging toward 17 percent, according to Gwennap. In house ASICs are declining to about 18 percent as handset makers such as Nokia adopt Qualcomm chips, he said. Quad core comes on fast Click on image to enlarge. Multicore apps processors are on the rise, especially quad-core chips, Gwennap predicts.