c*******9
发帖数: 9032 | 1 http://seekingalpha.com/article/1726162-the-coming-market-impac
The most significant part of Apple's (AAPL) launch of the iPhone 5S and 5C
were not the phones themselves, rather it is the 64 bit A7 processor, which
will be the platform that moves the company safely to higher ground while
the rest of mobiles commoditizes. While analysts preened for a mass market $
300 phone to "save" the ecosystem, Apple headed in a completely different
direction that offers revenue growth and increased margins. Contrary to
belief, $300 phones are a dead end.
In all my years marketing mobiles at Intel (INTC) and its startup
competitors Cyrix and Transmeta, there were three transitions that mattered
in the x86 market. The first was the 286 to 386 transition in the early
1990s that finally separated Intel from AMD and set it on a tremendous
growth path. The second was Transmeta's launch of the first truly low power
mobile x86 marketed to the all day battery machines in Japan, which required
Intel to redesign it mobiles. And finally, the third was AMD's (AMD) launch
of the world's first 64 bit x86 server processor in 2003, which drove
incredible profits for a couple years until Intel launched its own.
Apple's launch of the original iPhone rightly focused on the new features
and capabilities while downplaying the processor -- after all it wasn't one
of Apple's. However, with the closing of the gap due to Android and the
multitude of ARM mobile chip vendors, Apple had to make a move to separate
itself not just from the consumer market but from the more profitable
corporate sector.
Tim Cook has not mentioned it publicly but his number one goal is to take
over the corporate Wintel business that has driven profits for Microsoft (
MSFT) and Intel over these past 30 years. With every new O/S and processor,
the duo have been able to knock on corporate IT doors and create pull based
on the strong new technical aspects of their respective products. A natural
pull for high end PCs and professional Windows O/S with security was put in
place as "no one ever got fired for buying IBM (IBM)" (Wintel). | c*******9
发帖数: 9032 | 2 http://www.weiphone.com/iPhone/news/2013-10-03/Cook_s_ambition_
苹果 iPhone 5s 及 iPhone 5c 发布会上最为重要的部分并不是手机本身，而是性能强
大的 64 位 A7 处理器。这种处理器将能够构建一个平台，让苹果在商品化程度极高的
移动设备市场中安全地走向更高的领域。所有的分析师都在鼓吹 300 美元档次的手机
所蕴含的巨大潜力，宣称它们能够“拯救”生态系统，但苹果却走了一条截然不同的道
路，同样能够增加营收、获取利润。与人们的想法相反的是，300 美元手机才是一条死
路。
根据多年来对英特尔及其竞争者新瑞仕（Cyrix）和全美达（Transmeta）的观察，
X86 市场总共经历了三次重要转折。首先是上世纪 90 年代早期从 286 到 386 的转变
，后者将英特尔和 AMD 彻底区分开来，并且开始了惊人的发展；接着是全美达公司在
日本推出了当时市场上首个真正的低功耗 X86 移动芯片，使设备全天续航成为可能；
最后则是 AMD 在 2003 年发布了世界上首个 64 位 X86 服务器处理器，它让公司在之
后的两年中获取了巨大利润，直到英特尔迎头赶上才终结。
苹果在发布第一款 iPhone 时所选择的方向很正确，他们将宣传点集中在新特性和
新功能上，刻意忽略了处理器性能 —— 毕竟这不是苹果的强项。但为了填补硬件上与
Android 和许多 ARM 制造商的空白，苹果必须行动起来宣告自己并不仅仅是个专注于
消费市场的厂商，也不仅仅是个所谓的“最赚钱公司”。
尽管没有公开言明，但蒂姆·库克心中的首要目标是攻占已被微软和英特尔这个“
Wintel”联盟占据了超过 30 年的市场。随着每年新系统和新处理器的改进和发布，它
们已经具备了向 Wintel 叫板的资格。而且因为那些优秀的产品，苹果逐渐形成了技术
层面上的引力。这种引力以前存在于高端 PC 和专业安全的 Windows OS 上。 | a***e
发帖数: 27968 | 3 yeah right, with an atom class CPU.
which
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mattered
【在 c*******9 的大作中提到】
: http://seekingalpha.com/article/1726162-the-coming-market-impac
: The most significant part of Apple's (AAPL) launch of the iPhone 5S and 5C
: were not the phones themselves, rather it is the 64 bit A7 processor, which
: will be the platform that moves the company safely to higher ground while
: the rest of mobiles commoditizes. While analysts preened for a mass market $
: 300 phone to "save" the ecosystem, Apple headed in a completely different
: direction that offers revenue growth and increased margins. Contrary to
: belief, $300 phones are a dead end.
: In all my years marketing mobiles at Intel (INTC) and its startup
: competitors Cyrix and Transmeta, there were three transitions that mattered
|
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