JP Morgan analysts have called on Intel to end its mobile and communications business to improve profitability in the first quarter of 2014 with poor earnings per share (EPS); Own, there are other analysts who believe that the company should continue to stay in the highly competitive smartphone and tablet market.
"We have always believed that the mobile business can't bring profits to Intel," JP Morgan said. "We still expect Intel to lose money in the tablet or smartphone market, and can't get real EPS because x86 architecture processor and ARM processor It's a bit weaker, and the overall tablet and mobile processor market has lower interest rates. If Intel can withdraw from the mobile business, we estimate that the company's 2015 EPS can increase by about $0.50."
Intel’s mobile and communications business group lost $3.1 billion in operations in 2013, with a loss of $929 million in the first quarter of 2014 and revenue of $156 million. However, while admitting losses, Intel quickly stated its recent earnings. The numbers are the reason for “investing†the mobile business ecosystem.
"This is not just an investment. It is an easy-to-understand strategy from Intel's leadership in computing," said Julie Coppernoll, vice president of the Intel Mobile and Communications Group. "We have plans and how to implement it. We are working on Investing to improve our particular competitiveness from a platform cost perspective."
Not only did not listen to the advice of JP Morgan analysts to end the mobile business -- as Texas Instruments has made - or refocus its focus on high-margin personal computers (PCs) and foundry, Intel reiterated Commitment to the tablet and LTE market; Coppernoll said that the growth of Intel architecture will be the strongest in the mobile market, and the growing tablet market will drive the company's performance to double.
Intel Chief Financial Officer Stacy Smith said in the first quarter earnings report that the company's expectations for the tablet market have not changed - perhaps there will be some changes in small places, but the general direction is unchanged: "We actually feel customers Visibility is very good; we have established a long-term agreement and have also obtained design proposals for upcoming products."
In response to market opinions on the power consumption of Intel x86 processors, Coppernoll responded that the company's chips are competitive at the power level; she also pointed out that the new generation of Atom chips, codenamed Broxton, will be "heroic." "Components - this 64-bit mobile processor for smartphones and tablets, with a new CPU and graphics processing core.
"We won't be rashly greeted by any kind of challenge. We have confidence in our Atom (Bay Trail) processor and continue to maintain performance and performance leadership per watt," said an Intel spokesperson. Please note that we are also producing these chips on a 22nm process and are preparing to enter the 14nm process."
And Will Strauss, an analyst from Forward Concepts, pointed out that maybe JP Morgan's proposal can improve profits, Intel has no choice but to stick to the mobile market; he suggested that Intel should adopt a Nokia-like strategy, focusing on emerging The market, not the US market: "To compete with Qualcomm, they have to rush for hundreds of millions of sales to catch up... Qualcomm is ahead of Intel for about two years."
In terms of cost, Intel's goal is to reduce bill of materials (BoM) for a variety of different products; Intel Chief Financial Officer Smith highlighted the company's first integrated mobile SoC platform, lower-end SoFIA, and lock-in Broxton for medium to high-end applications. He said that the unit cost of Intel products will drop sharply in 2014, but the change will be relatively small by 2015, when Intel's products will have better cost structure and overall BoM cost.
In addition, Intel and Strauss believe that strategic partners are the key to the company's success in the mobile market; Intel spokesperson said that the company has signed long-term agreements with Lenovo (Levo), Foxconn and other vendors to expand Atom processing. Applications in tablets, smartphones, and other communications products.
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