CEO史旺:英特爾將成5G領導者
Date: 2019-08-05
News Type:
英特爾雖將手機數據機晶片事業賣給蘋果,但執行長史旺(Bob Swan)強調這不代表英特爾放棄5G市場。事實上,英特爾將集中火力發展5G網路技術,成為5G市場領導業者。蘋果在7月26日宣布投資10億美元買下英特爾智慧型手機數據機晶片事業,包括5G數據機相關專利技術。約莫同時,英特爾也宣布退出5G手機數據機晶片市場,引發業界議論。
對蘋果而言,買下該事業有助蘋果發展自家5G手機數據機晶片,減少對高通晶片的依賴。然而,外界一度質疑英特爾遲遲發展不出5G手機數據機晶片,才被迫出售事業。史旺近日接受CNBC電視台專訪時表示,這筆交易其實對英特爾相當有利,因為英特爾仍保有關鍵專利與數據機技術,未來得以全心發展智慧型手機以外的5G數據機晶片,例如PC或車用晶片。
史旺表示5G數據機的獲利空間其實相當有限,無法提升英特爾整體成長速度。此外,英特爾手機數據機晶片至今完全仰賴蘋果這家大客戶,難以突破僵局。他認為行動網路將是英特爾未來發揮所長的主要領域。英特爾至今重心放在發展PC及行動裝置晶片,但未來將跨足電信應用市場,呼應「網路雲端化」的趨勢。這是英特爾在無人車、物聯網之後發掘的最新市場。
過去行動網路建立在大量昂貴的硬體設備上,但近年隨著愈來愈多軟體移到雲端平台執行,硬體設備建構與網路升級的成本相對減少。史旺表示,全球人口對數據的需求永無止盡,將為英特爾創造成長空間。
英特爾近日宣布和日本電商平台樂天合作,共同發展全球第一個完全虛擬化的5G行動網路。史旺表示:「這就是英特爾近來投資的領域,我們看好未來商機可觀。」儘管英特爾目前PC晶片與資料中心晶片營收各半,但史旺預期未來資料中心晶片營收比重將大幅超前。(新聞來源:工商時報)
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