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On October 13, Intel released its third quarter 2015 financial report, announcing a total revenue of $14.5 billion in the quarter ended September 26.
At present, Intel's four main businesses are: PC chip business, data center business (cloud computing server chip business), Internet of Things business, software and service operations. Among them, PC chip revenue of 8.5 billion US dollars, data center business revenue of 4.1 billion US dollars, Internet of Things business revenue of 581 million US dollars, software and services operating revenue of 556 million US dollars. These four businesses were down 7%, up 12%, up 10% and up 4% year-on-year.
From this data, it can be seen that although the current PC chip business is still the main revenue of Intel's revenue, accounting for more than half, but Intel's other three businesses are becoming more profitable, and the data center business is even worse.
PC industry is sluggish, but Intel has found a new way out for data centers, Internet of Things services, etc.
The decline in PC chip revenue was mainly due to the sluggishness of the entire PC industry. This is because the habit of users using computers is changing, users are more inclined to use mobile devices such as mobile phones to access the Internet, office and so on.
Research companies Garter and IDC both released the results of the global PC sales survey for the third quarter of this year. The data showed that the global PC sales in Q3 2015 decreased by 7.7% and 10.8%.
Due to the long-term decline in PC sales, Intel has made business adjustments for this. Intel Chief Financial Officer Stacey Smith said at an analyst meeting: "Overall, we expect Intel's PC business to be weak, through data center business, IoT business and software services. Growth to make up. We used to have a heavy dependence on the PC business, but now the situation is different."
The new quarter's earnings report showed that the profitability of the new business rose, proving the success of Intel's business adjustment. In addition, according to financial reports, the profit of the data center business is higher than that of the PC chip business. Intel's PC chip operating profit for the most recent quarter was $2.1 billion, down 20% year-on-year; data center chip operating profit was $2.1 billion, up 9% year-on-year.
As Intel pays more attention to data center business, its offline data products, including cloud computing, such as Amazon and Google, will also expand their business. According to IDC, in the next two years, 25% of large and medium-sized enterprises will solve the problem of mismatch between new IT systems and data center power systems and cooling equipment, and 75% of enterprises will use data center space. Upper limit. Therefore, there will be higher technical requirements for the data center business for the industry to save budget control expenses.
Intel wants to embrace the new wave of technology, but has met rival Qualcomm
The market for electronic consumer products is changing rapidly. After missing the wave of mobile device development, Intel does not want to miss the next industry revolution.
"If you study it carefully, you will find that we are no longer a PC company." Intel CFO Stacy Smith said, "We are still working with PC companies, but we are developing cars and wearables. And a variety of new equipment."
Not only that, Intel even sponsored New York Fashion Week last week to convey to the public the concept of future clothing and technology integration.
Bill Kreher, an analyst at Edward Jones, a US financial services firm, is also very optimistic about the future of the data center. His language "data center is going very well, and it will take longer than PC chips."
But the big cake of data center business is obviously not only Intel's eyeing, Qualcomm just announced last week that it will enter the data center business (cloud computing chip) field.
Compared with Intel's use of its own architecture, Qualcomm announced on Thursday an ARM-based data center server system-on-chip.
Compared to Intel architecture processors, ARM architecture processors typically consume less power and generate less heat. Windsor wrote in the report, “Because energy is the largest part of the data center's operating costs, the end result is a significant reduction in operating costs.â€
Edison Investment Research analyst Richard Windsor said in an investment report on Friday that Qualcomm would pose a threat to Intel with the help of partners Xilinix and Mellanox. Although Intel currently sells $12 billion to $14 billion worth of data center processors each year, with a 90% market share, "Qualcomm is the king of execution. If it enters the data center processor market, Intel is really in trouble. ".
Under the influence of the decline in PC sales, various PC giants have also begun to make new sales.
In addition to Intel, computer giants have also opened up new business areas due to the decline in PC sales.
According to the data of Q3 2015, Dell's PC shipments ranked third in the world, behind Lenovo and HP. On Monday (October 12), Dell announced the acquisition of EMC, the data company, for $67 billion, so that it will not be eliminated in the transition of the traditional technology industry.
In addition, although tablet products have reached the sales bottleneck period in the near future, sales of this two-in-one tablet have increased due to Microsoft’s launch of the PC tablet two-in-one cross-border product and Apple’s launch of the oversized iPad (iPad Pro). In the future, more electronic equipment manufacturers will be introduced to produce two-in-one flat products.
Jean Philippe Bouchard, head of IDC's tablet market research at International Data Corporation, said: "This portable tablet with both tablet and PC capabilities has become a new growth point."
At the same time, IDC research predicts that by 2019, the sales ratio of two-in-one tablet to ordinary tablet will reach 2:8. Compared with now, the sales volume of two-in-one tablet will more than double.
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