Intel vs. ARM

Industry upstart

The chip market war is coming, the two chip manufacturers must change the CEO, Intel is currently CEO Paul Otellini will abdicate in May, successor undetermined. Incumbent CEO Warren East in June will rights transferred to the company's current Chairman of Simon Segars, ARM announced.

For now, ARM gives the impression or superior to Intel, after all, the ARM has been clear right heir, Intel has spent months of time to find a new boss. In addition, ARM is currently left to the successor of ARM CEO Warren East than when he took over the much more powerful.

As can be seen from the annual report of the ARM East during his tenure, ARM revenue growth of $ 700 million, a 300% increase in sales, the market value of growth is more amazing up to 2000%. In addition to the growth in stock price growth, ARM and Microsoft to provide support for Windows RT. There are indications that industry upstart is gradually replacing the Intel. Whether they can be successful, which is hard to say.

Industry giants

Turn around and look at Intel, and many people believe that Intel's recent stock price of $ 21.76 is underestimated. Intel has a solid foundation, with high brand recognition, a number of historical price-earnings ratio, and 4.2% dividend yield. U.S. financial consulting firm Trefis valuation of Intel's stock price to $ 29.19.

Why Intel shares lower it? The main reason for consumers interested in mobile devices, and reduce the demand on the PC, and the PC is Intel's main market. The popular smart phones and tablet PCs is a the ARM design of low-power chip. And Dell, and Hewlett-Packard, Intel also missed the revolution in mobile devices, and therefore lead to stock price fell by 23.48% in the last year.

However, step back and think, too late, not too late, Intel still have a chance to break into the mobile chip market, this company does not need to catch up, but to expand the market, to expand into the field of mobile devices. This should not be difficult, as the high-tech engineering and high quality chip manufacturing giant Intel has invested heavily in research and development.

In addition, Intel has joint with Google, the success of the technology into the Android phone system. Google also said that the next release of Android system will be able to play a best performance of the Intel 32 under the Constitution. Despite choose which chip is the mobile phone maker said the count, which is good news for Intel. Moreover, Intel and ZTE, Huawei, Motorola and Lenovo to establish a cooperative relationship. If all of these companies to use Intel chips, which Intel is really bent on entering the mobile market.