Intel exit mobile chip market

Intel came out mobile chip market, such as jpmorgan chase foreign yesterday pointed out that the future will be "qualcomm, mediatek, spreadtrum/RDA" three tripartite confrontation situation, mediatek and qualcomm can benefit from how much, still depends on the degree of Intel's alliance with spreadtrum, Intel if the Modem technology to spreadtrum, will increase to the cauldron threatening.

Expert: mediatek short-term bullish

Intel before foreign land of brokerage analyst pointed out that the future focus should be on infrastructure data center area, such as cars and the Internet of things, as for mobile chips, is likely to exit the SoC, but retains the Modem, because at present such as apple, samsung, huawei, lenovo customers high-end mobile still have Modem requirements, in that there are still opportunities in the future.

J.p. Morgan securities analyst ha GeGu semiconductor (Gokul Hariharan) pointed out that for the past 3 years, have been a broadcom, huida, marvell exit mobile chip areas such as manufacturers, currently only qualcomm, mediatek, spreadtrum/RDA, such as manufacturers, therefore, the preliminary, if Intel exit, for qualcomm and mediatek will be bullish.

Ha GeGu said, however, qualcomm and mediatek long-term effect still depends on the relationship between Intel and spreadtrum changes, if Intel will Modem to spreadtrum technology (especially the LTE this block), spreadtrum for qualcomm and mediatek is significant competitors, spreadtrum currently in the preliminary stage of 4 g chip market is still try water temperature stage, in the second half of this year to have the opportunity to mass production.

Mediatek tumbled 8.26% yesterday to receive nt $211, ha GeGu pointed out that the consideration to the cost structure, Modem technology is relatively backward, poor brand awareness low, mediatek Helio X chip only considered rank with qualcomm S600 series products, the future must challenge qualcomm S800 series, in order to have better ASP and gross margin, but also have to wait until the fastest in the first half of next year launched 10 nm.

Impact on the asus and acer co., LTD

As for asus and acer's influence, it is known that aa since last year, according to product strategy adjustment, the reduction to the partial order of Intel and industry estimates the impact is limited.Ha GeGu pointed out, however, asus smartphone is still heavily dependent on Intel SoC, this year really has gradually spread to qualcomm and mediatek, without subsidies support, Intel on the gross profit margin will cause a certain influence, asustek yesterday, shares also tumbled 3.35% t $274.