Recently, at the 2017 Qualcomm Snapdragon Technology Summit, Qualcomm and ASUS unveiled a Snapdragon 835 processor suitable for use on PCs and wanted to start a new PC revolution. As we all know, since the launch of the PC, the X86 architecture has been the mainstay, and Intel and AMD have been deeply plowing in the PC field for a long time. The market is extremely strong. Is the appearance of Qualcomm a banyan tree?
Qualcomm enters the PC field
Throughout 2017, Qualcomm’s situation was extremely unpleasant. Apple’s lawsuits and Broadcom’s takeovers all made Qualcomm exhausted, and continued to experience declining revenue. Under this circumstance, Qualcomm broke new ground, and under the continuous pressure of Apple and Broadcom, it finally broke out at the Xiaolong Technology Summit.
At the summit, Qualcomm teamed up with Baidu and Netease, and then used Asustek, Lenovo, and HP to pull the same front. Even worse, the Xiaolong 845 mobile platform was finally introduced. There are indications that Qualcomm’s move is not just an outbreak.
It is understood that the profits of the PC market continue to decline, the smart phone market has been showing growth. For Qualcomm, the development of a PC processor may affect the progress of the research and development of smart phone processors, which seems to be worthless. On the other hand, Intel and AMD have been deeply plowing in the field of PC processors for many years. Their profound experience, advanced technology and high-quality customers will all become a major obstacle to the development of Qualcomm.
In terms of Qualcomm, the R&D of PC-side processors will become a starting point for its entry into the PC market, and this processor will feature full-time connectivity (4G) and long battery life, which is different from the main areas of attack of Intel and AMD. The market is not in conflict.
Intel Challenge Challenger
For Qualcomm’s launch of a PC processor, Intel responded: “They had already started to develop full-time PC-connected products long ago. At present, there are already more than 30 enterprise and consumer PC solutions based on Intel's processors.â€
Not long ago, AMD and Intel announced that they had reached a cooperation to jointly develop a high-end notebook computer hybrid chip. This chip will integrate Intel's CPU and AMD's GPU into one, and it seems to have attacked Nvidia. In the process of cooperation, Raja Kudryi, the head of AMD's graphics processing department, announced his resignation and turned to Intel's "hug." This unexpected accident made AMD's "psychological shadow" widen again. . Now, whether the cooperation between Intel and AMD is still the same, Xiao Bian is not known for the time being, but Intel's other measures again show Intel's ambition.
In August 2017, Intel Haotai took Mobile Vision to acquire 15.3 billion US dollars to join the auto-pilot car war. Since then, Mobileye's vehicle-building news was once a stone's throw. How exactly is the development of autopilot? In response, Intel recently released a set of related data and used it to compare the deep learning performance of MobileyeEyeQ5 and NVIDIA Xavier. The results show that the system chip equipped with the MobileyeEyeQ5 can provide 2.4 DL TOPS per terabyte of performance, which is 2.4 times higher than that of the NVIDIA Xavier chip (the higher the performance, the better the deep learning effect).
Intel is not aiming for Nvidia, but you should know that earlier, Nvidia has gained several times the profit due to its rapid R&D progress in the field of automated driving. However, soon after MobileyeEyeQ5 came out, Intel couldn’t wait to compare its latest test data with NVIDIA Xavier. Its behavior is self-evident. Finally, Intel announced that "MobileyeEyeQ5 will be mass-produced in 2020."
Although major companies are increasing their pace in deploying autonomous driving, the practical application of automatic driving distance is still far away. According to industry insiders' prediction, it may take more than 10 years for the autopilot technology to mature. Intel CEO Ke Zaiqi said: "The maturity of automatic driving will take some time, and the completion of fully automated driving technology will require at least one generation."
summary:
With the development of artificial intelligence and big data, Intel’s pressure is also exponentially increasing. In terms of PC processor business, Intel’s profit share has been declining and it has been replaced by emerging businesses. In the area of ​​automated driving, Tesla, Baidu, Google and Nvidia have already seized the opportunity.
Since the business of artificial intelligence, autopilot, big data, and the Internet of Things is related to the global business of the next 10-15 years, the tech giants have begun an "arms race." As the overlord of the PC industry, Intel also started the transition. Therefore, the competition between Qualcomm, Intel, and Infinity will remain the main tone for the next few years, even if Qualcomm is actually acquired.
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