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移动业务成短板,英特尔紧急变阵

移动业务成短板,英特尔紧急变阵

Michal Lev-Ram 2011-12-26
芯片制造巨头英特尔主宰着个人电脑和服务器市场,然而它未能打开移动领域的缺口。这家公司现在希望改变这一局面。

    英特尔(Intel)为了加强平板电脑和智能手机领域的实力,将成立新的业务部门——移动及通信业务部。新部门由移动通信、上网本、移动无线和超便携英特尔原有的四大部门合并而成、并由麦克•贝尔和赫尔曼•尤尔(他俩均是英特尔现任高管)两人共同负责。

    12月14日早晨,英特尔发布了一份内部备忘录,详细阐述了此次结构调整。一位接近英特尔的消息人士程,此举旨在强化和改善公司执行力,以应对高速增长的移动市场。尽管芯片巨头英特尔一直主宰着个人电脑和服务器市场,但其对移动市场的数次进军都最终都以失败告终。此次重组能够否力助英特尔在智能手机和平板电脑市场抢得一席之地?

    将四大独立部门捏成一团似乎确实能提高和改善合作效率,但这并非众多投资者所期待的万全之策。英特尔最迫切需要的不是重组(也不是强大的制造能力,在这点上,英特尔实力很强),而是证明自己能够开发出一款高效节能的处理器,以和目前基于ARM架构的众多芯片相抗衡。基于英特尔芯片的手机将于2012年上半年上市。今年9月,英特尔宣布和谷歌(Google)结盟,开发搭载Android操作系统和英特尔芯片的手机,不过英特尔并未宣布哪家制造商将负责生产,也未透露2012年将有多少英特尔手机上市。

    如果措施得力,英特尔仍然有望打造有利可图的移动业务。它有足够的资源和制造力来达成这个目标。不过,该公司的许多高管曾多次承认,英特尔已经错过了进入移动领域的最佳时机。

    这次重组并不是英特尔首次调整无线领域策略。今年3月,该公司宣布超便携移动部(现在已不复存在)总经理安纳德•钱德拉斯科为了“寻求其它发展”而离职。麦克•贝尔和戴维•惠伦被任命联合管理该部门。现在,贝尔又和赫尔曼•尤尔搭档管理新成立的移动及通信业务部,后者曾担任英飞凌科技(Infineon Technologies)无线解决方案部高管,英特尔之前从英飞凌手中将该部门收入囊中,顺便将尤尔招致麾下。对于惠伦以及其余被合并部门的高管(包括艾奇•伊文思和道格•戴维斯)而言,现在的任务是坚守岗位,协助部门合并,对于其之后的工作安排,我们目前还不得而知。

    译者:项航

    In an effort to speed up development on tablets and smartphones, Intel is forming a new business unit, the mobile and communications group. The group will be led by Mike Bell and Hermann Eul (two current Intel executives), and is made up of four existing divisions: mobile communications, netbook and tablet, mobile wireless and ultra mobility.

    Intel (INTC) issued an internal memo detailing the organizational changes on Wednesday morning. The goal, according to a source close to the company, is to ramp up and improve execution in the fast-growing mobile market. The chip maker reigns supreme in the PC and server markets, but it's failed to crack mobile, despite previous attempts. So is a reorg enough to give Intel the jumpstart it needs to finally compete in smartphones and tablets?

    Consolidating four separate groups into one is likely to enable better and more efficient collaboration, but it's not the magic bullet investors are waiting for. What Intel needs, more than a reorg (and more than manufacturing prowess, which it has plenty of), is to prove it has finally developed a power-efficient processor that can compete with chips based on the ARM (ARMH) architecture. Phones featuring Intel chips are expected to hit the market in the first half of 2012. Last September the company announced an alliance with Google (GOOG) to get Intel-based smartphones powered by the Android operating system to market, but it has yet to announce which manufacturers it's signed on or how many Intel-running phones will hit the market in 2012.

    Intel still has a shot of building a profitable mobile business, if it gets it right (finally). It's got the resources and the manufacturing capabilities to do it. But even the company's executives have repeatedly admitted it's late to the game.

    Wednesday's reorg isn't the first time Intel has changed up its wireless leadership. Last March, the company announced that Anand Chandraskher, former general manager of the now-defunct ultra mobility group, was leaving to "pursue other interests." In his place, Mike Bell and Dave Whalen were appointed co-managers of the division. Now, Bell will lead the newly formed mobile and communications group with Hermann Eul, who came to Intel via its recent acquisition of Infineon Technologies' wireless solutions business. As for Whalen and the other executives who were in charge of the former groups (including Aicha Evens and Doug Davis), they'll be staying on to help with the transition, though it isn't clear what their roles will be going forward.

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