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英特爾芯片升級不給力,給競爭對手追趕機會

英特爾芯片升級不給力,給競爭對手追趕機會

Aaron Pressman 2019-07-18
英特爾首席執行官承認,芯片升級計劃過于激進,導致重大延誤。

英特爾的首席執行官司睿博在周二承認,近年來,該公司一直在試圖升級打造新一代處理器,但由于計劃過于激進,出現了一些重大延誤,反而給競爭對手創造了機會,讓它們在個人電腦芯片市場上占據了更多的份額。

最近,司睿博自從今年1月被任命為英特爾的永久首席執行官以來首次公開露面。他在某公開場合表示,英特爾希望通過改善生產流程來提高芯片的性能,公司以前已經進行了很多次類似成功的升級。但這次升級計劃最初定于2015年完成,現在卻延誤到今年下半年才能推出。

“從某種程度上說,(這種延遲)是我們過去的成功導致的,我們一直在成功地挑戰困難。” 司睿博于周二在科羅拉多州阿斯彭舉辦的《財富》科技頭腦風暴大會上表示,“有一段時間,情況越來越艱難,我們卻設定了越來越激進的目標。因此花費了太多時間。”

司睿博于2018年6月接任臨時首席執行官,當時這家芯片制造商正處在歷史上的艱難時期。盡管英特爾仍然在個人電腦和服務器處理器市場上占主導地位,但該公司正在艱難地朝著更高效的生產流程調整。其競爭對手——主營外包芯片制造的AMD公司和英偉達(Nvidia)則不斷增長,實現了跨越式發展。

自從司睿博于今年1月底被任命為英特爾的首席執行官以來,英特爾的股價幾乎沒有變動,今年全年只上漲了6%。相比之下,AMD的股價在2019年上漲了83%,英偉達上漲了25%。

2018年6月,英特爾的前任首席執行官科再奇辭職,此前該公司表示,發現他曾經與一名英特爾員工有過“你情我愿的關系”。經過7個月的尋覓,今年1月,英特爾的董事會選擇司睿博接棒,該公司50年的歷史上僅僅有過七任CEO。

在科再奇離職后,這位新首席執行官先是被任命為臨時首席執行官,他因為提升了英特爾的士氣而受到好評。司睿博說,等到解決了生產延遲的問題后,他會著手改善公司文化。

司睿博說:“總而言之,我們從中學到了一課。”他說,下一代生產升級將在大約兩年內完成。英特爾內部在強調,各部門之間應該加強信息共享。 司睿博說,我們的目標是通過“提升真相、透明度和信息的自由流動”,“把整個公司團結起來”。(財富中文網)

譯者:Agatha

Intel was too ambitious in trying to create a better class of processors in recent years, leading to major delays that have created an opportunity for competitors to grab more of the market for PC chips, the company’s new CEO acknowledged on Tuesday.

Bob Swan, in one of his first public appearances since being named permanent CEO in January, said Intel wanted to improve its manufacturing process to speed the performance of its chips, as it had done successfully many times previously. But the improvement, first expected to debut as early as 2015 , is now planned for the second half of this year.

The delay was “somewhat a function of what we’ve been able to do in the past, which in essence was defying the odds,” Swan said on Tuesday at Fortune’s Brainstorm Tech conference in Aspen, Colo. “At a time when it was getting harder and harder, we set a more and more aggressive goal. From that, it just took us longer.”

Swan took over as interim CEO in June 2018, at a difficult time in the chipmaker’s history. Though still dominating sales of processors for PCs and servers, Intel was struggling to move to the more efficient manufacturing process. Rivals Advanced Micro Devices and Nvidia, which relied on outsourced chip manufacturing that continued to improve, leapfrogged ahead.

Intel’s stock has barely budged since Swan was named CEO at the end of January and is up only 6% for all of this year. By contrast, AMD’s shares have gained 83% in 2019 and Nvidia is up 25%.

Prior CEO Brian Krzanich resigned in June 2018, after the company said it discovered he had a past “consensual relationship” with an Intel employee. After a seven-month search, in January, Intel’s board selected Swan as the CEO—only the seventh in the company’s 50-year history.

The new CEO, who was initially named interim when Krzanich left, has also been credited with improving morale at Intel. After finally getting the manufacturing delays out of the way, Swan says he set about improving the company’s culture.

“The short story is we learned from it,” Swan said. The next generation of manufacturing improvements will be ready in about two years, he said. Intel is internally emphasizing greater sharing of information between units. The goal is to “pull entire company together” through “more truth and transparency and the free flow of information,” Swan said.

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