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移動業(yè)務(wù)成短板,英特爾緊急變陣

移動業(yè)務(wù)成短板,英特爾緊急變陣

Michal Lev-Ram 2011-12-26
芯片制造巨頭英特爾主宰著個人電腦和服務(wù)器市場,然而它未能打開移動領(lǐng)域的缺口。這家公司現(xiàn)在希望改變這一局面。

????英特爾(Intel)為了加強(qiáng)平板電腦和智能手機(jī)領(lǐng)域的實力,將成立新的業(yè)務(wù)部門——移動及通信業(yè)務(wù)部。新部門由移動通信、上網(wǎng)本、移動無線和超便攜英特爾原有的四大部門合并而成、并由麥克?貝爾和赫爾曼?尤爾(他倆均是英特爾現(xiàn)任高管)兩人共同負(fù)責(zé)。

????12月14日早晨,英特爾發(fā)布了一份內(nèi)部備忘錄,詳細(xì)闡述了此次結(jié)構(gòu)調(diào)整。一位接近英特爾的消息人士程,此舉旨在強(qiáng)化和改善公司執(zhí)行力,以應(yīng)對高速增長的移動市場。盡管芯片巨頭英特爾一直主宰著個人電腦和服務(wù)器市場,但其對移動市場的數(shù)次進(jìn)軍都最終都以失敗告終。此次重組能夠否力助英特爾在智能手機(jī)和平板電腦市場搶得一席之地?

????將四大獨立部門捏成一團(tuán)似乎確實能提高和改善合作效率,但這并非眾多投資者所期待的萬全之策。英特爾最迫切需要的不是重組(也不是強(qiáng)大的制造能力,在這點上,英特爾實力很強(qiáng)),而是證明自己能夠開發(fā)出一款高效節(jié)能的處理器,以和目前基于ARM架構(gòu)的眾多芯片相抗衡?;谟⑻貭栃酒氖謾C(jī)將于2012年上半年上市。今年9月,英特爾宣布和谷歌(Google)結(jié)盟,開發(fā)搭載Android操作系統(tǒng)和英特爾芯片的手機(jī),不過英特爾并未宣布哪家制造商將負(fù)責(zé)生產(chǎn),也未透露2012年將有多少英特爾手機(jī)上市。

????如果措施得力,英特爾仍然有望打造有利可圖的移動業(yè)務(wù)。它有足夠的資源和制造力來達(dá)成這個目標(biāo)。不過,該公司的許多高管曾多次承認(rèn),英特爾已經(jīng)錯過了進(jìn)入移動領(lǐng)域的最佳時機(jī)。

????這次重組并不是英特爾首次調(diào)整無線領(lǐng)域策略。今年3月,該公司宣布超便攜移動部(現(xiàn)在已不復(fù)存在)總經(jīng)理安納德?錢德拉斯科為了“尋求其它發(fā)展”而離職。麥克?貝爾和戴維?惠倫被任命聯(lián)合管理該部門?,F(xiàn)在,貝爾又和赫爾曼?尤爾搭檔管理新成立的移動及通信業(yè)務(wù)部,后者曾擔(dān)任英飛凌科技(Infineon Technologies)無線解決方案部高管,英特爾之前從英飛凌手中將該部門收入囊中,順便將尤爾招致麾下。對于惠倫以及其余被合并部門的高管(包括艾奇?伊文思和道格?戴維斯)而言,現(xiàn)在的任務(wù)是堅守崗位,協(xié)助部門合并,對于其之后的工作安排,我們目前還不得而知。

????譯者:項航

????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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