2012年11月27日 星期二

Intel Views Indonesia as Lifeline Paul Otellini is stepping down from the top job at Intel

 Intel Views Indonesia as Lifeline
Millions of first-time computer buyers in Indonesia are expected to bolster revenue at Intel, which has been struggling in more-developed markets.

在爭奪市場龍頭之際尋找新領袖實在不理想,但這正是Intel的處境。11月19日,Intel的執行長Paul Otellini讓整個產業和投資人都十分驚訝,他宣佈將於明年五月退休,比一般預期早了幾年。Intel董事會於聲明中表示,會從公司內部和外部尋找接 任人選。
不管是誰接下執行長,接下Ostellini的棒子都不是件容易事。Intel在Ostellini的8年帶領之下,年營收從390 億美元升至540億美元,每股盈餘從1.40美元升至2.39美元。不過,處理器產業的情況正在快速改變,改變的方向也威脅著Intel的龍頭地位。 Intel靠著與微軟的聯盟獲得極大成功,至今也仍舊是多數個人電腦的心臟,但隨著民眾轉而使用智慧型手機、平板電腦等行動運算裝置,個人電腦銷售也面臨 壓力。
微軟和Intel都對「後個人電腦時代」嗤之以鼻,但處理器的重心正在移往行動裝置,應該已經沒有太多疑問;許多行動裝置都是使用 ARM設計的處理器,ARM將處理器設計授權給Qualcomm、Nvidia等企業,獲得授權的企業再將處理器交由GlobalFoundries、台 積電等公司生產。

The Pressure’s on for Intel

Intel missed out on the shift to mobile computing. Now it finds itself in a precarious position.

Since 2000, Intel has done just about everything right in its core business, maintaining its dominance of the market for PC microprocessors and putting substantial distance between itself and competitors in the market for server chips. And yet the company finds itself in a very tough position: computers are going mobile, and Intel’s share of the microprocessor market is falling off a cliff.
As shown in the chart above, 61 percent of all computing devices shipped in 2011 were of the mobile variety—up from less than 1 percent in 2000. Because most of those devices rely on technologies other than Intel’s, the company’s share of the total market for processors in computing devices has fallen from 80 percent to around 30 percent.
The company is finally entering the mobile game, but barely. The Linley Group forecasts that Intel will grab 0.7 percent of mobile processor shipments in 2012. So far it has gotten away with this meager showing because the mobile chip market as a whole remains relatively small—it is forecast to be around $5 billion in 2012, compared to $31 billion for PCs and nearly $10 billion for servers. But as the PC market slows and the popularity of smartphones and tablets continues to balloon globally, Intel will have to adapt or be left behind.
 2012年11月20日 07:24 AM

Otellini in surprise departure from Intel

Paul Otellini is stepping down from the top job at Intel, leaving no clear successor for the first time at the world’s biggest chipmaker as it struggles to find its way in the fast-growing markets for smartphones and tablets.英特尔(Intel)首席执行官欧德宁(Paul Otellini)将卸任。这家世界第一大芯片制造商在快速增长的智能手机和平板电脑市场竭力开辟新业务之际,首次陷入没有明确首席执行官继任者的局面。
The unexpected news was announced yesterday by a company previously known for careful planning of its leadership transitions. Mr Otellini, 62, is only the fifth chief executive in its 44-year history and could have stayed on until he was 65.英特尔向来以仔细安排领导人交接出名,因此昨天宣布的这个消息令人意外。在英特尔44年历史上,现年62岁的欧德宁仅是其第5任首席执行官,他本来可以任职至65岁。
His decision to step down was a personal one after nearly 40 years at the company, according to people close to Intel. “The board accepted his decision with regret,” Intel said.知情人士表示,欧德宁在该公司工作近40年后决定离开,是他个人的决定。英特尔表示:“董事会带着遗憾接受了他的决定。”
While he has maintained Intel’s domination of the PC world over his eight years in charge and the company’s processors feature in four out of every five machines made, the PC market is expected to shrink this year and the company has failed to make significant inroads in new mobile markets. Its stock market capitalisation was overtaken this month for the first time by leading wireless chipmaker Qualcomm, although it has around three times the revenues of its San Diego-based rival.尽管欧德宁在其担任首席执行官的8年中保持了英特尔在个人计算机(PC)世界的主导地位(全世 界生产的每5台电脑中,有4台采用英特尔的处理器),但个人计算机市场预计今年会萎缩,而英特尔在新的移动设备市场上未能取得显著突破。英特尔股票市值本 月首次被无线芯片制造商高通公司(Qualcomm,总部位于美国圣地亚哥)超过,尽管前者的营收是后者的约三倍。
Intel shares are down 16 per cent this year, but were virtually unchanged in New York yesterday.英特尔股票价格今年累计下跌16%,但昨日在纽约股市上几乎未变。
“Otellini is from the generation when the PC was dominant,” said Ken Dulaney, an analyst at Gartner. “What they need now is a technology visionary, someone who sees the new markets and is from a younger generation.”“欧德宁来自个人电脑占主导地位时的那一代人。”Gartner分析师肯•杜兰利(Ken Dulaney)说,“英特尔现在需要的是一个能够预见技术发展走向的人,一个能够注意到新的市场、来自更年轻一代的人。”