Intel,ARM电脑／手机两大生态的竞争.pptVIP

Highlights on the report“MID/ASINUX – Chinese mobile market analysis and strategy  Prepared by IKW-Internet knowledge workers. 1/28/2009 Confidential 1.The battle of the eco-systems.  Win/Tel has dominated the PC space. HP Dell IBM Lenovo UMC ASUS TSMC AOC Biostar MSI Microsoft NAI BMC BEA Infor Oracle SAP Compuware Independent Software Vendors CHIPS ODM ISV OSV OEM AMD INTEL windows unix Os/2 linux Well defined muti layered eco system. This eco system defined IT industry From PC to LAP top, from net book to MID . Competition thrives amongst players within the ecosystem. today, as Mobile phones are becoming smarter –(smart phones). The entire win/tel eco system faces competition and threats from the newly emerging and powerful ecosystems. ARM TI Samsung 高通 ADI Windows CE Symbian Linux ISV OSV CHIPS ODM OEM MTK (Apps + Nueclus + Chip ) All in one turn key platform ODMs/OEMs Independent Software Vendors BELLWAVE TELSON INNOSTREAM SEWON Nokia Samsunge 联想 Dopod Multiple parallel “OS/chip” based eco systems thrives in the mobile phone sector. Each OS/Chip combo enables an entire ecosystem. As phones are becoming smarter, PC based applications have been seamlessly transplanted on smart phones. Powerful consumer brands such as Iphone, Gphone, Sony PSP, Nokia will lead in the battle of “PC vs. smart phone ”. As phones become smarter, line between PC and Phone is getting more and more blurry. Traditional ODMs, OEMs, ISVs are no longer bounded by the outdated boundaries that define their businesses. Therefore, there is a good chance the win/tel base could be radically eroded by these new parallel eco system. The rise of the information ecosystem: how mobile devices, personal computing, media, and the internet all fit together. The rise of internet irreversibly changed the information flow. PC makers world over benefited by the internet. B. Mobile internet will be the catalyst to further p