What happened to Intel? According to the Economic Voices "World Corporation" report, senior technology industry observer Li Yi commented: Who is the culprit of Intel's fifth CEO retiring early.

Li Yi: On November 19th Eastern Time, Intel, the world's largest chip maker, officially announced that the company's current CEO Paul Otellini decided to retire early in May next year. This is undoubtedly a big news for the industry. According to Intel's practice, CEOs generally retire at 65 years old, as did the previous four CEOs. Therefore, Otellini is also the only CEO who retired early in the 44 years since Intel was founded.

Is Otellini's performance really bad? it's not true. On May 18, 2005, Otellini succeeded Barrett as the fifth CEO when Intel ’s performance fell sharply. Under his leadership, Intel not only achieved a rebound in performance, but also began to make profits and revenue for two consecutive years since 2012. A record high. In addition, according to my statistics, Intel's compound growth rate has reached 5% in the past seven years.

What exactly caused Otellini to leave class? My answer is Jobs. I think the biggest mistake Otellini made during his charge of Intel was giving up mobile chips. Intel had introduced mobile chips in 2000, but due to excessive R & D investment and continuous losses, the second year after Otellini took office (2006), Intel announced that it would abandon the mobile chip business and focus on developing PC chips to cope with the then Enemy AMD, but no one can imagine that Apple led by Jobs launched the first generation iPhone in 2007, redefining the mobile phone, completely subverting the previous mobile phone market, and the development of smart phones has also entered a blowout.

In 2010, Intel, which was too uncomfortable, bought another mobile chip business from Infineon for US $ 1.4 billion. It is worth mentioning that when Intel sold the mobile chip business to Marvell in 2006, it only received US $ 600 million. Otellini accepted In an interview with the media, he once said that he had asked Jobs for advice before acquiring Infineon ’s mobile chip business, because the iPhone used Infineon ’s mobile chips from the first generation. Jobs ’position at the time was very good, but when this acquisition After the real completion, Apple announced that it would abandon the purchase of Infineon's mobile chips from the next generation iPhone and turn to Qualcomm. Qualcomm and Intel are the most direct competitors in the mobile Internet terminal market.

The iPhone 4S was released on October 5, 2011. From baseband chips to wireless chips, all suppliers were replaced by Infineon and Qualcomm. Steve Jobs ’s success was his greatness. The visionary Steve Jobs knew that the ultimate goal of Intel ’s acquisition of Infineon ’s mobile chip business was to regain the right to speak in the field of mobile terminals. In the field of mobile terminals, Apple ’s most direct opponent is Google. In the future, Intel's entry into mobile chips will definitely support Google's Android camp. If Apple continues to use Infineon's mobile chips, there will be no difference between Google and Android in the future, and it may also make a wedding dress for Google.

Switching to Qualcomm can slow down Qualcomm's support for the Android camp. At the same time, Apple has adopted a two-part strategy, using Qualcomm products in the baseband chip and wireless chipset areas, but the main chip still uses Samsung products, so that it will not be constrained by others. Jobs turned the entire chip into pieces and broke each one, making him invincible. If Intel did not withdraw from the mobile chip field that early, then the ARM camp is now impossible to dominate, but history cannot be assumed. In 2006, the number of smartphones shipped in the world was only a few million units a year, equivalent to one week ’s Volume.

Intel ’s mistakes in the strategic layout of the smartphone market have led to the early retirement of Otellini, which is also the real reason for the failure to compete with Qualcomm.

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