Intel has placed great hopes on the unfavorable PC market, especially expecting consumers to start embracing the hybrid of notebooks and tablets, but objectively speaking, the latter has not caused any repercussions in the market .
After Intel (INTC) released its fourth quarter results, Wall Street became more and more crazy. The company's huge capital expenditure plan and their overly optimistic expectations for the second half of this year were disturbing. The most frightening thing for everyone is that Intel will most likely face the situation where the costly factory capacity is idle.
The personal computer market is still sluggish. Intel can only hope for new devices, especially tablet computers. These new products have physical keyboards, which are very similar to notebooks, but they also have touch screens. tablet.
In a conference call involving analysts, Intel ’s management talked about a series of new tablet laptops at the Consumer Electronics Show earlier this month, hoping that this new concept could revitalize the PC market.
“I was surprised at the resurgence of creativity in our industry during last week ’s exhibition. We are in a major transition in computing experience, the boundaries between different products are blurring, new user interfaces are appearing, and personal computer manufacturers are all Take advantage of the trend of innovation. "Company CEO Paul Otellini (Paul Otellini) said at the meeting," We no longer have to choose between personal computers and tablets. "
Most of these so-called tablet laptops use the Windows 8 operating system and Intel chips. Otellini said that the new products will give users "unified, no longer need to compromise on the computing experience." Intel clearly has high hopes for this new hybrid product, hoping that it can take full advantage of the general trend of tablet PCs.
On Thursday, investors will learn about the market performance details of some of the first-generation Microsoft Surface products and the Windows 8 operating system. However, these data do not include Surface Pro, which is based on Intel chip design and supports Office software. Microsoft's earliest Surface RT was designed around the ARM Holdings Plc (ARMH) chip, and the Surface Pro will be shipped this month.
"The start of the Windows 8 cycle is very slow, and it is disappointing. For this, the media reports have been very extensive." Nomura Research analyst Rick Sherlund pointed out, "Overall, these are actually It reflects the fact that this was not a pure product upgrade. "
Therefore, investors can only hope for the possibility of some kind of rebound in the second half of this year. Once the two new Intel chips leave the factory, there will be many new tablet laptops officially on the market.
The first chip is called Haswell and is expected to be available in the first half of this year. Otellini boasted last week that it was enough to set off "one of the most significant changes in the personal computer field since Centrino in 2003." It is expected that the new product will greatly reduce energy consumption and enable the battery life of the device to reach ten hours. The other chip is called Bay Trail.
But what is interesting is that the analysts who track this chip maker are generally more pessimistic than those who track software. Susquehanna Financial's Intel analyst Chris Caso bluntly said: "We remain skeptical."
In contrast, software analysts such as Schlend are more optimistic about the second half of this year. He pointed out that Intel's new chip products are the key. "Even if ARM continues to enjoy its advantages, Intel and Microsoft can at least have strong battery life, better performance and lower prices before consumers later this year."
He also estimated that the price of Ultrabooks will be greatly reduced, and eventually PC shipments in 2013 will be the same as 2012, and if included in the Windows tablet, it will increase by 5%.
All in all, we will not be able to see clearly how the new chips and corresponding equipment from Intel will perform until later this year. Prior to this, Intel ’s investors could only focus on their throats.
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