On December 8th, Microsoft held the WinHEC conference and brought a lot of heavy news, including the cooperation with Qualcomm to officially combine Qualcomm chips with Win10 system; HoloLens listed in the first half of next year; Project Evo with Intel's comprehensive strategic cooperation; 3Glasses included in 5 The 6th core VR partner outside the big PC vendor; and the Win10 innovator to update more demos and more. In comparison, the dry goods of Microsoft's two recent important meetings are really a bit. Behind the huge amount of information, the subtle partnership changes between Microsoft, Intel, and Qualcomm are interesting.
System providers, which account for more than 90% of the market, and the world's leading chip makers, Microsoft and Intel have a close relationship that allows them to be thoroughly understood without having to talk about them. The relationship between Microsoft and Intel's Wintel alliance has never been broken for two decades, which is determined by the status of the two giants. Although at the end of the business development, the two can not be without competition, but from the issue of the direction of the entire industry, the two are very consistent with this solid alliance. This has not changed in the past two decades, but it seems that the situation is different today.
In the past, PCs developed at a relatively orderly pace. Microsoft and Intel joined forces. AMD occasionally knocked on the side drums. Once ATI and NVIDIA confronted each other, these existing patterns almost dominated the market and product trends. In recent years, the pattern has changed dramatically. You will find that PCs are expanding with a divergent expansion due to the full-scale explosion of smart products, VR, and big data. It is because of this change that NVIDIA has gradually moved from a graphics card company to a giant. AMD's share price has doubled in a few months. Qualcomm has become a giant against Intel by virtue of its mobile computing technology. Intel We are working on multi-fields for the future, such as big data, cloud services, 5G communications, and artificial intelligence.
In fact, the Wintel Alliance has been, but the times have changed, and giants like Microsoft and Intel need more partners.
Microsoft and Qualcomm formally marry the product at the end of 2017
At the WinHEC conference in Shenzhen, Microsoft officially announced its cooperation with Qualcomm, which enabled the ARM architecture Qualcomm processor to be integrated with Win10. Through live demonstrations, we can see that Qualcomm's Snapdragon 820 has been able to run perfectly on Win10. Office documents, Photoshop, and games all have a smoother performance on Qualcomm processors. This is undoubtedly a major change and node in the history of Microsoft's development, the history of Qualcomm, and the history of cooperation between Microsoft and Intel.
At the end of this WinHEC conference, Tencent Digital also had an in-depth exchange with Microsoft Global Executive Vice President Terry Myerson, and learned from his mouth that Microsoft's cooperation with Qualcomm is proceeding in an orderly manner, but the speed of follow-up OEM follow-up needs Waiting for a while, it is expected that the first Qualcomm-based Win10 computer device will arrive at the end of 2017.
It seems that although Microsoft and Qualcomm announced the cooperation early, the debugging work behind it is still very difficult. It takes time to achieve perfect adaptation and allow OEMs to accept this model.
This is not the first time Microsoft has tried to integrate ARM processors.
In fact, this is not the first time Microsoft has cooperated with ARM architecture processor vendors. If you still have the impression, you should still remember the fiasco of the Tegra 3 and Tegra 4 Surfaces and the 11-inch Yoga series a few years ago. ? ! That is called a sale can not go out!
Why did Microsoft still insist on integrating into the ARM processor after the fiasco? I think the core reason is that this is directly related to Microsoft's accommodation development. Microsoft hopes to be able to integrate ARM architecture processors, and leverage the extensive connectivity of ARM architecture processors in certain applications, making Win10 a system that is as inclusive as Doraemon Pocket.
Working with Intel Project Evo "This is the closest moment in Wintel history!"
The announcement of cooperation with Qualcomm does not mean that Microsoft has relaxed its relationship with Intel. Instead, Microsoft has reached a project Evo plan similar to Intel's comprehensive strategic cooperation. In the words of Zhang Yongli, vice president of Microsoft Greater China, "This is the closest moment in Wintel history!"
At this WinHEC conference, Microsoft announced that it has reached a comprehensive "Project Evo" cooperation with Intel, which is almost a comprehensive development cooperation covering the hottest areas of today. Therefore, Zhang Yongli’s “This is the closest moment in Wintel’s history†is not to deliberately maintain this “feelingâ€, but it is indeed valid.
Specifically, the Project Evo plan for this collaboration includes several major aspects:
1, VR, MR mixed reality, hope that through the cooperation of Microsoft and Intel, in the next stage of development, directly remove the line on the headset, this is the direction to work hard. 2, to the game player with an extraordinary experience, this is the goal of Intel and Win10 continue to work hard. 3. Optimize Cortona to make PCs more user-friendly. Intel's algorithms and voice technologies will help Cortana achieve a better user experience in Win10. 4, security field, just like Windows Hello, Intel took out its own RealSense technology and Win10 to do a fusion, the result is a safe and smooth and perfect login.
Therefore, under this almost comprehensive cooperation framework, Intel and Microsoft will create more new experiences and further change the industry.
Although cooperation with Qualcomm is unlikely to block the long-standing accumulation of Microsoft and Intel and the new comprehensive cooperation framework, objectively speaking, this move will undoubtedly bring new possibilities to the design mode of the equipment, especially Qualcomm 820. The processor has actually formed some confrontation with Intel's relatively advanced Atom and Core M processors, just as the Tegra 3 and Tegra 4 faced Intel's low-end Atom.
The difference is that from the live demonstration, Qualcomm and Microsoft's cooperation is more in-depth, Microsoft seems to be helping Qualcomm processors to achieve more valuable application experience on Win10, such as the rigid needs of PS workers (this was before Tegra 3, Tegra 4 is not completely implemented above).
Of course, there is also the question of whether flexible OEMs will follow up this device model and launch Qualcomm processor-related PC products. The time given by Terry Myerson is at the end of 2017. From this speed, the situation should be not optimistic.
As for the actual experience of the Qualcomm Snapdragon processor on the Win10 computer, what is the performance, we still need to wait for the subsequent products to be measured. What we can do is estimated to be patient.
Qualcomm and Microsoft have joined forces. As Microsoft's closest partner, it is also an important opponent of Qualcomm's development. What is Intel's mood at the moment? Intel doesn't seem to mind.
First of all, as a giant in the IT industry, Intel has faced challenges from all sides for decades. It can be said that Intel is 40 to 50 years old in the face of challenges. Being able to remain undefeated for a long time, the mentality strategy is on the one hand, the key technical strength is there.
Second, Intel is now faced with the greater challenge of capturing future market opportunities, with VR, big data, artificial intelligence, cloud services, and 5G communications being more important. Today, the processor business's profit share in Intel is declining, and more is replaced by emerging businesses. These emerging businesses are related to the global format of the next 10-15 years. As an Intel standing in the foothills, it is obviously more complicated to consider the development situation than Qualcomm. Intel will still be working in these areas next year, so from a subjective point of view, what Intel wants to seize is the future, it is in the next big game, and Microsoft is only in the PC field to make Qualcomm a finalist, still far enough It is another matter for Intel to pose a substantial threat to the PC field. Whether the user and the market ultimately recognize it is another matter.
In summary, Microsoft and Qualcomm teamed up, which objectively broke the previous cooperation mode between Microsoft and Intel, and also changed the possibility of PC device design in the future. But this move will not affect the deep-rooted cooperation between Microsoft and Intel.
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