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拓墣:Wintel光环失色 鸡蛋别都放这!
 

【CTIMES / SMARTAUTO ABC_1 报导】    2010年07月14日 星期三

浏览人次:【5269】

今年当红的电子产品逐渐脱离了计算机架构,Wintel阵营的光环已有开始褪色的嫌疑。拓墣产业研究所发表分析报告指出,一般消费者对于非Wintel阵营的产品接受度将大大提高,在Wintel阵营光环逐渐失色的同时,既有ICT产业势必面临瓶颈,两岸业者必须尽早寻找彼此的互补性,不要把鸡蛋都放在同一个篮子里。

注:Wintel阵营以Microsoft 及Intel为代表,非Wintel以Apple及Samsung为代表
Source:拓墣产业研究所,2010/07
 BigPic:831x548
注:Wintel阵营以Microsoft 及Intel为代表,非Wintel以Apple及Samsung为代表

拓墣产业研究所副所长杨胜帆指出,以Apple与Samsung为主的非Wintel阵营,主要产品为智能型手机、LCD TV以及iPad此种创新的类PC产品。与传统Wintel阵营以企业知识级消费者为目标所推出的PC、NB产品不同,非Wintel阵营以普罗大众为目标,2010年6月总市值已高达3,560亿美元,预估全年的总营收可上看1,858亿美元;传统认为坚不可破的Wintel黄金组合恐怕已有势微的趋向。

值得台湾厂商特别留意的是,台湾电子业者在NB领域着力甚深,但在非Wintel阵营中却尝不到甜头。根据拓墣统计,2010年台湾就包下全球92%的NB出货量;但是在LCD TV领域,却仅占26%、智能型手机更糟,只有10%的市占率,如果统计整体手机市场,甚至低于5%。可见台湾电子业代工的终端产品,还是稳稳坐在Wintel旗下。

然而,过去由Wintel所主导的产品问世速度、规格内容...这样不成文的规定,已经受到破坏。「跳脱PC」的思考模式正是让Apple从Mac计算机利基以iPod、iTunes、iPhone、iPad、App Store切入各种领域,而且屡屡告捷的最大原因。而Samsung由面板与内存等关键零组件切入,在手机与LCD TV称霸世界,2010年的净利可望超越日本前19大科技公司的总和!

面对非Wintel来势汹汹,拓墣建议,台湾厂商必须赶快开始布局非以PC为核心架构的产品市场,不要将鸡蛋都放在同一个篮子里,必须试着主导甚至创新技术规格,并且打造零组件的市场品牌、并将眼光从硬件延伸至软硬件结合的平台商机。如果行有余力,在通讯与消费性电子的领域,市场的扩展性较强,可试着结合两岸电子业力量全力布局。

關鍵字: Wintel  拓墣  PC主机 
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Tommy Chung发言于2010.09.14 11:33:11 AM

看來Intel 及 Microsoft對未來行動裝置軟硬體的開發都蠻積極的.

===========================================

Intel 'to revolutionise PC industry' with new chipset

sandy bridge chipset Sandy Bridge boasts one billion transistors

The world's biggest chip maker, Intel, has unveiled the chipset it is banking its immediate future on and one it hopes will shake up the market.

The product, code-named Sandy Bridge, is Intel's first architecture to merge a microprocessor and graphics processor onto a single silicon chip.

It is designed to cut the time it takes to produce images.

Related stories

The company is betting the new technology will win over both PC vendors and consumers.

It recently cut sales forecasts because of weaker than expected PC demand.

"Sandy Bridge will revolutionise PCs again," Paul Otellini, Intel's chief executive told its annual developer forum being held in San Francisco.

"On one single chip, we've put in place all the critical capabilities for computing. This is a very important chip for Intel," he added.

The chip will target low-end desktop computers and laptops and is expected to be ready to go to customers early next year.

Putting the two processors together will cut the time it takes to produce images as it removes bottlenecks between the graphics processor and memory.

It will also improve battery life and power consumption.

"This is a big deal and we are all interested to see how the chip performs when it gets out into the real world next year," Martin Reynolds, managing vice president of research firm Gartner told BBC News.

"I don't however think it will revolutionise the industry but it does force that continued change that is part of the history of the PC industry. Intel has to keep new technologies coming to the market that keeps its growing so it is a big bet for the next couple of years."

'Killer'

Sandy Bridge is expected to cause headaches for Intel rival Nvidia, the maker of stand-alone graphics chips.

Technology blog VentureBeat has called Sandy Bridge an "Nvidia killer".

Nvidia said it is not worried about Intel's move and in a statement underlined that sentiment.

"Intel's been proclaiming the death of discrete graphics for years, but real GPUs (graphics processing units) just keep getting more important."

Advanced Micro Devices is also expected to feel the heat from Sandy Bridge. It has been working on its own hybrid chip for a while, but many analysts feel it has lost ground by not staying ahead of Intel

Notebooks and desktops with AMD's accelerated processing unit are expected in early 2011.

"It's hard to tell what will shake down because we haven't seen the performance benchmarks or specs from Sandy Bridge or from AMD's Fusion," said Jim McGregor of research firm In-Stat.

"If that migrates all the way up to mainstream computing, it just leaves that high end which is a very small percentage of the market, then you have to say this is a huge concern for Nvidia."

Security

The company failed to provide substantial details on the technical thinking behind its $7.68bn acquisition of McAfee as it awaits approval.

The deal, the biggest in the company's 42-year history, surprised many in the industry when it was announced.

At the time the company said that the acquisition reflected that security was now a fundamental component of online computing.

Intel Developers Forum Security is crucial as the number of internet connected devices grow

That view was echoed in Mr Otellini's keynote speech as he told thousands of developers it marked an opportunity to "offer secure capabilities across all Intel connected products".

Intel added that its security approach did not fully address the billions of new internet-ready devices, including mobile and wireless devices, TVs, cars, medical devices and cash machines.

"The amount we trust our devices to protect us is going up all the time and the bad guy threats are going up at the same time. Security is becoming a more complex topic with the proliferation of devices. We are trying to change how platforms are secured," said Mr Otellini.

Both companies have been collaborating for the last 18-24 months on products and the first chips incorporating new security software are expected to appear next year.

More on This Story

Related stories

(BBC)

Only Chen发言于2010.07.27 12:05:50 PM
惠普智慧手機也告別Microsoft系統

 

(Photo:路透社)

Tommy Chung发言于2010.07.27 10:57:01 AM

蘋果還是的Wintel?




個人電腦生產者不得不開始重新重視蘋果的存在。

我們不妨回顧一下蘋果的發展歷程,不難發現它的產品再也不僅僅是 Mac上了,也不再是個小小的播放器,比如說 iPod。現在它的產品包括了的iPod,iPhone和iPad..等如果你是那些家用電腦生產者的話,你會怎麼做呢?你會還是只關注那些裝了視窗系統,用訴訟事件處理器的電腦?還是你要用你最快的速度來模仿蘋果?

如果說 iPad長期缺貨並不能證明什麼,那麼你應該去看看分析報告,報告中說 iPad和近似的平板電腦產品在2011年的銷售會有一個很大的飛越,而這一銷售的增長應該說是筆記電腦的銷售減少為代價的。

蘋果這一 10英寸螢幕的安培法既沒有採用視窗系統也沒有使用英特爾的處理器。讓我們再來看看惠普的PalmPad,這一現在惠普最關注的產品,其實主是一個 iPad的掌上版本。它也沒有家用電腦的作業系統。

個人電腦巨頭戴爾Dell的連勝紀錄,使用的是谷歌的Android的操作系統以及高通的ARM處理器,同樣也沒有視窗或者是英特爾。

當然惠普和戴爾公司還是會繼續銷售他們的視窗系統和英特爾的處理器的家用電腦,但是很明顯在傳統的Wintel家用電腦之外還有一個很大的市場預期。這才是將來市場的關鍵所在,也是蘋果所傳遞出來的信息。

這意味著機器人,蘋果的操作環境,或者說是加州(現在的惠普公司)和黑莓這些操作系統,在同老的矽谷的進行競爭,特別是對那些現在還不是家用電腦的供應商的公司來說這也是一個千載難逢的機會。

請同時不要忘記摩托羅拉和RIM的公司,他們也是這個市場的一份子,他們的多媒體平板會在低端的筆記本市場上互相競爭。在摩托羅拉的德羅伊德 X系列智能手機之後,在今年的晚些時候,他們也會推出平板電腦,使用很類似的硬和軟。RIM公司的消息說,黑莓公司也同樣有這樣的平板電腦的計劃。Wintel平台在家用電腦和伺服器方面的地位是不可動搖的,但是iPad打破了這局面,而且他們在迫使家用電腦公司不得不和他們同步。

來自:威鋒網(weiphone.com)

Only Chen发言于2010.07.26 11:59:40 AM

個人電腦生產商正準備適應即將到來的模仿蘋果風潮 ?



蘋果在今天意味著什麼?現如今的蘋果已經不僅僅是蘋果這麼簡單了,更不只是擁有一些成功的科技產品。現在的蘋果,就是iPod,iPhone和ipad等個人行動化裝置的代表。作為一個個人電腦生產商,你還死守著微軟 +英特爾的DESKTOP電腦嗎?你已經落伍了,請盡快模仿蘋果吧。

分析報告指出,2011年將是類似 iPad公司的平板電腦蜂擁而至的一年,而這種狀況的出現是以犧牲個人電腦PC的生產為代價換來的。

iPad的出現打破了微軟 +英特爾的電腦格局。想想惠普Palm的類似iPad平板電腦,裡面可沒有任何個人電腦的作業系統。還有電腦巨擘戴爾的條紋,裝載的是機器人的免費作業系統,同樣沒有微軟 +英特爾特爾的影子。

雖然不可否認的是,惠普和戴爾還會繼續製造PC及Server,但是蘋果已經向他們發出了信號,那就是視窗 +英特爾的格局應該變一變啦。
  
來自:威鋒網(weiphone.com)

Tommy Chung发言于2010.07.26 11:04:09 AM

Ten Reasons to Dump Windows and Use Linux

 

By Ken Hess Ken Hess

Now is a particularly good time to ditch Windows for good, for workstations as well as servers. For instance, now that Microsoft stopped supporting Windows Server 2003 on July 13, you'll need to find something different to use for your servers. Whether it's switching from Windows Server 2003 to 2008 or to Linux-based servers--or changing out tired and faulty Windows Vista desktops for the alien Windows 7 or something more user-friendly--Linux provides you with freedom and freedom of choice.

You might believe that dumping Windows and switching to Linux is a difficult task, but the change in thought and the perception of that switch are the most difficult. If you've attempted an upgrade from Windows XP to Windows 7, you know what pain is.

Business owners find that Linux, for what was once a "niche" operating system, provides the necessary components and services on which many rely. Linux continues its entry into the world's largest data centers, onto hundreds of thousands of individual desktops, and it represents a near 100 percent domination of the cloud services industry. Take the time to discover Linux and use it in your business. Here are ten reasons to give Linux at least a second look:

1. Commercial Support

In the past, businesses used the lack of commercial support as the main reason for staying with Windows. Red Hat, Novell and Canonical, the "big three" commercial Linux providers, have put this fear to rest. Each of these companies offers 24x7x365 support for your mission-critical applications and business services.

2. .NET Support

Businesses that have standardized on Microsoft technology, specifically their .NET web technology, can rely on Linux for support of those same .NET applications. Novell owns and supports the Mono project that maintains .NET compatibility. One of the Mono project’s goals is to provide businesses the ability to make a choice and to resist vendor lock-in. Additionally, the Mono project offers Visual Studio plugins so that .NET developers can easily transfer Windows-based .NET applications without changing their familiar development tools. Why would Novell and others put forth the effort to create a .NET environment for Linux? For real .NET application stability, Linux is a better choice than Windows.

3. Unix Uptimes

Linux stability offers business owners the peace of mind that their applications won’t suffer lengthy outages due to operating system instability. Linux enjoys the same high uptimes (often measured in years) that its Unix cousins do. This stability means that Linux can support your "99.999 percent available" service requirements. Rebooting after every patch, service pack, or driver change makes Windows an unstable and unreliable choice for those who need nonstop support for their critical applications and services.

4. Security

No operating system is 100 percent secure and Linux is no exception. But, Linux offers excellent security for its users. From regular kernel updates to an almost daily list of security patches, Linux code maintainers keep Linux systems very secure. Business owners who rely on commercially supported Linux systems will have access to every available security fix. With Linux, you have a worldwide community providing security fixes, not a single company with closed source code. You are completely dependent on the response of one company to provide you with timely security fixes when you use Windows.

5. Transferable skills

One barrier to Linux adoption was the idea that Linux isn’t enough like Unix, and therefore Unix administrators couldn’t successfully use their knowledge when making the switch to Linux. The Linux filesystem layout looks like any commercial version of Unix. Linux also uses a standard set of Unix commands. There are some Linux commands that do not transfer, but this is also true of any version of Unix.

Windows administrators might find that using a keyboard instead of a mouse is a difficult part of the transition, but once they discover the power of the command line, they might never click again. Don't worry, though, for you GUI-bound Windows types, Linux has several desktop managers from which to choose--not just one.

6. Commodity hardware

Business owners will like the fact that their “out-of-date” systems will still run Linux and run it well. Fortunately for Linux adopters, there’s no hardware upgrade madness that follows every new version of the software that’s released. Linux runs on x86 32-bit and 64-bit architectures. If your system runs Windows, it will run Linux.

7. Linux is free

You may have heard that Linux is free. It is. Linux is free of charge and it is free in the sense that it is also free of patents and other restrictions that make it unwieldy for creative business owners who wish to edit and enhance the source code. This ability to innovate with Linux has helped create companies like Google, who have taken that ability and converted it into big business. Linux is free, as in freedom.

8. Worldwide community

Linux has the support of a worldwide community of developers who contribute to the source code, security fixes and system enhancements. This active community also provides businesses with free support through forums and community sites. This distributed community gives peace of mind to Linux users, because there's no single point of failure and no single source for Linux support or development.

9. Linux Foundation

Windows service pack every 18 months? Are you also tired of the difficulty in upgrading your Windows systems every few years because there’s no clear upgrade path? (upgrade and update Linux. And, the best part? No reboot required.

If you’d like to give Linux a try, there are several distributions that are free to download and use without the need for any commercial support contract:

• CentOS – Red Hat Enterprise Linux-based free distribution

• Ubuntu – Free, enterprise Linux distribution (Commercial support available).

• Fedora – The Fedora Project is the free, community-supported version of Red Hat Linux.

• OpenSUSE – The free, community-supported version of Novell’s SUSE Linux.

• Debian – The parent distribution for many Linux distributions including Ubuntu and Linux Mint.

You can find information regarding switching from Windows to Linux through the Linux Foundation or any of its platinum members. When it comes to increasing your efficiency, saving money, and providing non-stop services to your business and its customers, how many reasons do you need?

(Yahoo!)

Tommy Chung发言于2010.07.15 11:07:47 AM

蘋果的Mac電腦第二季美國銷量 162萬台---增15%

 

中國北京時間 7月15日消息,據國外媒體報導,市場研究公司IDC公司週三發布的PC季度銷售預期報告稱,蘋果第二季度在美國市場上的電腦銷量超160萬台,超越東芝,成為該市場第四大電腦廠商。

IDC公司稱,蘋果的Mac電腦第二季度美國市場銷量為161.8萬台,在該市場上佔有 88%的市場份額,上季度,蘋果在美國市場上的電腦銷量為130萬台,佔有 6.5%的市場份額,排名第五,較去年同期相比,蘋果電腦銷量增長了15.4%,去年第二季度,蘋果的Mac電腦的銷量為 140.2萬台,佔有 8.6%的市場份額。蘋果第二季度超越東芝在美國市場上排名第四,東芝第二季度在美國市場上的電腦銷量為156萬台,佔有8.5%的市場份額。

據 IDC公司的數據,惠普第二季度在美國市場上的電腦銷量為472.1萬台,佔有25.7%的市場份額,位居第一,電腦銷量較去年同期增長了14.2%。排名第二的是戴爾,電腦銷量為440.8萬台,市場份額為24%,與去年同期相比,戴爾也實現了兩位數的增長,增幅為10.9%。相對而言,低成本上網本生產商宏碁的增長較慢。儘管宏碁第二季度在美國市場上排名第三,電腦出貨量估計為161.8萬台,佔有11%的市場份額,但是年增長率僅為1%。這一增長速度明顯低於美國市場平均12.6%的增幅。

IDC公司預計,第二季度美國市場上的個人電腦銷量為 1835.7萬台,全球個人電腦銷量為 8150.5萬台。在全球市場上,排名第一的仍為惠普,緊隨其後的為戴爾和宏碁,聯想排名第四,接下來是東芝和華碩。

IDC公司分析師傑伊 - 週(周杰倫)表示:“儘管全球經濟面臨進一步復甦的巨大挑戰,但是個人電腦市場仍然保持了強勁的發展勢頭。促進近期的PC市場反彈的因素包括企業更換陳舊電腦,低成本媒體中心個人電腦的流行以及低成本個人電腦的進一步普及,這些仍是今後的PC市場發展的核心動力。“
Tommy Chung发言于2010.07.15 10:32:26 AM

Numbers Are Out, HP and Dell Still Lead In US Computer Sales

HP and Dell continue to dominate the landscape with 25.7% and 24% market shares, respectively, while Acer, Apple, and Toshiba round off the Top Five.

Apple claimed an 8.8% share this quarter, just above Toshiba's 8.5%, while Acer dropped from 12.3% to 11% this spring, narrowing the gap between third and fourth place. It looks like the iPad (which, as a tablet, was not included in these results) might be squeezing in on Acer's would be netbook buyers. Better get that tablet out soon and get in on the action, Acer.

Overall, US computer shipments were up a not-very-exciting (and not very surprising) 12.4%, while worldwide computer shipments rose 22.4%. [Electronista]

Only Chen发言于2010.07.15 10:19:16 AM
3C消費產品,漸漸由企業化商品,走進家庭客廳視聽娛樂與個人化行動裝置上面,也表示雲端運算服務即將盛行。
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