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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":807783025,"tweetId":"807783025","gmtCreate":1628057809767,"gmtModify":1631891544294,"author":{"id":3585205825397095,"idStr":"3585205825397095","authorId":3585205825397095,"authorIdStr":"3585205825397095","name":"Benj90","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Ok</body></html>","htmlText":"<html><head></head><body>Ok</body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/807783025","repostId":1135713978,"repostType":4,"repost":{"id":"1135713978","kind":"news","pubTimestamp":1628056812,"share":"https://www.laohu8.com/m/news/1135713978?lang=zh_CN&edition=full","pubTime":"2021-08-04 14:00","market":"us","language":"en","title":"Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135713978","media":"MarketWatch","summary":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit","content":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition<blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote> <img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\">(Photo credit should read Alain Jocard/AFP via Getty Images)<blockquote>（图片来源：Alain Jocard/AFP via Getty Images）</blockquote> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.<blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market&nbsp;and no real sign of that changing, does a bet like this make sense?<blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.<blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote> Apple’s foreshadowing<blockquote>苹果的伏笔</blockquote> Apple made headlines over the past few years with its departure from Intel&nbsp;and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.<blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&amp;T,T-Mobile&nbsp;and others.<blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&amp;T、T-Mobile 等不同运营商的认证至关重要。</blockquote> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.<blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?<blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote> Vertical integration<blockquote>纵向一体化</blockquote> The short answer is yes, and no, but mostly no. At least for Alphabet.<blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.<blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote> Furthermore, we have seen Amazon’s&nbsp;AWS and Alibaba&nbsp;build Arm-based solutions for their cloud offerings, and Microsoft&nbsp;has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.<blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote> To launch the M1, Apple spent years on R&amp;D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.<blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.<blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.<blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.<blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-08-04 14:00\n\n</h4>\n</header>\n<article>\nIt’s a big, and risky, bet. Apple did something similar and had a difficult transition<blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote> <img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\">(Photo credit should read Alain Jocard/AFP via Getty Images)<blockquote>（图片来源：Alain Jocard/AFP via Getty Images）</blockquote> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.<blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market&nbsp;and no real sign of that changing, does a bet like this make sense?<blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.<blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote> Apple’s foreshadowing<blockquote>苹果的伏笔</blockquote> Apple made headlines over the past few years with its departure from Intel&nbsp;and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.<blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&amp;T,T-Mobile&nbsp;and others.<blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&amp;T、T-Mobile 等不同运营商的认证至关重要。</blockquote> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.<blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?<blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote> Vertical integration<blockquote>纵向一体化</blockquote> The short answer is yes, and no, but mostly no. At least for Alphabet.<blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.<blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote> Furthermore, we have seen Amazon’s&nbsp;AWS and Alibaba&nbsp;build Arm-based solutions for their cloud offerings, and Microsoft&nbsp;has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.<blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote> To launch the M1, Apple spent years on R&amp;D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.<blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.<blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.<blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.<blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135713978","content_text":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit should read Alain Jocard/AFP via Getty Images)\nAlphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.\nThe company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?\nWhile much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.\nApple’s foreshadowing\nApple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.\nIt’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.\nFor some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.\nReturning us to the question: What in the world is Alphabet doing here, and does it make any sense?\nVertical integration\nThe short answer is yes, and no, but mostly no. At least for Alphabet.\nThe argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.\nFurthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.\nTo launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.\nPerhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.\nAnd perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.\nI doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":370,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/807783025"}