英特尔方面表示:退出5G基带竞争的主要原因确实是高通

在4月中旬,苹果高通突然发布联合声明,宣布和解。与此同时,英特尔也马上发布了退出5G基带的市场竞争。人们甚至一度不清楚这两件事情是否有因果关系,就像到底是先有鸡还是先有蛋。到底是英特尔准备退出,苹果才选择去和解呢?还是英特尔看到苹果与高通和解了,才宣布退出竞争呢?

其实从他们发布公告的时间先来说,已经证明很大可能是英特尔是看到了苹果和高通和解之后再宣布的退出5G基带的市场。

近日,英特尔CEO鲍勃·斯旺(Bob Swan)在采访中表示也证实了这一点,英特尔退出就是因为苹果和高通的和解。

鉴于苹果和高通和解,这意味着英特尔没有办法拿到苹果的全部订单了。英特尔评估了当下的情况,继续研发然后拿到苹果的部分订单并不足以让英特尔赚钱。无法盈利,那么果断选择放弃。

此前的一些猜测性报道表示是因为英特尔不能按时给iPhone提供5G基带,导致苹果另寻出路。这其中也不无道理,毕竟基带的研发和调教是非常费时费力的,英特尔的在通讯方面的技术储备和专业程度相比高通来说确实有差距,所以在研发的时间、精力和投入上都需要更多。所以英特尔在基带方面的节奏比高通慢也是正常的,苹果也一直知道这一点。但由于需要用英特尔来制衡高通,所以苹果一直也对英特尔帮助有加。所以如果英特尔愿意继续在5G方面发力,苹果也肯定会支持。如果英特尔5G芯片时间节点赶不上,苹果可能也真的会先用高通撑住。不过以苹果对供应链的把控来说,断不可能一直只用高通一家供应商,所以英特尔只要坚持下去肯定也会有订单的。不过,5G基带这样大的研发投入,如果不是整个吃下苹果的订单,估计也没有太多赚头。

从目前看来,iPhone的5G计划其实比别家都要慢,至少在2019年,英特尔都还会为其提供4G LTE调制解调器。而英特尔放弃的其实只是5G调制解调器的项目,4G LTE和5G的网络基础设施产品并没有放弃。所以英特尔也并不是没有苹果的单子就完全不做了,基础网络和基础设施产品领域,英特尔还是会继续做的。

业内普遍认为,英特尔放弃5G基带其实是非常明智的选择。集中精力发展可以盈利的业务,何必执着于最难啃的骨头呢?

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