Chapter 568: Guess Again
Li Xuan relied on the prophetic advantage of the rebirth aura to copy the ARM architecture of Arm Technology Company in another time and space in advance. The growth path of being renamed ERM by Li Xuan is far smoother than that of ARM in another time and space.
The ARM architecture in another time and space can be described as one step behind and more passive. At the time of its birth, Intel's X86 series had dominated the entire PC market. And because of ARM's R&D progress, there has always been a big technical gap with Intel's latest processors, so it has never had the opportunity to compete head-on with X86 in computer processors.
If it weren't for the advantages of low power consumption and the success of the rise of digital mobile phones, the ARM architecture may have disappeared in the smoke of history long ago. But in this life, due to the early advent of ERM, it has become a step ahead, step by step. Relying on the high cost performance brought by the technology generation difference, the ERM architecture directly strangled Intel's X86 series in the cradle, and replaced it as the sole hegemon in the field of personal computer processors.
The current ERM architecture has swept the entire PC processor market, and we have to find a new blue ocean for the next expansion. This is actually similar to the ARM architecture in another time and space after completely dominating the mobile phone processor market, and the field of personal computer processors began to move.
It's just that when the Arm company in another time and space began to act, Intel could only retreat with the strong market barriers it had built over the past 20 years. But for the ERM architecture of this world, the new blue ocean - digital mobile phones has not yet kicked off. The Eastern Bloc is a blank sheet of paper on which you can draw at will.
This time, the Oriental Research Institute customized a special low-frequency ERM processor for a new generation of notebook computers, which is the first step in the technical division of the entire ERM family. Under the premise of using the same architecture (instruction set), the ERM family will have different development directions for different needs.
For today's laptops. The ERM processor is not the shortest shortcoming in the barrel. Due to the limitations of size, today's portable computers lag much behind desktop computers in terms of performance.
Laptops in another time and space didn't begin to catch up with desktops in overall performance until 05 years later, but it was still much worse in terms of price-performance ratio. As for the digital mobile phones that have not yet come out, let alone the smartphones that have not yet come out, it will not be until the smartphones represented by the IPhone become popular that the computing performance of mobile phones is barely qualified to be compared with computers.
Actually, whether it's a desktop computer, a laptop. or smartphones, they are actually a medium for users to exchange information in the Internet era. Broadly speaking, they all belong to the same market. That's why there is another time and space in which the ARM architecture attacks the computer processor market, and Intel's thief heart for the mobile phone processor market is not dead.
And Li Xuan in this life is undoubtedly ready to cover the entire personal-level processor market from the very beginning. ERM has now achieved half of the entire goal, and the remaining half is not difficult in Li Xuan's opinion. Just follow the original pace of ARM's development in another time and space. Just take it one step at a time.
You must know that the Arm Technology Company in another time and space, even if it bumps and bumps, it still has achieved a monopoly on the mobile phone processor market. The current conditions of the Oriental Research Institute are undoubtedly many times better, and the total number of R&D engineers in the entire ERM development team has exceeded 3,000. In another time and space, ARM Technology Company was only in its early 2,000s even at its peak.
Not many people in the entire Eastern Bloc know about the detailed development plan of the ERM architecture, let alone outsiders like Ding Zeming. But he relied on his keen sense of market smell, and he also saw a lot of things in the tube. Li Xuan couldn't help but think a little higher at him.
And Ding Zeming's analysis is not over, he continued: "Let's not talk about the ERM processor. Anyway, the Oriental Group has no plans to take the Oriental Research Institute to go public in the near future. So no matter how much the ERM architecture makes money, we outsiders can only stare dryly!
Going back to Aikang, when it launched the ABC-P4, it didn't disclose the entire technical standard like the ABC-3. The P4 was developed specifically for computer users with portable needs, so its sales volume is not as large as that of the ABC-3.
Shortly after the ABC-5 was launched, Akon introduced a portable version of the P5. I have checked the sales data of Aikang in recent years, from P4 to P5, the sales growth rate of portable computers is much higher than the sales growth rate from ABC-3 to ABC-5!
That is to say, with the continuous improvement of the overall performance of the portable computer, its application range is rapidly expanding! We can even make a bold assumption that when the performance of the portable computer is improved to a certain extent, it even has a chance to replace the current desktop computer! After all, a computer that can be taken with you anytime and anywhere is really too tempting!
If the sales of the new generation of laptops listed by Aikang can usher in a round of substantial growth on the basis of the previous generation of portable computers P5! Then my hypothesis is very likely to become a reality, and if this is really the case, Aikang is undoubtedly playing a big game of chess!
Due to the demanding size and weight requirements, the design threshold for laptops is undoubtedly much higher than that of desktops. In the case that Aikang does not open technical standards, it can undoubtedly exclude a large number of compatible machine manufacturers with weak technical strength. This greatly reduces the intensity of market competition in the future!
You must know that the excessive market competition has made the personal computer industry have to face the problem of a tragic price war. And once the price war becomes the mainstream of competition, the profit margin of the entire industry will be quickly pulled down. This is undoubtedly the biggest damage to Aikang, which occupies the largest market share!
Although Aikang has maintained its profit margin at a relatively high level by constantly withdrawing from the low-end market, this is only a stopgap measure and cannot fundamentally solve the problem!
There are still many bearish views in the capital market on whether Aikang can maintain its market share and profitability under the impact of other competitors' low prices! But if my assumption is really true, then it also shows that Aikang has begun to lay out in advance. Replace the increasingly competitive desktop computer market by opening up the sales of laptops that do not open up technical standards!"
Ding Zeming threw out a new point of view, and his opinion undoubtedly hit the target's heart again! )