Sunday, January 15, 2012

The apple buys ARM: What bear hard is heavy

Wang Ruchen



The apple bought the message of ARM of tycoon of mobile phone processor to already passed 4 days, both sides did not clarify up to now. A media of British place that ARM is in most show this information fully first, say the apple buys ARM with 8 billion dollar of purpose. The money that just released last week according to the apple signs up for, in their hand there is ready money of 41.7 billion dollar now, face battalion to receive the ARM that is not worth 600 million dollar, buy it seems that won't expend what effort. modern dining chairs



Those who make industry amazed is, ARM is tycoon of collaboration of accredit of global shift processor, have in the market of mobile phone domain rate is near 100% , at present face gets online to wait for the market originally outspread, associate to just announced with its deepness cooperates several days ago. And the apple is in by right of the popular product dvd discovery channel such as IPhone, IPad mobile Internet domain extremely popular, if eat next ARM, hopeful brings up to overtake powerful in the best selling dog stairsdustry, enough lets be terrified of Nuojiya, SamSung, Suo Ni.



The surface looks, the apple needs ARM really. Come for years the apple cooperates with ARM all the time close together. Before before long, first custom-built ARM processor still was used in malic IPad. If the apple is procurable, tycoon of this consumption electron can become backside of market of existing and mobile Internet supplier of the biggest processor core intellectual property, pattern of its trade of perpendicular an organic whole with might doubled.



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But can this be one's own wishful thinking only? Two days ago, response of ARM CEO Wo Lun says, buy a hearsay to let ARM share price rise many, exciting, but company business pattern is the technology accredit gives other company, ARM does not do processor itself, did not buy necessary.



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This is to be in it seems that throw a damp over, and the implicit still evaluation to malic trade pattern. ARM all the time external accredit, processor is a lot of more companionate, and the apple comes to packets big take segment of almost all core greatly for years, arrive from hardware software.



"The apple shoul the most popular selling dog stairs d buy ARM really, it can encounter the contradiction of pattern of two kinds of trade certainly. " Gu Wenjun of senior analyst of China of Isuppli of orgnaization of global semiconductor survey says.



The profit pattern of ARM publishs like books: It is one-time external accredit gains income; 2 it is royalty, namely every produce a chip to obtain deduct a percentage from a sum of money to expend. Because collect fees cheap, ARM whole battalion closes lesser a the most popular selling dvd discovery ll the time. But 10 pass more, it developed a group of people of same interest with a remote huger market that compare PC, be like mountain fastness mobile phone. According to commercial pattern of the apple, once buy a success,stop ARM probably external accredit. That will break off the means of subsistence of company of processor of global ARM a group of people of same interest, affect business of downstream mobile phone directly live, it is a disaster undoubtedly to communication market. spring pool



Does the dog crates large strong apple maintain ARM accredit pattern like procurable succeed add? It is very difficult also that the author thinks. Because the apple is a consumptive electron enterprise, after trend platform changes way, processor business just is subject to the core at its terminal, but not be a purpose. Even if continues to ARM original partner accredit, also can produce contra most popular selling dog stairs diction in many domains, go up in processor product for instance, with connect high, couplet hair division, exhibit dispatch to be opposite the best selling dog crates large definitely, on terminal of shift of etc of PC, mobile phone, with the Nuojiya that already became associate, SamSung, associate wait for competition.



Apple should not him park in afore-mentioned awkward condition. Gu Wenjun thinks, the apple buys the partner of ARM probably, for instance processor designs dog crates large a company. In fact, it is making this one overall arrangement all the time. Had bought P.A 2008. Semi, aggrandizement application of IBM processor framework. If have the processor business support of an ARM framework again, will OK complete enclothe terminal of existing and mobile Internet. Although dvd discovery Intel expands quickly in this domain, its a group of people of same interest is very difficult also nick apple.



If choose this route, malic hopeful continues to act new the leader that round of industry changes. This also is a kind of open road. The apple has realized, an industry catenary will not bring up forestall truly an industry. The forestall topic that because this meeting encounters Intel,is faced with in PC domain, latter ever was regarded as the prime criminal of morbid state of PC course of study.

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