Artikel yg menarik, bro Alvin 👍

Regards,
Deni

Sent from my mobile

> On Apr 21, 2016, at 16:49, Alvin Tedjasukmana <[email protected]> 
> wrote:
> 
> Artikel yg lumayan menarik buat dibaca, monggo....
> 
> 
> 
> June 6, 2005, seemed to be a triumphant moment for Intel. The chipmaker was 
> already dominating the market for processors that powered Windows-based PCs. 
> Then Steve Jobs took the stage at Apple's World Wide Developers Conference to 
> announce that he was switching the main Windows alternative, Macintosh 
> computers, to Intel chips as well. The announcement cemented Intel's status 
> as the leading company of the PC era.
> 
> There was just one problem: The PC era was about to end. Apple was already 
> working on the iPhone, which would usher in the modern smartphone era. Intel 
> turned down an opportunity to provide the processor for the iPhone, believing 
> that Apple was unlikely to sell enough of them to justify the development 
> costs.
> 
> Oops.
> 
> On Tuesday, Intel announced that it was laying off 12,000 employees, 11 
> percent of its workforce, the latest sign of the company's struggle to adapt 
> to the post-PC world. Intel still isn't a significant player in the mobile 
> market — iPhones, iPads, and Android-based phones and tablets mostly use 
> chips based on a competing standard called ARM.
> 
> The company is still making solid profits — it just announced a $2 billion 
> profit for the first quarter of 2016. But the company's growth has stalled, 
> and Wall Street is getting worried about its future.
> 
> Obviously, Intel made a mistake by missing out on the iPhone business. 
> Intel's error in judgment is a classic example of what business guru Clay 
> Christensen calls "disruptive innovation." The term disruption has become so 
> overused in the technology world that it's sometimes treated as a joke. But 
> Christensen gave it a more precise meaning that fits Intel's situation 
> perfectly: a cheap, simple, and less profitable technology that gradually 
> erodes the market for a more established technology.
> 
> Intel is just the latest in long line of companies that have failed to 
> effectively deal with this kind of disruptive threat.
> 
> Smartphones are based on a different chip standard than PCs
> 
>  
> Intel invented a chip standard called x86 that was chosen for the IBM PC in 
> 1981 and became the standard for Windows-based PCs generally. As the PC 
> market soared in the 1980s and 1990s, Intel grew with it.
> 
> The key to success in the PC business was performance. Chips with more 
> computing power could run more complex applications, complete tasks more 
> quickly, and run more applications at the same time. During the 1990s, Intel 
> and its rivals raced to increase their chips' megahertz ratings — a measure 
> of how many steps the chips could perform in a second.
> 
> One thing these early chipmakers didn't care about was power consumption. 
> Higher-performance chips often consumed more energy, but this didn't matter 
> because most PCs were desktop models plugged into the wall. Even laptops had 
> large batteries and could be plugged in most of the time.
> 
> But this became a problem in the late 2000s, when the market began to shift 
> to smartphones and tablets. These devices had smaller batteries (to keep the 
> weight down), and users wanted to use them all day on a single charge. 
> Existing x86 chips were a poor fit for these new applications.
> 
> Instead, these companies turned to a standard called ARM. Created by a 
> once-obscure British company, it was designed from the ground up for 
> low-power mobile uses. In the mid-2000s, ARM chips weren't nearly as powerful 
> as high-end chips from Intel, but they consumed a lot less power, which was 
> important for smartphones from Apple and BlackBerry.
> 
> Even better, the ARM architecture is designed for customization. ARM licenses 
> its design to other companies such as Qualcomm and Samsung,  which make the 
> actual chips. That provides flexibility that allows smartphone makers to 
> combine a number of different functions on a single chip. And packing a bunch 
> of functions — like data storage and image processing — onto one chip helps 
> to keep power consumption down.
> 
>  Wikipedia / ARM ARM chip sales, in billions.
> Today, ARM chips totally dominate the mobile device business. iPhones and 
> iPads run on a chip called the A9 (and predecessors such as the A8 and A7) 
> that are based on the ARM platform, designed by Apple, and manufactured by 
> chipmakers like Samsung and TSMC. Most Android-based phones run on ARM-based 
> chips from Samsung, Qualcomm, and other ARM chipmakers.
> 
> The mobile revolution is leaving Intel behind
> 
> Intel had not just one but two opportunities to become a major player in the 
> mobile chip market. One was the opportunity to bid on Apple's iPhone 
> business. The other was its ownership of XScale, an ARM-based chipmaker Intel 
> owned until it sold it for $600 million in 2006.
> 
> Intel sold XScale because it wanted to double down on the x86 architecture 
> that had made it so successful. Intel was working on a low-power version of 
> x86 chips called Atom, and it believed that selling ARM chips would signal a 
> lack of commitment to the Atom platform.
> 
> But Atom chips didn't gain much traction. Intel has made a lot of progress 
> improving the power efficiency of its Atom chips. But ARM-based chipmakers 
> are experts at building low-power chips, having focused on that task for more 
> than a decade. So they had the early advantage. And  at this point, ARM has a 
> huge share of the market. That gives them all of the advantages — more 
> engineers, better software — that come with being a dominant platform.
> 
> Intel's decline is a classic story of disruptive innovation
> 
>   
> On one level, you can say that Intel just got unlucky and backed the wrong 
> horse. The chipmaker could have tried harder to win Apple's iPhone contract, 
> and it could have bet on its XScale ARM subsidiary instead of trying to 
> create Atom processors. But it chose not to.
> 
> But on a deeper level it's not surprising that Intel took the path it did, 
> again because of Christensen's theory of disruptive innovation.
> 
> Intel's basic problem was that the mobile chip market didn't seem profitable 
> enough to be worth the trouble. Intel had built a sophisticated business 
> around the PC chip. Its employees were experts at building, selling, 
> distributing, and supporting PC chips. This was a lucrative business — often 
> Intel could charge several hundred dollars for its high-end chips — and the 
> company was organized around the assumption that each chip sale would 
> generate significant revenue and profits.
> 
> Mobile chips were different. In some cases, an entire mobile device could 
> cost less than the price of a high-end Intel processor. With many companies 
> selling ARM chips, prices were low and profit margins were slim. It would 
> have been a struggle for Intel to slim down enough to turn a profit in this 
> market.
> 
> And in any event, Intel was making plenty of money selling high-end PC chips. 
> There didn't seem to be much reason to fight for a market where the 
> opportunity just didn't seem that big.
> 
> What this analysis missed, of course, was that the mobile market would 
> eventually become vastly larger than the PC market. ARM-based chipmakers 
> might make a much smaller profit per chip, but the market was destined to 
> grow to many billions of chips per year. Even a small profit per chip 
> multiplied by billions of chips could add up to a big opportunity.
> 
> Meanwhile, Intel had to worry that jumping wholeheartedly into low-power 
> mobile chips would undermine demand for its more lucrative desktop chips. 
> What if companies started buying Intel's cheap mobile chips and putting them 
> in laptops? That could hurt Intel's bottom line more than the added mobile 
> revenue would help it.
> 
> Obviously, Intel's leadership now recognizes that they made a mistake. 
> They're now so far behind that it's going to be a struggle to gain a foothold 
> in the new market. And as cheap mobile chips get more and more powerful, we 
> can expect more and more companies to put them into low-end laptop and 
> desktop computers, eroding demand for Intel's more expensive and power-hungry 
> chips.
> 
> Chipmakers are doing to Intel what Intel once did to Digital Equipment 
> Corporation
> 
> Ironically, Intel is now suffering the same fate that it inflicted on an 
> earlier generation of computing innovators three decades ago. In the 1980s, 
> there was a thriving community of "minicomputer" makers led by a company 
> called the Digital Equipment Corporation.
> 
> These washing machine–size minicomputers were only "mini" compared to the 
> room-size mainframe computers that preceded them, and they cost tens of 
> thousands of dollars.
> 
> Early PCs based on Intel chips were referred to as microcomputers, and 
> companies like DEC dismissed them as toys. They did this for exactly the same 
> reasons Intel dismissed the mobile market — selling a $2,000 PC was a lot 
> less profitable than selling a $50,000 minicomputer, and DEC didn't expect 
> PCs to be a big enough market to be worth the effort.
> 
> Of course, that turned out to be totally wrong. The PC market turned out to 
> be vastly larger than the minicomputer market, just as the mobile market is 
> now much larger than the PC market. But by the time this became clear, it was 
> too late. DEC and most of its peers were forced out of business by the end of 
> the 1990s.
> 
> 
> 
> Sumber:
> 
> http://www.vox.com/2016/4/20/11463818/intel-iphone-mobile-revolution
> 
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