Intel的競爭企業：向業界領導者的挑戰

The competitive landscape for Intel is changing with its expansion into emerging form factors and markets, such as UMPCs/MIDs- a move that is being prompted by the decline of the desktop PC market. The silicon giant now finds itself battling with new competitors, such as ARM and VIA in the low-power, emerging form factors and consumer electronics space, as well as with more traditional competitors, such as AMD and IBM. This report examines all of these competitors and comes to the conclusion that while Intel is well-positioned owing to its strengths in microprocessors and chipsets, as well as R&D and manufacturing, it will face some interesting and competitive years ahead. In-Stat also believes that mounting costs and competitive pressures and an emphasis on systems, software, and services will cause IBM to eventually exit the semiconductor manufacturing business.

• Details on each competitor' s strategies and competitive advantages
• SWOT Analyses for Intel and each of the primary competing companies
• Comparative analysis of each company' s strategy, product lines, product roadmap, and prospects with those of Intel
• Comprehensive tables, offering a one-stop mechanism for locating the parts offered in each competitor' s product lines in addition to their respective parameters

• Executive Summary
• Introduction
• AMD
  • Company Overview
  • Strategy
  • Current Product Offerings
    • Current Technology
    • Current Product Lines
  • Product Roadmap
  • Production Capacity
    • Internal Production Capacity
    • Foundry Production Capacity
  • Other Products
    • Graphics
    • Chipsets
  • Intel Versus AMD Analysis Summary
  • In-Stat' s View
• IBM
  • Company Overview
  • Strategy
  • Current Products
  • Product Roadmap
  • Production Capacity
  • Other Products
    • ASICS
    • Systems
    • Cell
  • Intel Versus IBM Analysis Summary
  • In-Stat' s View
• VIA
  • Company Overview
  • Strategic Focus
  • Current Products
  • Product Roadmap
  • Foundry Capacity
  • Intel Versus VIA Analysis Summary
  • In-Stat' s View
• ARM
  • Company Overview
  • Strategic Focus
  • Current Products
  • Intel Versus ARM Analysis Summary
  • In-Stat' s View
• NVIDIA
• Broadcom
• Conclusions
• Related In-Stat Reports

• Table 1. AMD' s Desktop Microprocessor Products
• Table 2. AMD' s Notebook PC Microprocessor Products
• Table 3. AMD Server and Workstation Microprocessor Products
• Table 4. AMD Embedded Systems Microprocessors
• Table 5. Chartered Wafers Shipped (Including SMP) in Thousands of 200mm-Equivalent Wafers
• Table 6. Chartered Capacity per Fab (Thousands of 200mm-Equivalent Wafers)
• Table 7. Comparison of IBM' s POWER6 Microprocessor to Intel Xeon Microprocessors
• Table 8. Some Configurations of IBM BladeCenter Blades Tested by SPEC.org
• Table 9. IBM' s POWER Product Lines
• Table 10. IBM' s PowerPC Product Lines
• Table 11. VIA C7-D, C7-M, and C7-M ULV Microprocessors
• Table 12. VIA Eden and CoreFusion Microprocessors
• Table 13. VIA' s C3 and C3-M Microprocessors
• Table 14. ARM7 Processor Cores
• Table 15. ARM9 and ARM9E Processor Cores
• Table 16. ARM10E Processor Cores
• Table 17. ARM11 Processor Cores
• Table 18. ARM Cortex-A8 and Cortex-A9 (MP and Single) Processor Cores

• Figure 1. CPU Landscape Including Intel, AMD, IBM, VIA, and ARM
• Figure 2. Better by Design Labels for AMD Systems Versus Intel System Labels
• Figure 3. Internal Resources Associated With the AMD Microarchitecture and Socket F (1207)
• Figure 4. AMD Phenom Quad-Core Microprocessor (Socket AM2+)
• Figure 5. AMD Mobile Microprocessor Socket S1 (Turion and Athlon)
• Figure 6. Quad-Core AMD Opteron Microprocessor, Socket F (1207)
• Figure 7. Dual-Core AMD Opteron, AM2 and Socket F (1207)
• Figure 8. AMD' s Performance Consumer Desktop PC Microprocessor Public Product Roadmap
• Figure 9. AMD' s Mainstream Consumer Desktop PC Microprocessor Public Product Roadmap
• Figure 10. AMD' s Notebook PC Microprocessor Public Product Roadmap
• Figure 11. AMD' s Mainstream Commercial PC Microprocessor Public Product Roadmap
• Figure 12. AMD' s Servers and Workstations Microprocessor Public Product Roadmap
• Figure 13. POWER5 and POWER6 Microprocessors
• Figure 14. IBM' s ASIC Product Roadmap
• Figure 15. Example of a Possible Four-Core Configuration of ARM Cortex-A9 Processor Cores
• Figure 16. In-Stat' s SWOT Analysis of Intel
• Figure 17. In-Stat' s SWOT Analysis of AMD
• Figure 18. In-Stat' s SWOT Analysis of IBM
• Figure 19. In-Stat' s SWOT Analysis of VIA Technologies
• Figure 20. In-Stat' s SWOT Analysis of ARM