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Lenovo Snapdragon, including the Internet book, dual-CPU Dell laptop, Sharp MID nearly 30 models, including ARM "non-mobile" products have comesony vaio battery up with engineering samples of the cases, the mobile Internet era, Intel's most powerful rival - the cores of intellectual property rights (IP) supplier of ARM Inc., issued a "will to solve Intel's inability to solve the problem" a "declaration of war."

Heavyweights such as Lenovo and Dell's "rebellion", to the absolute superiority in the PC sector accounts for the formation of a major threat to Intel. In the mobile Internet terminal market, the whole industry chain, camp, or changes will occur.

ARM "bombarded" Intel Internet in this

November 23, 25 and 27, ARM's succession in Shanghai, Beijing, Shenzhen held a three games and licensing customers technical seminars. In the meantime, the company's founder and president of both Braun on the "Daily Economic News" said that although based on Intel Atom (Atom) chips, the Internet present to act as mobile Internet devices (MID) market, the current mainstream products in the form of a single However, ARM companies "access to the Internet in this current are very disappointed."

In the ARM's view, the price of more than 200 U.S. dollars, 3.5 hours battery life time is only about Intel online book, "is just a little less performance notebook almost nothing," did not meet the core needs of users MID - portable, cheap. Intel this "experimental nature of the product" is not enough to stir up the mobile Internet industry, the main source of future benefits a real outbreak.

"The Internet already is an Intel X86 architecture can be shown the best form of, X86, if placed on the Apple iPhoe or iTouch, it will overheat, and that two products are the choice of ARM". Du Braun told the "Daily Economic News."

Du Braun said: "compared to Intel Atom, ARM architecture to reduce the price of smart phone chips, and this is impossible Intel Architecture, because it is already accustomed to high-profit way, this is not a technical problem, but the business model of the problem. "

Du Braun introduced, ARM "to solve Intel failed to solve the problems" substantive progress will appear next year. The United States in January next year, the International Consumer Electronics Show (CES), the product form between PC and mobile phone between the ARM "non-mobile" products will be listed, these products can do more than 8 hours battery life, and the price of the below 200 U.S. dollars, including the ARM access to this.

Market cake: 1 billion to 1 billion / year

November 12, struggled for 30 years of PC industry, the old foes Intel and AMD, in the prior case of a sudden without any signs of a conference call to announce VGP-BPS8, VGP-BPS8A,  ,VGP-BPS8Ba settlement. Intel to AMD to pay 1.25 billion U.S. dollars to the cost, etc., in exchange for AMD to withdraw its previously put forward in the global scope of all litigation.

On the same day, in the Intel camp, grew up within the world's fourth largest PC maker Lenovo, the Chinese media confirms that it will launch products based on the ARM architecture news.

While these two events there is no necessary link between, but the PC era of the Intel camp impregnable, ARM is now beginning to be offensive, this is the fact that can not be ignored. Market competition, changes in the principal contradiction is, perhaps, Intel and AMD lead to reconciliation, one of the reasons.

Market research company founder Jack Gaud GoldAssociates Intel and AMD in the evaluation of the settlement, said, "After the settlement, Intel can focus on to meet the 'long-term threat', I mean the 'long-term threat', of course, is not AMD, but the ARM. "

As early as in 2007, PC industry "hegemony" was first introduced Intel's Mobile Internet Device MID (mobileinternetdevice) concept and released the Atom chip, its small, has long plotted to attack the mobile device market. In 2008, ARM announced the company will enter the small size of notebook market.

It is understood, ARM's revenue consists of two parts: First, to obtain its IP licensing the chip design companies to pay royalties; second silicon chip, the manufacturing company to pay royalties. This is the design, manufacture, packaging, testing, sales of both single-handedly to the IDM (IntegratedDevicdManufacturer vertically integrated manufacturing) companies on Intel in the different segments of the industry chain, there is no direct competition; from product form view, ARM has been specializing in products for small screen microprocessor, while Intel's area of the PC.

Both cross-business and competition from PC and mobile phone integration trend.

Du Braun on the "Daily Economic News" said that in the PC to the phone's Internet terminals where horizontal coordinates, PC industry in the form of three products the combined size of the market, shipments of 300 million years, ~ 400 million, the mobile phone industry the two products form the combined market size of annual shipments of 10 billion to 1.5 billion, while in the middle of the mobile Internet industry, market size, "(to ship) may be 100 million, it could be 1 billion . can not be bigger, will depend on the future of diversity in the terminal can not be done, could you like a cell phone so cheap. "

Camps fierce battle

Braun's words are all there are two key: the increase in product form and price levels decline.

In the PC era, Intel is able to control the whole industry chain, thanks to its form and software giant Microsoft, the interests of alliance. PC manufacturers to make more money or less, to a large extent subject to the "Wintel" combination.

The Mobile Internet for PC manufacturers offer another possibility. Internet giant Google created the Open Handset Alliance OHA (OpenHandsetAlliance) new ideas into the field after the operating system, PC manufacturers and mobile phone manufacturers has been based on different CPU (Intel or ARM) and different operating systems (Microsoft or Linux) the diversity of VGP-BPS9, , VGP-BPS9/B,  VGP-BPS9/S  ,VGP-BPS9A,  VGP-BPS9A/Bchoices. In these choices, "ARM + Google" than the "Intel + Microsoft" is obvi ously more open. The face of products in various forms and low-cost objectives, "open those" clearly than the "closed by" more easy to implement.

Either ARM or Intel, the ideal state are the absolute advantage in their respective fields from the rapid expansion of the mobile Internet field. In this regard, both Braun stressed and Intel are different authorized by ARM in the mobile Internet, as well as the victory of the other two business areas are growing is the camp. In other words, in terms of downstream firms, ARM is much more than Intel's easy to get along. But all Braun admits that far downstream for the user to change the habits are still groping, therefore, based on the ARM architecture for mobile Internet terminals, did not, as widely expected, as the time scale in the past year there.

But the reporter has learned that, as of now, Lenovo, and Shuo joint company, multiple terminal vendors ARMMID Engineering samples are available now, Dell and Lenovo have all made clear the ARM-to-market plans. According to Du Braun introduced the first Lenovo ARM includes a variety of MID, which has made clear is used a Qualcomm Snapdragon processor, the Internet present; while Dell's ARM product is a mixture of both Intel and ARMCPU notebook .

ARM will be available online next year, and Shuo union of the first Business Group General Manager Qiu Biao Sheng pointed out that for such a combined company, and Shuo terminal vendors, ARM advantages of the Internet, including the longer battery digital battery  life and faster startup and more friendly user interface, better industrial design and more cost-effective. Coupled with fewer parts and do not need to pay the operating system licensing fees, making the cost of the price significantly. InformationNetwork market research firm forecasts based on these factors, ARM access to this volume will be more than 2012 shipments of the Intel Internet.

Multiple indications that the upcoming meeting in December in Copenhagen, the world reached a new round of emissions reduction agreement seems not easy.

However, with the layout of the new Suntech factory in the United States, First Solar Inc. (First Solar) investment in China to build super-solar power station  battery for laptop and a series of major events from occurring, you can still glimpse a brand-new pattern: the Sino-US New Energy Company is fusion with each other, mutual penetration, is also a delight.

Yesterday, Barack Obama arrived in Beijing with the U.S. president's first president, Bo Song Si solar (Bruce Sohn) out for an hour, with the CBN's special circumstances surrounding the project done on China's exchanges.

With other Chinese PV companies, he is also looking forward to China to launch a reasonable photovoltaic electricity price in order to more clearly grasp the potential market in China to have much chance in the end.

CBN: this year, September 8, you announced the Ordos in Inner Mongolia set up a 2GW of solar power plants. By 2020, China is likely to be installed photovoltaic capacity is 10GW to 20GW, you can see this power plant scale. Do not know how the original and the Inner Mongolia Autonomous Region government to negotiate the deal?

Song Bo thinking: There are quite a few companies earlier this year by referral to the Inner Mongolia, the first solar energy is one of them. We mainly toshiba PA3191U-1BRS battery， toshiba PA3191U-2BRS battery， toshiba PA3191U-3BRS batteryintroduced to the local government of our manufacturing technology and other advantages, Inner Mongolia Autonomous Region government is very interested in each other both sides readily fitted.
CBN: Please talk about what the specific advantages?

Song Bo Si: the battery is different from the polysilicon line, we have to do with the cadmium telluride thin-film battery materials. This technique has several advantages: less carbon emissions, CO2 emissions per kilowatt-hour is only 15 grams; due to production process simple, we make the speed of the battery more quickly.

The battery materials into the device, about 2.5 hours will be able to produce a thin-film battery, this battery than the manufacture of polycrystalline silicon is several times faster on. The advantage of fast, lower cost and higher efficiency. At present, our cost of 0.85 U.S. dollars per watt, the cost per watt in 2014 up to 0.52 U.S. dollars to 0.63 U.S. dollars.
CBN: As far as I know, cadmium telluride is toxic.

Song Bo Si: We take this into account, so companies have a recovery policy. We will sales of some of the funds separately moved out and put aside to do backup. 20 years or 25 years later (thin-film battery life expiration), these funds will be used for recycling old batteries.

These batteries can be recycled for further decomposition (such as glass and metal separate separated), demolished separation of the glass will be further processed and packed in the new battery's surface, which is conducive to lower production costs.

CBN: I heard that there is a glass company in Shandong have been done to communicate with you, wish to participate in this project in Inner Mongolia. So whether the project will be more Chinese companies to participate?

Song Bo thinking: We are indeed and industry chain of the two Chinese companies to make contact. Companies are looking for China's power companies, EPC (Electric Power Engineering contracting) company to do co-operation. Although our own experience in Europe and the United States have EPC, but has not done, after all, the Chinese project, I would like to cooperate  toshiba PA3284U-1BRS battery，toshiba PA3285U-1BRS battery， toshiba PA3285U-2BRS batterywith their Chinese counterparts is the best way.

CBN: The company of Malaysia, Germany and the United States, three factories, and Malaysia's production capacity reached 848 MW, accounting for the company about 80% of capacity. Why did you have to consider in Malaysia instead of China?

Song Bo thinking: in 2006 we decided to set up factories in Malaysia. On the one hand because of the local environment, labor costs in line with our requirements, I also previously at Intel Corporation, Intel over there to have a relatively large plant, I personally more familiar with Malaysia's investment here.

In the future, Inner Mongolia, China battery components required for the project by the Malaysian plant will be shipped, we will, as appropriate, to see if further expansion in other Asian countries.

CBN: the whole project is divided into four construction in Inner Mongolia, from 2010 to 2019, and gradually to reach 2GW scale. Does this mean that you on the Chinese market is still waiting to see?

Song Bo thinking: We are still waiting for the Chinese Government has introduced a feed-price policy. It should be said, reasonable access to the Internet price battery808 to attract more investors and make long-term development industry as a whole. We do not know (the government) have any effect on this project to develop a separate Internet access tariff.

But for the Chinese market we are very confident. Inner Mongolia project is estimated to invest 40 billion or more, so we will not only use a great human and material resources to do it, the county and if the other projects in China have the opportunity (we) will also be actively involved. Today, we will set up two advisory committees, one of which is hoped to find an expert to help us see what the right opportunity to do more in China.