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“三星并购AMD”?今年最无厘头的传闻
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Topic: “三星并购AMD”?今年最无厘头的传闻 (Read 347 times)
Jackson86
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“三星并购AMD”?今年最无厘头的传闻
April 01, 2015, 09:48:25 AM
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近期,有关芯片行业并购整合的传闻不断,其中以三星并购AMD和英特尔收购Altera最为引人关注。就像我们之前曾经撰文分析的,如果英特尔并购Altera还有些许理由的话,那么三星并购AMD就是个彻彻底底的无厘头。原因何在?
熟悉AMD的人知道,其主营业务是在传统的PC、服务器、HPC(高性能计算)等主要基于x86架构的领域,而在这个领域中其最大或者说惟一的对手就是英特尔。经过长期的博弈,如今的AMD在上述三个市场已经全线败溃,其残留的所谓市场份额充其量是充当英特尔免予反垄断调查的陪衬(有的领域的市场份额仅在3%左右),因为按照英特尔的实力,将AMD完全逐出上述三个主要市场是举手之劳。所以不要误以为AMD在上述三个市场还有一定的市场份额并创造着微薄的营收和利润就证明AMD的实力。这也意味着外界猜测的三星通过并购AMD所谓进入x86市场挑战英特尔或者寻找新的业务增长点的意图是不可能实现的。重要的是,传统PC市场在智能手机和平板电脑的冲击下日渐萎缩,这让英特尔在加快创新步伐的同时,让对手趁虚而入的机会更是渺茫。
其次是业内所言的并购AMD之后,三星可以增强其在GPU上的能力,毕竟之前AMD通过并购ATI成为在PC市场最大的独立显卡厂商。尽管如此,从PC显卡的出货量和市场份额看,其与英特尔也有着巨大差距。例如在去年的第四季度中,AMD的显卡市场份额仅为13.61%,同比下滑3.7%,低于NVIDIA(英伟达)的15%,与英特尔71.39%相比,更是小巫见大巫。所以三星并购AMD要想在PC市场中的显卡领域有所建树的话,最大的槛还是英特尔。至于说到能给三星在移动GPU上带来多大助力,我们首先要说的PC中的显卡与移动(例如智能手机)中的GPU完全不是一个概念,另外在移动GPU领域,主要的玩家是高通、ARM和Imagination,三星完全可以授权的方式获得,何必为此要并购AMD呢?况且AMD的GPU压根就没有出现在移动设备中,这点还不如接近自己在PC领域显卡的主要对手NVIDIA,至少人家的Tegra系列还被应用在了某些厂商的手机上。
虽然AMD这两年也在进行所谓的转型,并开始研发ARM和x86融合架构芯片,例如Project SkyBridge项目,以期在移动市场有所斩获。但从技术角度看,Project SkyBridge项目并不是要将两种不同的架构真正融合在一起,而是芯片插座的针脚部分实现两种处理器彼此兼容。简单的说,就是当用户够买了 Project SkyBridge 项目的主板,既可以使用 ARM 的 CPU,也可用替换成 x86 APU。我们不知道这其中的技术门槛和实际商用价值有多大,只是从技术角度看,涉及到x86架构,AMD这个所谓融合芯片就至少有一半的功能和机制不会显现出任何优势(有英特尔在),而剩下的一半功能和价值,与AMR传统阵营中的高通、三星、联发科相比又能剩下几何呢?当然,AMD还有专门针对x86的新的Zen架构和针对ARM架构的K12,但具体细节仍未披露,至于何时能够上市,恐怕最早也是明年的事情了,但根据以往AMD总是延期的习惯看,待真正上市之后,本就领先的对手进展到了那一步?届时这些产品是否已经过时?总之充满了变数。关键是研发需要资金的支持,但从最新的统计看,AMD投入的研发已经创下了近十年来的新低,这也让业内质疑,AMD新的计划能否按时和保质的完成。
当然,AMD在研发投入的大幅缩减,与其业绩表现不无关系。例如在过去的2014年第四季度中,AMD营收仅为12.4亿美元,经营亏损3.3亿美元,净亏损3.64亿美元,季度末总负债22.1亿美元。而从去年全年看,其营业额为55.1亿美元,经营亏损1.55亿美元,净亏损4.03亿美元。可以说,AMD的业绩表现并不理想。加之三星去年也经历了营收和利润的大幅下滑,这个时候再并购一个亏损及负债的AMD,只能是雪上加霜。
最后就是业内所言的三星并购AMD可能获得的专利价值及所谓的人才。众所周知,成长于PC产业中的AMD,其更多专利来自于与PC相关的技术,这在当时PC占据行业主导之时尚有价值,但在智能手机和平板电脑大行其道的移动互联网占主导的今天,相信AMD绝大部分的专利是没有价值,或者说至少价值是大幅缩水的,而所谓真正有价值的专利,与英特尔相比又相形见绌了。至于人才,自从AMD陷入困境后,各大公司包括苹果、高通已经从AMD挖走了大量人才,三星也早将AMD在奥斯丁的CPU团队包下,其中大部分是芯片架构设计师。由此不难看出,现在的AMD在专利和人才上早已今非昔比。
综合上述分析,无论是从创新、技术、市场、营收等层面,并购AMD均不会给三星带来任何商业价值,剩下的惟有亏损的业绩和债务的拖累。
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