During this time, Intel, Qualcomm and Nvidia, three technology giants, have successively voiced that they will gradually abandon their past partnerships and focus on developing their respective technologies and ecosystems, which has attracted widespread attention in the industry. As a global leader in the field of chips and graphics chips, their choices will undoubtedly have a profound impact on the entire technology industry chain.
According to public information, Intel is the world's largest chip manufacturer, and its x86 architecture CPUs account for more than 80% of the PC and server market.
Qualcomm is a leader in the field of mobile communications, and its mobile application processors have a market share of more than 75% in Android mobile phones. In addition, Nvidia has a near monopoly on the manufacture of independent graphics chips, and its GPU products have a pivotal position in gaming, workstations, data centers, and other fields.
It can be said that these three companies have a high degree of complementarity in technological innovation in the past, forming a benign cooperative relationship. Intel and Qualcomm have teamed up to collaborate on 5G and artificial intelligence chips; Intel has always relied on Nvidia's GPUs to enrich its product line; Qualcomm has also greatly improved the performance of its own mobile chips through the cooperation with NVIDIA on SoC chips.
However, in recent years, there has been fierce competition among companies for the market, and the partnership has gradually been challenged. In 2020, Intel suddenly announced that it would develop its own GPU to break NVIDIA's monopoly; Nvidia has also begun to get involved in the research and development of CPUs and AI chips, competing with Intel; Qualcomm has launched its own GPU, trying to build a comprehensive product matrix including CPU, GPU, and AI chips.
In today's fierce competition, the three giants seem to have chosen to "stand on their own" and abandon their past partnerships. Intel bore the brunt of the announcement that it would gradually reduce its dependence on competitors; followed by Nvidia, which began to vigorously integrate Arm architecture resources and made it clear that it wanted to break away from the Intel platform; Just a few days ago, Qualcomm's CEO also made it clear that the company will be "decoupled".
Coincidentally, just as the Big Three were "declaring war", the People's Daily commented that all parties should not abandon past cooperation, but should "abandon illusions, and it is not so simple to prepare for the tide of decoupling". This remark seems to call on the industry to put aside competition and jointly promote scientific and technological progress.
There are different views in the industry on the choice of giant companies. There is a view that competition between enterprises is conducive to breaking down technical barriers, which leads to more innovation; However, it is also pointed out that excessive competition may lead to duplicate construction and waste of resources, which is not conducive to the coordinated development of the entire industrial chain.
From another point of view, in today's increasingly complex external environment, whether science and technology enterprises can continue to maintain openness and cooperation is also related to the scientific and technological strength and industrial competitiveness of a country and even the whole world. If an important basic science and technology field is monopolized by a single company, it will inevitably form technical barriers to other participants.
So, at this watershed moment, tech giants need to choose carefully. Do they choose to compete with each other and stand on their own, or do they maintain a certain degree of cooperation to achieve win-win development? In any case, their choice will have a profound impact on the pattern of the world's science and technology industry. Let's wait and see how this "big show" will end.
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