Alphabet wants to make its own smartphone chips — what in the world is the company thinking?

MarketWatch2021-08-04

It’s a big, and risky, bet. Apple did something similar and had a difficult transition (Photo credit should read Alain Jocard/AFP via Getty Images) Alphabet said Monday it will take its silicon ...

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Comments

MBE
2021-08-04
MBE
Bold step.
Alexyeo
2021-08-04
Alexyeo
.
Idl3mind
2021-08-04
Idl3mind
Like brothers
Idl3mind
2021-08-04
Idl3mind
Wow this is big step
Deelees
2021-08-04
Deelees
?
WangMeiLi
2021-08-04
WangMeiLi
Woww!!
- WangMeiLi:
  Yeaa, Will they success or fail like their GWS?
- MIe:
  Good move

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Apple did something similar and had a difficult transition\n(Photo credit should read Alain Jocard/AFP via Getty Images)\nAlphabet said Monday it will take its silicon ...</p>\n\n<a href=\"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOGL","symbol_name":"谷歌A","start_time":0,"source_url":"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page","article_id":"1135713978","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1135713978","pubTimestamp":1628056812,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"translate_title":"谷歌A想制造自己的智能手机芯片--这家公司到底在想什么？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9},"content_text":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit should read Alain Jocard/AFP via Getty Images)\nAlphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.\nThe company’s move creates as many questions as it does answers. 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Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.\nReturning us to the question: What in the world is Alphabet doing here, and does it make any sense?\nVertical integration\nThe short answer is yes, and no, but mostly no. At least for Alphabet.\nThe argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.\nFurthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.\nTo launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. 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brothers&nbsp;","listText":"Like brothers&nbsp;","text":"Like brothers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890005660","repostId":1135713978,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":890005114,"gmtCreate":1628064311738,"gmtModify":1703500528358,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":1,"idStr":"3568893769658331","authorIdStr":"3568893769658331"},"htmlText":"Wow this is big step&nbsp;","listText":"Wow this is big step&nbsp;","text":"Wow this is big 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Will they success or fail like their GWS?","text":"Yeaa, Will they success or fail like their GWS?","html":"Yeaa, Will they success or fail like their GWS?"},{"id":5422872,"gmtCreate":1628062911612,"gmtModify":1663231911527,"authorId":3577182936341023,"author":{"id":3577182936341023,"idStr":"3577182936341023","authorId":3577182936341023,"name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches 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