Earlier, Intel Corporation released Q2 financial report for fiscal year 2014. In the quarter, revenue was 13.8 billion U.S. dollars, a year-on-year increase of 8%, operating profit of 3.8 billion U.S. dollars, net profit of 2.8 billion U.S. dollars, and net profit increased by 40% year-on-year. 45%. The haze of the quarter before IntelQ2 was swept away has exceeded market expectations.

The data was excellent. The reporter carefully searched for clues about mobile devices. The result was contrary to the overall trend:

Mobile and communications revenues were US$51 million, a decrease of 67% from the previous quarter and a decrease of 83% from the same period last year. Worse than the first quarter.

Although Intel’s big business is not afraid that this part of the business will be a drag on the company’s performance, but in view of the current flat-panel market growth slowing trend, this loss is still somewhat inevitable.

Take the earnings report of Apple and Samsung, leaders of the tablet market.

Apple’s financial report in the second quarter of fiscal year 2014, disclosed in April, indicated that the revenue for the quarter was US$45.6 billion, slightly higher than the industry’s previous estimate of US$43.5 billion. In the same period last year, revenue was 43.6 billion U.S. dollars. According to historical data records, Apple's 2014Q2 revenue fell by 21% compared to 2014Q1 revenue, and was 5% higher than Q2 revenue in 2013. Among them, iPad and iPod sales are significantly reduced

On July 8, Samsung announced its second-quarter earnings report for 2014. The financial report showed that Samsung’s revenue was US$51.4 billion in the second quarter of June, with a profit of US$7.1 billion. The earnings of Samsung’s financial report are not only lower than the same period of last year, but also lower than the previous quarter. One of the important reasons for the analysis is the slump in the tablet market. Samsung said that the tablet market is sluggish because the tablet has a longer replacement cycle than smartphones, and the replacement rate of mobile phones is about 2-3 years. In addition, Samsung also pointed out that the flocking of 5-6-inch smartphones also affected the market demand for 7-8-inch tablets.

The earlier NPD report from market research institutes also showed that the shipment of tablet display panels reached only 24,200,000 units in April 2014, a decrease of approximately 4% from the 25.3 million units in the same period in 2013. Allegedly, this is the first time in the history of the Tablet PC market, the year-on-year decline in shipments.

In this environment, regardless of Intel's ambitions for the shipment of tablet devices this year, it is still very difficult to achieve.

But what will happen later?

Since Intel is starting with low-cost, high-performance tablets, this will be an opportunity. However, will this market change in the second half of the year?

In fact, the tablet computer also has the characteristics of mobile phones, computers and other electronic products, that is, the trend of low prices. The international brand factory and the Chinese mainland brand factory have introduced this market one after another, making the industry enter the industrial structure of competitive pricing, and also causing certain exclusion to the Baipai tablet computer factory. Intel's little friend Ruixin Micro will not be safe.

From this point of view, if Intel wants to develop on mobile devices, of course, there are opportunities and strengths, but it also depends on the time before Intel can persist in the flat-panel market.