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高通淡看蘋(píng)果三星專(zhuān)利之爭(zhēng)

高通淡看蘋(píng)果三星專(zhuān)利之爭(zhēng)

Michal Lev-Ram 2012-09-04
蘋(píng)果和三星的專(zhuān)利糾紛鬧得沸沸揚(yáng)揚(yáng),但芯片制造商高通卻處之泰然,它的大量專(zhuān)利糾紛早在幾年前就已經(jīng)了結(jié)。如今,它正期待著從移動(dòng)行業(yè)的增長(zhǎng)中獲得跨越式的發(fā)展。

????就在移動(dòng)行業(yè)很多公司仍在試圖弄清蘋(píng)果(Apple)-三星(Samsung)世紀(jì)宣判的影響時(shí),至少有一家行業(yè)巨頭——高通(Qualcomm)信心滿(mǎn)滿(mǎn),相信判決結(jié)果不會(huì)波及它的業(yè)務(wù)。這家總部位于圣迭戈的公司制作的芯片在數(shù)百款不同型號(hào)的智能手機(jī)中都能看到,只要這個(gè)行業(yè)整體繼續(xù)增長(zhǎng),高通就將繼續(xù)增長(zhǎng)。當(dāng)然,這家移動(dòng)芯片制造商自身對(duì)于專(zhuān)利侵權(quán)訴訟并不陌生(這或許就是為什么它很高興在一旁靜觀蘋(píng)果-三星爭(zhēng)端的發(fā)展)。2008年高通了結(jié)了與諾基亞(Nokia)之間持續(xù)多年的訴訟拉鋸戰(zhàn),如今兩家公司已經(jīng)建立了緊密的合作關(guān)系——事實(shí)上高通為所有的微軟(Microsoft)Windows Phone智能手機(jī)提供芯片,包括諾基亞Lumia系列手機(jī)。很多的谷歌(Google)安卓(Android)智能手機(jī)和一些蘋(píng)果產(chǎn)品上也能找到高通芯片。日前我們采訪到了高通首席執(zhí)行官保羅?雅各布,聽(tīng)聽(tīng)他是怎么看待蘋(píng)果-三星里程碑式的判決、即將發(fā)布的Windows 8手機(jī),以及他打算怎么做,來(lái)激起消費(fèi)者對(duì)于他們智能手機(jī)中芯片的期盼。

????《財(cái)富》雜志(FORTUNE):蘋(píng)果-三星的判決對(duì)于即將推出的Windows 8手機(jī)有何影響,對(duì)高通有何影響?

????雅各布:我不想太多地涉入法律問(wèn)題,但過(guò)去我們也經(jīng)歷過(guò)一些這樣的事情。2005年我接手高通時(shí),我們一下子遭到很多人起訴,包括現(xiàn)在已經(jīng)成為我們合作伙伴的諾基亞?,F(xiàn)實(shí)狀況是初審判決后,往往會(huì)有漫長(zhǎng)的上訴。但從我們的觀點(diǎn)來(lái)看,這看上去不會(huì)對(duì)芯片業(yè)務(wù)有多少影響。這項(xiàng)判決基本上都是關(guān)于較老款的手機(jī),不是較新的產(chǎn)品。當(dāng)然,我們會(huì)幫助我們的合作伙伴渡過(guò)難關(guān),我們肯定不想看到這個(gè)行業(yè)變得這么熱衷訴訟,希望能繼續(xù)走下去。至于它對(duì)Windows 8的影響,我真的很難評(píng)判。

????能講講現(xiàn)在高通與諾基亞的關(guān)系嗎?你們相處得融洽嗎?

????雅各布:2008年我們與諾基亞簽署了一項(xiàng)協(xié)議,因此這都過(guò)去了?,F(xiàn)在,我們與諾基亞在產(chǎn)品設(shè)計(jì)方面的合作相當(dāng)緊密。我們幫助他們推出新的手機(jī)。起初這是一項(xiàng)全新的合作關(guān)系,斯蒂芬?埃洛普(諾基亞首席執(zhí)行官)上任后決定全力推動(dòng)Windows Phone系列手機(jī),這一合作大大加速。諾基亞在圣迭戈也設(shè)有機(jī)構(gòu),我們同他們?cè)谑サ旰头姨m的人員都合作得相當(dāng)緊密。這是非常好的合作關(guān)系,而且相當(dāng)友好。我們?yōu)樗械腖umia系列手機(jī)提供芯片——所有的Windows手機(jī)都采用高通芯片。這是因?yàn)槲④浽O(shè)計(jì)Windows Phone時(shí)就進(jìn)行了參考硬件設(shè)計(jì),并表示將依托于此硬件進(jìn)行優(yōu)化。

????英特爾(Intel)呢?他們?cè)谝苿?dòng)領(lǐng)域有多款發(fā)布——你怎么看待他們的努力?

????雅各布:迄今為止他們所做的還只是試水。他們與幾家公司合作,并為一些設(shè)計(jì)提供資金。他們將這些設(shè)計(jì)推入市場(chǎng),但賣(mài)得不是很好。他們將繼續(xù)推出下一個(gè),再下一個(gè)芯片。他們?nèi)缃裼懻摰淖畲髢?yōu)勢(shì)是他們擁有制造優(yōu)勢(shì)。英特爾發(fā)布的聲明似乎認(rèn)為這個(gè)行業(yè)將止步不前,未來(lái)他們將取得領(lǐng)先,但事情不會(huì)這樣發(fā)展。ARM (高通采用的競(jìng)爭(zhēng)性移動(dòng)芯片架構(gòu))更高效??梢哉f(shuō)我們?cè)诰w管上一直存在不足,但就整個(gè)系統(tǒng)而言擁有能耗優(yōu)勢(shì)。因此,我認(rèn)為這種競(jìng)爭(zhēng)將繼續(xù)下去。

????很多其他的競(jìng)爭(zhēng)對(duì)手也獲得了ARM授權(quán),你們?nèi)绾螌?shí)現(xiàn)差異化,同時(shí)與制造商合作幫助、它們實(shí)現(xiàn)差異化?

????雅各布:我們有ARM的指令集授權(quán),但自行設(shè)計(jì)微處理器。因此,我們比其他公司都領(lǐng)先一步。我們領(lǐng)先于ARM所做的事情,因?yàn)槲覀兎浅?zhuān)注于移動(dòng)領(lǐng)域。

????While much of the mobile industry is still reeling from last week's Apple-Samsung verdict, at least one wireless giant—Qualcomm—is confident the outcome won't hurt its business. The San Diego-based company's chips are found in hundreds of different smartphone models, and as long as the industry as a whole continues to grow, Qualcomm (QCOM) will keep growing too. Of course, the wireless chipmaker is no stranger to its own patent infringement lawsuits (which is probably why it's happy to watch this one unfold from the sidelines). Qualcomm resolved its long-standing legal battle with Nokia (NOK) back in 2008, and now the two companies have a tight partnership -- in fact, Qualcomm powers all Microsoft (MSFT) Windows Phone smartphones, including Nokia's Lumia line of devices. Its chips are also found in many Google (GOOG) Android smartphones and some Apple (AAPL) products. We caught up with Qualcomm CEO Paul Jacobs to get his take on last week's monumental verdict, upcoming Windows 8 devices and how he plans to get consumers psyched about the chips inside their smartphone.

????FORTUNE: What implications does the Apple-Samsung verdict have for upcoming Windows 8 phones, and for you?

????Jacobs: I don't want to get too much into the legal issues, but we've been through a few of these things in the past. When I took over in 2005 we got sued by a whole bunch of people all at once, including Nokia, who are now friends of ours. What happens is there's a big appeals process that always plays out so first that has to happen. But from our point of view it doesn't look like there's much impact on the chip business. This is mostly about older phones, not newer products. Of course we help our partners out, and we definitely want to see the industry not be so litigious and move forward. In terms of its impact on Windows 8, that's really hard for me to tell.

????Describe the relationship you have today with Nokia. You get along now?

????Jacobs: We signed a deal with them in 2008 so that's in the past. We work really closely with them on the product design side. We help them bring new phones out. In the beginning it was a brand new relationship but it really accelerated after Stephen [Elop, CEO of Nokia] came in and decided to go full force on Windows Phone. They have a facility in San Diego and we work with those guys and people in Finland really closely. It's a very good relationship and very friendly. We are on all the Lumia phones -- all of the Windows phones are Qualcomm-based. That's because when Microsoft did Windows Phone they made a reference hardware design and said that this is the hardware it will be optimized for.

????What about Intel? They've made a few announcements in the mobile space -- what do you think of their efforts?

????Jacobs: What they've done so far is really just dipped their toes in the water. They worked with a few companies and funded some designs. They brought them out to the market and they really didn't sell very well. They'll keep bringing out the next chip and the next chip. The big thing they're talking about now is having a manufacturing advantage. When Intel's making these statements they're looking at it like the industry will stay in the same space and they'll get the lead, but that's not the way it will play out. ARM [a competing mobile chip architecture, used by Qualcomm] is more efficient. We've always had a transistor disadvantage so to speak but the whole system together has a power advantage. So I think that will continue.

????Given that there are so many other competitors that license from ARM how do you differentiate and work with your manufacturers to help them differentiate?

????Jacobs: We license the instruction set from ARM but we actually design the microprocessor ourselves. What that allows us to do is get a jump on the other companies. We're ahead on what ARM's doing because we're so focused on mobile.

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