If you look at three of the key trends in the market that were apparent at CES in January, Intel and Qualcomm are well positioned both individually and together to address them. These trends include autonomous machines, gaming, and virtual environments.
Mr. Gelsinger also pushed for a renewed emphasis on collaborating with customers and the developer community. In terms of collaborating with customers, Intel is open to developing custom products, leveraging other processor architectures besides x86, and even allowing customers to leverage individual aspects of its accumulated manufacturing prowess, including semiconductor manufacturing and backend assembly and test.
To sum up a current view of Intel, it would be best to describe Intel as a company looking to provide the highest performing computing solutions that will power everything from PCs to the cloud going forward, while being the leader in semiconductor technology. And if you want another example of Mr. Gelsinger’s energy just watch the video of him doing jumping jacks and pushups prior to presenting at the Intel Innovation conference.
Additionally, the company is building on its leadership in automotive cellular modems by offering a complete automotive platform called the Digital Chassis, which includes the digital cockpit, infotainment, and ADAS/AV systems. The company has quickly become one of the leading contenders in supplying technology to the automotive market for future automotive platforms. According to Qualcomm, the company is working with every major OEM.
To sum up a view of Qualcomm, the company remains committed to being a leader in mobile and wireless technologies, but with everything becoming connected and intelligent, or what Tirias Research likes to call the Intelligence of Things, Qualcomm appears to be at the right place at the right time with the critical technologies to enable the wireless networks, infrastructure, and billions of connected devices.
Not all company leaders manage change effectively and not all leadership changes are effective. In these two cases, Intel and Qualcomm, the management changes were good for the companies and good for the industry in terms of driving innovation, co-operation, and competition.
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