Masu sharhi suna da kwarin gwiwa cewa a cikin shekaru masu zuwa NVIDIA za ta zarce masu fafatawa da tazara mai fadi

Sakamakon kwata-kwata na kasafin kudi na karshe bai yi nasara sosai ga NVIDIA ba, kuma gudanarwa a taron bayar da rahoto sau da yawa ana yin la'akari da rarar abubuwan sabar uwar garken da aka samar a bara da kuma karancin bukatar kayayyakinta a kasar Sin, inda bisa ga sakamakon da aka samu. shekarar da ta gabata kamfanin ya samar da kashi 24% na jimlar kudaden shiga ciki har da Hong Kong. Af, irin waɗannan matsalolin ba su keɓance ga NVIDIA ba, tunda a lokacin rahoton abubuwan da suka faru duka Intel da wasu kamfanoni sun koka game da raunin buƙatu a China da jajircewar kasuwar uwar garke. Tashin hankalin masu saka hannun jari ya karu ne kawai bayan NVIDIA's CFO ya ƙi sabunta hasashen kuzarin kudaden shiga na duk shekarar kalanda ta 2019 kuma ya fitar da hasashen kawai na kwata mai zuwa.

Cowen manazarta, kamar yadda albarkatun bayanin kula Barron ta, sun tabbata cewa matsalolin da NVIDIA ke fuskanta na ɗan lokaci ne. Kamfanin yana da kyakkyawar damar kasuwa, wanda aka nuna a cikin samuwar manyan na'urorin sarrafa kwamfuta da faffadan yanayin muhallin software. NVIDIA ta sami nasarar ƙirƙirar, yayin da masana ke ci gaba, ɗayan mafi ƙarfi a tsaye a cikin masana'antar, wanda ke rufe wasan caca, uwar garken da sassan motoci. Wannan tushe, a cewar ƙwararrun Cowen, zai ba NVIDIA damar yin fice sosai ga masu fafatawa da yawa dangane da haɓakar kudaden shiga a shekaru masu zuwa.

Yawanci, Cowen yana yin fare kan sanarwar wasu sabbin samfuran NVIDIA, waɗanda za su gudana tsakanin Fabrairu 2020 da Janairu 2021. A cewar su, farkon waɗannan sabbin samfuran za su ba da damar NVIDIA ta haɓaka kudaden shiga a cikin sashin uwar garken da kashi 40%. Mutum yana samun ra'ayi cewa muna magana ne game da sanarwar da aka dade ana tattaunawa game da masu haɓaka lissafi tare da sabon gine-gine - mai yiwuwa mai ɗauke da alamar "Ampere".

Bugu da ƙari, a cikin ƴan shekaru masu zuwa, NVIDIA za ta iya ƙara yawan kudaden shiga a cikin sashin uwar garke ta kashi biyu-biyu a kowace shekara, kamar yadda masana Cowen suka gamsu. Hasashen farashin kasuwar hannayen jarin kamfanin ya tashi zuwa dala 195, wanda ya kai kusan kashi 30% sama da adadin da aka yi a yanzu.

source: 3dnews.ru