Karancin na'urori na Intel ya fara ne a ƙarshen bazarar da ta gabata: girma da buƙatun fifiko ga masu sarrafawa don cibiyoyin bayanai sun haifar da ƙarancin kwakwalwan kwamfuta na 14-nm mabukaci. Matsalolin matsawa zuwa mafi ci gaba na 10nm da kuma yarjejeniya ta musamman tare da Apple don samar da modem na iPhone masu amfani da tsarin 14nm iri ɗaya sun ta'azzara matsalar.
A bara, Intel ya saka ƙarin dala biliyan 14 a cikin ƙarfinsa na 1nm kuma ya ce ya kamata a shawo kan ƙarancin nan da tsakiyar 2019. Koyaya, DigiTimes na Taiwan ya ruwaito a watan da ya gabata cewa ƙarancin kwakwalwan Intel na iya yin ta'azzara a cikin kwata na biyu na wannan shekara saboda karuwar buƙatun Chromebooks da kwamfutoci masu rahusa. Karancin ya zama ciwon kai ga Intel, amma kuma yana haifar da matsala ga sauran kamfanonin fasaha. Tushen Montley Fool ya bayyana yadda matsalar ke shafar HP, Microsoft da Apple.
HP
Kamfanin ya ci gaba da haɓaka tallace-tallace na PC yayin da abokan hamayyarsa ke raguwa saboda cikakken kasuwa, dogon zagayowar sabuntawa da gasa daga na'urorin hannu. HP ya sami shahara tare da sabbin kwamfutoci masu tsayi da masu iya canzawa, yayin da yake riƙe matsayi mai ƙarfi a cikin kasuwar tebur tare da tsarin wasan Omen.
Kwata na ƙarshe, kashi biyu bisa uku na kudaden shiga na HP sun fito ne daga PC ɗinta da sashin wuraren aiki. Koyaya, rabon ya nuna karuwar tallace-tallace kashi 2 ne kawai a cikin kwata na farko na 2019 idan aka kwatanta da shekara guda da ta gabata. Jigilar kwamfutar tafi-da-gidanka ta HP ta ragu da kashi 1% sama da shekara kuma jigilar kayayyaki ta tebur ta ragu da kashi 8%, amma HP ta daidaita hakan tare da farashi mafi girma. A lokaci guda, kamfanin ya sami karuwar kudaden shiga mai lamba biyu a cikin 2018.
HP tana danganta raunin siyar da PC ɗin ta ga ƙarancin na'urori masu sarrafawa na Intel. Yayin kiran taron samun kuɗi, CFO Steve Fieler ya ce ƙarancin CPU zai ci gaba a farkon rabin 2019, sannan wasu haɓakawa. Wataƙila wannan hasashen yana dogara ne akan sanarwar Intel, don haka HP na iya fuskantar ƙalubale mafi girma idan na'urar ta kasa cika alkawuran ta.
Microsoft
Microsoft da Intel sun kasance amintattu amintattu, suna mulkin kasuwar PC a cikin ƙulla da ake kira Wintel. Amma a cikin 'yan shekarun nan, Microsoft yana ƙoƙarin rage dogaro da na'urori masu sarrafa Intel x86 ta hanyar fitar da ingantattun nau'ikan samfuran software na ARM, gami da Windows da Office.
Rahoton samun kuɗin shiga na farkon kwata na Microsoft ya nuna cewa wannan dabara ce ta dogon lokaci. Gajimarensa, wasan kwaikwayo da rarrabuwar kayan masarufi ya ga girma mai ƙarfi, amma kudaden shiga daga siyar da lasisin Windows zuwa OEMs ya ƙi 5% sama da shekara (sayar da lasisin OEM mara sana'a ya faɗi 11% kuma tallace-tallacen lasisin ya faɗi 2%).
A lokacin sabon kiran samun kuɗin shiga, babban software na CFO Amy Hood shima ya danganta raguwar jinkirin isar da kayan sarrafawa ga abokan aikin OEM, wanda ya tabbatar da zama wani abu mara kyau ga yanayin yanayin PC mai lafiya. Microsoft yana tsammanin ƙarancin guntu zai ƙare har zuwa kwata na rahoton rahotonsa na uku, wanda zai ƙare 30 ga Yuni.
apple
Bayan ta'azzara takaddamar shari'a tare da Qualcomm, Apple ya fara dogaro na musamman akan modem na Intel a cikin sabbin iPhones. Koyaya, wannan canjin yana cutar da kamfanin Cupertino a yankuna biyu: modem ɗin 4G na Intel ba su da sauri kamar na Qualcomm, kuma Intel ba zai saki nau'in 2020G ba har zuwa 5. A lokaci guda, na'urorin farko masu sanye da modem na Qualcomm Snapdragon X50 5G sun riga sun shiga kasuwa.
Wannan yana nufin iPhones 5G na farko na Apple yakamata su zo shekara ɗaya ko fiye a bayan manyan masu fafatawa a Android. Kuma wannan yana ɗaukar farashi mai daraja, wanda ba a so ga giant Apple. Af, Intel yana da rashin tabbas da yawa a yanzu, tare da manazarta daga UBS da Cowen kwanan nan sun yi gargaɗin cewa mai ƙila ba zai saki modem ɗin sa na 5G nan da 2020 ba (ko kuma ya sake shi da ƙarancin isa ga iPhone).
Intel, duk da haka, ya musanta waɗannan jita-jita, kodayake matsalolin samar da su a baya ba sa kwarin gwiwa. Ba abin mamaki bane cewa Huawei ya riga ya yi tayin taimakawa Apple. Na karshen, duk da haka, zai gwammace yanke shawarar binne hatchet tare da Qualcomm.
Bugu da kari, DigiTimes ya ba da rahoton cewa Intel har yanzu ba ta iya cika adadin da ake buƙata na na'urorin sarrafa Amber Lake da ake amfani da su a cikin Apple MacBook Air ba. Karancin na iya yin mummunan tasiri kan tallace-tallacen Mac na Apple, wanda ya tashi da kashi 9% a kwata na ƙarshe saboda sakin sabon MacBook Air da Mac mini.
Gabaɗaya, matsalolin da ke tattare da samar da na'urori na Intel suna yaduwa a cikin kasuwannin fasaha, kuma masu zuba jari suna ƙoƙarin tantance girman lalacewar masana'antun hardware da software. Ƙila ƙarancin ba zai haifar da lahani na dogon lokaci ga HP, Microsoft ko Apple ba, amma yana iya kawo cikas ga ci gaban ɗan lokaci na waɗannan ƙwararrun masu fasaha. Amma ga AMD, wannan yanayin kamar kyauta ne daga sama, kuma kamfanin yana ƙoƙarin yin amfani da shi sosai.
source: 3dnews.ru