Ko kafin jawabin budewar AMD Shugaba Lisa Su a taron rahoton kwata-kwata, akwai , cewa farkon halarta na farko na 7nm EPYC Rome na'urori masu sarrafawa an shirya shi don Agusta 27th. Wannan kwanan wata ya yi daidai da jadawalin da aka sanar a baya, saboda a baya AMD ta yi alkawarin gabatar da sabbin na'urori na EPYC a cikin kwata na uku. Bugu da ƙari, Mataimakin Shugaban AMD Forrest Norrod zai yi magana a taron kayan aikin sadarwa na shekara-shekara na Jefferies da abubuwan more rayuwa a ranar XNUMX ga Agusta.
Da yake magana game da sababbin na'urori na EPYC na zamani, wakilan AMD sun jaddada cewa yawan abokan hulɗar da ke cikin shirye-shiryen wannan sanarwa ya karu sau hudu idan aka kwatanta da lokacin shirye-shiryen fara farawa na na'urori masu sarrafawa na Naples, kuma adadin dandamali da aka dogara da su ya juya. ya zama mai girma sau biyu. Kamfanin yana la'akari da babban farashin fadada na'urorin sarrafawa na Rome, amma har yanzu bai yi wani aiki ba don fayyace maƙasudin shawo kan mashaya 10% na kasuwar uwar garke, wanda ya saita kansa a bara. Bari mu tuna cewa a ƙarshen 2018, AMD ya kamata ya mamaye aƙalla 5% na kasuwar sarrafa uwar garken, kuma yana shirin ninka wannan adadi a cikin shekara ɗaya ko shekara da rabi. A wasu kalmomi, a ƙarshen wannan shekara ko tsakiyar na gaba, AMD ya kamata ya mamaye 10% na sashin, amma a cikin maganganun Lisa Su a taron rahoto na ƙarshe, an ji wasu taka tsantsan lokacin ƙoƙarin sabuntawa ko tabbatarwa. dacewa da wannan hasashen.
Har ila yau faɗakarwar haɓakar cryptocurrency tana lalata ƙididdiga
Komawa ga nazarin abubuwan da suka shafi gaba ɗaya na alamun kuɗi na AMD, yana da daraja ambaton tasirin "sakamakon babban tushe", wanda "factor na cryptocurrency" ya samu kan kudaden shiga a cikin kwata na biyu na bara. Idan a kwatankwacin jeri-jefi kudaden shiga na kamfanin a cikin kwata na karshe ya karu daga dala biliyan 1,3 zuwa dala biliyan 1,5 (da kashi 20%), to a kwatankwacin shekara-shekara ya ragu da kashi 13%. AMD CFO Devinder Kumar ya jaddada cewa irin wannan motsin ya faru ne saboda tasirin abubuwan cryptocurrency, kodayake a wannan shekara direban haɓakar kudaden shiga ya kasance babban mashahurin na'urori na Ryzen da EPYC. Irin wannan al'amari ya yi tasiri sosai ga haɓakar ribar riba daga 37% zuwa 41% a kwatanta shekara-shekara.
Idan a cikin ɓangaren zane-zane yana yiwuwa a yi magana game da tasiri mai tasiri na buƙatun na'urori masu sarrafawa akan yawan kudaden shiga na sashin, to, duk ya zo ga samfurori don amfani da uwar garke. Har ila yau, sun haɓaka matsakaicin farashin siyarwa, amma a cikin ɓangaren mabukaci yanayin farashin ya kasance mara kyau. Bari mu tuna cewa AMD's 7nm graphics mafita sun shiga kasuwa kawai a cikin kwata na uku; ba za su iya yin tasiri kan sakamakon kwata na biyu ba. Koyaya, a cikin kwatancen jeri, kudaden shiga na AMD a wannan sashin ya karu da 13% da farko saboda yawan tallace-tallace na masu sarrafa hoto. A cikin sharuddan zahiri, adadin tallace-tallace na GPU ya ƙaru da kashi biyu na lambobi.
Matsakaicin farashin siyar da CPUs na AMD ya ci gaba da hauhawa shekara-shekara, amma a bi-a-bi-da-kulli, aikin ya ragu saboda karuwar kason masu sarrafa wayar hannu, wanda matsakaicin farashin siyar da su ya yi kasa da na masu sarrafa tebur. Gabaɗaya, kamar yadda wakilan kamfani suka bayyana, a cikin kwata na biyu, tallace-tallace na masu sarrafa tebur a cikin yanayin jiki ya ƙi yayin da masu siye suka jinkirta sayayya a cikin tsammanin fitowar sabon ƙarni na samfuran 7-nm. Amma tallace-tallace na masu sarrafa wayar hannu kawai ya karu.
A cikin kwata na uku, bisa ga hasashen AMD, sashin PC zai zama madaidaicin kudaden shiga, sashin zane zai kasance a matsayi na biyu a mahimmanci, kuma sashin uwar garken zai rufe manyan abubuwa uku. Koyaya, a cikin kasuwar uwar garken ne abokan haɗin AMD zasu sami matsakaicin adadin sabbin samfuran a cikin rabin na biyu na shekara. Abokan ciniki suna daraja dandamalin uwar garken AMD ba kawai don babban aiki ba, har ma don tsadar mallakar mallaka. A saboda wannan dalili, kamar yadda Lisa Su ya bayyana, kamfanin ba ya jin tsoron mummunan ayyuka ta hanyar masu fafatawa dangane da manufofin farashi.
Zama Navi shine kawai mataki na farko
Hanyoyin zane-zane na ƙarni na Navi, kamar yadda shugaban kamfanin ya yarda, shine kawai mataki na farko don haɓaka gine-ginen RDNA, kuma AMD yana da "ƙarin matakai" a gaba a wannan hanya. Babban abu, a cewar Lisa Su, shine ikon AMD don sakin sabbin kayayyaki bisa ga jadawalin da aka sanar a baya, da kuma samar da aikin da bai yi ƙasa da matakin da aka alkawarta ba. AMD yana yin kyau tare da sakawa na Navi graphics mafita, a cewar shugaban kamfanin.
Lisa Su ba zai iya guje wa amsa tambayar game da yuwuwar sakin ƙirar ƙirar ƙirar flagship a cikin dangin Navi ba. Ta tabbatar da cewa irin waɗannan samfuran suna cikin shirye-shiryen kamfanin, kuma za a sake su "a cikin kwata na gaba." AMD ta gina babban fayil na samfuran 7nm, kuma kawai muna buƙatar jira su shiga kasuwa. A cikin rabin shekara na yanzu, kamfanin yana shirye don ƙarfafa matsayinsa a cikin sashin PC da kuma a cikin zane-zane da sassan uwar garke, kamar yadda Lisa Su ya kara da cewa.
Kayayyakin na yau da kullun suna yin mummunan tasiri ga hasashen shekara-shekara AMD
Duk da kyakkyawan fata na gabaɗaya da ke da alaƙa da ƙaddamar da samfuran samfuran 7nm masu yawa a cikin rabin na biyu na shekara, hasashen gaba ɗaya na 2019 ya yi la'akari da wani muhimmin abu mara kyau saboda yanayin yanayin yanayin kasuwar wasan bidiyo. Kayayyakin ƙarnin da suka gabata suna cikin ƙarancin buƙata yayin da sabbin na'urorin wasan bidiyo ke gabatowa, kuma wannan ba zai iya shafar kudaden shigar AMD na yanzu daga siyar da samfuran “al'ada”.
Dangane da sakamakon kwata na yanzu, kamfanin yana tsammanin haɓaka kudaden shiga da kashi 9% kowace shekara kuma da 18% a jere. A duk tsawon shekara, kudaden shiga na kamfanin zai karu da kusan 5-6%, amma idan muka ware samfuran "al'ada" daga wannan hasashen, zai girma da kashi 20%. Ribar riba na shekara ya kamata ya kai 42%; sauyi zuwa fasahar tsari na 7nm yana da tasiri mai mahimmanci wajen inganta wannan alamar, kamar yadda karuwar shaharar masu sarrafa Ryzen ke yi.
Baƙi na taron sun ba da kulawa ta musamman ga tattaunawa kan yarjejeniyar AMD-Samsung. Shugabar kamfanin na farko ya bayyana cewa, a wannan shekarar za ta samu kusan dala miliyan 100 daga Samsung, amma ba za ta sayar da wasu shirye-shiryen ci gaba ga abokan huldar Koriyar ba, har ma za ta dauki nauyin daidaita “sanin” ta ga bukatun wannan abokin ciniki. Haɗin gwiwa tare da Samsung ya mamaye ƙarni da yawa na gine-ginen zane-zane na AMD.
An kuma ambaci dangantakar AMD da abokan hulɗar Sinawa a taron bayar da rahoto. Kamfanonin Sin da ke cikin jerin takunkumi sun daina samun tallafin AMD, ba tare da wanda ba za su iya ci gaba da samar da na'urori masu sarrafa tebur da na'urorin sabar ba - muna magana ne game da clones masu lasisi na alamar Hygon, waɗanda ke amfani da gine-ginen ƙarni na farko na Zen tare da ƙari. ka'idojin boye bayanan kasar Sin na kasa. Wannan haramcin bai haifar da babbar illa ga kasafin kuɗi na AMD ba, tunda a wasu yankuna yanayin kuɗin shiga daga siyar da na'urori yana da kyau.
source: 3dnews.ru