An ƙaddamar da bincike da yawa ga tasirin masu sarrafa Ryzen akan ayyukan kuɗi na AMD da kasuwar sa. A cikin kasuwar Jamus, alal misali, na'urori masu sarrafa AMD bayan fitowar samfura tare da tsarin gine-gine na farko na Zen sun sami damar mamaye aƙalla 50-60% na kasuwa, idan muna bin kididdigar ƙididdiga daga sanannen kantin sayar da kan layi Mindfactory.de. An ambaci wannan gaskiyar a cikin gabatarwar hukuma na AMD, kuma gudanarwar AMD a kai a kai yana tunatar da mu a cikin abubuwan da suka faru na jigo waɗanda masu sarrafa Ryzen ke kula da matsayinsu a cikin manyan mashahuran na'urori guda goma a kan rukunin yanar gizon Amazon.
An gudanar da irin wannan binciken kwanan nan ta daya daga cikin shagunan Japan, wanda kuma ya nuna karuwar sha'awar kayayyakin AMD a kasuwannin gida. A kan sikelin duniya, komai bai fito fili ba, amma tare da sakin 7-nm EPYC na'urori masu sarrafawa na ƙarni na Rome a tsakiyar wannan shekara, AMD da kanta tana tsammanin ƙarfafa matsayinta sosai a ɓangaren sabar - har zuwa kusan 10% , ko da yake a bara rabon kayayyakin wannan alamar ya kai kashi kaɗan.
Hukumomin nazari IDC da Gartner, a wani bincike na baya-bayan nan kan kasuwar PC ta duniya, sun cimma matsayar cewa a cikin kwata na farko na wannan shekara, AMD ta yi nasarar murkushe kayayyakin Intel da muhimmanci a bangaren kwamfutar tafi-da-gidanka da ke tafiyar da tsarin Google Chrome OS. An bayyana hakan ne ta hanyar ci gaba da ƙarancin na'urorin sarrafa Intel marasa tsada, waɗanda ake kera su ta amfani da fasahar 14 nm. Ya fi riba ga kamfani don samar da samfurori tare da ƙarin ƙima, sabili da haka ɓangaren Chromebook da son rai ya canza zuwa na'urori na AMD. Abin farin ciki, kamfanin na ƙarshe da kansa ya ba da gudummawa ga bayyanar da daidaitattun nau'ikan kwamfutocin hannu a kasuwa.
AMD da ci gaban riba: shine mafi kyawun bayan mu?
Duk rahotannin kwata-kwata na AMD da gabatar da masu saka hannun jari sun ƙunshi nassoshi ga ci gaban samun ci gaba tun farkon farkon masu sarrafa Ryzen na farko. An sauƙaƙe wannan ta hanyar ingantaccen tsarin faɗaɗa kewayon samfuran Ryzen a cikin shekarar farko ta kasancewarsu a kasuwa. Da farko, na'urori masu tsada sun bayyana, sannan masu araha sun fito. Ba da daɗewa ba AMD ya sami damar karya ko da, kuma haɓakar matsakaicin farashin siyar da na'urori ya ba shi damar haɓaka ribar riba akai-akai. Misali, a karshen shekarar da ta gabata ya karu daga 34% zuwa 39%.
Don haka, kamfanin yana ƙoƙarin kiyaye manufofinsa na haɓaka ribar riba. Gaskiya ne, wasu ƙwararrun masana sun yi imanin cewa a cikin rabin na biyu na shekara wannan za a ƙaddamar da shi ne ta hanyar haɓaka na'urori masu sarrafawa na uwar garke, tun da yuwuwar haɓakar farashi ga masu sarrafa masu amfani da AMD ya kusan ƙarewa. Aƙalla, manazarta Susquehanna suna tsammanin matsakaicin farashin siyar da masu sarrafa Ryzen zai ragu da 1,9%, daga $209 zuwa $207. Haɓaka kudaden shiga na kamfanin a wannan yanki yanzu zai tabbatar da karuwar adadin tallace-tallacen na'ura.
A ra'ayi , Rabon masu sarrafawa na AMD a cikin sashin tebur a cikin kwata na farko ba zai wuce 15% ba, amma ana tsara sauye-sauye masu kyau don rabin na biyu na shekara da ke da alaƙa da fitowar farko na ƙarni na uku na 7-nm Ryzen masu sarrafawa.
Nasarar AMD a cikin sashin kwamfutar tafi-da-gidanka
A cikin sashin PC ta hannu, ci gaban AMD a cikin kwata na farko yana da ban sha'awa, a cewar ƙwararrun Susquehanna. A cikin kwata ɗaya kawai, kamfanin ya sami damar ƙarfafa matsayinsa daga 7,8% zuwa 11,7%. A cikin ɓangaren kwamfyutocin da ke gudanar da Google Chrome OS, rabon AMD ya ƙaru daga kusan sifili zuwa 8%. A karshen shekarar da ta gabata, kamfanin ya mamaye ba fiye da kashi 5% na kasuwar sarrafa kwamfyutan kwamfyuta ba; a wannan shekara, yayin da yake rike matsayinsa a kashi 11,7%, zai iya haɓaka tallace-tallace na masu sarrafa wayar hannu daga miliyan 8 zuwa raka'a miliyan 19. kuma wannan karuwa ce mai ban sha'awa! Yawancin sabbin kwamfutoci a halin yanzu ana siyar su kwamfyutocin kwamfyutoci ne, don haka irin wannan kuzarin a cikin wannan sashin na iya haɓaka matsayin kuɗin AMD sosai.
Intel na iya zama garkuwa ga manufofin farashin sa
Kwararru daga IDC da Gartner suna tsammanin zuwa ƙarshen kwata na farko, buƙatun kwamfutoci da aka gama a duk duniya za su ragu da kashi 4,6%. Idan irin wannan motsin ya ci gaba har zuwa ƙarshen shekara, to a cikin kasuwa mai raguwa, Intel zai fara amfani da hanyar da aka saba da ita na haɓaka kudaden shiga ta hanyar haɓaka matsakaicin farashin siyarwa. Idan ka kalli rahoton Intel na 2018, ya zama cewa adadin tallace-tallace na samfuran don sashin tebur ya ragu da 6%, kuma matsakaicin farashin siyarwa ya karu da 11%. A cikin sashin kwamfutar tafi-da-gidanka, adadin tallace-tallace ya karu da 4%, kuma matsakaicin farashin ya karu da 3%.
Duk da haka, Intel yana ƙoƙari na shekaru da yawa don rage dogaro da siyar da kayan masarufi na kwamfutoci na sirri, kuma kasuwar waɗannan abubuwan na ci gaba da raguwa, don haka kamfanin zai iya samun ribar da aka saba samu kawai ta hanyar haɓaka matsakaicin farashin. Misali, a kai a kai ana fitar da samfuran sarrafawa masu tsada don yan wasa da masu sha'awar sha'awa. Suna ci gaba da nuna tsayayyiyar buƙatu don abubuwan da suka dace, yayin da yawancin masu amfani ba sa buƙatar kwamfutar tebur ko kwamfutar tafi-da-gidanka a zamanin yaduwar wayoyi.
Matsalar ita ce samfuran Intel na yanzu ba za su iya nuna gagarumin ci gaba a cikin aikin ba idan aka yi la'akari da jinkirin sakin na'urori na 10nm har zuwa faduwar wannan shekara, yayin da AMD na iya samun sabbin samfuran 7nm tare da gine-ginen Zen 2 a tsakiyar shekara. Haka kuma, har yanzu Intel bai nuna wata bayyananniyar niyya don canja wurin na'urorin sarrafa tebur zuwa fasahar 10nm ba, yana ambaton a cikin wannan mahallin kawai na'urorin sarrafa wayar hannu ko uwar garken. A rabin na biyu na shekara, lokacin da na'urori masu sarrafawa na 7nm suka bayyana a kasuwa, kuma fasahar sarrafa 10nm ba ta isa ba, Intel ba zai kasance cikin yanayin da zai iya ci gaba da haɓaka farashin kayayyakinsa ba.
Babu canji a gaban graphics
Manazarta sun ce bukatar kwamfutocin caca sun karu a cikin kwata na farko saboda sakin sabbin wasanni. Yanzu, kusan kashi 33% na sabbin kwamfutocin tebur suna da ingantaccen bayani mai hoto. Rabon tsarin wasan caca a cikin sashin tebur ya karu sama da kwata daga 20% zuwa 25%. Da alama ana ƙirƙirar yanayi masu kyau don AMD a cikin kasuwar zane-zane, amma 76% na NVIDIA ne ke sarrafa shi, don haka yuwuwar inganta ayyukan kuɗi na AMD a wannan ma'ana ba ta da girma sosai. Har yanzu, ingantacciyar haɓakar buƙatun katunan bidiyo zai taimaka wa kamfanin shawo kan sakamakon haɓakar cryptographic, wanda ya bar masu haɓaka GPU tare da manyan abubuwan ƙirƙira na samfuran da aka gama.
Masanan Jefferies sun kuma inganta hasashen farashin hannayen jarin AMD daga dala 30 zuwa dala 34, bisa la'akari da karfin sabbin na'urorin sarrafa kayayyaki na sarrafa kayayyakin gasa a sassan tebur da wayar hannu, da kuma uwar garken. An shirya kamfanin zai bayar da rahoton sakamakon kashi na farko a ranar 30 ga Afrilu, kwana guda kafin cika shekaru hamsin. Wataƙila kididdigar kwata na AMD za ta kasance tare da sharhi masu ban sha'awa daga gudanarwa.
source: 3dnews.ru