An yi biliyoyin daloli kuma an yi hasarar a wannan makon yayin da babban wasan karta na fasaha ya zo ƙarshe. Apple da Qualcomm ranar Talata
A cikin dogon lokaci, duk da haka, yarjejeniyar na iya yin tasiri mafi girma ga kamfanin da ba shi da hannu kai tsaye a cikin tattaunawar. Intel 'yan sa'o'i bayan sanarwar Apple da Qualcomm
"Muna farin ciki game da alkawarin 5G da kuma juyin halittar sabis na sadarwar girgije, amma ya bayyana a fili a cikin kasuwancin modem na wayar salula cewa babu wata hanya madaidaiciya don samun riba ko tasiri mai kyau," in ji shugaban Intel Bob Swan a cikin jawabinsa. Wall Street ya yi maraba da shawarar Intel saboda zai ba wa kamfanin damar mai da hankali kan kasuwancin guntu na x86 mafi riba.
"Intel ya zama kamfanin da ya fi mayar da hankali kuma wannan shawarar tana wakiltar tsarin da ya dace," in ji masanin masana'antar semiconductor David Kanter na Real World Insights. Ya kuma lura cewa a karkashin jagorancin da ya gabata, kamfanin ya gwammace ya zuba jari na tsawon shekaru a cikin ayyukan da ba a yi nasara ba, duk da rashin amfani.
A watan da ya gabata, masanin guntu Joseph Moore na Morgan Stanley ya fada a cikin wani shafi cewa ya yi imanin Bob Swan ya fi ladabtarwa fiye da shugabannin Intel na baya, wanda a ƙarshe zai haifar da hauhawar farashin hannun jari. Ficewar Intel daga kasuwancin modem na 5G ya tabbatar da labarin. “Wannan ita ce shawarar kasuwanci da ta dace; kasancewar sun yi hakan cikin sauri ya gaya mini cewa za su ci gaba da yanke shawara mai kyau kuma za su kasance da ladabtarwa fiye da yadda suke yi a baya,” in ji Mista Moore a ranar Alhamis. Kyakkyawan halayen kasuwa, a ra'ayinsa, zai gamsar da su game da daidaiton wannan shugabanci. Joseph Moore yanzu yana darajar hannun jarin Intel akan $ 64 akan ainihin ƙimar $ 58,49.
Wataƙila babbar tambayar da ba a amsa ba ita ce: wa ya fara wannan: Apple ko Intel? Duk kamfanonin biyu sun ki yin tsokaci ko bayar da karin haske kan lamarin. Wani manazarci New Street Research Pierre Ferragu ya yi imanin cewa kamfanonin biyu ne ke da alhakin ƙarshen haɗin gwiwa: “Idan ma’aurata suka rabu, shin shi ko ita ke da laifi? Kadan daga duka biyun.”
Ko menene dalili, Mista Ferragu yana da kyakkyawan fata game da makomar Intel. Ya yi hasashen cewa a cikin shekaru biyu mai kera na'urar na iya kara yawan kuɗaɗen kuɗi na kyauta na shekara zuwa dala biliyan 20 a shekara (kamfanin ya yi hasashen dala biliyan 16 a wannan shekara). Ya yi imanin cewa watsi da Intel na kasuwancin modem zai haifar da dala biliyan 1 a cikin ajiyar kuɗi, fiye da dala biliyan 1 zai adana saboda yuwuwar rage yawan kudaden da ba na kasuwanci ba, da kuma dala biliyan 2 ta hanyar rage yawan kudaden da ake kashewa.
Koyaya, tsammanin Intel ba mara gajimare ba ne. Babban kasuwancin masana'anta yana fuskantar sake dawowar AMD kuma da alama Intel zai iya rasa kason kasuwa saboda fitar da karin gasa na 7nm Zen 2 a wannan shekara. Amma yanzu Intel zai iya mai da hankali sosai ga ainihin kasuwancinsa kuma ya yanke shawarar yanke shawara na kudi. Wannan, a fili, yana faranta wa masu hannun jarin kamfani dadi.
source: 3dnews.ru