- Ke kaupaona nei nā mea waiwai o Pascal GPU i ka noi, akā e hoʻi ka mākeke i ka ulu ikaika ma ka hopena o kēia hapaha.
- ʻAʻohe hilinaʻi o NVIDIA e pili ana i nā manaʻo koke o ka mākeke server, no laila ke pale nei ka ʻoihana mai ka hana ʻana i nā wānana makahiki no kēia manawa.
- E hoʻohana kēlā me kēia kahua pāʻani i ka ray tracing i ka wā e hiki mai ana
- ʻAʻole manaʻo ke kaʻina hana ʻenehana hou; ʻAʻole wikiwiki ʻo NVIDIA e hoʻololi i 7 nm
Loaʻa iā NVIDIA i nā hopena o ka hapaha mua o ka makahiki kālā 2020, i pau i kāna kalena ma ʻApelila 28, 2019. ʻO nā hōʻailona kālā koʻikoʻi o ka hui no ka manawa i hui pū ʻia me nā manaʻolana o nā mea loiloi a i ʻole i ʻoi aku ka maikaʻi ma mua o ka wānana. ʻOi aku ka maikaʻi o ka māhele pāʻani ma mua o ka mea i manaʻo ʻia, e like me ka ʻāpana automotive, akā ʻoi aku ka maikaʻi o nā mea hana a me nā huahana no nā kikowaena data ma mua o ka manaʻo o nā loea kūʻokoʻa.
ʻO ka huina kālā o NVIDIA no ka manawa i hōʻea i $ 2,22 biliona, ʻo ia ka 1% kiʻekiʻe ma mua o ka hopena o ka hapaha mua, akā ʻo 31% ka liʻiliʻi ma mua o ka loaʻa kālā i ka manawa like i ka makahiki i hala. Ke manaʻo ʻia nei ka hopena "kiʻekiʻe" - i hoʻokahi makahiki i hala aku nei ua hoʻoholo ʻia ka loaʻa kālā o ka hui e ka boom cryptocurrency, akā i kona ʻano maʻemaʻe i kēia manawa ke ʻike wale nei i ka nele o ka loaʻa kālā o $289 miliona mai ke kūʻai ʻana i nā hoʻonā mining kūikawā. kūʻai pololei ʻia ma ka māhele OEM.
Loaʻa nā loaʻa mai ke kūʻai aku o nā mea hana kiʻi i $ 2,02 biliona, ʻo ia ka 91% o ka huina. Ma ka makahiki-ma-makahiki, he 27% ka emi ʻana, akā ma ke kumu kaʻina he piʻi o 1%. Ua wehewehe ʻo CFO Colette Kress i ka emi ʻana o ka loaʻa kālā mai ke kūʻai aku ʻana i nā mea hana kiʻi kiʻi ma muli o nā ʻano i ʻike ʻia ma nā ʻāpana pāʻani a me nā kikowaena, a me ke kumu "cryptocurrency".
Eia naʻe, ʻaʻole pono ʻoe e noʻonoʻo he hewa nā mea āpau me ka hoʻokō ʻana i nā GPU pāʻani. ʻOiaʻiʻo, ʻike ka ʻoihana pāʻani holoʻokoʻa i ka emi ʻana o ka loaʻa kālā i $ 1,05 biliona (i lalo o 39% makahiki-ma-makahiki), akā ma ke kumu hoʻohālikelike ua ulu ka loaʻa kālā ma 11%. ʻO ia hoʻi, i ka hapaha mua, kūʻai aku ʻo NVIDIA i nā mea hana kiʻi liʻiliʻi a me nā kaʻina hana Tegra no nā ʻoliʻoli pāʻani, akā ʻo ka mea mua ma muli o ka overstocking o nā hale kūʻai ma hope o ka boom cryptocurrency, a ʻo ka lua ma muli o nā phenomena seasonal. Akā, wehewehe ʻo NVIDIA i ka piʻi ʻana o ka loaʻa kālā mai ke kūʻai aku ʻana i nā huahana pāʻani ma kahi hoʻohālikelike hoʻohālikelike ʻelua e ka hoʻomaikaʻi ʻana i ke kūlana me nā koena Pascal a me ka kaulana kaulana o Turing.
Ma keʻano laulā, koi ʻo NVIDIA CEO Jen-Hsun Huang e hana wikiwiki i nā manaʻo e pili ana i nā kumu o ka overstocking o nā hale kūʻai. ʻO nā hoʻonā kiʻi Turing, ʻōlelo ʻo ia, ʻoi aku ka maikaʻi o ke kūʻai aku ʻana ma mua o nā huahana Pascal generation ma kahi pae hoʻohālikelike o ka pōʻai ola. ʻO nā mea a pau i hōʻiliʻili ʻia i loko o nā hale kūʻai e pili pono ana i ka hoʻolālā Pascal mua. I kēia manawa, ʻaʻole i hiki i NVIDIA ke hoʻomaʻamaʻa piha i ke kūlana me ka waihona, akā manaʻo ia e hana i kēia ma ka huli ʻana o ka lua a me ke kolu o ka makahiki kālā.
I ka nīnau ʻana e pili ana i nā kumu o ka emi ʻana o ka loaʻa kālā mai 64,5% a i 58,4%, ua ʻōlelo ʻo CFO o NVIDIA i nā palena haʻahaʻa i ka māhele pāʻani a me ka hoʻololi ʻana i nā kumu koi e like me nā kumu nui i hoʻopau i ka loaʻa kālā. Eia nō naʻe, ma ke kaʻina hana, ua hoʻonui ʻia ka nui o ka loaʻa kālā ma ka 3,7 pakeneka ma muli o ka nele o nā kākau ʻana ma ka māhele kikowaena. Ma ke ala, ʻaʻole kōkua nui kēia iā ia, akā e kamaʻilio mākou e pili ana i ia ma lalo.
ʻAʻole i hōʻike ʻia ka ulu ʻana o ka ʻāpana kikowaena
No laila, ʻaʻole i ʻoi aku ka loaʻa kālā o NVIDIA ma ka ʻāpana o nā ʻāpana kikowaena data ma mua o $ 634 miliona, ʻo ia ka 10% ka liʻiliʻi ma mua o ka manawa like i ka makahiki i hala, a ʻo 6% ʻoi aku ka nui o ka loaʻa kālā o ka hapaha mua. ʻO ka ʻoiaʻiʻo, ʻo ka hāʻule o ka loaʻa kālā i hoʻopau wale ʻia e ka noi no nā ʻāpana i hoʻohana ʻia i nā ʻōnaehana naʻauao artificial hiki ke hana i nā hopena kūpono. ʻO ke poʻo o NVIDIA i ʻōlelo pinepine i kēia pōʻaiapili i nā hoʻokō hou o Google a me Microsoft i nā ʻenehana o ka unuhi mīkini like ʻole, ka ʻike ʻōlelo a me ka synthesis. Eia naʻe, ʻo nā ʻelele ʻelua o ka hui i komo i ka ʻaha kūkā hōʻike i hoʻokaʻawale i nā pilikia o ka mākeke server ma ke ʻano he manawa pōkole, e hōʻike ana i nā manaʻo nui no nā huahana NVIDIA i nā makahiki e hiki mai ana. Ke manaʻoʻiʻo nei ʻo Jensen Huang ʻo ka ulu ʻana o ka ʻoihana i ka wā e hiki mai ana e hoʻoholo ʻia e nā kumu ʻekolu: ray tracing i nā pāʻani, ka hoʻomohala ʻana o ka ʻāpana kikowaena a me ka holomua i ke kahua o ka robotics, e komo pū ana me "autopilot".
Ma ka pōʻaiapili hope, ua ʻōlelo ʻia ʻo nā kaʻa kaʻa kaʻa ʻo "ka piko o ka iceberg" o kahi mākeke robotics nui aʻe e uhi ai i nā ʻāpana logistic, automation ʻoihana, a me ka mahiʻai. I kēia manawa, haʻaheo ʻo NVIDIA e hoʻomaka ana nā ʻauhau robotic e hana i nā makahiki ʻelua e hiki mai ana, a ʻo ka hapa nui o nā papahana koʻikoʻi e hoʻohana i nā ʻāpana mai kāna hana. Eia kekahi, ma waena o nā hoa hana kaʻa, ʻo ke poʻo o NVIDIA i ʻōlelo pinepine ʻia ʻo Toyota, e helu ana i ka uhi mākeke nui me nā ʻōnaehana kōkua hoʻokele o nā pae like ʻole o ka autonomy.
Ma ka māhele kikowaena, ma waena o nā mea ʻē aʻe, ke koho nei ʻo NVIDIA i ka hoʻomohala ʻana o ka paepae ao a me nā hua o ka ʻaelike me Mellanox, e hōʻike ana iā lākou iho i ka māhele supercomputer. I ka lua o ka hapaha, akā naʻe, ʻaʻole manaʻo ʻo NVIDIA i kahi hoʻihoʻi nui i ka mākeke server. E like me ka wehewehe ʻana o ke poʻo o ka ʻoihana, ma ke kahua o ka pāʻani ʻana i ke ao, manaʻo ʻo NVIDIA e hoʻokokoke i ka uhi o ka lehulehu i loaʻa i ka māhele PC me ka hoʻohana ʻana i nā hāmeʻa kiʻi kiʻi GeForce. ʻO ka manaʻo o ka ulu ʻana o ka lehulehu ma ʻaneʻi ua manaʻo ʻia ma kahi piliona mea hoʻohana hou.
I ka wā e hiki mai ana Ke hoʻāʻo nei ʻo NVIDIA e nānā mamao loa
ʻO kahi hoʻololi hoihoi i ke kulekele hōʻike hapaha makahiki ʻo ka hōʻole ʻana o NVIDIA e hoʻonui mau i kāna wānana kālā no ka makahiki. I kēia manawa, ʻo ka "horizon hoʻolālā" kiʻekiʻe loa ma ke kahua ākea ka poloka kokoke loa. I ka lua o ka hapaha o ka fiscal 2020, ka mea i hoʻomaka mua, ke manaʻo nei ka ʻoihana e hoʻonui i ka loaʻa kālā o $ 2,55 biliona, me nā palena kālā e manaʻo ʻia e hāʻule i loko o ka pae o 58,7% a 59,7%. E hoʻonui ʻia nā lilo hana i $ 985 miliona. I ka hapaha i hala, ma ke ala, ua ulu pū lākou, ma muli o nā pūʻulu uku - ke hoʻomau nei ka ʻoihana i kāna mau limahana a me ka uku. Ke piʻi aʻe nei kekahi mau kumukūʻai hana.
Pono ke kaʻina hana
I ka pau ʻana o ka nīnau a me ka pane pane, ua nīnau ʻia ka luna hoʻokele o NVIDIA inā hiki iā ia, ma ke ʻano laulā, kaʻana like i kāna mau hoʻolālā no ka haku ʻana i ka ʻenehana kaʻina hana 7-nm a hoʻokuʻu i nā huahana pili i kēia makahiki. Ua hoʻi ʻo Jensen Huang me ka kānalua ʻole e kūkākūkā i ka thesis i haʻi mua ʻia ʻo ke kaʻina hana ʻenehana ʻaʻole i manaʻo i kekahi mea, a ʻo kekahi neʻe ʻenehana o nā huahana pono e ʻāpono ʻia. Wahi a ia, ʻoi aku ka maikaʻi o nā makana NVIDIA i kēia manawa, i hana ʻia me ka hoʻohana ʻana i ka ʻenehana 12nm, ma mua o nā huahana 7nm o ka mea hoʻokūkū ma ka hana a me ka ikaika o ka ikehu.
ʻO ka pōmaikaʻi o NVIDIA, ʻōlelo ʻo ia, ʻo kāna hui pū ʻana me TSMC i ka hoʻomohala ʻana i nā huahana e hana ʻia e like me nā kūlana lithographic hou. Ua ʻōlelo ʻo Jensen Huang ʻaʻole kūʻai ʻo NVIDIA i kahi kaʻina hana ʻenehana i mākaukau ʻia mai TSMC, e like me ka hana a nā mea hoʻokūkū, akā hoʻololi maoli ia i nā hiʻohiʻona o kāna huahana ponoʻī. Eia kekahi, hiki i nā ʻenekini NVIDIA, e like me ke poʻo o ka ʻoihana, hiki ke hoʻolālā i nā hale kiʻi e hōʻike ana i ka ikaika o ka ikehu kiʻekiʻe, me ka ʻole o ka ʻenehana i hoʻohana ʻia.
ʻO ka pane mua o ka mākeke kūʻai i ka hoʻolaha ʻana i nā hōʻike i kēlā me kēia hapaha, ʻo ia ka piʻi ʻana o ka waiwai mākeke o nā ʻāpana o ka hui, akā i kēia manawa ua emi mai ka 6% a i ka 2%. ʻO ka mea mahalo, i ka manawa like, ua hoʻoikaika pū ʻia nā ʻāpana o ka hui hoʻokūkū AMD e kekahi mau pakeneka. Eia nō naʻe, ma muli o ka hopena o ka mākeke i nā ʻōlelo a ke poʻo o ka hui i hana ʻia i ka wā o ka hālāwai makahiki o nā mea kuleana. Ua paʻi ʻia ka hoʻopaʻa ʻana o ka hanana i ke ahiahi o nehinei.
Source: 3dnews.ru