He mau piliona kālā i loaʻa a nalowale i kēia pule i ka pau ʻana o ka pāʻani poker nui loa o ka ʻenehana. Apple a me Qualcomm i ka Poalua , i hiki i ka ʻaelike laikini patent ʻeono makahiki a me kahi kuʻikahi makahiki he nui no Qualcomm e hoʻolako i nā chips kamaʻilio iā Apple. Ua hoʻopau ʻo Qualcomm i ka pule me ka loaʻa ʻana o 40%. Ua pōmaikaʻi ʻo Apple, me kāna mau ʻāpana he 2,5% no ka pule.
I ka wā lōʻihi, akā naʻe, hiki i ka ʻaelike ke loaʻa ka hopena nui loa i ka hui ʻaʻole i pili pono i nā kūkākūkā. Intel i kekahi mau hola ma hope o ka hoʻolaha ʻana o Apple a me Qualcomm e pili ana i ka haʻalele ʻana i ka ʻoihana modem 5G. ʻO ka mea kupanaha, piʻi aʻe nā māhele Intel i 3,7% i ka pule hoʻokahi. No nā makahiki, ua paʻakikī ʻo Intel i ka ulu ʻana i kāna ʻoihana modem uila, e hoʻokomo pū ana me kāna PC a me nā ʻohana kaʻina hana. Akā ʻoiai ʻo ia ka mea hoʻolako hoʻokahi o nā modem no ka Apple iPhone, ʻaʻole i loaʻa kālā nui ʻo Intel mai ka ʻoihana modem (ʻo ia hoʻi, ʻo ia kekahi o nā kumu i hana ai i ka hemahema o ka 14nm CPU).
"ʻOliʻoli mākou i ka ʻōlelo hoʻohiki o 5G a me ka hoʻomohala ʻana o nā lawelawe ʻoihana kapuaʻi, akā ua maopopo i ka ʻoihana modem smartphone ʻaʻohe ala maopopo i ka loaʻa kālā a i ʻole ka hopena maikaʻi," i kākau ai ka luna nui o Intel Bob Swan ma kahi haʻiʻōlelo. Ua hoʻokipa ʻo Wall Street i ka manaʻo o Intel no ka mea e ʻae ia i ka ʻoihana e nānā i kāna ʻoihana chip x86 ʻoi aku ka maikaʻi.
"Ua lilo ʻo Intel i ʻoihana koʻikoʻi a ʻo kēia hoʻoholo e hōʻike ana i kahi ala hoʻopaʻi ʻoi aku ka maikaʻi," wahi a David Kanter, ka mea loiloi ʻoihana semiconductor o Real World Insights. Ua ʻike pū ʻo ia ma lalo o ke alakaʻi mua ʻana, ua makemake ka ʻoihana e hoʻopukapuka kālā no nā makahiki i nā papahana i kūleʻa ʻole ʻia, ʻoiai ʻo ka mea lapuwale.
I ka mahina i hala aku nei, ua ʻōlelo ʻo chip analyst Joseph Moore o Morgan Stanley i loko o kahi kolamu e manaʻoʻiʻo ʻo ia ʻoi aku ka hoʻopaʻi ʻana o Bob Swan ma mua o nā alakaʻi Intel ma mua, e alakaʻi i nā kumukūʻai kiʻekiʻe. Ua hōʻoia ka puka ʻana o Intel mai ka ʻoihana modem 5G i ka thesis. “ʻO kēia ka hoʻoholo pāʻoihana kūpono; ʻo ka ʻoiaʻiʻo o kā lākou hana wikiwiki e haʻi mai iaʻu e hoʻomau lākou i ka hoʻoholo maikaʻi ʻana a ʻoi aku ka hoʻopaʻi ʻana ma mua o ka wā ma mua, "wahi a Mr. Moore i ka Pōʻalima. ʻO ka hopena mākeke maikaʻi, i kona manaʻo, e hōʻoiaʻiʻo iā lākou i ka pololei o kēia kuhikuhi. Ua manaʻo ʻo Joseph Moore i nā ʻāpana Intel ma $ 64 me ka helu maoli o $ 58,49.
ʻO ka nīnau nui loa i pane ʻole ʻia: ʻo wai ka mea i hoʻomaka i kēia: Apple a i ʻole Intel? Ua hōʻole nā hui ʻelua e ʻōlelo a hāʻawi i ka wehewehe ʻana i ka mea. Manaʻo ʻo New Street Research ʻo Pierre Ferragu ka hewa o nā hui ʻelua no ka pau ʻana o ka hui ʻana: "I ka wā e hemo ai kahi kāne, ʻo ia paha ka hewa? ʻO kahi liʻiliʻi o nā mea ʻelua.
ʻO kēlā me kēia kumu, manaʻo maikaʻi ʻo Mr. Ferragu e pili ana i ka wā e hiki mai ana o Intel. Ua wānana ʻo ia i loko o ʻelua mau makahiki hiki i ka mea hana chip ke hoʻonui i kāna kahe kālā manuahi makahiki i $ 20 biliona i ka makahiki (ua wānana ka hui i $ 16 biliona i kēia makahiki). Manaʻo ʻo ia ʻo ka haʻalele ʻana o Intel i ka ʻoihana modem e loaʻa i ka $ 1 biliona ma ke kālā, ʻoi aku ma mua o $ 1 biliona e mālama ai ma muli o ka hiki ke hoʻemi ʻia o nā lilo kumu ʻole o kāna ʻoihana, a me $ 2 biliona ma ka hōʻemi ʻana i nā lilo kālā.
Eia nō naʻe, ʻaʻole kapuaʻi nā manaʻo o Intel. Ke kū nei ka ʻoihana koʻikoʻi o ka mea hana i ke ala hou ʻana o AMD a e nalowale paha ʻo Intel i ka māhele mākeke ma muli o ka hoʻokuʻu ʻana o nā mea hoʻokūkū 7nm Zen 2 i kēia makahiki. Akā i kēia manawa hiki iā Intel ke nānā pono i kāna ʻoihana koʻikoʻi a hoʻoholo i nā hoʻoholo kālā. ʻO kēia, he mea ʻoluʻolu i nā mea kuleana o ka hui.
Source: 3dnews.ru