{"id":34551,"date":"2019-10-31T21:58:59","date_gmt":"2019-10-31T18:58:59","guid":{"rendered":"https:\/\/prohoster.info\/blog\/hp-inc-ne-osobo-postradaet-esli-defitsit-protsessorov-intel-sohranitsya\/"},"modified":"2019-10-31T21:58:59","modified_gmt":"2019-10-31T18:58:59","slug":"hp-inc-ne-osobo-postradaet-esli-defitsit-protsessorov-intel-sohranitsya","status":"publish","type":"post","link":"https:\/\/prohoster.info\/hr\/blog\/news\/hp-inc-ne-osobo-postradaet-esli-defitsit-protsessorov-intel-sohranitsya","title":{"rendered":"HP Inc. ne\u0107e pretrpjeti zna\u010dajne gubitke ako se nedostatak Intelovih procesora nastavi.","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"<ul>\n<li>Prijelaz na Windows 10 omogu\u0107io je HP Inc. pove\u0107anje prihoda od prodaje ra\u010dunala u korporativnom segmentu za 7 posto, a ovaj faktor \u0107e se zadr\u017eati i u drugoj polovici godine.<\/li>\n<li>Nedostatak Intel procesora najte\u017ee je pogodio prodaju jeftinih prijenosnih ra\u010dunala, ali kompanija se sada vi\u0161e fokusira na promociju skupljih proizvoda.<\/li>\n<li>Nedostatak Intel procesora mogao bi se zadr\u017eati do kraja srpnja ili rujna, obje mogu\u0107nosti su mogu\u0107a.<\/li>\n<li>Kina ostaje strate\u0161ki va\u017ean tr\u017ei\u0161ni segment za HP Inc., no ne \u017eure se s podizanjem panike - posebno jer su prihodi tamo po\u010deli opadati prije eskalacije odnosa sa SAD-om.<\/li>\n<\/ul>\n<p>HP Inc., koja se redovito natje\u010de s Lenovom za status najve\u0107eg proizvo\u0111a\u010da PC-a na svijetu, ovog tjedna objavila je rezultate drugog fiskalnog kvartala, koji je u kalendaru proizvo\u0111a\u010da zavr\u0161io 30. travnja. Ve\u0107 je poznato da se tr\u017ei\u0161te osobnih ra\u010dunala smanjuje, a \u010dak ni u segmentu prijenosnih ra\u010dunala vi\u0161e nema dinamike kakva je bila ranije, iako se ve\u0107ina novih ra\u010dunala koja se danas prodaju mo\u017ee smatrati mobilnima. Tajvanski proizvo\u0111a\u010di prijenosnih ra\u010dunala \u010dvrsto su zauzeli pozicije u ni\u0161i gaming ure\u0111aja, dok se gigantima poput HP Inc. ostavlja samo sakupljanje dividendi iz korporativnog segmenta.<\/p>\n<p><img decoding=\"async\" alt=\"HP Inc. ne\u0107e pretrpjeti zna\u010dajne gubitke ako se nedostatak Intelovih procesora nastavi.\" src=\"\/wp-content\/uploads\/2019\/05\/40437a3d4d7a07e2d3a36411e866d828.png\" style=\"display:block;margin: 0 auto;\" \/><\/p>\n<p>Iako je HP Inc. uspjela zadr\u017eati prihode na razini drugog kvartala prethodne fiskalne godine, \u010dista dobit se zna\u010dajno smanjila. \u0160tovi\u0161e, u posljednje dvije godine, rast prihoda HP Inc. gotovo da je pri dnu, i da nije bilo aktivnih mjera smanjenja tro\u0161kova, trenutna razina dobiti ne bi mogla biti postignuta. Kao i mnogi igra\u010di na tr\u017ei\u0161tu, HP Inc. se poku\u0161ava odr\u017eati na razini dobiti tr\u017ei\u0161tem vi\u0161e cjenovnih proizvoda, no ovaj tip poslovanja ne pru\u017ea zna\u010dajnu 'rezervu stabilnosti', a manevriranje nije tako jednostavno.<\/p>\n<p><strong>Migracija na <\/strong><strong>Windows 10 hrane cijelu godinu.<\/strong><\/p>\n<p>U prirodnom izrazu, obujam prodaje odjela Personal Systems smanjio se za jedan posto tijekom godine, dok je u segmentu prijenosnih ra\u010dunala zabilje\u017een pad od 5 %, a prihodi su u tom slu\u010daju opali za 1 %. S druge strane, u segmentu stolnih ra\u010dunala zabilje\u017een je porast i u obujmu prodaje (6 %) i u prihodima (7 %). Drugim rije\u010dima, prihodi su rasli br\u017eim tempom, \u0161to sugerira pomak u strukturi prodaje prema skupljim ra\u010dunalima. Ukupni prihodi od prodaje gotovih PC-a i prijenosnih ra\u010dunala u korporativnom sektoru porasli su za 7 %, dok je potro\u0161a\u010dki segment zabilje\u017eio pad od 9 %. U kompaniji ovu posljednju tendenciju obja\u0161njavaju 'op\u0107om slabo\u0161\u0107u potra\u017enje', dok se porast u komercijalnom segmentu obja\u0161njava kontinuiranjem migracijom na Windows 10. U drugoj polovici godine ovaj faktor \u0107e zadr\u017eati svoj u\u010dinak, dok HP Inc. savjetuje da se 2020. godine vi\u0161e ne oslanjate na to.<\/p>\n<p><center><\/center><br \/>\n<img decoding=\"async\" alt=\"HP Inc. ne\u0107e pretrpjeti zna\u010dajne gubitke ako se nedostatak Intelovih procesora nastavi.\" src=\"\/wp-content\/uploads\/2019\/05\/94d55f19b1adb98944f8598b72e65469.png\" style=\"display:block;margin: 0 auto;\" \/><\/p>\n<p>Na kraju prvog kvartala kalendarske 2019. godine, HP Inc. je imala oko 23,2 % tr\u017ei\u0161ta PC-a, \u0161to je za 0,5 postotnih poena vi\u0161e u odnosu na rezultate istog razdoblja prethodne godine. Stru\u010dnjaci iz Gartnera su primijetili ovu dinamiku i dali bitnu napomenu: ja\u010danju pozicija velikih proizvo\u0111a\u010da PC-a pomogao je deficit Intelovih procesora, jer su dobili privilegije od Intela prilikom ispunjavanja narud\u017ebi za opskrbu komponentama u usporedbi s manjim igra\u010dima na tr\u017ei\u0161tu.<\/p>\n<p><strong>Nije va\u017eno koliko dugo \u0107e trajati nedostatak procesora, va\u017eno je - koji su to\u010dno.<\/strong><\/p>\n<p>U svojim procjenama utjecaja nedostatka Intel procesora na vlastiti posao, predstavnici HP Inc. ne dr\u017ee se posve jednostavnih zaklju\u010daka. S jedne strane, potvr\u0111uju da je nedostatak procesora ograni\u010dio prodaju jeftinih prijenosnih ra\u010dunala u proteklom kvartalu. Tako\u0111er smatraju da \u0107e nedostatak trajati do kraja tre\u0107eg fiskalnog kvartala, koji u kalendaru tvrtke traje do kraja srpnja. S druge strane, predstavnici HP Inc. u svojim predvi\u0111anjima o trajanju nedostatka skloniji su pozivati se na prognoze same Intela, koji govori o nastavku problema s dostupno\u0161\u0107u procesora sve do kraja tre\u0107eg kalendarskog kvartala \u2014 to jest, do kraja rujna.<\/p>\n<p>Mo\u017eemo se prisjetiti kako su nedostatak Intel procesora komentirali dva druga dobavlja\u010da komponenti koja su nedavno objavila svoje kvartalne izvje\u0161taje. AMD, na primjer, izjavila je da joj nema zna\u010dajnih mogu\u0107nosti za osvajanje tr\u017ei\u0161ta zbog postoje\u0107ih \u201elokalnih neuskla\u0111enosti\u201c, ali vanjske analiti\u010dke agencije isti\u010du da je AMD u posljednjih godinu dana oja\u010dala svoje pozicije, posebno u segmentu prijenosnih ra\u010dunala, a osobito je nagli porast zabilje\u017een u sektoru jeftinih prijenosnih ra\u010dunala na Google Chrome OS-u, budu\u0107i da Intel nije bio u stanju osigurati potrebne koli\u010dine procesora za njihove proizvo\u0111a\u010de.<\/p>\n<p>Tvrtka NVIDIA govorila je o nedostatku Intel procesora u kontekstu ranih faza ekspanzije gaming prijenosnih ra\u010dunala Max-Q, koja se ne mogu svrstati u jeftina, barem zbog kori\u0161tenja diskretnih grafi\u010dkih kartica. Direktor tvrtke smatra da je glavnina problema s dostupno\u0161\u0107u Intel procesora ve\u0107 iza njih, no u kvartalnom izvje\u0161taju u obrascu 10-K, taj rizik \u0161iri svoje djelovanje do kraja drugog fiskalnog kvartala \u2014 opet, negdje do kraja srpnja.<\/p>\n<p>Dakle, \u010dak i ako nesta\u0161ica Intel procesora potraje do sredine godine ili po\u010detka jeseni, HP Inc. \u0107e od toga patiti u manjoj mjeri od manjih proizvo\u0111a\u010da. Razmjeri proizvodnje uvijek su joj omogu\u0107avali da se dogovara s Intelom pod posebnim uvjetima, a te\u017enja za proizvodnjom vi\u0161ih klasa ra\u010dunala omogu\u0107ava manje ovisnosti o isporukama jeftinih procesora, koji su najsna\u017enije ograni\u010deni u aktualnim uvjetima.<\/p>\n<p><strong>Ne samo Kina<\/strong><\/p>\n<p>Sve poku\u0161aje prisutnih stru\u010dnjaka na kvartalnoj konferenciji da odr\u017ee razgovor s upravom HP Inc. o trgovinskim sankcijama i situaciji oko napetosti izme\u0111u SAD-a i Kine odbijala je hladna prora\u010dunatost. Prvo, u azijsko-pacifi\u010dkoj regiji HP Inc. ostvaruje ne vi\u0161e od 22 % ukupnog prihoda. Iako se Kina smatra strate\u0161ki va\u017enim tr\u017ei\u0161tem, u posljednje vrijeme zabilje\u017een je usporavanje rasta prihoda, dok Japan, na primjer, u tom pogledu napreduje. S druge strane, gaming proizvodi HP Inc. popularni su u Kini, a tr\u017ei\u0161te te zemlje ima dobar potencijal rasta.<\/p>\n<p><img decoding=\"async\" alt=\"HP Inc. ne\u0107e pretrpjeti zna\u010dajne gubitke ako se nedostatak Intelovih procesora nastavi.\" src=\"\/wp-content\/uploads\/2019\/05\/8522fa097a7d7c1a9d53f1b9e9639d39.png\" style=\"display:block;margin: 0 auto;\" \/><\/p>\n<p>Drugo, korporativno vodstvo poziva da se ne \u017euri s zaklju\u010dcima o utjecaju ameri\u010dkih sankcija na proizvode kineske proizvodnje. Okupiti ra\u010dunalne komponente za tr\u017ei\u0161te SAD-a, tvrtka mo\u017ee organizirati u mnogim drugim zemljama, budu\u0107i da ovaj vid djelatnosti uop\u0107e nije visoko koncentriran u Kini, kao kod nekih drugih proizvo\u0111a\u010da. Za sada se ne mo\u017ee s punom sigurno\u0161\u0107u re\u0107i na koji \u0107e se popis proizvoda uvesti pove\u0107ane carine, kada \u0107e one stupiti na snagu i ho\u0107e li uop\u0107e biti uvedene. HP Inc. radije donosi mjere na temelju konkretnih koraka ameri\u010dkih vlasti i zasad ne mo\u017ee procijeniti njihov utjecaj na vlastiti posao.<\/p>\n<p><center><\/p>\n<p><\/center><\/p>\n<p>\t\t\t\t<center><br \/>\n\t\t\t\t\t\t\t\t<\/center><br \/>Izvor: <a content=\"nofollow\" rel=\"nofollow\" href=\"https:\/\/3dnews.ru\/988076\">3dnews.ru<\/a><\/p>","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>\u041f\u0435\u0440\u0435\u0445\u043e\u0434 \u043d\u0430 Windows 10 \u043f\u043e\u0437\u0432\u043e\u043b\u0438\u043b HP Inc. \u0443\u0432\u0435\u043b\u0438\u0447\u0438\u0442\u044c \u0432\u044b\u0440\u0443\u0447\u043a\u0443 \u043e\u0442 \u0440\u0435\u0430\u043b\u0438\u0437\u0430\u0446\u0438\u0438 \u043a\u043e\u043c\u043f\u044c\u044e\u0442\u0435\u0440\u043e\u0432 \u0432 \u043a\u043e\u0440\u043f\u043e\u0440\u0430\u0442\u0438\u0432\u043d\u043e\u043c \u0441\u0435\u0433\u043c\u0435\u043d\u0442\u0435 \u043d\u0430 7 \u043f\u0440\u043e\u0446\u0435\u043d\u0442\u043e\u0432, \u044d\u0442\u043e\u0442 \u0444\u0430\u043a\u0442\u043e\u0440 \u0441\u043e\u0445\u0440\u0430\u043d\u0438\u0442\u0441\u044f \u0438 \u0432\u043e \u0432\u0442\u043e\u0440\u043e\u043c \u043f\u043e\u043b\u0443\u0433\u043e\u0434\u0438\u0438 \u0414\u0435\u0444\u0438\u0446\u0438\u0442 \u043f\u0440\u043e\u0446\u0435\u0441\u0441\u043e\u0440\u043e\u0432 Intel \u0431\u043e\u043b\u044c\u043d\u0435\u0435 \u0432\u0441\u0435\u0433\u043e \u0443\u0434\u0430\u0440\u0438\u043b \u043f\u043e \u043f\u0440\u043e\u0434\u0430\u0436\u0430\u043c \u043d\u0435\u0434\u043e\u0440\u043e\u0433\u0438\u0445 \u043d\u043e\u0443\u0442\u0431\u0443\u043a\u043e\u0432, \u043d\u043e \u043a\u043e\u043c\u043f\u0430\u043d\u0438\u044f \u0441\u0435\u0439\u0447\u0430\u0441 \u0431\u043e\u043b\u044c\u0448\u0435 \u0437\u0430\u0438\u043d\u0442\u0435\u0440\u0435\u0441\u043e\u0432\u0430\u043d\u0430 \u0432 \u043f\u0440\u043e\u0434\u0432\u0438\u0436\u0435\u043d\u0438\u0438 \u0434\u043e\u0440\u043e\u0433\u0438\u0445 \u043f\u0440\u043e\u0434\u0443\u043a\u0442\u043e\u0432 \u041d\u0435\u043f\u043e\u0441\u0440\u0435\u0434\u0441\u0442\u0432\u0435\u043d\u043d\u043e \u0434\u0435\u0444\u0438\u0446\u0438\u0442 \u043f\u0440\u043e\u0446\u0435\u0441\u0441\u043e\u0440\u043e\u0432 Intel \u043c\u043e\u0436\u0435\u0442 \u0441\u043e\u0445\u0440\u0430\u043d\u0438\u0442\u044c\u0441\u044f \u0434\u043e \u043a\u043e\u043d\u0446\u0430 \u0438\u044e\u043b\u044f \u0438\u043b\u0438 \u0441\u0435\u043d\u0442\u044f\u0431\u0440\u044f, [&hellip;]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":1,"featured_media":26029,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[702],"tags":[],"class_list":["post-34551","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in 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