- Pascal GPU ã®åšåº«ã¯äŸç¶ãšããŠéèŠãå§è¿«ããŠããããåžå Žã¯ä»ååææ«ãŸã§ã«å匷ãæé·ã«æ»ãã ãã
- NVIDIA ã¯ãµãŒããŒåžå Žã®åœé¢ã®èŠéãã«ã€ããŠããã»ã©èªä¿¡ãæã£ãŠããªããããçŸæç¹ã§ã¯å¹Žéäºæž¬ãæ§ããŠããŸãã
- å°æ¥çã«ã¯ãã¹ãŠã®ã²ãŒã ãã©ãããã©ãŒã ã§ã¬ã€ ãã¬ãŒã·ã³ã°ã䜿çšãããããã«ãªã
- æ°ããæè¡ããã»ã¹èªäœã«ã¯äœã®æå³ããããŸãããNVIDIA 㯠7nm ãžã®åãæ¿ããæ¥ãã§ããŸãã
NVIDIA ã¯ã¡ããã©
åæéã® NVIDIA ã®ç·åç㯠2,22 å 1 äžãã«ã«éããåååæã®çµæãã 31% å¢å ããŸããããå幎åæã®åçãã㯠289% æžå°ããŸããã ãé«ããŒã¹ãå¹æã¯äŸç¶ãšããŠæããããŠãã - XNUMX幎åãå瀟ã®åçã¯ä»®æ³é貚ããŒã ã«ãã£ãŠæ±ºå®ãããŠããããçŽç²ãªåœ¢ã§ã¯çŸåšãç¹æ®ãªãã€ãã³ã°ãœãªã¥ãŒã·ã§ã³ã®è²©å£²ã«ããXNUMXåXNUMXäžãã«ã®åçãååšããªãããšã®ã¿ãèªèããŠããã OEM ã»ã°ã¡ã³ãã§çŽæ¥è²©å£²ãããŸãã
ã°ã©ãã£ãã¯ã¹ããã»ããµã®å£²äžé«ã¯2,02å91äžãã«ã«éããå šäœã®27ïŒ ãå ãããå幎åææ¯ã§ã¯ 1% æžå°ããŸããããåååææ¯ã§ã¯ XNUMX% å¢å ããŸããã CFO ã® Colette Kress æ°ã¯ãã°ã©ãã£ãã¯ã¹ ããã»ããµã®å£²äžé«ã®æžå°ã¯ãã²ãŒã ããã³ãµãŒããŒéšéã§èŠ³å¯ãããåŸåã«å ãããæå·é貚ãèŠå ã«ãããã®ã§ãããšèª¬æããŠããŸãã
ãã ããã²ãŒã çš GPU ã®å®è£ ããã¹ãŠæªããšèããå¿ èŠã¯ãããŸãããå®éãã²ãŒã äºæ¥å šäœã§ã¯åçã 1,05 å 39 äžãã« (åå¹Žæ¯ 11% æž) ã«æžå°ããŸããããåååæããŒã¹ã§ã¯åç㯠XNUMX% å¢å ããŸãããã€ãŸãã第 XNUMX ååæã« NVIDIA ã¯ã²ãŒã æ©åãã®ã°ã©ãã£ãã¯ã¹ ããã»ããµãš Tegra ããã»ããµã®è²©å£²éãæžãããŸãããããã®ç¬¬äžã®èŠå ã¯ä»®æ³é貚ããŒã åŸã®å庫ã®éå°åšåº«ã«ãããã®ã§ããã第äºã®èŠå ã¯å£ç¯çãªçŸè±¡ã«ãããã®ã§ããããããNVIDIA ã¯ãã²ãŒã 補åã®è²©å£²ã«ããåçã®å¢å ããPascal ã®äœå°ç¶æ³ã®æ¹åãš Turing ã®é«ã人æ°ã®äž¡æ¹ã«ãã£ãŠé次æ¯èŒããŠãããšèª¬æããŠããŸãã
äžè¬çã«ãNVIDIA CEO ã® Jen-Hsun Huang ã¯ãå庫ã®éå°åšåº«ã®çç±ã«ã€ããŠæ§æ¥ã«çµè«ãåºããªãããã«ä¿ããŸãããåæ°ã«ãããšãTuring ã°ã©ãã£ãã¯ã¹ ãœãªã¥ãŒã·ã§ã³ã¯ãã©ã€ããµã€ã¯ã«ã®åçã®æ®µéã«ãã㊠Pascal äžä»£ã®è£œåãããå€§å¹ ã«å£²ããŠãããšãããå庫ã«èç©ããããã®ã¯ãã¹ãŠãç¹ã«ä»¥åã® Pascal ã¢ãŒããã¯ãã£ã«é¢é£ããŠããŸãããããŸã§ã®ãšãããNVIDIA ã¯åšåº«ç¶æ³ãå®å šã«æ£åžžåããããšã¯ã§ããŠããŸããããä»å¹ŽåºŠã®ç¬¬ 2 ååæãšç¬¬ 3 ååæã®å€ããç®ã«ã¯æ£åžžåããäºå®ã§ãã
å©ççã 64,5% ãã 58,4% ã«äœäžããçç±ã«ã€ããŠå°ãããããšããNVIDIA ã® CFO ã¯ãã²ãŒã éšéã®å©ççã®äœäžãšéèŠãã¿ãŒã³ã®å€åããäºæ¥ã®åçæ§ãæãªã£ãäž»ãªèŠå ãšããŠæããŸããããããããµãŒããŒéšéã§ã®è©äŸ¡æããªãã£ããããåååæããŒã¹ã§ã¯å©ççã 3,7% ãã€ã³ãå¢å ããŸãããã¡ãªã¿ã«ãããã¯åœŒã«ãšã£ãŠããŸã圹ã«ç«ã¡ãŸããã§ããããããã«ã€ããŠã¯ä»¥äžã§èª¬æããŸãã
ãµãŒããŒéšéã¯æé·ãèŠãããªãã£ã
ãããã£ãŠãããŒã¿ ã»ã³ã¿ãŒ ã³ã³ããŒãã³ãéšéã«ããã NVIDIA ã®åç㯠634 å 10 äžãã«ãè¶ ããŸããã§ãããããã¯ãå幎åæãã 6% æžå°ããåååæã®åçãã XNUMX% å¢å ããŸãããå®éãåçã®æžå°ã¯ãè«ççãªçµè«ãäžãããšãã§ãã人工ç¥èœã·ã¹ãã ã§äœ¿çšãããã³ã³ããŒãã³ãã®éèŠã«ãã£ãŠã®ã¿çžæ®ºãããŸããã NVIDIA ã®è²¬ä»»è ã¯ããã®æèã§ãåææ©æ¢°ç¿»èš³ãé³å£°èªèãããã³åæã®æè¡ã«ããã Google ãš Microsoft ã®æè¿ã®ææã«ã€ããŠäœåºŠãèšåããŸãããããããå ±åã«ã³ãã¡ã¬ã³ã¹ã«åå ãã䞡瀟ã®ä»£è¡šè ã¯ããµãŒããŒåžå Žã®å°é£ã¯äžæçãªãã®ã§ãããšåé¡ããä»åŸæ°å¹Žéã® NVIDIA 補åã®å€§ããªèŠéãã瀺ããŸããããžã§ã³ã¹ã³ã»ãã¢ã³æ°ã¯ãè¿ãå°æ¥ã®å瀟ã®äºæ¥æé·ã¯ãã²ãŒã ã«ãããã¬ã€ãã¬ãŒã·ã³ã°ããµãŒããŒéšéã®çºå±ããèªåæ瞊ããå«ããããã£ã¯ã¹åéã®é²æ©ã®XNUMXã€ã®èŠçŽ ã«ãã£ãŠæ±ºãŸããšä»ã§ãä¿¡ããŠããã
åŸè ã®æèã§ã¯ãä¹çšè»ã¯ãç©æµéšéãç£æ¥ãªãŒãã¡ãŒã·ã§ã³ã蟲æ¥ãã«ããŒãããã倧ããªããããåžå Žã®ãæ°·å±±ã®äžè§ãã«ãããªããšãèšãããŠããŸãããããŸã§ã®ãšãããNVIDIA ã¯ãããã ã¿ã¯ã·ãŒãä»åŸ 2 幎以å ã«çšŒåãå§ããããšãèªãã«æã£ãŠãããäžæ žãããžã§ã¯ãã®å€§éšåã¯èªç€Ÿè£œåã®ã³ã³ããŒãã³ãã䜿çšããŠããŸããããã«ãèªåè»ã¡ãŒã«ãŒã®ããŒãããŒã®äžã§ãNVIDIA ã®è²¬ä»»è ã¯ãããŸããŸãªã¬ãã«ã®èªåŸæ§ã®é転æ¯æŽã·ã¹ãã ã«ãã倧èŠæš¡ãªåžå Žã«ãã¬ããžãæåŸ ããŠãããšã¿ã«ã€ããŠæãé »ç¹ã«èšåããŸããã
ãšããããµãŒããŒéšéã§ã¯ãNVIDIA ã¯ã¯ã©ãŠã ãã©ãããã©ãŒã ã®éçºãšãã¹ãŒããŒã³ã³ãã¥ãŒã¿ãŒ ã«ããŽãªã«çŸãã Mellanox ãšã®å¥çŽã®ææã«è³ããŠããŸããããããNVIDIA ã¯ç¬¬ 2 ååæã«ã¯ãµãŒããŒåžå Žãå€§å¹ ã«å埩ãããšã¯äºæ³ããŠããŸãããå瀟ã®è²¬ä»»è ã説æããããã«ãNVIDIA ã¯ãã¯ã©ãŠã ã²ãŒã ã®åéã«ãããŠãGeForce ã°ã©ãã£ãã¯ã¹ ãœãªã¥ãŒã·ã§ã³ã䜿çšã㊠PC ã»ã°ã¡ã³ãã§éæãããèŠèŽè æ°ã®ã«ããŒçã«ããã«è¿ã¥ãããšãæåŸ ããŠããŸããããã§ã®èŠèŽè å¢å ã®ããããã®å¯èœæ§ã¯ãæ°èŠãŠãŒã¶ãŒæ° 10 å人ãšæšå®ãããŠããŸãã
æªæ¥ãž NVIDIA ã¯çŸåšãããŸãé ããèŠãªãããåªããŠããŸã
ååæå ±åããªã·ãŒã«ãããèå³æ·±ãå€æŽã¯ãNVIDIA ã幎éã®è²¡åäºæž¬ãå®æçã«æŽæ°ããããšãæåŠããããšã§ããçŸåšãå ¬å ±ãã£ãŒã«ãã«ãããæ倧ã®ãèšç»æéãã¯æãè¿ããããã¯ã§ãããã§ã«å§ãŸã£ãŠãã2020幎床第2,55ååæã«ã¯ã売äžé«58,7å59,7äžãã«ãèŠèŸŒãŸããå©ççã¯985%ããXNUMX%ã®ç¯å²å ã«åãŸããšäºæ³ãããŠããŸããå¶æ¥è²»çšã¯XNUMXåXNUMXäžãã«ã«å¢å ããäºå®ã§ãããã¡ãªã¿ã«éå»ååæã§ã¯ãäž»ã«å ±é ¬ããã±ãŒãžã®åœ±é¿ã§å¶æ¥è²»çšãå¢å ããŠãããå瀟ã¯äººå¡ãšçµŠäžã®å¢å ãç¶ããŠããŸããäžéšã®ã€ã³ãã©ã³ã¹ããäžæããŠããŸãã
ããã»ã¹ã¯å¹ççã§ãªããã°ãªããŸãã
ãã§ã«è³ªçå¿çã»ãã·ã§ã³ã®çµããã«ãNVIDIA ã®ãšã°ãŒã¯ãã£ã ãã£ã¬ã¯ã¿ãŒã¯ãäžè¬è«ãšããŠã7 nm ããã»ã¹ ãã¯ãããžãç¿åŸãã察å¿ãã補åãä»å¹ŽãªãªãŒã¹ããèšç»ãå ±æã§ãããã©ããå°ããããŸããããžã§ã³ã»ã³ã»ãã¢ã³æ°ã¯ãããããããšãªããæè¡ããã»ã¹èªäœã«ã¯äœã®æå³ããªãã補åã®æè¡çãªç§»è¡ã¯çµæžçã«æ£åœåãããªããã°ãªããªããšããåè¿°ã®çè«ã«ã€ããŠè°è«ããããã«æ»ã£ãŠããŸãããåæ°ã«ãããšã12nm ãã¯ãããžãŒã䜿çšããŠè£œé ãããŠãã NVIDIA ã®çŸåšã®è£œåã¯ãããã©ãŒãã³ã¹ãšãšãã«ã®ãŒå¹çã®äž¡æ¹ã«ãããŠç«¶åä»ç€Ÿã® 7nm 補åãããåªããŠããŸãã
åæ°ã«ããã°ãNVIDIA ã®å©ç¹ã¯ãæ°ãããªãœã°ã©ãã£èŠæ Œã«åŸã£ãŠè£œé ããã補åã®éçºã«ãã㊠TSMC ãšç·å¯ã«é£æºããŠããããšã ãšããã Jensen Huang æ°ã¯ãNVIDIA ã¯ç«¶åä»ç€Ÿã®ããã« TSMC ãããæ¢è£œã®æè¡ããã»ã¹ãè³Œå ¥ããªãããããããèªç€Ÿè£œåã®æ©èœã«æ·±ãé©åãããŠãããšäž»åŒµããŠããŸããããã«ãNVIDIA ã®ãšã³ãžãã¢ã¯ã䜿çšãããŠãããã¯ãããžã«é¢ä¿ãªããé«ããšãã«ã®ãŒå¹çã瀺ãã¢ãŒããã¯ãã£ãèšèšã§ãããšå瀟ã®è²¬ä»»è ã¯è¿°ã¹ãŠããŸãã
ååæå ±åæžã®çºè¡ã«å¯Ÿããæ ªåŒåžå Žã®äž»ãªåå¿ã¯ãåç€Ÿæ ªã®æ䟡ç·é¡ã®äžæã ã£ãããçŸåšã¯6ïŒ ãã2ïŒ ã«æžå°ããŠãããèå³æ·±ãããšã«ãåæã«ã競åäŒæ¥ã§ãã AMD ã®æ ªäŸ¡ãæ°ããŒã»ã³ãäžæããŸããããã ããããã¯æ ªäž»ç·äŒã§ã®äŒæ¥ãããã®çºèšã«å¯Ÿããåžå Žã®åå¿ãåå ã§ããå¯èœæ§ããããŸããã€ãã³ãã®é²ç»ã¯æšæ¥ã®å€æ¹é ãã«å ¬éãããŸããã
åºæïŒ 3dnews.ru