Kuperewera kwa ma processor a Intel kudayamba kumapeto kwa chilimwe chatha: kufunikira kokulirapo komanso kofunika kwambiri kwa ma processor a malo opangira ma data kudapangitsa kusowa kwa tchipisi ta 14-nm. Zovuta zosunthira ku miyezo yapamwamba ya 10nm komanso mgwirizano wapadera ndi Apple kuti apange ma modemu a iPhone omwe amagwiritsa ntchito njira yomweyo ya 14nm zakulitsa vutoli.
Chaka chatha, Intel adayika ndalama zokwana $ 14 biliyoni mu mphamvu yake yopanga 1nm ndipo adati kuchepaku kuyenera kuthetsedwa pofika pakati pa 2019. Komabe, DigiTimes yaku Taiwan idanenanso mwezi watha kuti kuchepa kwa tchipisi ta Intel kutha kukulirakulira mu gawo lachiwiri la chaka chino chifukwa chakuwonjezeka kwa ma Chromebook ndi ma PC otsika mtengo. Kupereweraku kumapweteka mutu kwa Intel, koma kumayambitsanso mavuto kumakampani ena aukadaulo. Chida cha Montley Fool chinafotokoza momwe vutoli limakhudzira HP, Microsoft ndi Apple.
HP
Kampaniyo yachulukitsa malonda ake a PC pang'onopang'ono pomwe omwe amapikisana nawo adasokonekera chifukwa cha msika wochulukirachulukira, kuzungulira kwanthawi yayitali komanso mpikisano kuchokera pazida zam'manja. HP idatchuka ndi ma laputopu apamwamba apamwamba komanso osinthika, pomwe ikukhalabe ndi malo olimba pamsika wamakompyuta ndi machitidwe amasewera a Omen.
Kotala yatha, magawo awiri mwa atatu a ndalama za HP adachokera ku gawo la PC ndi malo ogwirira ntchito. Komabe, gawoli lidawonetsa kukula kwa malonda ndi 2 peresenti mgawo loyamba la 2019 poyerekeza ndi chaka chapitacho. Kutumiza kwa laputopu ya HP kunali kutsika ndi 1% chaka ndi chaka ndipo zotumiza pakompyuta zidatsika 8%, koma HP idathetsa izi ndi mitengo yokwera. Nthawi yomweyo, kampaniyo idapeza ndalama zochulukirapo kawiri mu 2018.
HP imanena kuti malonda ake ofooka a PC amabwera chifukwa cha kuchepa kwa ma processor a Intel. Pamsonkano wopeza ndalama, CFO Steve Fieler adati kuchepa kwa CPU kupitilira theka loyamba la 2019, kutsatiridwa ndi kusintha kwina. Izi mwina zimachokera ku zolengeza za Intel, kotero HP ikhoza kukumana ndi zovuta zazikulu ngati chipmaker ikalephera kukwaniritsa malonjezo ake.
Microsoft
Microsoft ndi Intel kale anali ogwirizana odalirika, akulamulira msika wa PC mu tayi yomwe inkadziwika bwino kuti Wintel. Koma m'zaka zaposachedwa, Microsoft yakhala ikuyesera kuchepetsa kudalira ma processor a Intel x86 potulutsa mitundu yokonzedwa ndi ARM yamapulogalamu apamwamba, kuphatikiza Windows ndi Office.
Lipoti lazopeza la Microsoft kotala loyamba likuwonetsa kuti iyi ndi njira yanzeru yanthawi yayitali. Magawo ake amtambo, masewera ndi zida zidawona kukula kwakukulu, koma ndalama zochokera ku malonda a laisensi ya Windows kupita ku OEMs zidatsika 5% pachaka (zogulitsa zilolezo za OEM zomwe sizinali akatswiri zidatsika 11% ndipo kugulitsa zilolezo za pro kudatsika 2%).
Pakuyimba kwaposachedwa kwambiri, CFO Amy Hood ya chimphona cha pulogalamuyo adatinso kuchepa kwa kuchedwa kwa ma processor kubweretsa kwa ma OEM omwe agwirizana nawo, zomwe zatsimikizira kukhala zoyipa pazachilengedwe za PC. Microsoft ikuyembekeza kuti kuchepa kwa chip kutha mpaka kotala yake yachitatu yopereka malipoti, yomwe imatha pa Juni 30.
apulo
Pambuyo pakukangana kwalamulo ndi Qualcomm, Apple idayamba kudalira ma modemu a Intel mu ma iPhones ake aposachedwa. Komabe, kusinthaku kumapweteka kampani ya Cupertino m'magawo awiri: Ma modemu a Intel a 4G sali othamanga ngati a Qualcomm, ndipo Intel satulutsa mtundu wa 2020G mpaka 5. Nthawi yomweyo, zida zoyamba zokhala ndi modemu ya Qualcomm Snapdragon X50 5G zalowa kale pamsika.
Izi zikutanthauza kuti ma iPhones oyamba a 5G a Apple ayenera kufika chaka chimodzi kapena kuposerapo kumbuyo kwa omwe akupikisana nawo pa Android. Ndipo izi zimatengera mbiri yake, zomwe sizofunika kwambiri kwa chimphona cha Apple. Mwa njira, Intel tsopano ili ndi zokayikitsa zambiri, ndi akatswiri ochokera ku UBS ndi Cowen posachedwapa akuchenjeza kuti wopangayo sangatulutse modemu yake ya 5G pofika 2020 (kapena kuimasula mosakwanira pa iPhone).
Intel, komabe, yakana mphekesera izi, ngakhale zovuta zake zopanga kale sizilimbikitsa chidaliro. Ndizosadabwitsa kuti Huawei wapereka kale kuthandiza Apple. Omaliza, komabe, asankha kuyika hatchet ndi Qualcomm.
Kuphatikiza apo, DigiTimes ikunena kuti Intel ikulephera kukwaniritsa mokwanira kuchuluka kwa ma processor a Amber Lake omwe amagwiritsidwa ntchito mu Apple MacBook Air. Kupereweraku kumatha kukhala ndi vuto pa malonda a Apple a Mac, omwe adakwera 9% kotala lapitalo chifukwa cha kutulutsidwa kwa MacBook Air ndi Mac mini yatsopano.
Nthawi zambiri, ma ripples ochokera kumavuto omwe amaperekedwa ndi ma processor a Intel akufalikira pamsika waukadaulo, ndipo osunga ndalama akuyesera kuwunika momwe kuwonongeka kwa hardware ndi mapulogalamu opanga mapulogalamu. Kupereweraku sikungawononge kwanthawi yayitali ku HP, Microsoft kapena Apple, koma kumatha kulepheretsa kukula kwanthawi yayitali kwa zimphona zaukadaulo. Koma kwa AMD, izi zili ngati mphatso yochokera kumwamba, ndipo kampaniyo ikuyesera kuti ipindule nazo.
Source: 3dnews.ru