Intel posachedwa idasiya mapulani ake opangira ndikugulitsa ma modemu a 5G amafoni am'manja pambuyo poti kasitomala wake wamkulu, Apple, adalengeza pa Epulo 16 kuti iyambanso kugwiritsa ntchito ma modemu a Qualcomm. Apple idagwiritsapo ntchito ma modemu akampani m'mbuyomu, koma idasinthiratu zinthu za Intel chifukwa cha mikangano yazamalamulo ndi Qualcomm pankhani ya ma patent komanso chindapusa chokwera. Komabe, zomwe Intel akwaniritsa mu gawo la 5G ndizotsika kwambiri poyerekeza ndi mpikisano wake, ndipo Apple safuna kuwononga nthawi ndikutsalira kumbuyo kwa opanga Android chifukwa chakusakonzekera kwa mnzake kuti adziwe ukadaulo watsopano.
Qualcomm yatulutsa kale ma modemu ake oyamba a 5G, pomwe Intel idakonza zoyamba kupanga makope oyamba mu 2020, zomwe, ngati mgwirizano wa Intel-Apple upitilira, zitha kupangitsa kuti 5G iPhone iwoneke pafupifupi chaka chimodzi pambuyo pa zida zoyamba za Android. mothandizidwa ndi muyezo watsopano amawonekera kulumikizana. Kuti zinthu ziipireipire, openda ku UBS ndi Cowen achenjeza kuti 2020 ikhoza kukhala chiyembekezo chamtsogolo cha Intel, chomwe sichingafanane ndi zenizeni.
Intel sanagwirizane ndi zolosera za UBS ndi Cowen, koma lingaliro la Apple loyika patsogolo kutulutsa iPhone yatsopano popambana nkhondo zamalamulo ndi Qualcomm zikuwonetsa kuti owunikira mwina sanali kutali. Izi zitha kuonedwa ngati kulephera kwachiwiri kwa Intel poyesa kulowa msika wam'manja. Tiyeni tiwone zolephera zakale za Intel ndi zomwe angatanthauze tsogolo lake.
Momwe Intel idataya mwayi pamsika wam'manja
Zaka zoposa khumi zapitazo, Intel adanena kuti Apple sikanatha kugulitsa ma iPhones ambiri, choncho anakana kupanga mapurosesa a foni yake yoyamba. Apple pamapeto pake idayitanitsa mapurosesa kuchokera ku Samsung isanapange mapurosesa ake a A-series, omwe pamapeto pake adapangidwa ndi Samsung ndi TSMC.
Intel ndiye adanyalanyaza kukula kwachangu kwa ARM, yomwe idapereka ziphaso zotsika mphamvu kwa opanga ma chipmaker monga Qualcomm. M'malo mwake, nthawi ina Intel inali ndi kamangidwe kake ka ma processor a ARM - XScale, koma mu 2006 idagulitsa ku Marvell Technology. Intel ndiye adaganiza kuti atha kugwiritsa ntchito utsogoleri wake pamisika ya PC ndi seva, yomwe imagwiritsa ntchito kamangidwe ka x86 m'malo mwa ARM, kukankhira mapurosesa ake a Atom x86 kukhala mafoni.
Tsoka ilo, mapurosesa a Intel x86 sanali amphamvu ngati ma processor a ARM, ndipo opanga zida zam'manja amaika patsogolo moyo wa batri kuposa momwe amagwirira ntchito. Zotsatira zake, makasitomala adatembenukira kwa opanga zida za ARM monga Qualcomm ndi Samsung. Posakhalitsa Qualcomm adaphatikizira ma modemu ndi ma graphics pachichichi cha ARM m'banja lake la Snapdragon la mapurosesa, omwe adakhala njira yotsika mtengo ya onse opanga mafoni ambiri. Pofika kumayambiriro kwa zaka khumi zatsopano, ma processor a ARM adagwiritsidwa ntchito mu 95% ya mafoni onse padziko lapansi, ndipo Qualcomm adakhala wopanga wamkulu kwambiri wa tchipisi ta m'manja.
M'malo motaya mtima, Intel adayesa kubwereranso kumsika wa smartphone pothandizira ma OEM omwe amagwiritsa ntchito tchipisi ta Atom. Pazaka zitatu, pafupifupi $ 10 biliyoni adagwiritsidwa ntchito pothandizira kuti asapitirire 1% yamsika. Intel ikadula thandizo, ma OEM amabwerera ku tchipisi ta ARM.
Chapakati pa 2016, Intel pamapeto pake anasiya kupanga Atom SoC ya mafoni a m'manja. Chaka chomwecho, kampaniyo inayamba kupereka ma modemu a 4G kwa Apple, omwe amagawa maoda pakati pa Intel ndi Qualcomm. Komabe, ma modemu a Intel anali ochedwa kwambiri kuposa a Qualcomm, kukakamiza Apple kuti achepetse kuthamanga kwake kuti athetse kusiyana pakati pa mafoni ake.
Chifukwa chake, sizosadabwitsa kuti ndi kusiyana komwe kukuwonekera kale, Intel idatayika mumpikisano wa 5G. Kampaniyo mwachiwonekere sinathe kufanana ndi ukatswiri wa Qualcomm m'derali, ndipo mavuto omwe Intel akupitilira osapanga tchipisi panjira ya 14 nm, yomwe imaphatikizapo ma modemu ake, angowonjezera vutoli.
Kodi kulephera uku kumatanthauza chiyani kwa Intel?
Chisankho cha Apple chosiya mgwirizano wake ndi Intel sizodabwitsa, koma chidaliro cha Intel panjira yake chimadzutsa mafunso okhudza kasamalidwe ka kampaniyo.
Kumbali ina, lingaliro la Apple lingathandize Intel kukonza zinthu ndi kuchepa kwa tchipisi 14 nm. Komanso, kutayika kwa Apple ngati kasitomala wamamodemu amtsogolo a 5G sayenera kukhudza kwambiri ndalama zake, zomwe zimayang'ana kwambiri pamsika wa PC (52% ya ndalama za Intel mu 2018), makamaka popeza kupanga sikunayambe. Zitha kuchepetsanso ndalama zofufuzira ndi chitukuko, zomwe zidawononga pafupifupi gawo limodzi mwa magawo asanu a ndalama za Intel chaka chatha, ndikulola Intel kuti awononge ndalama zambiri pamakina olonjeza pomwe ndewu ya kampaniyo sidatayike, monga magalimoto odziyendetsa okha.
Chochititsa chidwi n'chakuti, omwe ali ndi masheya ndi msika akuwoneka kuti akuganiza mofanana, chifukwa chakuti chisankho chosiya kupereka ma modemu a 5G chinachititsa kuti magawo a Intel akwere pang'ono, m'malo mwa kugwa komwe kumayembekezereka, monga momwe akatswiri akukhulupirira kuti izi zidzalola kuti kampaniyo ichepetse zosafunikira. ndalama zomwe zimachepetsa phindu lake.
Intel sasiya kwathunthu chitukuko cha modemu ndi kupereka. Kampaniyo ikukonzekera kupanga tchipisi ta 4G ndi 5G zama PC ndi zida zomwe zimathandizira lingaliro la intaneti ya Zinthu. Komabe, kutayika kwa madongosolo a Apple kudawonetsa kulephera kwachiwiri kwa kampaniyo kupeza msika waukulu wa smartphone. Tiye tikukhulupirira kuti Intel waphunzirapo kanthu ndipo amayang'ana kwambiri zaukadaulo m'malo modalira ukulu wake mwachisawawa, monga adachitira ndi Atom.
Source: 3dnews.ru