{"id":35222,"date":"2019-10-31T22:03:02","date_gmt":"2019-10-31T19:03:02","guid":{"rendered":"https:\/\/prohoster.info\/blog\/sohranyayushhijsya-defitsit-protsessorov-intel-mozhet-navredit-kompanii-v-servernom-segmente\/"},"modified":"2019-10-31T22:03:02","modified_gmt":"2019-10-31T19:03:02","slug":"sohranyayushhijsya-defitsit-protsessorov-intel-mozhet-navredit-kompanii-v-servernom-segmente","status":"publish","type":"post","link":"https:\/\/prohoster.info\/pl\/blog\/news\/sohranyayushhijsya-defitsit-protsessorov-intel-mozhet-navredit-kompanii-v-servernom-segmente","title":{"rendered":"Utrzymuj\u0105cy si\u0119 niedob\u00f3r procesor\u00f3w Intel mo\u017ce zaszkodzi\u0107 firmie w segmencie serwerowym","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"

Na koniec pierwszego kwarta\u0142u to w\u0142a\u015bnie dynamika wska\u017anik\u00f3w finansowych Intela w segmencie serwer\u00f3w rozczarowa\u0142a wielu inwestor\u00f3w. Firmie uda\u0142o si\u0119 zwi\u0119kszy\u0107 przychody jedynie w obszarze komponent\u00f3w dla system\u00f3w «chmurowych», w pozosta\u0142ych segmentach spad\u0142y nie tylko przychody, ale i obj\u0119to\u015bci dostaw procesor\u00f3w. Warto doda\u0107, \u017ce nawet w takich warunkach Intel zdo\u0142a\u0142 zwi\u0119kszy\u0107 \u015bredni\u0105 cen\u0119 realizacji o jeden procent, co cz\u0119\u015bciowo umo\u017cliwi\u0142o przeciwstawienie si\u0119 spadkowi wolumen\u00f3w sprzeda\u017cy procesor\u00f3w.<\/p>\n

Teraz analitycy Morgan Stanley ostrzegaj\u0105<\/noindex>, \u017ce niedob\u00f3r procesor\u00f3w Intela wci\u0105\u017c objawia si\u0119 w niezbyt przewidywalnych sytuacjach. Dotychczas s\u0105dzono, \u017ce segment serwerowy Intela ma priorytet przy dostawach procesor\u00f3w i dlatego niedob\u00f3r dotyka go w mniejszym stopniu. Wed\u0142ug przedstawicieli Morgan Stanley, to nie do ko\u0144ca prawda, i procesory serwerowe tej marki r\u00f3wnie\u017c mog\u0105 cierpie\u0107 na niedob\u00f3r.<\/p>\n

\"Utrzymuj\u0105cy<\/p>\n

W szczeg\u00f3lno\u015bci, jak s\u0105dz\u0105 eksperci, mo\u017ce to uniemo\u017cliwi\u0107 Intelowi utrzymanie pozytywnej dynamiki \u015bredniej ceny realizacji przy spadaj\u0105cych wolumenach sprzeda\u017cy, jak mia\u0142o to miejsce w poprzednim kwartale. Odpowiednio, negatywna mo\u017ce sta\u0107 si\u0119 dynamika nie tylko wska\u017anik\u00f3w ilo\u015bciowych, ale i finansowych. W poprzednim kwartale Intel obwinia\u0142 ograniczone zapotrzebowanie na komponenty serwerowe za istnienie nadmiaru zapas\u00f3w, kt\u00f3re klienci wyprodukowali w ubieg\u0142ym roku, jak r\u00f3wnie\u017c za s\u0142abo\u015b\u0107 chi\u0144skiego rynku.<\/p>\n

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W obliczu pogarszaj\u0105cych si\u0119 trudno\u015bci w relacjach mi\u0119dzy USA a Chinami, nie ma co liczy\u0107 na o\u017cywienie na rynku w Chinach. Ponadto, w trzecim kwartale zadebiutuj\u0105 konkurencyjne procesory AMD EPYC o architekturze 7 nm, co tylko pogorszy sytuacj\u0119 Intela w segmencie serwerowym. Nowe produkty firmy w postaci procesor\u00f3w Ice Lake-SP o architekturze 10 nm i procesor\u00f3w Cooper Lake o architekturze 14 nm zadebiutuj\u0105 dopiero w przysz\u0142ym roku.<\/p>\n

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\u0179r\u00f3d\u0142o: 3dnews.ru<\/a><\/p>","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"

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