{"id":31498,"date":"2019-10-31T21:41:34","date_gmt":"2019-10-31T18:41:34","guid":{"rendered":"https:\/\/prohoster.info\/blog\/defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam\/"},"modified":"2019-10-31T21:41:34","modified_gmt":"2019-10-31T18:41:34","slug":"defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam","status":"publish","type":"post","link":"https:\/\/prohoster.info\/ro\/blog\/news\/defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam","title":{"rendered":"Deficitul de procesoare Intel afecteaz\u0103 trei gigan\u021bi tehnologici","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"

Lipsa de procesoare Intel a \u00eenceput \u00eenc\u0103 de la sf\u00e2r\u0219itul verii anului trecut: cererea tot mai mare \u0219i priorit\u0103\u021bi pentru procesoarele destinate centrelor de date au dus la o insuficien\u021b\u0103 a chip-urilor consumatorilor de 14 nm. Dificult\u0103\u021bile \u00een trecerea la standardele avansate de 10 nm \u0219i contractul exclusiv cu Apple pentru produsele de modemuri pentru iPhone, care utilizeaz\u0103 acela\u0219i proces de 14 nm, au agravat problema.<\/p>\n

\"Deficitul<\/p>\n

Anul trecut, Intel a investit \u00eenc\u0103 1 miliard de dolari \u00een capacit\u0103\u021bile sale de produc\u021bie de 14 nm \u0219i a declarat c\u0103 deficitul ar trebui s\u0103 fie dep\u0103\u0219it p\u00e2n\u0103 la mijlocul anului 2019. Cu toate acestea, resursa taiwanez\u0103 DigiTimes a raportat luna trecut\u0103 c\u0103 lipsa cipurilor Intel ar putea s\u0103 se agraveze \u00een trimestrul al doilea al anului curent din cauza cererii crescute pentru chromebooks \u0219i PC-uri ieftine. Acest deficit este o durere de cap pentru Intel, dar genereaz\u0103 \u0219i probleme pentru alte companii tehnologice. Resursa The Montley Fool a relatat cum aceast\u0103 problem\u0103 afecteaz\u0103 HP, Microsoft \u0219i Apple.<\/p>\n

HP<\/strong><\/strong><\/p>\n

Compania a continuat neab\u0103tut s\u0103 \u00ee\u0219i creasc\u0103 v\u00e2nz\u0103rile de PC-uri \u00eentr-un context \u00een care concuren\u021bii s\u0103i s-au \u00eempotmolit din cauza unui market saturat, unor cicluri lungi de actualizare \u0219i a concuren\u021bei din partea dispozitivelor mobile. HP a c\u00e2\u0219tigat popularitate datorit\u0103 noilor laptopuri de \u00eenalt\u0103 calitate \u0219i transformatoarelor, men\u021bin\u00e2ndu-\u0219i o pozi\u021bie solid\u0103 pe pia\u021ba desktop-urilor prin intermediul sistemelor de gaming Omen.<\/p>\n

<\/center>
\n\"Deficitul<\/p>\n

\u00cen trimestrul trecut, dou\u0103 treimi din veniturile HP au provenit din activitatea diviziei de PC-uri \u0219i sta\u021bii de lucru. Aceast\u0103 divizie a demonstrat totu\u0219i doar o cre\u0219tere de 2 procente a v\u00e2nz\u0103rilor \u00een primul trimestru al anului 2019 comparativ cu anul anterior. Livr\u0103rile de laptopuri HP au sc\u0103zut cu 1 % pe an, iar cele de desktopuri cu 8 %, dar HP a compensat aceasta prin cre\u0219terea pre\u021burilor. Totu\u0219i, \u00een cursul anului 2018, compania a \u00eenregistrat o cre\u0219tere cu dou\u0103 cifre a veniturilor.<\/p>\n

HP \u00ee\u0219i explic\u0103 v\u00e2nz\u0103rile slabe de PC prin lipsa de procesoare Intel. \u00cen timpul conferin\u021bei de raportare, directorul financiar Steve Fieler a declarat c\u0103 deficitul de CPU va continua \u00een prima jum\u0103tate a anului 2019, dup\u0103 care ar urma unele \u00eembun\u0103t\u0103\u021biri. Aceast\u0103 prognoz\u0103 este probabil bazat\u0103 pe declara\u021biile Intel, a\u0219adar, HP ar putea \u00eent\u00e2mpina \u0219i mai mari dificult\u0103\u021bi dac\u0103 produc\u0103torul de chip-uri nu \u00ee\u0219i va \u00eendeplini promisiunile.<\/p>\n

de Microsoft<\/strong><\/strong><\/p>\n

Microsoft \u0219i Intel au fost odat\u0103 alia\u021bi de \u00eencredere, conduc\u00e2nd pia\u021ba PC-urilor \u00eentr-o asociere denumit\u0103 sugestiv Wintel. \u00cens\u0103 \u00een ultimii ani, Microsoft a \u00eencercat s\u0103-\u0219i reduc\u0103 dependen\u021ba de procesoarele Intel x86, lans\u00e2nd versiuni optimizate pentru procesoarele ARM ale produselor sale software cheie, inclusiv Windows \u0219i Office.<\/p>\n

Raportul Microsoft despre profitul pentru primul trimestru arat\u0103 c\u0103 aceasta este o strategie pe termen lung ra\u021bional\u0103. Diviziile sale de cloud, jocuri \u0219i hardware au demonstrat o cre\u0219tere constant\u0103, dar veniturile din v\u00e2nz\u0103rile de licen\u021be Windows c\u0103tre produc\u0103torii OEM au sc\u0103zut cu 5 % pe an (v\u00e2nz\u0103rile de licen\u021be OEM non-profesionale au sc\u0103zut cu 11 %, iar cele profesionale cu 2 %).<\/p>\n

\"Deficitul<\/p>\n

\u00cen timpul ultimei conferin\u021be de raportare, directorul financiar al gigantului software, Amy Hood, a explicat de asemenea declinul ca fiind rezultatul \u00eent\u00e2rzierilor \u00een livrarea procesoarelor c\u0103tre partenerii OEM, ceea ce s-a dovedit a fi un factor negativ pentru ecosistemul PC-urilor, \u00een general s\u0103n\u0103tos. Microsoft se a\u0219teapt\u0103 ca deficitul de cipuri s\u0103 dureze p\u00e2n\u0103 la al treilea trimestru de raportare, care se va \u00eencheia pe 30 iunie.<\/p>\n

Apple<\/strong><\/strong><\/p>\n

Dup\u0103 intensificarea disputelor legale cu Qualcomm, Apple s-a bazat exclusiv pe modemurile Intel \u00een ultimele iPhone-uri. Cu toate acestea, aceast\u0103 schimbare a afectat compania din Cupertino \u00een dou\u0103 domenii: modemurile Intel 4G nu sunt la fel de rapide ca cele de la Qualcomm, iar p\u00e2n\u0103 \u00een 2020, Intel nu va lansa o variant\u0103 5G. Primele dispozitive echipate cu modemul Qualcomm Snapdragon X50 5G sunt deja disponibile pe pia\u021b\u0103.<\/p>\n

Acest lucru \u00eenseamn\u0103 c\u0103 primele iPhone 5G de la Apple trebuie s\u0103 apar\u0103 cu o \u00eent\u00e2rziere de un an sau mai mult comparativ cu competitorii s\u0103i de la Android. Aceasta aduce cu sine costuri reputa\u021bionale, ceea ce este extrem de nedorit pentru gigantul \u201em\u0103r\u201d . Apropo, Intel se confrunt\u0103 cu multe incertitudini \u00een acest moment, iar anali\u0219tii de la UBS \u0219i Cowen au avertizat recent c\u0103 produc\u0103torul s-ar putea s\u0103 nu lanseze modemul s\u0103u 5G p\u00e2n\u0103 \u00een 2020 (sau s\u0103 \u00eel lanseze \u00een tiraje insuficiente pentru iPhone).<\/p>\n

\"Deficitul<\/p>\n

Cu toate acestea, Intel a negat aceste zvonuri, de\u0219i problemele sale anterioare de produc\u021bie nu inspir\u0103 \u00eencredere. Nu este de mirare c\u0103 Huawei a reu\u0219it deja s\u0103 ofere ajutor Apple. \u00cen cele din urm\u0103, aceasta din urm\u0103 va c\u0103uta probabil s\u0103 \u00eengroape securea r\u0103zboiului cu Qualcomm.<\/p>\n

\u00cen plus, DigiTimes raporteaz\u0103 c\u0103 Intel \u00eenc\u0103 nu poate asigura complet volumele necesare de livr\u0103ri de procesoare Amber Lake, utilizate \u00een Apple MacBook Air. Acest deficit ar putea avea un impact negativ asupra v\u00e2nz\u0103rilor de Apple Mac, care au crescut cu 9 % \u00een trimestrul trecut datorit\u0103 lans\u0103rii noilor MacBook Air \u0219i Mac mini.<\/p>\n

\u00cen general, undele problemelor cu livrarea procesoarelor Intel se r\u0103sp\u00e2ndesc pe \u00eentreaga pia\u021b\u0103 tehnologic\u0103, iar investitorii \u00eencearc\u0103 s\u0103 evalueze amploarea daunelor pentru produc\u0103torii de hardware \u0219i software. Deficitul nu va cauza probabil daune pe termen lung HP, Microsoft sau Apple, dar ar putea \u00eempiedica cre\u0219terea acestor gigan\u021bi tehnologici \u00een perioada imediat urm\u0103toare. \u00cen schimb, pentru AMD, aceast\u0103 situa\u021bie este ca un dar ceresc, iar compania face tot posibilul s\u0103 profite de aceasta c\u00e2t mai bine.<\/p>\n

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

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