- Kudonha kwemari uye kukwira kwemitengo kuri kusangana pakati, uku NVIDIA ichiramba ichiwedzera vashandi vayo venyanzvi
- Pasina kutsigirwa kubva kune cryptocurrency miners, bhajeti yekambani "yakarasika" inenge bhiriyoni yemadhora ekuAmerica
- Inventories, kunyangwe ichidzikira, ichiri 80% yakakwirira kupfuura isati yatanga cryptocurrency boom.
- Tegra processors muchikamu chemotokari, kunyangwe mukukura kuri kudiwa, inotengeswa zvakanyanya sechikamu che-on-board varaidzo masisitimu.
Kutaurwa kwekota kwechero kambani yeUS hakungogumiri pakuburitswa kwenhau, makomendi kubva kuCFO uye zviratidziro; mitemo iripo inoda kuti makambani eruzhinji eUS ape chirevo pamusoro. , uye NVIDIA Corporation zvakangodaro. Gwaro iri rakanga risinganyanyi kupenya kana richienzaniswa nemidziyo yevamwe vakwikwidzi, uye raive rakaganhurirwa kumapeji makumi matatu nemapfumbamwe, asi raive neruzivo rwakawanda runonakidza rwaititendera kutarisa chimiro uye simba rekuchinja mumari yeiyi graphics processor developer kubva. imwe kona.
Ngatiyeukei iyo yakazara mari yeNVIDIA yegore , purofiti kubva kumabasa yakadonha 72% uye mambure emari akadonha 68%. Mari inowanikwa kubva kutengeswa kwemagraphic processors yakadzikira ne27%, uye kutengeswa kwezvigadzirwa zvemitambo kwakaunza 39% mari shoma pane gore rapfuura. Mukuenzanisa uku ndiko kwakakosha kuongorora mari yeNVIDIA kuitira kuti unzwisise pesvedzero yeanozivikanwa "cryptocurrency factor".
Iyo "crypto hangover" yakave yakareba uye yakaoma
Kana tikatarisa chimiro chemari nemutsara webhizinesi, tinogona kuona kuti kutengesa kwezvigadzirwa zvemitambo kwakaunza NVIDIA $668 miriyoni zvishoma pane mukota imwechete gore rapfuura. Muzvinyorwa zvese zvepamutemo, NVIDIA inobvuma kuti mari kubva mukutengeswa kwemidziyo yekuchera cryptocurrency yakadzikira nemadhora mazana maviri nemakumi masere nepfumbamwe, asi mari iyi yakaverengerwa mumutsara we "OEM nemamwe", izvo zvinoreva kutora makadhi evhidhiyo chete emigodhi akanyimwa. mavhidhiyo akabuda uye waranti yakazara, uye zvakatengeswa vatengi vakakura. Zvichakadaro, zviri pachena kuti gore rapfuura vashandi vemumigodhi vaishingairira kutenga makadhi evhidhiyo pamisika yezvitoro nehombe, vachikwikwidzana navo nevadikani vemitambo.
Zvakakodzera kuwedzera kune imwecheteyo mari yemadhora mazana maviri nemakumi masere nepfumbamwe kuderera kwemari nemadhora mazana matanhatu nemakumi matanhatu nesere, uye tinowana anenge bhiriyoni remadhora ekuUS, iyo kusavapo kweiyo cryptocurrency kumhanyisa kwakaderedza mari yeNVIDIA munguva kubva munaFebruary kusvika Kubvumbi wegore rino zvinosanganisira. . Ehezve, kuwandisa kwematura ane makadhi evhidhiyo kwakavewo nezvakakanganisa, izvo zvaiita kuti vatambi vasatenge makadhi evhidhiyo matsva, asi isu tichataura nezve chimiro chezvitoro zvekuchengetera pazasi. Kune rimwe divi, dai kusiri kwegore rapfuura cryptocurrency boom, pangadai pasina kuwanda kwemakadhi evhidhiyo akawandisa mumatura.
Tafura yechipiri inoratidza kuti ndezvipi zvinhu zvakakonzera kudzikira kwemari yeNVIDIA nemadhora mazana mapfumbamwe nemakumi mapfumbamwe nenomwe pagore rapfuura, yakaputswa nechikamu chechigadzirwa. Inenge mamiriyoni e987 emadhora emari iyi yakakonzerwa nekudonha kwemari kubva pakutengeswa kwemifananidzo yemifananidzo, imwe $ 743 mamiriyoni yaiva nekuda kweTegra processors. Iyo yekupedzisira yakaunza NVIDIA 244% mari shoma pane gore rapfuura, nekudzikisira kukuru kuchiitika chaizvo munzira yeNintendo Shandura mutambo wekunyaradza, uye mavhoriyamu ekutengesa eTegra processors muchikamu chemotokari mumari yakawedzera ne55%. Maiwe, izvi zvakaitika zvakanyanya nekuda kweiyo multimedia pabhodhi masisitimu emotokari, uye kwete zvikamu zve "autopilot". Iyo yechinyakare inochengetedza mota chikamu mune iyi pfungwa ichiri pamatanho ekutanga enzira inoenda kune yakakura mavhoriyamu ekutenga kweNVIDIA processors.
Nenzira, mune zvakataurwa kune yechipiri tafura, kambani inotsanangura kuti kutengesa kweGeForce yemitambo graphics processors kwakaderera ne28%. Muchokwadi, ichi chikamu chimwe muzana kupfuura kudzikira kwese kwemari kune ese maGPU. Mune mamwe mazwi, chimwe chinhu chinogadzirisa kudzikira kwese kwemari apo mari kubva mukutengesa kweGPU yakaramba. NVIDIA inoratidza pachena kuti ndedzipi nzvimbo dzakaratidza kukura kwemari: chekutanga, idzi inharembozha uye desktop mhinduro dzekuona nyanzvi dzemhuri yeQuadro; chechipiri, pakanga paine kuwedzera kwekudiwa kwema graphics processors muchikamu cheartificial intelligence system.
NVIDIA yakatanga kuwana mari shoma uye kushandisa yakawanda
Takatotaura zvakawanda pamusoro pekudzikira kwemubairo uye purofiti pakatarisana nekumashure kwekudonha kwemari yeNVIDIA. Izvo zvinofanirwa kuwedzerwa kuti masimba asina kunaka emari aiperekedzwa nekuwedzera kwemari - zvese zviri zviviri muhukama uye mhedziso. Zvitongerei, mugore rose NVIDIA yakawedzera mari yekushandisa ne21%, uye chikamu chavo maererano nemari chakawedzera kubva pa24,1% kusvika 42,3%.
Panguva imwecheteyo, mari yekutsvagisa nekusimudzira yakawedzera ne24%, uye chikamu chavo chine chekuita nemari yakawedzera kubva pa17% kusvika 30%. Iyo kambani inobvuma kuti chikonzero chikuru chekuwedzera kwemitengo ndiko kuwedzera kwenhamba yenyanzvi, kuwedzera kwemubhadharo wekubhadhara uye zvimwe zvinhu zvinongobatana zvisina kunanga nekutsvaga chaiko. Nekudaro, zvichiri kunetsa kupa mhosva kambani yekusashandisa mari zvisirizvo, nekuti ichangobva kupihwa basa nyanzvi dzinofanirwa kuitawo mukusimudzira, kusanganisira.
Mari yekutonga neyekushambadzira yakawedzera zvine mwero - ne14% chete, kubva pa7% kusvika 12% yemari inowanikwa. Kutaura zvazviri, kukura uku kwaikonzerwa negadziriro dzekutora kweMellanox kuri kuuya, izvo zvichadhura NVIDIA rekodhi $ 6,9 bhiriyoni.Zvisinei, kana chibvumirano chikasapfuura, NVIDIA inongobhadhara kambani yeIsrael $350 miriyoni muripo.
Inventories inoramba ichidzikira
Pachiitiko chetatu chekuzivisa, vatariri veNVIDIA vakasimbisa kuti mazhinji ematambudziko ane chekuita nekuwandisa kwedzimba dzekuchengetera atove kumashure kwedu, uye Turing giraidhi mhinduro dziri kudiwa zvakanyanya, uye vamiriri vasina kutengeswa vePascal architecture vari kuunganidza guruva mumatura. Pakutendeuka kwechikamu chechipiri nechechitatu chemari, icho chinoenderana neanenge Chikunguru-Nyamavhuvhu, musika wemitambo unofanirwa kujairana, maererano neNVIDIA manejimendi fungidziro. Zvichienzaniswa nekota yapfuura, kambani yakanyatso dzikisa huwandu hwezvinhu mumari, kubva pamadhora bhiriyoni 1,58 kusvika pamadhora bhiriyoni 1,43, nekudzikisira kwakanyanya kunoitika pakati pezvigadzirwa mune zvishoma dhigirii rekugadzirira.
Nekudaro, kana iwe ukatarisa kutaurwa kweNVIDIA kubva kumakore apfuura, zvinozoitika kuti iyo yakajairika kukosha kweiyo inventory panguva ino yegore ingangoita $800 miriyoni, uye hunhu hwazvino huchiri 80% yakakwirira kupfuura yakajairwa. Nzvimbo dzekuchengetera zvinhu dzichafanirwa kucheneswa nekushingaira kumwe chete, uye pano kambani ichabatsirwa nenyaya yekuti Turing architecture vatakuri gore rino havazofambi pazasi peiyo $ 149 mutengo wekumisa bar, kuchengetedza mukana wevamiriri vePascal chizvarwa kuwana. vatengi vavo vanoonga kunze kwechipiri vhidhiyo kadhi musika.
Kumwe kusawirirana mufungidziro kunocherechedzwawo kana tichikurukura nezvekukanganisa kweIntel processors pakukwanisa kweNVIDIA kutengesa mamwe malaptops eMax-Q. Kana iyo kambani ikanyora muFomu yayo 10-K kuti kushomeka kweIntel processors kuchadzosa kukura kwemari kubva mukutengesa kwemalaptops aya muchikamu chechipiri chemari, ipapo mukutaura nemuromo mukuru weNVIDIA anoratidza chivimbo chekuti zvakaipisisa zvapera. Nekudaro, kana kambani yakagadzirira kupa fungidziro yenguva pfupi iri kutevera, yaisazoramba kuzivisa fungidziro yegore rose rekarenda 2019. Muchokwadi, NVIDIA's CFO yakagumira pakungofanotaura chikamu chechipiri chemari, izvo hazviitike kazhinji. Kune rumwe rutivi, kuchenjerera kwakadaro kunonyanya kukonzerwa nekusava nechokwadi kwemamiriro ezvinhu mumusika we server, maererano nevanoongorora maindasitiri.
Source: 3dnews.ru