Kunyangwe kusati kwatanga kutaura kwe AMD CEO Lisa Su pamusangano wekota wekutaura, pakanga paine , kuti iyo yekutanga debut ye7nm EPYC Roma chizvarwa processors yakarongerwa Nyamavhuvhu 27. Zuva iri rinonyatsoenderana neyakaziviswa kare hurongwa, nekuti AMD yakambovimbisa kuunza matsva eEPYC processors mukota yechitatu. Pamusoro pezvo, Mutevedzeri weMutungamiriri we AMD Forrest Norrod achataura paJefferies 'pagore telecom hardware uye musangano wezvivakwa musi waNyamavhuvhu XNUMX.
Vachitaura nezve chizvarwa chitsva EPYC processors, vamiriri ve AMD vanosimbisa kuti nhamba yevadyidzani vanobatanidzwa mukugadzirira chiziviso ichi yakawedzera kakapetwa kana zvichienzaniswa nenguva yekugadzirira kwekutanga kweNaples chizvarwa processors, uye huwandu hwemapuratifomu akavakirwa pavari atendeuka. kunze kwekukwira zvakapetwa kaviri. Iyo kambani iri kuverenga pamusoro pemitengo yakakwira yekuwedzera kweRome chizvarwa processors, asi haisati yaita kujekesa zvinangwa zvekukunda iyo 10% bar yemusika server, iyo yayakazvimisira gore rapfuura. Ngatiyeukei kuti pakupera kwa2018, AMD yaifanirwa kutora 5% yemusika server processor, uye yakaronga kupeta nhamba iyi mugore kana gore nehafu. Mune mamwe mazwi, pakupera kwegore rino kana pakati perinotevera, AMD inofanirwa kutora 10% yechikamu, asi mukutaura kwaLisa Su pamusangano wekupedzisira wekuzivisa, imwe yambiro yakanzwika pakuedza kugadzirisa kana kusimbisa iyo. kukosha kwefungidziro iyi.
Iyo echo ye cryptocurrency boom ichiri kukanganisa huwandu
Kudzokera kuongororo yehuwandu hwehuwandu hwezviratidzo zvemari zve AMD, zvakakodzera kutaura nezvesimba re "high base effect", iyo "cryptocurrency factor" yaive nayo pamari muchikamu chechipiri chegore rapera. Kana mukuenzanisa kwakatevedzana mari yekambani mukota yekupedzisira yakawedzera kubva pamadhora bhiriyoni 1,3 kusvika pamadhora bhiriyoni 1,5 (ne20%), zvino mukuenzanisa kwegore yakaderera ne13%. AMD CFO Devinder Kumar akasimbisa kuti masimba akadaro anokonzerwa nekurudziro ye cryptocurrency factor, kunyangwe gore rino mutyairi wekukura kwemari anoramba ari mukurumbira wepamusoro weRyzen uye EPYC processors. Chinhu chimwe chete chakapesvedzera zvakanaka kuwedzera kwepurofiti kubva pa37% kusvika 41% mukuenzanisa kwegore.
Kana muchikamu chegiraidhi zvaigoneka kutaura nezve kunaka kwakanaka kwekuda kwegiraidhi processors pamari yese yechikamu, zvino zvese zvakadzika kune zvigadzirwa zvekushandisa server. Vakasimudzawo muvhareji wekutengesa mutengo, asi munharaunda yevatengi mutengo wekutengesa wakanga usina kunaka. Ngatiyeukei kuti AMD's 7nm graphics mhinduro dzakapinda mumusika chete muchikamu chechitatu; ivo havana kukwanisa kuve nemhedzisiro pamhedzisiro yekota yechipiri. Nekudaro, mukuenzanisa kwakatevedzana, mari ye AMD muchikamu ichi yakakura ne13% zvakanyanya nekuda kwekutengesa kwakakwira mavhoriyamu emifananidzo processor. Mukutaura kwemuviri, mavhoriyamu ekutengesa eGPU akawedzera nezvikamu zviviri-mapeji.
Avhareji mutengo wekutengesa we AMD CPUs wakaramba uchikwira gore-pamusoro-gore, asi zvakateerana, kuita kwakaderedzwa nechikamu chakawedzera chemafoni processors, ane avhareji mutengo wekutengesa wakaderera pane iwo wedesktop processors. Kazhinji, sekutsanangura kwevamiriri vekambani, muchikamu chechipiri, kutengeswa kwedesktop processors muchimiro chemuviri kwakadzikira sezvo vatengi vakamisa kutenga vachitarisira kutanga kwechizvarwa chitsva che7-nm zvigadzirwa. Asi kutengesa kwemafoni processors kwakawedzera.
Muchikamu chechitatu, maererano nekufanotaura kweAMD, chikamu chePC chichava chivako chemari, chikamu chemifananidzo chichave chiri panzvimbo yechipiri mukukosha, uye chikamu cheseva chichavhara zvinhu zvitatu zvepamusoro. Nekudaro, iri mumusika weseva umo AMD vanobatana vachave nehuwandu hwehuwandu hwezvigadzirwa zvitsva muhafu yechipiri yegore. Vatengi vanokoshesa iyo AMD sevha chikuva kwete chekuita kwepamusoro chete, asiwo kune inoyevedza mutengo wevaridzi. Nechikonzero ichi, sekutsanangura kwaLisa Su, kambani haisi kunyanya kutya zviito zvehasha nemukwikwidzi maererano nemutemo wemitengo.
Debut Navi ingori nhanho yekutanga
Graphics mhinduro dzechizvarwa cheNavi, sekubvumwa kwakaita mukuru wekambani, ingori nhanho yekutanga yekuenderera mberi nekuwedzera kweiyo RDNA architecture, uye AMD ine "mamwe matanho akati wandei" pamberi apa. Chinhu chikuru, maererano naLisa Su, kugona kwe AMD kuburitsa zvigadzirwa zvitsva zvinoenderana neyakaziviswa kare hurongwa, uye kupa mashandiro asiri pasi peiyo yakavimbiswa. AMD iri kuita zvakanaka nekumisikidzwa kweNavi graphics mhinduro, maererano nemukuru wekambani.
Lisa Su haana kukwanisa kunzvenga kupindura mubvunzo nezve mukana wekuburitsa mureza wemifananidzo mhinduro mumhuri yeNavi. Akasimbisa kuti zvigadzirwa zvakadaro zviri muzvirongwa zvekambani, uye zvichaburitswa "munzvimbo dzinotevera." AMD yakavaka yakapfuma portfolio ye7nm zvigadzirwa, uye isu tinongoda kumirira kuti varove pamusika. Muhafu iripo yegore, kambani yakagadzirira kusimbisa nzvimbo yayo muchikamu chePC uye mumifananidzo uye zvikamu zveseva, sekuwedzera kwaLisa Su.
Zvigadzirwa zvetsika zvinokanganisa kufanotaura kwegore AMD
Kunyangwe tarisiro yakajairika ine chekuita nekutanga kweakasiyana zvigadzirwa zve7nm muhafu yechipiri yegore, iyo fungidziro yegore rose re2019 yakafunga yakakosha yakashata nekuda kweiyo cyclical yemusika wemitambo console. Zvigadzirwa zvechizvarwa chakapfuura zviri mukushomeka uye kushoma kudiwa sezvo chizvarwa chitsva console chinosvika, uye izvi hazvigone asi kukanganisa AMD yazvino mari kubva mukutengeswa kwe "tsika" zvigadzirwa.
Zvichienderana nemhedzisiro yekota iripo, kambani inotarisira kuwedzera mari ne9% gore-pagore uye ne18% zvakateerana. Kwegore rose, mari yekambani ichakura ne5-6%, asi kana tikasabvisa "tsika" zvigadzirwa kubva mukufanotaura uku, inokura ne20%. Mubairo wegore unofanirwa kusvika 42%; shanduko kuenda ku7nm process tekinoroji ine zvakakosha pakuvandudza chiratidzo ichi, sezvinoita mukurumbira uri kukura weRyzen processors.
Vaenzi vechiitiko ichi vakanyatsoteerera kukurukurwa kweiyo AMD-Samsung dhiri. Mukuru wekambani yekutanga akatsanangura kuti kare gore rino achagamuchira madhora zana kubva kuSamsung, asi haangotengese zvimwe zvakagadzirirwa-zvakagadzirwa kune vadyidzani veKorea, asi achatakura mutengo wekugadzirisa "kuziva" kwake kune zvinodiwa nemutengi uyu. Iko kubatana neSamsung kunotora akawanda zvizvarwa zve AMD mifananidzo yezvivakwa.
Hukama hwe AMD nevadyidzani veChinese hwakataurwawo pamusangano wekutaura. Makambani eChinese anosanganisirwa muhurongwa hwezvirango haachagamuchire rutsigiro rwe AMD, pasina izvo havazokwanisa kuenderera mberi nekugadzira desktop uye server processors - tiri kutaura nezve marezinesi emhando yeHygon brand, anoshandisa chizvarwa chekutanga Zen architecture pamwe nekuwedzera yenyika Chinese data encryption zviyero. Kurambidzwa uku hakuna kukonzera kukanganisa kwakanyanya kubhajeti re AMD, sezvo mune dzimwe nzvimbo dhizaini yemari kubva mukutengeswa kwemapurosesa yaive yakanaka.
Source: 3dnews.ru