- Pascal GPU zvinyorwa zvichiri kuremerwa nekudiwa, asi musika uchadzokera mukukura kwakasimba mukupera kwekota ino.
- NVIDIA haina chivimbo chakadaro maererano nezvino tarisiro yemusika weseva, saka kambani iri kuramba kuita kufanotaura kwegore ikozvino.
- Yese yemitambo chikuva ichashandisa ray tracing mune ramangwana
- Iyo nyowani tekinoroji maitiro pachayo haireve chero chinhu; NVIDIA haisi kukurumidza kuchinja kune 7 nm.
NVIDIA yakangoita pamhedzisiro yekota yekutanga yegore rezvemari ra2020, iro mukarenda raro rakapera muna Kubvumbi 28, 2019. Chiratidzo chikuru chemari chekambani panguva iyi chakabatana netarisiro yevanoongorora kana zvakazove nani zvishoma pane zvakafanotaurwa. Zvirinani chikamu chemitambo chakaita zvirinani pane zvaitarisirwa, sezvakaita chikamu chemotokari, asi maturusi ekuona ehunyanzvi uye zvigadzirwa zvenzvimbo dzedata zvakatengeswa zvakaipisisa kupfuura zvaitarisirwa nenyanzvi dzakazvimiririra.
Mari yese yeNVIDIA yenguva yakasvika $2,22 bhiriyoni, inova 1% yakakwira kupfuura mhedzisiro yekota yapfuura, asi 31% yakaderera pane mari yakaitika panguva imwe chete gore rapfuura. Iyo "yakakwirira base" mhedzisiro ichiri kunzwika - gore rapfuura mari yekambani yakatemerwa neiyo cryptocurrency boom, asi muchimiro chayo chakachena iko zvino inoziva kusavapo kwemari yemadhora mazana maviri nemakumi masere nepfumbamwe kubva mukutengeswa kwemhinduro dzakashongedzerwa dzemigodhi. inotengeswa zvakananga muchikamu cheOEM.
Mari inowanikwa kubva mukutengesa kwemagraphic processors yakasvika $2,02 bhiriyoni, inova 91% yehuwandu. Pagore-ne-gore kuderera kwaiva 27%, asi pane zvakatevedzana pane kuwedzera kwe1%. CFO Colette Kress anotsanangura kuti kuderera kwemari kubva mukutengesa kwegirafu processors kunokonzerwa nemaitiro anocherechedzwa mumitambo uye server segment, pamwe ne "cryptocurrency" chinhu.
Nekudaro, iwe haufanirwe kufunga kuti zvese zvakaipa nekuita kwemitambo GPUs. Chokwadi, bhizinesi remitambo yese yakaona mari yadzikira kusvika pamadhora 1,05 bhiriyoni (pasi ne39% gore negore), asi pakutevedzana mari yakawedzera ne11%. Kureva kuti, muchikamu chekutanga, NVIDIA yakatengesa mashoma magiraidhi processors uye Tegra processors kuti mutambo consoles, asi chinhu chokutanga imhaka yokuwandisa matura pashure cryptocurrency boom, uye wechipiri imhaka yemwaka zviitiko. Asi NVIDIA inotsanangura kuwedzera kwemari kubva mukutengeswa kwezvigadzirwa zvemitambo mukuenzanisa kwakatevedzana zvese nekuvandudzwa kwemamiriro ezvinhu nePascal surpluses uye nemukurumbira wepamusoro weTuring.
Kazhinji, CEO weNVIDIA Jen-Hsun Huang akakurudzira kuti asaite mhedziso dzechimbichimbi maererano nezvikonzero zvekuwandisa kwematura. Turing magiraidhi mhinduro, akadaro, ari kutengesa zvakanyanya zvirinani pane Pascal chizvarwa zvigadzirwa panguva inofananidzwa yehupenyu kutenderera. Zvese zvakaunganidzirwa mumatura zvine chekuita neyakapfuura Pascal architecture. Kusvika pari zvino, NVIDIA haina kukwanisa kunyatso gadzirisa mamiriro ezvinhu nekuverenga, asi inotarisira kuita izvi pakupera kwechikamu chechipiri nechetatu chegore razvino remari.
Paakabvunzwa nezve zvikonzero zvekudzikira kwemari yepurofiti kubva pa64,5% kusvika 58,4%, NVIDIA's CFO yakataura yakadzikira muganho muchikamu chemitambo uye kushandura maitiro ekuda sezvinhu zvikuru zvakabvisa purofiti yebhizinesi. Nekudaro, pane zvakatevedzana, purofiti margin yakawedzera 3,7 muzana mapoinzi nekuda kwekushaikwa kwekunyora-pasi muchikamu cheseva. Nenzira, izvi hazvina kumubatsira, asi tichataura pamusoro payo pasi apa.
Chikamu cheseva chakaratidza kusakura
Saka, mari yeNVIDIA muchikamu chezvikamu zve data data haina kudarika $ 634 mamiriyoni, iyo iri 10% pasi penguva yakafanana gore rapera, uye 6% kupfuura mari yekota yapfuura. Muchokwadi, kudonha kwemari kwakagadziriswa chete nekudiwa kwezvikamu zvinoshandiswa mukugadzira njere masisitimu anokwanisa kuita mhedziso dzine musoro. Musoro weNVIDIA kakati wandei wakataura mune ino mamiriro zvichangobva kuitwa neGoogle neMicrosoft muhunyanzvi hwekushandura panguva imwe chete yemuchina, kucherechedzwa kwekutaura uye synthesis. Nekudaro, vese vamiriri vekambani vakapinda mumusangano wekubika vakaronga kuomerwa kwemusika we server senguva pfupi, zvichiratidza tarisiro huru yezvigadzirwa zveNVIDIA mumakore anotevera. Jensen Huang achiri kutenda kuti kukura kwebhizinesi rekambani munguva pfupi iri kutevera kuchatemwa nezvinhu zvitatu: ray tracing mumitambo, kuvandudzwa kwechikamu che server uye kufambira mberi mumunda we robotics, iyo inosanganisira "autopilot".
Muchirevo chekupedzisira, zvakanzi zvakare mota dzevatyairi ingori "muromo wechando" wemusika wakakura marobhoti uyo unovhara zvikamu zvezvinhu, maindasitiri otomatiki, uye zvekurima. Parizvino, NVIDIA inodada kuti marobhoti tekisi achatanga kushanda mumakore maviri anotevera, uye mazhinji epakati mapurojekiti anoshandisa zvikamu kubva mukugadzirwa kwayo. Pamusoro pezvo, pakati pevashandi veautomaker, mukuru weNVIDIA anowanzo kutaurwa nezveToyota, achiverengera pamusika wakakura kufukidzwa nerubatsiro rwemutyairi masisitimu emhando dzakasiyana dzekuzvimiririra.
Muchikamu chesevha, pakati pezvimwe zvinhu, NVIDIA iri kubheja pakuvandudza kwepuratifomu yegore uye michero yechibvumirano neMellanox, iyo inozozviratidza muchikamu chepamusoro. Muchikamu chechipiri, zvisinei, NVIDIA haitarisiri kudzoreredza kwakakosha mumusika weseva. Sokutsanangura kwakaita mukuru wekambani, mumunda wemitambo yegore, NVIDIA inotarisira kuswedera pedyo nefukidziro yevateereri iyo yakawanikwa muchikamu chePC vachishandisa GeForce graphics mhinduro. Iyo inofungidzirwa mukana wekukura kwevateereri pano inofungidzirwa kune bhiriyoni vashandisi vatsva.
Kune ramangwana NVIDIA ikozvino iri kuyedza kusatarisa kure
Shanduko inonakidza mugwaro rekutaura kwekota kwaive kuramba kweNVIDIA kugara ichivandudza fungidziro yayo yemari yegore. Iye zvino iyo yakanyanya "kuronga horizon" munharaunda yeruzhinji ndiyo iri padyo block. Muchikamu chechipiri chemari ya2020, iyo yatotanga, kambani inotarisira kuburitsa mari inosvika bhiriyoni mazana maviri nemakumi mashanu emadhora, paine purofiti inotarisirwa kuwira mukati mechikamu che2,55% kusvika 58,7%. Mari yekushanda ichawedzerwa kusvika kumadhora mamiriyoni 59,7. Muchikamu chakapfuura, nenzira, ivo vakakurawo, kunyanya nekuda kwekubhadhara mapakeji - kambani inoramba ichiwedzera vashandi vayo uye mubhadharo. Dzimwe mari dzezvivakwa dziri kukwirawo.
Iyo nzira inofanirwa kuve inoshanda
Kare pakupera kwechikamu chemubvunzo nemhinduro, director director weNVIDIA akabvunzwa kana achikwanisa, mune zvakajairika, kugovera zvirongwa zvake zvekugona 7-nm process tekinoroji uye kuburitsa zvigadzirwa zvinoenderana gore rino. Jensen Huang pasina kuzeza akadzoka kuzokurukura nezve thesis yakambotaurwa kuti tekinoroji pachayo hairevi chero chinhu, uye chero tekinoroji kutama kwezvigadzirwa kunofanirwa kururamiswa mune zvehupfumi. Sekureva kwake, zvinopihwa neNVIDIA zvazvino, izvo zvinogadzirwa uchishandisa 12nm tekinoroji, zvakakwirira kune anokwikwidza 7nm zvigadzirwa mukuita uye kushanda nesimba.
Kubatsira kweNVIDIA, akadaro, kubatana kwayo kwepedyo neTSMC mukugadzira zvigadzirwa zvichagadzirwa zvinoenderana neatsva lithographic standard. Jensen Huang anoti NVIDIA "haitengi yakagadzirira-yakagadzirwa tekinoroji maitiro" kubva kuTSMC, sezvinoita vakwikwidzi, asi zvakanyanya kuigadzirisa kune izvo zvigadzirwa zvayo. Pamusoro pezvo, mainjiniya eNVIDIA, maererano nemukuru wekambani, vanokwanisa kugadzira zvivakwa zvinoratidza simba repamusoro, zvisinei nehunyanzvi hunoshandiswa.
Mhedzisiro yemusika wemasheya pakuburitswa kwemishumo yekota yaive kuwedzera kwemutengo wemusika wemasheya ekambani, asi ikozvino yadzikira kubva pa6% kusvika pa2%. Sezvineiwo, panguva imwecheteyo, migove yekambani inokwikwidza AMD zvakare yakasimbiswa neashoma muzana. Nekudaro, izvi zvinogona kukonzerwa nekuita kwemusika kune zvakataurwa nemukuru wekambani pamusangano wepagore wevagovani. Kurekodhwa kwechiitiko ichi kwakaburitswa manheru nezuro chete.
Source: 3dnews.ru