Tsvagiridzo yakawanda yakatsaurirwa kukanganisa kweRyzen processors pakuita kwemari kwe AMD uye chikamu chayo chemusika. Mumusika weGerman, semuenzaniso, AMD processors mushure mekuburitswa kwemamodheru ane chizvarwa chekutanga Zen architecture akakwanisa kutora 50-60% yemusika, kana isu tichitungamirwa nenhamba kubva kune yakakurumbira online store Mindfactory.de. Ichi chokwadi chakambotaurwa mumharidzo yepamutemo ye AMD, uye manejimendi e AMD anogara achitiyeuchidza pazviitiko zvemusoro kuti maRyzen processors anochengetedza zvinzvimbo zvavo mupamusoro gumi anozivikanwa processors paAmazon saiti.
Tsvagiridzo yakafanana ichangobva kuitwa neimwe yezvitoro zveJapan, iyo yakaratidzawo kuwedzera kukuru kwekufarira zvigadzirwa zve AMD mumusika wemuno. Pamusoro penyika, zvese hazvina kujeka, asi nekuburitswa kwe7-nm EPYC processors yechizvarwa cheRome pakati pegore rino, AMD pachayo inotarisira kusimbisa zvakanyanya chinzvimbo chayo muchikamu cheseva - kusvika kunosvika gumi muzana. , kunyange gore rakapera chikamu chezvigadzirwa zvechiratidzo ichi chakaita zvishoma kubva muzana.
Masangano ekuongorora IDC neGartner, muongororo ichangoburwa yemusika wepasi rose wePC, akasvika pamhedzisiro yekuti mukota yekutanga yegore rino, AMD yakakwanisa kubvisa zvakanyanya zvigadzirwa zveIntel muchikamu chelaptop chinomhanyisa Google Chrome OS inoshanda system. Izvi zvinotsanangurwa nekuramba kuri kushomeka kwemaIntel processors asingadhure, ayo anogadzirwa achishandisa 14 nm tekinoroji. Zvinonyanya kubatsira kuti kambani igadzire zvigadzirwa zvine yakawedzera kukosha, uye saka chikamu cheChromebook chinochinjira kune AMD processors. Neraki, iyo yekupedzisira kambani pachayo yakabatsira pakuonekwa kwemhando dzinoenderana dzemakomputa enhare pamusika.
AMD uye purofiti margin kukura: ndiyo yakanakisa kumashure kwedu?
Ose ari maviri AMD ekota mishumo uye investor mharidzo ine mareferenzi ekukura kwakasimba kwemari kubva pakatanga chizvarwa chekutanga Ryzen processors. Izvi zvakafambiswa nekutevedzana kwakakodzera kwekuwedzera huwandu hwemhando dzeRyzen mugore rekutanga rekuvapo kwavo pamusika. Kutanga, mapurosesa anodhura akaonekwa, ipapo mamwe anodhura akabuda. Nenguva isipi AMD yakakwanisa kutyora, uye kuwedzera kweavhareji mutengo wekutengesa wevagadziri wakabvumira kuti igare ichiwedzera purofiti yayo. Semuenzaniso, pakupera kwegore rapfuura yakawedzera kubva pa34% kusvika 39%.
Nekudaro, kambani inoyedza kuchengetedza mutemo wayo wekuwedzera purofiti. Ichokwadi, dzimwe nyanzvi dzinotenda kuti muhafu yechipiri yegore izvi zvichange zvichitungamirirwa zvikuru nekuwedzera kwevagadziri vevasirusi, sezvo mukana wekukura kwemutengo we AMD vatengi processors inenge yapera. Pazvishoma, vaongorori veSusquehanna vanotarisira kuti mutengo wepakati wekutengesa weRyzen processors uchadzikira ne1,9%, kubva pamadhora mazana maviri nemapfumbamwe kusvika pamadhora mazana maviri nenomwe. Kukura kwemari yekambani munzvimbo ino kuchaita kuti kuwedzera kwehuwandu hwekutengesa processor.
Maererano ne , mugove we AMD processors muchikamu chedesktop mukota yekutanga haungapfuuri 15%, asi shanduko dzakanaka dzakarongwa kwehafu yechipiri yegore yakabatana nekuuya kwekutanga kwechizvarwa chechitatu 7nm Ryzen processors.
Kubudirira AMD muchikamu chelaptop
Muchikamu chePc mobile, kufambira mberi kwe AMD mukota yekutanga kwaishamisa, sekureva kwenyanzvi dzeSusquehanna. Muchikamu chimwe chete, kambani yakakwanisa kusimbisa nzvimbo yayo kubva pa7,8% kusvika 11,7%. Muchikamu chemalaptops anomhanyisa Google Chrome OS, chikamu che AMD chakakura kubva panenge zero kusvika pa8%. Pakupera kwegore rapfuura, kambani haina kutora zvinopfuura 5% yemusika welaptop processor; gore rino, ichichengetedza chinzvimbo chayo pa11,7%, ichakwanisa kuwedzera kutengesa kwemafoni processors kubva pa8 miriyoni kusvika 19 miriyoni mauniti, uye uku ndiko kuwedzera kunoshamisa! Huzhinji hwemakomputa matsva ari kutengeswa pari zvino malaptop, saka masimba akadai muchikamu ichi anogona kuvandudza zvakanyanya mamiriro emari e AMD.
Intel inogona kuve nhapwa kumutemo wayo wemitengo
Nyanzvi kubva kuIDC neGartner vanotarisira kuti pakupera kwekota yekutanga, kudiwa kwemakomputa apedzwa pasi rese kuchaderera ne4,6%. Kana masimba akadaro achienderera mberi kusvika pakupera kwegore, saka mumusika uri kuderera Intel ichafanirwa kutendeukira kune yakatojaira nzira yekuwedzera mari nekuwedzera avhareji mutengo wekutengesa. Kana iwe ukatarisa mushumo weIntel's 2018, zvinoitika kuti kutengesa mavhoriyamu ezvigadzirwa zvedesktop chikamu kwakadzikira ne6%, uye avhareji mutengo wekutengesa wakawedzera ne11%. Muchikamu chelaptop, mavhoriyamu ekutengesa akawedzera ne4%, uye avhareji mutengo wakawedzera ne3%.
Nekudaro, Intel yanga ichiedza kwemakore akati wandei kudzikisa kutsamira kwayo pakutengesa kwezvikamu zvemakomputa emunhu, uye musika wezvinhu izvi unoramba uchidzikira, saka kambani inogona kuchengetedza yakajairika purofiti chete nekuwedzera avhareji mitengo. Semuenzaniso, kugara uchiburitsa akawanda uye anodhura processor modhi yevatambi uye vanofarira. Ivo vanoramba vachiratidzira kudiwa kwakagadzikana kwezvinhu zvinogadzira, nepo vatengi vazhinji vasingachadi komputa yedesktop kana laptop munguva yekuwanda kwemafoni.
Dambudziko nderekuti zvigadzirwa zveIntel zvazvino hazvigone kuratidza kufambira mberi kwakakosha mukuita kwakapihwa kunonoka kuburitswa kwe10nm processors kusvika pakudonha kwegore rino, nepo AMD inogona kunge iine 7nm zvigadzirwa zvitsva neZen 2 architecture pakati pegore. Uyezve, Intel haisati yaratidza chinangwa chakajeka chekuendesa mapurosesa epadesktop kune tekinoroji ye10nm, ichingotaura muchirevo chechinyorwa ichi chete nharembozha kana sevha processors. Muchikamu chechipiri chegore, apo 7nm competitor processors pamusika, uye 10nm process technology haisati yasvika, Intel haizove mumamiriro ezvinhu apo inogona kuramba ichiwedzera mitengo yezvigadzirwa zvayo.
Hapana shanduko pane graphics kumberi
Vaongorori vanoti kudiwa kwemaPC ekutamba kwakawedzera mukota yekutanga nekuda kwekuburitswa kwemitambo mitsva. Ikozvino, inenge 33% yemakomputa matsva edesktop ane discrete graphics solution. Chikamu chekugadzirisa kwemitambo muchikamu chedesktop chakawedzera pamusoro pekota kubva pa20% kusvika pa25%. Zvingaita sekuti mamiriro akanaka ari kugadzirwa AMD mumusika wemifananidzo, asi iri 76% inodzorwa neNVIDIA, saka mukana wekuvandudza mashandiro emari e AMD mupfungwa iyi hauna kunyanya. Zvakadaro, masimba akanaka ekuda kwemakadhi evhidhiyo achabatsira kambani kukurira mhedzisiro yekriptographic boom, iyo yakasiya vagadziri veGPU vane mahombe ezvigadzirwa zvezvigadzirwa zvakapedzwa.
Nyanzvi dzeJefferies dzakavandudzawo fungidziro yavo yemutengo wemusika we AMD migove kubva pamadhora makumi matatu kusvika kumadhora makumi matatu nemana, vachidudza kugona kwevagadziri vemhando yekubvisa zvigadzirwa zveanokwikwidza mudesktop uye nharembozha, pamwe nesevha. Iyo kambani yakarongerwa kuzivisa yekutanga-kota mhinduro muna Kubvumbi 30, zuva risati rasvika makore makumi mashanu. Zvichida nhamba dzekota dze AMD dzichaperekedzwa nemashoko anonakidza kubva kune manejimendi.
Source: 3dnews.ru