Intel ayaa dhawaan ka tanaasushay qorshaheedii ahaa in ay soo saarto oo ay ku iibiso 5G modem-ka casriga ah kadib markii macaamiisheeda ugu weyn ee Apple uu ku dhawaaqay April 16 in ay mar kale bilaabi doonto isticmaalka modem-ka Qualcomm. Apple waxa ay hore u isticmaali jirtay modem-ka shirkadda, laakiin waxa ay u beddeshay alaabada Intel sababo la xidhiidha muran sharci oo kala dhexeeya Qualcomm ee ku saabsan shatiyada iyo khidmadaha shatiga sare. Si kastaba ha ahaatee, guulaha Intel ee dhinaca 5G ayaa si weyn uga hooseeya kuwa la tartamaya, Apple ma rabto in ay waqti lumiso oo ay dib u dhigto soo-saarayaasha Android sababtoo ah lammaaneheeda oo aan diyaar u ahayn inuu barto farsamada cusub.
Qualcomm ayaa horay u sii deysay modem-keedii ugu horreeyay ee 5G, halka Intel uu qorsheynayay inuu bilaabo soo saarista nuqullada ugu horreeya kaliya 2020, taas oo, haddii iskaashiga Intel-Apple uu sii socdo, waxay horseedi kartaa muuqaalka 5G iPhone sannad ka dib aaladaha ugu horreeya ee Android iyadoo la taageerayo heerka cusub ayaa u muuqda isgaarsiin. Waxaa taas ka sii daran, falanqeeyayaasha UBS iyo Cowen waxay ka digeen in 2020 laga yaabo inay u noqoto saadaal rajo wanaagsan leh oo Intel ah, taas oo aan la jaan qaadi doonin xaqiiqda gabi ahaanba.
Intel waxay ku khilaaftay saadaasha UBS iyo Cowen, laakiin go'aanka Apple ee ah inuu si cad u kala hormarinayo sii deynta iPhone cusub ka guuleysiga dagaaladda sharciga ah ee Qualcomm waxay muujineysaa in falanqeeyayaasha ay u badan tahay inaysan ka fogeyn calaamadda. Xaaladda waxaa loo qaadan karaa guul-darradii labaad ee Intel isku daygeeda ah inay gasho suuqa aaladaha mobilada. Bal aan eegno guuldarradii hore ee Intel iyo waxa ay uga dhigan tahay mustaqbalkeeda.
Sida Intel ay u lumisay fursadii ay ku lahayd suuqa aaladaha mobilada
In ka badan toban sano ka hor, Intel waxay sheegtay in Apple aysan awoodi doonin inay iibiso tiro badan oo iPhone ah, sidaas darteedna ay diiday inay soo saarto processor-ka casriga ah ee ugu horreeya. Apple ayaa ugu dambeyntii ka dalbatay Samsung Processor-yaasha ka hor inta aysan soo saarin Processor-yaasheeda A-taxane ah, kuwaas oo ay ugu dambeyntii soo saareen Samsung iyo TSMC labadaba.
Intel ka dib waxay dayacday kobaca degdega ah ee ARM, kaas oo shati u siisay chips-ka awooda yar ee sameeya chips-ka mobilada sida Qualcomm. Dhab ahaantii, hal mar Intel waxay lahayd microarchitecture u gaar ah oo loogu talagalay soo-saareyaasha ARM - XScale, laakiin 2006 waxay ka iibisay Marvell Technology. Intel ka dib waxay go'aansatay inay u adeegsan karto booskeeda hogaaminta ee kombuyuutarrada iyo suuqyada server-ka, kuwaas oo inta badan isticmaala x86 naqshadeynta halkii ARM, si ay ugu riixdo soo-saareyaasheeda Atom x86 aaladaha mobilada.
Nasiib darro, soo-saareyaasha Intel x86 uma aysan fiicnayn sida kuwa ARM soo saarayaasha, iyo kuwa soo saara aaladaha mobiladu waxay nolosha batteriga ka hormariyeen faa'iidooyinka waxqabadka. Natiijo ahaan, macaamiishu waxay u jeesteen soosaarayaasha chip ARM sida Qualcomm iyo Samsung. Qualcomm ugu dhakhsaha badan waxay ku dhex daray modem-ka iyo garaafyada xudunta u ah chip-ka ARM ee qoyskeeda Snapdragon ee soo-saareyaasha, kaas oo noqday xal-wax-ku-ool ah oo dhan-hal-hal ah inta badan soo-saareyaasha casriga ah. Bilawga tobanka sano ee cusub, soo-saareyaasha ARM waxaa loo adeegsaday 95% dhammaan taleefannada casriga ah ee adduunka, Qualcomm-na waxay noqotay soo-saaraha ugu weyn ee chips-yada mobilada.
Halkii ay ka quusan lahayd, Intel waxay isku dayday inay dib ugu soo noqoto suuqa casriga ah iyada oo kabisay OEM-yada isticmaalay chips Atom. In ka badan saddex sano, qiyaastii $10 bilyan ayaa lagu kharash gareeyay kabitaannada si loo qabto wax aan ka badnayn 1% ee suuqa. Marka Intel uu gooyo kabitaannada, OEM-yadu waxay saadaaliyeen inay ku noqdeen chips-yada ARM.
Bartamihii 2016, Intel ayaa ugu dambeyntii joojisay soo saarista Atom SoC ee taleefannada casriga ah. Isla sanadkaas, shirkaddu waxay bilawday inay u keento 4G modem-ka Apple, kaas oo u qaybiyay amarrada u dhexeeya Intel iyo Qualcomm. Si kastaba ha noqotee, modem-yada Intel ayaa si muuqata uga gaabiyey kan Qualcomm's, taasoo ku qasabtay Apple inay xaddiddo xawaaraha dambe si ay meesha uga saarto farqiga u dhexeeya taleefannadeeda.
Sidaa darteed, maahan wax la yaab leh in farqiga u muuqda inuu hore u caddeeyey, Intel wuxuu ku guuldareystay tartanka 5G. Shirkaddu waxay si cad u awoodi wayday inay la mid noqoto khibradda Qualcomm ee aaggan, iyo dhibaatooyinka joogtada ah ee Intel ee soo saarista ku filan ee chips ee habka 14 nm, oo ay ku jiraan modemkeeda, ayaa sii xumeeyay dhibaatada.
Maxay guuldarradani uga dhigan tahay Intel?
Go'aanka Apple uu kaga tagayo wada shaqayntii uu la lahaa Intel ayaan ahayn wax lala yaabo, balse kalsoonida Intel ay ku qabto jidkeeda ayaa keenaysa su'aalo ku saabsan maamulka shirkadda.
Dhanka kale, go'aanka Apple ayaa laga yaabaa inuu ka caawiyo Intel inay hagaajiso xaaladda yaraanta 14 nm chips. Sidoo kale, waayida Apple ee macaamiisha mustaqbalka ee 5G modem-ka shirkadda waa inaysan si weyn u saameyn dakhligeeda, kuwaas oo inta badan diiradda lagu saaro suuqa PC (52% dakhliga Intel ee 2018), gaar ahaan maaddaama wax-soo-saarku uusan weli bilaabin. Waxa kale oo ay dhimi kartaa kharashka cilmi-baadhista iyo horumarinta, kaas oo cunay ku dhawaad shan meelood meel dakhligii Intel sannadkii hore, waxaanay u ogolaataa Intel inay lacag badan ku bixiso teknoolojiyadda mustaqbalka leh ee dagaalka shirkadu aanu weli lumin, sida baabuurta iswada.
Waxa xiiso leh, in saamilayda iyo suuqyaduba u muuqdaan kuwo isku dhinac ah, marka la eego in go'aanka joojinta bixinta modem-ka 5G uu sababay in saamiyada Intel ay kor u kacaan wax yar, halkii ay u muuqan lahayd dhicitaankii la filayay, falanqeeyayaasha ayaa aaminsan in tani ay u oggolaan doonto shirkadu inay yareyso waxyaabaha aan loo baahnayn. kharashyada hoos u dhigaya faa'iidada saafiga ah.
Intel gabi ahaanba kama tagayo horumarinta iyo sahayda modemka. Shirkaddu wali waxay qorshaynaysaa inay soo saarto 4G iyo 5G chips oo loogu talagalay kombuyuutarrada iyo aaladaha taageeraya fikradda internetka ee Waxyaabaha. Si kastaba ha ahaatee, luminta dalabaadka Apple ayaa calaamad u ah guul-darradii labaad ee shirkaddu ku yeelan wayday inay cagta saarto suuqa casriga ah ee casriga ah. Aynu rajayno in Intel ay baratay casharkeeda oo ay in badan diiradda saarto hal-abuurka halkii ay ku tiirsanaan lahayd heerkeeda sareynta si caadi ah, sidii ay ku samaysay Atom.
Source: 3dnews.ru