Balaayiin doollar ayaa la sameeyay oo luntay usbuucan iyadoo ciyaarta turubka tignoolajiyada ugu weyn ay dhammaatay. Apple iyo Qualcomm Talaadada , kaas oo gaadhay heshiis lix sano ah oo shatiga shatiga iyo heshiis sanado badan ah oo Qualcomm si ay u siiso chips isgaarsiinta Apple. Qualcomm waxay ku dhammaatay usbuuca iyada oo saamiyadu kor u kacday 40%. Apple ayaa sidoo kale ka faa'iidaysatay, iyada oo saamiyadeedu kor u kacday 2,5% usbuuca.
Si kastaba ha ahaatee, muddada dheer, si kastaba ha ahaatee, heshiiska ayaa laga yaabaa inuu saameyn weyn ku yeesho shirkadda aan si toos ah ugu lug lahayn gorgortanka. Intel dhowr saacadood ka dib ku dhawaaqida Apple iyo Qualcomm ku saabsan ka tagista ganacsiga modem 5G. Si la yaab leh, saamiyada Intel ayaa kor u kacay 3,7% isla usbuuca dhexdiisa. Muddo sanado ah, Intel waxay ku dhibtoonaysay inay kobciso ganacsigeeda modem-ka wireless-ka ah, iyada oo ay ku maal-gelinayso iyada oo ay weheliso kombuyutarkeeda iyo qoysaskeeda processor-ka server-ka. Laakiin xitaa maadaama uu yahay iibiyaha kaliya ee modem-ka Apple iPhone, Intel waligeed lacag badan kama samayn meheradda modem-ka (taas oo, marka lagu daro, u noqotay mid ka mid ah qodobbada abuuray yaraanta 14nm CPU).
"Waxaan ku faraxsanahay ballanqaadka 5G iyo horumarinta adeegyada isku xirka daruuraha, laakiin waxaa caddaatay ganacsiga modem-ka casriga ah in aysan jirin waddo cad oo faa'iido leh ama saameyn togan," madaxa fulinta Intel Bob Swan ayaa ku qoray khudbad. Wall Street waxay soo dhawaysay go'aanka Intel sababtoo ah waxay u ogolaan doontaa shirkadu inay diirada saarto ganacsigeeda faa'iidada badan ee x86.
"Intel waxa ay noqotay shirkad aad diiradda u saarta go'aankani waxa uu ka dhigan yahay hab anshax badan," ayuu yidhi David Kanter oo ah falanqeeyaha warshadaha semiconductor ee Real World Insights. Waxa kale oo uu xusay in hoggaankii hore, shirkaddu ay door bidday inay sannado badan ku maalgeliso mashaariic cad oo aan guulaysan, inkastoo ay caddahay faa'iido darro.
Bishii la soo dhaafay, falanqeeyaha chip Joseph Moore oo ka tirsan Morgan Stanley ayaa tiir ka sheegay in uu rumeysan yahay in Bob Swan uu ka anshax badan yahay madaxdii hore ee Intel, taasoo ugu dambeyntii horseedi doonta qiimaha saamiyada. Ka bixitaanka Intel ee meheradda modem-ka ee 5G ayaa xaqiijisay qoraalka. "Tani waa go'aanka ganacsiga saxda ah; Xaqiiqda ah in ay si degdeg ah u sameeyeen waxay ii sheegaysaa inay sii wadi doonaan inay go'aannada wanaagsan gaaraan oo ay noqdaan kuwo ka asluubsan sidii ay ahaan jireen waagii hore," ayuu yiri Mr. Moore Khamiistii. Dareen-celinta suuqa ee wanaagsan, ra'yigiisa, ayaa ku qancin doona saxnaanta jihadan. Joseph Moore wuxuu hadda ku qiimeeyaa saamiyada Intel $ 64 marka loo eego qiimaha dhabta ah ee $ 58,49.
Waxaa laga yaabaa in su'aasha ugu weyn ee aan laga jawaabin ay tahay: yaa bilaabay kan: Apple mise Intel? Labada shirkadoodba way diideen inay ka hadlaan ama bixiyaan caddayn ku saabsan arrintan. Falanqeeyaha Cilmi-baarista Waddada Cusub ee Pierre Ferragu wuxuu rumeysan yahay in labada shirkadoodba ay yihiin kuwa lagu eedeeyo dhammaadka iskaashiga: "Marka lammaanuhu is furaan, ma isaga ama iyada ayaa eeda leh? In yar oo labadaba ah."
Sabab kasta ha ahaatee, Mr. Ferragu wuxuu rajo ka qabaa mustaqbalka Intel. Waxa uu saadaaliyay in laba sano gudahood uu chipmaker-ku kordhin karo qulqulka lacageed ee bilaashka ah ee sannadlaha ah ilaa $20 bilyan sannadkii (shirkaddu waxay saadaalisay $ 16 bilyan sannadkan). Waxa uu aaminsan yahay in ka tagitaanka Intel ee ganacsiga modem-ka ay keeni doonto $ 1 bilyan oo kayd ah, in ka badan $ 1 bilyan ay badbaadin doonto sababtoo ah hoos u dhigista kharashka aan muhiimka ahayn ee ganacsigeeda, iyo $ 2 bilyan iyada oo la dhimayo kharashaadka raasumaalka ah.
Si kastaba ha ahaatee, rajada Intel ma aha daruur la'aan. Ganacsiga asaasiga ah ee soo saaraha ayaa wajahaya dib u soo kabashada AMD iyo Intel waxay u badan tahay inay lumin doonto saamiga suuqa sababtoo ah sii deynta 7nm Zen 2 Processor-ka tartanka badan sanadkan. Laakiin hadda Intel waxay awood u yeelan doontaa inay fiiro gaar ah u yeelato ganacsigeeda asaasiga ah oo ay samayso go'aanno dhaqaale oo xog-ogaal ah. Tani, sida muuqata, waxay ka farxinaysaa saamilayda shirkadda.
Source: 3dnews.ru