Tlhahlobo ea morao-rao ea Foromo ea 13F e senotse , hore karolong ea boraro bo-ramatsete ba mekhatlo ba bontšitse thahasello e eketsehileng ho "maemo a malelele" ho likarolo tsa AMD. Sena se fana ka maikutlo a hore bo-ramatsete ba litsebi ba itšepa ka bokhoni ba k'hamphani ba ho holisa lekeno le phaello ho latela maemo a hajoale.
Litsebi tse ling li ile tsa tsoela pele le ho feta, le maqepheng a mehloli e hlalositse boemo ba boikaketsi boo ho bona AMD e ileng ea khona ho eketsa chelete ea selemo ho feta $ 10 limilione tse likete.
Qetellong ea selemo sena, AMD e rera ho fumana chelete e ka bang liranta tse limilione tse likete tse 6,7 XNUMX. Hoo e ka bang karolo ea boraro ea chelete ena e tla tla karolong ea bone, 'me mokhanni ea ka sehloohong oa chelete ea kotara e tla ba thekiso e ntseng e eketseha ea bareki le li-server. Ho holisa lekeno lilemong tse tlang, AMD e tla tlameha ho matlafatsa boemo ba eona mebarakeng ea bohlokoa, e sutumelletse bahlolisani ba kang Intel le NVIDIA.
Ho ea ka litsebi tse tsoang ho Rosenblatt Securities, k'hamphani e tla tlameha ho nka bonyane 25% ea 'maraka oa li-desktop le li-server e le ho eketsa chelete ea selemo le selemo ho liranta tse limilione tse likete tse 15. Karolong ea seva, ho finyella pakane ena ha ho bonahale ho le monate haholo, empa karolo ea bareki ke ntho ea sebele le ho feta. Karolong ea processor ea komporo, AMD e se e laola 18% ea 'maraka; karolong ea laptop, kabelo ea eona ha e fete 15%. Bongata ba bahlahlobisisi ba indasteri ba lumela hore AMD e tla fihlela lekhetho la selemo le fetang $10 bilione ka lekhetlo la pele mafelong a 2023.
Lipalo li bonts'a hore karo-karolelano ea litšenyehelo ho ea ho lekeno e ntse e le ntho e thibelang kholo ea khoebo ea AMD. Batsamaisi ba k'hamphani ba thahasella ho netefatsa hore karolo ea litšenyehelo ha e fete 30% ea lekeno. Ka mantsoe a mang, k'hamphani e se e khona ho sebelisa chelete e fetang $ 2 billion selemo le selemo.
Empa haeba lekeno la eona le fihla ho $ 15 bilione, joale AMD e tla itumella ho fokotsa karolo ea litšenyehelo tsa ts'ebetso ho isa ho 25% ea lekeno. Ka nako e ts'oanang, e tla ba le tekanyetso ea chelete e ka bang $ 3,75 limilione tse likete, e leng holimo haholo ho feta tekanyo ea hona joale ea tšebeliso ea chelete.
AMD e boetse e thahasella ho eketsa phaello ea eona ea phaello - hajoale palo ena e haufi le 40%, empa tlas'a maemo a monate e ka phahamisetsoa ho 55%, bahlahlobisisi ba re. Kahoo, ka ho fumana taolo ea kotara ea limmaraka tsa bareki le li-server, AMD e tla ba le menyetla e eketsehileng ea nts'etsopele.
Source: 3dnews.ru