{"id":31498,"date":"2019-10-31T21:41:34","date_gmt":"2019-10-31T18:41:34","guid":{"rendered":"https:\/\/prohoster.info\/blog\/defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam\/"},"modified":"2019-10-31T21:41:34","modified_gmt":"2019-10-31T18:41:34","slug":"defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam","status":"publish","type":"post","link":"https:\/\/prohoster.info\/sv\/blog\/news\/defitsit-protsessorov-intel-vredit-tryom-tehnologicheskim-gigantam","title":{"rendered":"Bristen p\u00e5 Intel-processorer skadar tre teknikj\u00e4ttar","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"

Bristen p\u00e5 Intel-processorer b\u00f6rjade redan i slutet av sommaren f\u00f6rra \u00e5ret: den \u00f6kande och prioriterade efterfr\u00e5gan p\u00e5 processorer f\u00f6r datacenter var orsaken till bristen p\u00e5 de konsumentinriktade 14-nm-chipsen. Sv\u00e5righeterna med att \u00f6verg\u00e5 till de mer avancerade 10-nm-normerna och ett exklusivt avtal med Apple om produktion av modem f\u00f6r iPhone, d\u00e4r samma 14-nm-process anv\u00e4nds, f\u00f6rv\u00e4rrade problemet.<\/p>\n

\"Bristen<\/p>\n

F\u00f6rra \u00e5ret investerade Intel ytterligare 1 miljard dollar i sina 14-nanometer produktionskapaciteter och meddelade att bristen skulle \u00f6vervinnas till mitten av 2019. Trots detta rapporterade den taiwanesiska k\u00e4llan DigiTimes f\u00f6rra m\u00e5naden att bristen p\u00e5 Intel-chips kan \u00f6ka under andra kvartalet i \u00e5r p\u00e5 grund av den \u00f6kade efterfr\u00e5gan p\u00e5 Chromebooks och billiga PC-datorer. Denna brist \u00e4r en huvudv\u00e4rk f\u00f6r Intel, men det leder ocks\u00e5 till problem f\u00f6r andra teknikf\u00f6retag. K\u00e4llan The Montley Fool redogjorde f\u00f6r hur problemet p\u00e5verkar HP, Microsoft och Apple.<\/p>\n

HP<\/strong><\/strong><\/p>\n

F\u00f6retaget har stadigt \u00f6kat sin f\u00f6rs\u00e4ljning av PC-datorer medan dess konkurrenter har k\u00f6rt fast p\u00e5 grund av en m\u00e4ttad marknad, l\u00e5nga uppdateringscykler och konkurrens fr\u00e5n mobila enheter. HP har f\u00e5tt popularitet tack vare sina nya h\u00f6gklassiga b\u00e4rbara datorer och konvertibla datorer, och har beh\u00e5llit starka positioner p\u00e5 marknaden f\u00f6r station\u00e4ra datorer med hj\u00e4lp av sina spel-datorer Omen.<\/p>\n

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\n\"Bristen<\/p>\n

Under f\u00f6rra kvartalet kom tv\u00e5 tredjedelar av HP:s int\u00e4kter fr\u00e5n dators- och arbetsstationsavdelningen. Denna avdelning visade dock endast en f\u00f6rs\u00e4ljnings\u00f6kning p\u00e5 2 procent under f\u00f6rsta kvartalet 2019 j\u00e4mf\u00f6rt med samma period \u00e5ret innan. Leveranser av HP-laptops minskade med 1 % p\u00e5 \u00e5rsbasis, medan station\u00e4ra datorer minskade med 8 %, men HP kompenserade detta med prish\u00f6jningar. Under 2018 observerades dock en tv\u00e5siffrig int\u00e4kts\u00f6kning f\u00f6r f\u00f6retaget.<\/p>\n

HP f\u00f6rklarar sina svaga PC-f\u00f6rs\u00e4ljningar fr\u00e4mst med bristen p\u00e5 Intel-processorer. Under rapportkonferensen uppgav finanschefen Steve Fieler att bristen p\u00e5 CPU:er kommer att kvarst\u00e5 under f\u00f6rsta halvan av 2019, f\u00f6ljt av vissa f\u00f6rb\u00e4ttringar. Denna prognos baseras sannolikt p\u00e5 Intel:s uttalanden, s\u00e5 HP kan st\u00e4llas inf\u00f6r \u00e4nnu st\u00f6rre sv\u00e5righeter om chipstillverkaren inte kan h\u00e5lla sina l\u00f6ften.<\/p>\n

Microsoft<\/strong><\/strong><\/p>\n

Microsoft och Intel var en g\u00e5ng p\u00e5litliga allierade som dominerade PC-marknaden i ett partnerskap som ofta kallades Wintel. Men de senaste \u00e5ren har Microsoft f\u00f6rs\u00f6kt minska sitt beroende av Intel x86-processorer genom att sl\u00e4ppa ARM-optimerade versioner av sina nyckelprogram, inklusive Windows och Office.<\/p>\n

Microsofts rapport om vinster f\u00f6r f\u00f6rsta kvartalet visar att detta \u00e4r en rimlig l\u00e5ngsiktig strategi. Deras moln-, spel- och h\u00e5rdvaruavdelningar visade p\u00e5 en stabil tillv\u00e4xt, men int\u00e4kterna fr\u00e5n f\u00f6rs\u00e4ljningen av Windows OEM-licenser till tillverkare minskade med 5 % p\u00e5 \u00e5rsbasis (f\u00f6rs\u00e4ljningen av icke-professionella OEM-licenser sj\u00f6nk med 11 %, medan f\u00f6rs\u00e4ljningen av professionella sj\u00f6nk med 2 %).<\/p>\n

\"Bristen<\/p>\n

Under den senaste rapportkonferensen f\u00f6rklarade f\u00f6retagets finansdirekt\u00f6r Amy Hood \u00e4ven att nedg\u00e5ngen berodde p\u00e5 f\u00f6rsenade leveranser av processorer till OEM-partners, vilket har haft en negativ inverkan p\u00e5 det \u00f6vergripande h\u00e4lsosamma PC-ekosystemet. Microsoft f\u00f6rv\u00e4ntar sig att chipbristen kommer att p\u00e5g\u00e5 till deras tredje rapporteringskvartal, som avslutas den 30 juni.<\/p>\n

Apple<\/strong><\/strong><\/p>\n

Efter upptrappade r\u00e4ttsliga strider med Qualcomm har Apple i de senaste iPhone-modellerna helt f\u00f6rlitat sig p\u00e5 Intel-modem. Detta f\u00f6r\u00e4ndringar har emellertid skadat Cupertino-f\u00f6retaget p\u00e5 tv\u00e5 fronter: Intels 4G-modem \u00e4r inte lika snabba som Qualcomms, och dessutom kommer Intel inte att sl\u00e4ppa en 5G-version f\u00f6rr\u00e4n 2020. Samtidigt har de f\u00f6rsta enheterna utrustade med Qualcomm Snapdragon X50 5G-modem redan kommit ut p\u00e5 marknaden.<\/p>\n

Detta inneb\u00e4r att de f\u00f6rsta iPhone 5G fr\u00e5n Apple kan dyka upp med \u00f6ver ett \u00e5rs f\u00f6rsening j\u00e4mf\u00f6rt med ledande konkurrenter fr\u00e5n Android-sidan. Detta medf\u00f6r ryktef\u00f6rluster, vilket \u00e4r ytterst o\u00f6nskat f\u00f6r \"\u00e4pple\"-j\u00e4tten. F\u00f6r \u00f6vrigt har Intel mycket os\u00e4kerhet just nu, och analytiker fr\u00e5n UBS och Cowen varnade nyligen f\u00f6r att tillverkaren m\u00f6jligen inte kan sl\u00e4ppa sin 5G-modem f\u00f6re 2020 (eller sl\u00e4ppa otillr\u00e4ckliga kvantiteter f\u00f6r iPhone).<\/p>\n

\"Bristen<\/p>\n

Intel har dock avf\u00e4rdat dessa rykten, \u00e4ven om deras tidigare produktionsproblem v\u00e4cker tvekan. Det \u00e4r inte f\u00f6rv\u00e5nande att Huawei redan har erbjudit Apple sin hj\u00e4lp. Det verkar som om Apple hellre skulle l\u00f6sa konflikten med Qualcomm.<\/p>\n

Dessutom rapporterar DigiTimes att Intel fortfarande inte helt kan s\u00e4kerst\u00e4lla de n\u00f6dv\u00e4ndiga leveranserna av Amber Lake-processorer som anv\u00e4nds i Apple MacBook Air. Denna brist kan negativt p\u00e5verka f\u00f6rs\u00e4ljningen av Apple Mac, som \u00f6kade med 9 % under f\u00f6rra kvartalet i samband med lanseringen av nya MacBook Air och Mac mini.<\/p>\n

Generellt sprider sig effekterna av problemen med Intel-processorf\u00f6rs\u00f6rjningen \u00f6ver hela teknikmarknaden, medan investerare f\u00f6rs\u00f6ker bed\u00f6ma skadornas omfattning f\u00f6r h\u00e5rdvaru- och mjukvarutillverkare. Bristen kommer sannolikt inte att orsaka l\u00e5ngvarig skada f\u00f6r HP, Microsoft eller Apple, men kan hindra deras n\u00e4rmaste tillv\u00e4xt. F\u00f6r AMD \u00e4r en s\u00e5dan situation d\u00e4remot som en gudag\u00e5va, och f\u00f6retaget f\u00f6rs\u00f6ker dra nytta av den p\u00e5 b\u00e4sta m\u00f6jliga s\u00e4tt.<\/p>\n

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K\u00e4lla: 3dnews.ru<\/a><\/p>","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"

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