I-Intel isandula ukushiya izicwangciso zayo zokuvelisa kunye nokuthengisa iimodem ze-5G zee-smartphones emva kokuba umthengi wayo oyintloko, i-Apple, ibhengeze nge-16 ka-Epreli ukuba iya kuqala ukusebenzisa iimodem zeQualcomm. U-Apple wayekhe wasebenzisa iimodem zenkampani kwixesha elidlulileyo, kodwa watshintshela kwiimveliso ze-Intel ngenxa yeengxabano zomthetho kunye ne-Qualcomm malunga namalungelo abenzi kunye neentlawulo eziphezulu zelayisensi. Nangona kunjalo, impumelelo ye-Intel kwintsimi ye-5G iphantsi kakhulu kulowo ukhuphisana naye, kwaye i-Apple ayifuni ukuchitha ixesha kunye nokushiyeka emva kwabavelisi be-Android ngenxa yokungalungeli kweqabane layo ukuba likwazi ukulawula iteknoloji entsha.
I-Qualcomm sele ikhuphe iimodem zayo zokuqala ze-5G, ngelixa i-Intel iceba ukuqalisa ukuveliswa kweekopi zokuqala kuphela kwi-2020, leyo, ukuba i-Intel-Apple intsebenziswano iyaqhubeka, inokukhokelela ekubonakaleni kwe-5G iPhone malunga nonyaka emva kwezixhobo zokuqala ze-Android. ngenkxaso yomgangatho omtsha kubonakala unxibelelwano. Ukwenza izinto zibe mbi ngakumbi, abahlalutyi base-UBS naseCowen balumkise ukuba u-2020 unokujika ube luqikelelo olunethemba lwe-Intel, olungayi kungqamana nenyani kwaphela.
I-Intel ayivumelani ne-UBS kunye noqikelelo lukaCowen, kodwa isigqibo sika-Apple sokubeka phambili ngokucacileyo ukukhulula i-iPhone entsha ngokuphumelela amadabi asemthethweni kunye ne-Qualcomm sibonisa ukuba abahlalutyi bebengekho kude kuphawu. Imeko inokuqwalaselwa njengokusilela kwesibini kwe-Intel kwiinzame zayo zokungena kwimarike yesixhobo esiphathwayo. Makhe sijonge kwiintsilelo zangaphambili ze-Intel kunye nokuba zithetha ntoni ngekamva layo.
I-Intel ilahlekelwe njani lithuba layo kwimarike yesixhobo esiphathwayo
Ngaphezu kweminyaka elishumi eyadlulayo, i-Intel yathi i-Apple ayinakukwazi ukuthengisa iivolumu ezibalulekileyo ze-iPhones, kwaye ngenxa yoko yala ukuvelisa iiprosesa ze-smartphone yayo yokuqala. Ekugqibeleni i-Apple yayalela iiprosesa ezivela kwi-Samsung ngaphambi kokuphuhlisa iiprosesa zayo ze-A, eziye zaveliswa zizo zombini i-Samsung kunye ne-TSMC.
I-Intel emva koko yakutyeshela ukukhula okukhawulezayo kwe-ARM, eyanikezela ngelayisenisi iitshiphusi zamandla aphantsi kwii-chipmakers eziphathwayo ezifana neQualcomm. Ngapha koko, ngaxesha lithile i-Intel yayine-microarchitecture yayo ye-ARM processors-XScale, kodwa ngo-2006 yayithengisa kwiMarvell Technology. I-Intel emva koko yagqiba ekubeni inokusebenzisa isikhundla sayo sobunkokeli kwi-PC kunye neemarike zeseva, ezisebenzisa ubukhulu becala i-x86 uyilo endaweni ye-ARM, ukutyhala iiprosesa zayo ze-Atom x86 kwizixhobo eziphathwayo.
Ngelishwa, iiprosesa ze-Intel x86 bezingasebenzi kakuhle njengeeprosesa ze-ARM, kwaye abavelisi besixhobo esiphathwayo babeka phambili ubomi bebhetri ngaphezulu kwezibonelelo zokusebenza. Ngenxa yoko, abathengi baphendukela kubavelisi be-chip be-ARM abanje ngeQualcomm kunye neSamsung. Kungekudala i-Qualcomm yadibanisa imodem kunye nemizobo engundoqo kwi-chip ye-ARM kusapho lwayo lwe-Snapdragon yeeprosesa, eyathi yaba sisisombululo esinexabiso eliphantsi kuninzi lwabavelisi be-smartphone. Ekuqaleni kweshumi leminyaka elitsha, iiprosesa ze-ARM zazisetyenziswa kwi-95% yazo zonke ii-smartphones emhlabeni, kwaye i-Qualcomm yaba ngoyena mvelisi mkhulu weechips eziphathwayo.
Endaweni yokunikezela, i-Intel yazama ukubuyela kwimakethi ye-smartphone ngokuxhasa ii-OEM ezazisebenzisa iitshiphusi ze-Atom. Ngaphezu kweminyaka emithathu, malunga ne-10 yeebhiliyoni zeerandi zachithwa kwiinkxaso-mali ukuze kuthathwe akukho ngaphezu kwe-1% yemarike. Xa i-Intel isika izibonelelo, ii-OEMs zibuyela kwi-chips ze-ARM.
Embindini we-2016, i-Intel ekugqibeleni yayeka ukuvelisa i-Atom SoC yee-smartphones. Ngaloo nyaka, inkampani yaqala ukubonelela ngeemodem ze-4G kwi-Apple, eyasasaza ii-odolo phakathi kwe-Intel kunye ne-Qualcomm. Nangona kunjalo, iimodem ze-Intel zazicotha ngokubonakalayo kuneQualcomm, zinyanzela i-Apple ukuba inciphise isantya sokugqibela ukuphelisa umahluko phakathi kweefowuni zayo.
Ke ngoko, akumangalisi ukuba umsantsa osele ubonakala, i-Intel ilahlekile kugqatso lwe-5G. Inkampani ngokucacileyo ayizange ikwazi ukufanisa ubuchwephesha be-Qualcomm kule ndawo, kwaye iingxaki eziqhubekayo ze-Intel kunye nokuveliswa okwaneleyo kwee-chips kwinkqubo ye-14 nm, ebandakanya iimodem zayo, ziye zandisa ingxaki.
Kuthetha ukuthini oku kusilela kwi-Intel?
Isigqibo sika-Apple sokulahla intsebenziswano kunye ne-Intel ayimangalisi, kodwa ukuzithemba kwe-Intel kwindlela yayo kuphakamisa imibuzo malunga nolawulo lwenkampani.
Kwelinye icala, isigqibo sika-Apple sinokunceda i-Intel iphucule imeko ngokunqongophala kwe-14 nm chips. Kwakhona, ilahleko ye-Apple njengomthengi kwiimodem zexesha elizayo ze-5G zenkampani akufanele zichaphazele kakhulu ingeniso yayo, egxile kakhulu kwimarike yePC (i-52% yeengeniso ze-Intel ngo-2018), ngakumbi ekubeni imveliso ingekaqali. Isenokunciphisa iindleko zophando kunye nophuhliso, ezidla phantse isihlanu sengeniso ye-Intel kulo nyaka uphelileyo, kwaye ivumele i-Intel ukuba ichithe imali ethe kratya kubuchwephesha obuthembisayo apho umlo wenkampani ungekalahleki, njengeemoto eziziqhubayo.
Okubangel 'umdla kukuba, abanini-zabelo kunye neemarike babonakala becinga kwicala elifanayo, ngenxa yokuba isigqibo sokuyeka ukubonelela ngeemodem ze-5G sibangele ukuba izabelo ze-Intel zinyuke kancinci, endaweni yokuwa okubonakala kulindelwe, njengoko abahlalutyi bakholelwa ukuba oku kuya kuvumela inkampani ukuba inciphise ngokungeyomfuneko. iindleko ezinciphisa inzuzo yayo eseleyo.
I-Intel ayilahli ngokupheleleyo uphuhliso lwemodem kunye nokubonelela. Inkampani isacwangcisa ukuvelisa i-4G kunye ne-5G chips kwiiPC kunye nezixhobo ezixhasa i-Intanethi yeNgcinga yezinto. Nangona kunjalo, ukulahleka kwee-odolo ze-Apple kuphawule ukusilela kwesibini kwenkampani ukufumana indawo kwimakethi enkulu ye-smartphone. Masithembe ukuba i-Intel isifundile isifundo kwaye igxile ngakumbi kubuchule obutsha endaweni yokuxhomekeka ekuphakameni kwayo ngokungagqibekanga, njengoko yenzayo kwiAtom.
umthombo: 3dnews.ru