- Ukwehla kwemali engenayo nezindleko ezikhuphukayo kuhlangana kancane, kuyilapho i-NVIDIA iqhubeka nokwandisa abasebenzi bayo abangochwepheshe
- Ngaphandle kokusekelwa kwabavukuzi be-cryptocurrency, isabelomali senkampani "silahlekelwe" cishe ngezigidigidi zamaRandi aseMelika
- Izimpahla, nakuba zincipha, zisaphakeme ngo-80% kunangaphambili kwe-cryptocurrency boom.
- Ama-Tegra processors engxenyeni yezimoto, nakuba edingeka kakhulu, athengiswa ngokwentengiso ikakhulukazi njengengxenye yezinhlelo zokuzijabulisa ezisebhodini.
Ukubika kwekota kwanoma iyiphi inkampani yase-US akugcini nje ekukhululweni kwabezindaba, ukuphawula okuvela ku-CFO nezinto zokwethulwa; imithetho ekhona idinga izinkampani zomphakathi zase-US ukuthi zinikeze umbiko mayelana , kanye ne-NVIDIA Corporation kwaba okufanayo. Lo mbhalo wawungenamandla ikakhulukazi uma uqhathaniswa nezinto ezisetshenziswa abanye izimbangi, futhi wawunqunyelwe emakhasini angama-39, kodwa wawuqukethe ulwazi oluningi oluthakazelisayo olusivumela ukuba sibheke ukwakheka nokuguquguquka kwezinguquko emalini engenayo yalo mthuthukisi we-graphics processor kusuka. i-engeli ehlukile.
Masikhumbule ukuthi imali ephelele ye-NVIDIA yonyaka , inzuzo evela ekusebenzeni yehle ngo-72% futhi imali engenayo yehla ngama-68%. Imali engenayo evela ekuthengisweni kwamaphrosesa wezithombe yehle ngo-27%, futhi ukuthengiswa kwemikhiqizo yokudlala kulethe imali engaphansi ngo-39% kunonyaka odlule. Kukulesi siqhathaniso lapho kubalulekile ukuhlola imali engenayo ye-NVIDIA ukuze uqonde umthelela wento edume kabi βye-cryptocurrency factor.β
"I-crypto hangover" yavela isikhathi eside futhi yaba nzima
Uma sibheka isakhiwo semali engenayo ngomugqa webhizinisi, singathola ukuthi ukuthengiswa kwemikhiqizo yokudlala kulethe i-NVIDIA $668 million ngaphansi kwekota efanayo ngonyaka odlule. Kuwo wonke amadokhumenti asemthethweni, i-NVIDIA iyavuma ukuthi imali engenayo ekuthengisweni kwemishini yezimayini ye-cryptocurrency yehle ngezigidi ezingu-289 zamaRandi, kodwa le mali yafakwa emgqeni we- "OEM nezinye", okusho ukuthi kucatshangelwa kuphela lawo makhadi evidiyo ezimayini anqatshelwe. imiphumela yevidiyo kanye newaranti egcwele, futhi kwathengiswa amakhasimende amakhulu. Khonamanjalo, kusobala ukuthi ngonyaka odlule abavukuzi bebezikhandla bethenga amakhadi evidiyo ezimakethe zezitolo nezitolo ezinkulu, beqhudelana nabo nabathandi bemidlalo.
Kuyafaneleka ukungeza inani elifanayo lamaRandi ayizigidi ezingu-289 ukwehla kwemali engenayo ngezigidi ezingu-668 zamaRandi, futhi sithola cishe isigidi sezigidi zamaRandi, lapho ukungabi khona kwe-cryptocurrency rush kunciphisa imali engenayo ye-NVIDIA esikhathini kusukela ngoFebhuwari kuya ku-April walo nyaka. . Yiqiniso, ukugcwala ngokweqile kwezindawo zokugcina izimpahla ezinamakhadi evidiyo nakho kwaba nomthelela, okwenze abadlali bamageyimu bangakwazi ukuthenga amakhadi amasha evidiyo, kodwa sizokhuluma ngesakhiwo sempahla yokugcina impahla ngezansi. Ngakolunye uhlangothi, ukube bekungengenxa ye-cryptocurrency boom yangonyaka odlule, bekungeke kube nenani elinjalo lamakhadi evidiyo ayinsalela ezindaweni zokugcina izimpahla.
Ithebula lesibili liveza ukuthi yiziphi izici ezibe nembangela yokwehla kwemali engenayo ye-NVIDIA ngamaRandi ayizigidi ezingu-987 ngonyaka odlule, ehlukaniswa ngesigaba somkhiqizo. Cishe amaRandi ayizigidi ezingu-743 ale mali kwakungenxa yokwehla kwemali engenayo evela ekuthengisweni kwama-graphic processors, enye i-$ 244 million yayingenxa ye-Tegra processors. Lesi sakamuva silethe imali engaphansi kwe-NVIDIA engu-55% kunonyaka odlule, kanti ukwehla okukhulu okwenzeka ngendlela eqondile kuma-consoles wegeyimu ye-Nintendo Switch, kanye namavolumu okuthengisa ama-Tegra processors engxenyeni yezimoto ngokwemibandela yemali akhuphuke ngo-14%. Maye, lokhu kwenzeka ikakhulukazi ngenxa multimedia on-board izinhlelo izimoto, hhayi izingxenye "i-autopilot". Umkhakha wezimoto ojwayele ukugcinwa ngendlela evamile ngalo mqondo usezigabeni zokuqala zendlela yokuthenga amanani amakhulu amaphrosesa e-NVIDIA.
Ngendlela, kumazwana etafuleni lesibili, inkampani ichaza ukuthi ukuthengiswa kwe-GeForce imidlalo yehluzo processors kwehle ngo-28%. Eqinisweni, leli yiphuzu lephesenti elilodwa elingaphezu kokwehla sekukonke kwemali engenayo yawo wonke ama-GPU. Ngamanye amazwi, okuthile okwehlisa ukwehla okuphelele kwemali engenayo lapho imali engenayo evela ekuthengisweni kwe-GPU yemidlalo yehla. I-NVIDIA ikhombisa ngokusobala ukuthi yiziphi izindawo ezibonise ukukhula kwemali engenayo: okokuqala, lezi yizixazululo zeselula nezedeskithophu zokuboniswa kochwepheshe bomndeni wakwa-Quadro; okwesibili, kube nokukhula kwesidingo samaphrosesa wezithombe engxenyeni yezinhlelo zobuhlakani bokwenziwa.
I-NVIDIA yaqala ukuhola kancane futhi yasebenzisa ngaphezulu
Sesivele sikhulume kakhulu ngokuncipha kwenzuzo yonke kanye nesilinganiso senzuzo sibhekene nesizinda sokuwa kwemali engenayo ye-NVIDIA. Kufanele kwengezwe ukuthi ukuguquguquka okungalungile kwemali engenayo kwakuhambisana nokwenyuka kwezindleko - kokubili ngokwemibandela ehlobene futhi ephelele. Zihlulele wena, phakathi nonyaka i-NVIDIA inyuse izindleko zokusebenza ngo-21%, futhi ingxenye yazo maqondana nemali engenayo inyuke isuka ku-24,1% yaya ku-42,3%.
Ngesikhathi esifanayo, izindleko zocwaningo nentuthuko zikhuphuke ngamaphesenti angama-24, futhi ingxenye yazo maqondana nensalela yemali engenayo inyuke isuka ku-17% yaya ku-30%. Le nkampani iyavuma ukuthi isizathu esiyinhloko sokwenyuka kwezindleko ukukhuphuka kwenani lochwepheshe, ukukhuphuka kwezinkokhelo zesinxephezelo nezinye izici ezihlobene kuphela ngokungaqondile nocwaningo lwangempela. Kodwa-ke, kusenzima ukusola inkampani ngokusetshenziswa kabi kwezimali, ngoba ochwepheshe abasanda kuqashwa kufanele bahlanganyele ekuthuthukisweni, kufaka phakathi.
Izindleko zokuphatha nezokuthengisa zenyuke ngendlela enesizotha - ngamaphesenti ayi-14 kuphela, zisuka ku-7% zaya ku-12% wesamba semali engenayo. Ngokwengxenye, lokhu kukhula kwakungenxa yamalungiselelo okuthathwa okuzayo kwe-Mellanox, okuzobiza i-NVIDIA irekhodi lamaRandi ayizigidi eziyizinkulungwane ezingu-6,9. Nokho, uma isivumelwano singaphumeleli, i-NVIDIA izovele ikhokhele inkampani yakwa-Israel amaRandi ayizigidi ezingu-350.
Uhlu lwezimpahla luyaqhubeka nokwehla
Emcimbini wokubika wekota, abaphathi be-NVIDIA bagcizelele ukuthi izinkinga eziningi ezihlobene nokugcwala ngokweqile kwezindawo zokugcina impahla sezivele zisemva kwethu, futhi izixazululo zezithombe ze-Turing zidingeka kakhulu, futhi abameleli abangathengiswanga bezakhiwo zePascal baqoqa uthuli ezindlini zokugcina impahla. Ekuqaleni kwekota yesibili neyesithathu yezimali, ehambisana cishe noJulayi-Agasti, imakethe yemidlalo kufanele ibe ngokwejwayelekile, ngokwezilinganiso zokuphatha ze-NVIDIA. Uma kuqhathaniswa nekota edlule, inkampani empeleni yehlise inani lempahla ngokwemibandela yemali, lisuka ku-$1,58 billion laya ku-$1,43 billion, ngokuncipha okuphawuleka kakhulu okwenzeka phakathi kwemikhiqizo ngezinga elincane lokulungela.
Kodwa-ke, uma ubheka ukubika kwe-NVIDIA eminyakeni edlule, kuvela ukuthi inani elijwayelekile lokusungula ngalesi sikhathi sonyaka licishe libe yizigidi ezingama-800 zamaRandi, futhi amanani amanje asacishe abe ngama-80% aphezulu kunokuvamile. Izindlu zokugcina impahla kuzodingeka zisuswe ngentshiseko efanayo, futhi lapha inkampani izosizwa yiqiniso lokuthi abathwali bezakhiwo ze-Turing kulo nyaka ngeke bahambe ngaphansi kwebha yokubeka intengo ye- $ 149, kugcinwe ithuba lokuba abamele isizukulwane sikaPascal bathole. amakhasimende abo abongayo ngaphandle kwemakethe yesibili yamakhadi evidiyo.
Okunye ukushayisana kwezilinganiso kuyabonakala futhi lapho kuxoxwa ngomthelela wama-Intel processors ekhonweni le-NVIDIA lokuthengisa amakhompyutha aphathekayo e-Max-Q engeziwe. Uma inkampani ibhala ngeFomu 10-K yayo ukuthi ukushoda kwama-Intel processors kuzobamba ukukhula kwemali engenayo ekuthengisweni kwalawa malaptop kwikota yesibili yezimali, lapho-ke emazwaneni omlomo inhloko ye-NVIDIA izwakalisa ukuzethemba ukuthi okubi kakhulu sekuphelile. Kodwa-ke, uma inkampani isilungele ukunikeza izibikezelo ezinhle zesikhathi esizayo esiseduze, ngeke yenqabe ukumemezela isibikezelo salo lonke unyaka wekhalenda ka-2019. Eqinisweni, i-CFO ye-NVIDIA yazikhawulela ekubikezeleni ikota yesibili yezimali, okuyinto engenzeki kaningi. Ngakolunye uhlangothi, ukuqapha okunjalo kubangelwa ikakhulukazi ukungaqiniseki kwesimo emakethe yeseva, ngokusho kwabahlaziyi bezimboni.
Source: 3dnews.ru