Umthelela walolu bhubhane emikhakheni ehlukahlukene yezomnotho kunzima ukubiza ngokuthi awuguquki, ngoba ngisho nangaphakathi komkhakha ofanayo, ukuthambekela kwezindlela eziningi kungabonwa. I-Qualcomm yahlushwa ukubambezeleka kokumenyezelwa kwama-iPhones amasha engxenyeni yesibili, ngakho-ke i-Broadcom yathatha indawo yokuqala ngokwemali engenayo, ngisho nokucabangela ukwehla kwayo.
Izibalo zekota yesibili zifinyezwe yi-ejensi yocwaningo . Umholi wangaphambili, u-Qualcomm, akazange asizwe ukwanda kwesidingo samathuluzi okusebenza akude noma ukunwetshwa kokuqala kwama-smartphones anikwe amandla i-5G. Ngokusemthethweni, umthuthukisi waseMelika wenyuse imali engenayo unyaka nonyaka ngo-6,7% yaya ku-$3,8 billion, kodwa imiphumela yokuqala yekota iphakamisa ukuphakama kwe-Broadcom, okufanele ithole cishe amabhiliyoni angu-3,98 ngesikhathi esifanayo. isimo sakamuva Kuyafaneleka ukukhuluma ngokuncipha kwemali engenayo ngo-6,8% uma kuqhathaniswa nekota yesibili yonyaka odlule.
Ababhali bocwaningo bathi i-Qualcomm inomjikelezo wokulungiselela ochemile wokumenyezelwa kwamamodeli amasha we-iPhone, ongazange uvumele inkampani ukuthi yenyuse imali engenayo ngamandla kwikota yesibili. Lokhu kuvumele i-Broadcom ukuthi ibambe lesi sinyathelo ngokungazi ekufuneni kwayo ubuholi phakathi konjiniyela besekethe abadidiyelwe ngokwemali engenayo.
I-NVIDIA ikhombise ukukhula kwenzuzo encomekayo, okuyinyuse ngo-47,1% phakathi nonyaka. Lokhu kugqugquzelwe kakhulu ukuhlanganiswa kwe-Mellanox, nakuba inqubekelaphambili ye-NVIDIA kule ndawo ingenakuphikwa. I-AMD ithathe indawo yesibili ngokukhula kwemali engenayo ngemuva kwe-NVIDIA, ikhulisa isibalo esihambisanayo ngo-26,2% uma kuqhathaniswa nonyaka odlule, kodwa lokhu akuzange kuyivumele ukuthi iqhubekele phambili ngaphezu kwesikhundla sesihlanu kubathuthukisi abakhulu abayishumi abakhulu.
Endaweni yesithupha kube iXilinx, ekhiqiza omatikuletsheni abahlelekayo abasetshenziswa emishinini yezokuxhumana. Lokhu kokugcina, njengoba kulula ukukuqonda, bekudingeka ngesikhathi sokuzihlukanisa, kodwa imali engenayo kule ndawo yehle ngo-33,2% ngenxa yezinkinga zokuhlinzekwa kwezidingo. Inkinga yabhebhethekiswa ukwehla kwesidingo emakethe yezimoto, okuholele ekwehleni kwenzuzo ehlanganisiwe ye-Xilinx ngo-14,5%. Ngokokuqala ngqa emlandweni wayo, inkampani ihlangabezane nokwehla kwamadijithi amabili emalini engenayo.
Inkampani yaseTaiwan iMediaTek, eyayisendaweni yesine, yandise inzuzo yayo ngo-14,2%, isizwa ukuthandwa okukhulayo kwama-smartphones asekelwe kumaprosesa awo. Kungenzeka ukuthi, ngokuzayo, unswinyo lwaseMelika olubhekiswe kuHuawei luzovumela iMediaTek ukuthi iqinise isikhundla sayo semakethe. Ngekota yesithathu, ngokusho kochwepheshe be-TrendForce, isidingo esikhulu sezingxenye sizonqunywa ukuqhubeka kokuzihlukanisa, imfundo yebanga kanye nomsebenzi okude. Isikhuthazo esengeziwe sokukhula kwemali engenayo yabathuthukisi bengxenye kuzoba ukuthuthukiswa kwamanethiwekhi e-5G nengqalasizinda ehlobene.
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Source: 3dnews.ru