Ukushoda kwama-Intel processors kwaqala ekupheleni kwehlobo eledlule: isidingo esikhulayo neseqhulwini sabacubunguli bezikhungo zedatha sibangele ukushoda kwama-chips wabathengi angu-14-nm. Ubunzima bokudlulela ezindinganisweni ezithuthuke kakhulu ze-10nm kanye nesivumelwano esikhethekile ne-Apple sokukhiqiza amamodemu e-iPhone asebenzisa inqubo efanayo ye-14nm kwenze inkinga yaba yimbi kakhulu.
Ngonyaka odlule, i-Intel itshale enye i- $ 14 billion kumthamo wayo wokukhiqiza we-1nm futhi yathi ukushoda kufanele kuqedwe maphakathi no-2019. Kodwa-ke, i-DigiTimes yaseTaiwan ibike ngenyanga edlule ukuthi ukushoda kwama-Intel chips kungase kubhebhetheke engxenyeni yesibili yalo nyaka ngenxa yokwanda kwesidingo sama-Chromebook nama-PC abiza kancane. Ukushoda kuyinkinga ye-Intel, kodwa futhi kudala izinkinga kwezinye izinkampani zobuchwepheshe. Isisetshenziswa se-Montley Fool sichaze ukuthi inkinga iyithinta kanjani i-HP, iMicrosoft ne-Apple.
HP
Inkampani inyuse kancane ukuthengiswa kwe-PC njengoba izimbangi zayo zintenga ngenxa yemakethe egcwele, imijikelezo emide yokuvuselela kanye nokuncintisana okuvela kumadivayisi eselula. I-HP ithole ukuduma ngamakhompyutha aphathekayo asezingeni eliphezulu neziguqulekayo, kuyilapho igcina isikhundla esiqinile emakethe yedeskithophu ngezinhlelo zokudlala ze-Omen.
Ngekota edlule, izingxenye ezimbili kwezintathu zemali engenayo ye-HP zivela ku-PC yayo kanye nokwahlukaniswa kwezindawo zokusebenza. Kodwa-ke, lesi sigaba sikhombise ukukhula kokuthengisa ngamaphesenti ama-2 kuphela kwikota yokuqala ka-2019 uma kuqhathaniswa nonyaka owedlule. Ukuthunyelwa kwekhompyutha ephathekayo ye-HP kwehle ngo-1% unyaka nonyaka futhi ukuthunyelwa kwedeskithophu kwakuphansi ngo-8%, kodwa i-HP yaqeda lokho ngamanani aphezulu. Ngasikhathi sinye, inkampani yathola ukukhula kwemali engenayo enamadijithi amabili ngonyaka ka-2018.
I-HP iveza ukuthengiswa kwayo okubuthakathaka kwe-PC ngenxa yokushoda kwama-Intel processors. Ngesikhathi socingo lwengqungquthela yemali etholwayo, uCFO Steve Fieler uthe ukushoda kwe-CPU kuzoqhubeka engxenyeni yokuqala ka-2019, kulandelwe intuthuko ethile. Lesi sibikezelo kungenzeka sisekelwe ezimemezelweni ze-Intel, ngakho-ke i-HP ingabhekana nezinselelo ezinkulu nakakhulu uma umenzi we-chip ehluleka ukufeza izithembiso zakhe.
Microsoft
I-Microsoft ne-Intel bake baba ngabangane abathenjwayo, bebusa imakethe ye-PC ngothayi owawubizwa ngo-Wintel. Kepha eminyakeni yamuva nje, iMicrosoft ibizama ukunciphisa ukuncika kwayo kuma-Intel x86 processors ngokukhulula izinguqulo ezenziwe nge-ARM zemikhiqizo yesoftware ebalulekile, okuhlanganisa iWindows neHhovisi.
Umbiko wemali etholwa yi-Microsoft wekota yokuqala ubonisa ukuthi leli yisu lesikhathi eside elihlakaniphile. Izigaba zayo zamafu, amageyimu nezingxenyekazi zehadiwe zibone ukukhula okuqinile, kodwa imali engenayo evela ekuthengisweni kwelayisensi ye-Windows kuya kuma-OEMs yehle ngo-5% unyaka nonyaka (ukuthengiswa kwamalayisensi okungewona ochwepheshe be-OEM kwehle ngo-11% futhi ukuthengiswa kwelayisensi ye-pro kwehle ngo-2%).
Ngesikhathi socingo lwakamuva lwemali etholwayo, i-CFO Amy Hood yesiqhwaga sesoftware iphinde yathi ukwehla kube nokubambezeleka kokulethwa kwephrosesa kozakwethu be-OEM, okubonakale kuyisici esibi se-PC enempilo ngenye indlela. IMicrosoft ilindele ukuthi ukushoda kwe-chip kuqhubeke ngekota yayo yesithathu yokubika, ephela ngoJuni 30.
Apple
Ngemuva kokwanda kwezingxabano zomthetho ne-Qualcomm, i-Apple yaqala ukuthembela kuphela kumamodemu e-Intel kuma-iPhones ayo akamuva. Kodwa-ke, lolu shintsho lulimaza inkampani ye-Cupertino ezindaweni ezimbili: Amamodemu e-Intel's 4G awasheshi njenge-Qualcomm, futhi i-Intel ngeke ikhiphe okuhlukile kwe-2020G kuze kube ngu-5. Ngesikhathi esifanayo, amadivayisi okuqala afakwe imodemu ye-Qualcomm Snapdragon X50 5G asevele engenile emakethe.
Lokhu kusho ukuthi ama-iPhones okuqala e-Apple e-5G kufanele afike unyaka noma ngaphezulu ngemuva kwezimbangi zawo ezihamba phambili ze-Android. Futhi lokhu kuhambisana nezindleko zegama, okuyinto engathandeki kakhulu ku-Apple giant. Ngendlela, i-Intel inokungaqiniseki okuningi njengamanje, nabahlaziyi be-UBS no-Cowen basanda kuxwayisa ukuthi umenzi angahle angayikhiphi imodemu yayo ye-5G ngo-2020 (noma ayikhulule ngamanani anganele ku-iPhone).
I-Intel, nokho, iwaphikile la mahemuhemu, nakuba izinkinga zayo zangaphambili zokukhiqiza zingakukhuthazi ukuzethemba. Akumangazi ukuthi uHuawei usevele wanikela ukusiza i-Apple. Laba bakamuva, nokho, bazothatha isinqumo sokungcwaba i-hatchet nge-Qualcomm.
Ngaphezu kwalokho, i-DigiTimes ibika ukuthi i-Intel ayikakakwazi ukuhlangabezana ngokugcwele namavolumu adingekayo okucubungula i-Amber Lake asetshenziswa ku-Apple MacBook Air. Ukushoda kungase kube nomthelela omubi ekuthengisweni kwe-Mac ye-Apple, ekhuphuke ngo-9% ngekota edlule ngenxa yokukhululwa kwe-MacBook Air entsha ne-Mac mini.
Ngokuvamile, ama-ripples avela ezinkingeni zokuhlinzekwa kwe-Intel processors asakazeka kuyo yonke imakethe yezobuchwepheshe, futhi abatshalizimali bazama ukuhlola izinga lomonakalo kubakhiqizi behadiwe kanye nesofthiwe. Ukushoda ngeke kudale umonakalo wesikhathi eside ku-HP, Microsoft noma Apple, kodwa kungase kuphazamise ukukhula okuseduze kwalezo ziqhwaga zobuchwepheshe. Kodwa ku-AMD, lesi simo sifana nesipho esivela ezulwini, futhi inkampani izama ukusisebenzisa ngokugcwele.
Source: 3dnews.ru