I-Intel isanda kushiya izinhlelo zayo zokukhiqiza nokudayisa amamodemu e-5G yama-smartphones ngemuva kokuthi ikhasimende layo eliyinhloko, i-Apple, imemezele ngo-Ephreli 16 ukuthi izoqala futhi ukusebenzisa amamodemu e-Qualcomm. U-Apple wayesebenzise amamodemu enkampani esikhathini esidlule, kodwa washintshela emikhiqizweni ye-Intel kuphela ngenxa yezingxabano ezingokomthetho ne-Qualcomm mayelana namalungelo obunikazi kanye nezindleko eziphezulu zamalayisense. Kodwa-ke, impumelelo ye-Intel emkhakheni we-5G iphansi kakhulu kunembangi yayo, futhi i-Apple ayifuni ukuchitha isikhathi nokusalela ngemuva kwabakhiqizi be-Android ngenxa yokungalungeli kukazakwethu ukwazi ubuchwepheshe obusha.
I-Qualcomm isivele ikhiphe amamodemu ayo okuqala e-5G, kuyilapho i-Intel ihlela ukuqala ukukhiqiza amakhophi okuqala kuphela ngo-2020, okuthi, uma ukubambisana kwe-Intel-Apple kuqhubeka, kungaholela ekubonakaleni kwe-5G iPhone cishe unyaka ngemva kwamadivayisi okuqala e-Android. ngosekelo lwezinga elisha kuvela ukuxhumana. Ukwenza izinto zibe zimbi kakhulu, abahlaziyi e-UBS naseCowen baxwayise ngokuthi u-2020 angase abe yisibikezelo esinethemba ngempela se-Intel, esingeke sihambisane neqiniso nhlobo.
U-Intel akavumelananga nezibikezelo ze-UBS ne-Cowen, kodwa isinqumo sika-Apple sokubeka phambili ngokucacile ukukhipha i-iPhone entsha ngokuwina izimpi zomthetho ne-Qualcomm sibonisa ukuthi abahlaziyi cishe bebengekho kude nophawu. Isimo singathathwa njengokwehluleka kwesibili kwe-Intel emizamweni yayo yokungena emakethe yedivayisi yeselula. Ake sibheke ukwehluleka kwe-Intel kwangaphambilini nokuthi kungasho ukuthini ngekusasa layo.
I-Intel ilahlekelwe kanjani ithuba layo emakethe yamadivayisi eselula
Eminyakeni engaphezu kweyishumi edlule, i-Intel yathi i-Apple ngeke ikwazi ukuthengisa amavolumu abalulekile ama-iPhones, ngakho-ke yenqaba ukukhiqiza amaphrosesa e-smartphone yayo yokuqala. U-Apple wagcina e-ode amaphrosesa avela kwa-Samsung ngaphambi kokusungula amaphrosesa ayo ochungechunge lwe-A, agcina ekhiqizwe yi-Samsung ne-TSMC.
U-Intel wabe esedembesela ukukhula okusheshayo kwe-ARM, eyanikeza ama-chips anamandla aphansi kuma-chipmaker eselula afana ne-Qualcomm. Eqinisweni, ngesinye isikhathi i-Intel yayine-microarchitecture yayo yama-ARM processors - i-XScale, kodwa ngo-2006 yayithengisela iMarvell Technology. I-Intel yabe isinquma ukuthi ingasebenzisa isikhundla sayo sobuholi ku-PC kanye nezimakethe zeseva, ezisebenzisa ngokuyinhloko ukwakheka kwe-x86 esikhundleni se-ARM, ukusunduza amaphrosesa ayo e-Atom x86 kumadivayisi eselula.
Ngeshwa, ama-Intel x86 processors abengasebenzi kahle njengama-ARM processors, futhi abakhiqizi bedivayisi yeselula babeka phambili impilo yebhethri kunezinzuzo zokusebenza. Ngenxa yalokho, amakhasimende aphendukela kubakhiqizi bama-chip be-ARM abanjengoQualcomm ne-Samsung. Ngokushesha i-Qualcomm yahlanganisa imodemu nomongo wezithombe ku-chip ye-ARM emndenini wayo wamaphrosesa we-Snapdragon, okwaba yisixazululo esingabizi kakhulu sako konke kubakhiqizi abaningi bama-smartphone. Ekuqaleni kweshumi leminyaka elisha, ama-ARM processors ayesetshenziswa kuma-95% awo wonke ama-smartphones emhlabeni, futhi i-Qualcomm yaba ngumkhiqizi omkhulu wama-chips eselula.
Esikhundleni sokuyeka, i-Intel izamile ukubuyela emakethe yama-smartphone ngokuxhasa ama-OEM asebenzisa ama-chips e-Atom. Eminyakeni emithathu, cishe amaRandi ayizigidi eziyizinkulungwane ezingu-10 asetshenziselwe uxhaso ukuze kuthathwe okungaphezu kwe-1% yemakethe. Lapho i-Intel isika uxhaso, ama-OEM abuyela ku-ARM chips.
Maphakathi no-2016, i-Intel yagcina iyekile ukukhiqiza i-Atom SoC yama-smartphones. Ngawo lowo nyaka, inkampani yaqala ukuhlinzeka ngamamodemu e-4G ku-Apple, eyasabalalisa ama-oda phakathi kwe-Intel ne-Qualcomm. Kodwa-ke, amamodemu e-Intel ayehamba kancane kune-Qualcomm, okuphoqa i-Apple ukuthi inciphise isivinini sakamuva ukuze iqede umehluko phakathi kwezingcingo zayo.
Ngakho-ke, akumangazi ukuthi njengoba igebe selivele libonakala, i-Intel ilahlekelwe emjahweni we-5G. Le nkampani ngokusobala ayikwazanga ukufanisa ubuchwepheshe be-Qualcomm kule ndawo, futhi izinkinga eziqhubekayo ze-Intel ngokukhiqizwa okunganele kwama-chips kunqubo ye-14 nm, ehlanganisa amamodemu ayo, yenze inkinga ibe nzima kakhulu.
Kusho ukuthini lokhu kwehluleka ku-Intel?
Isinqumo sika-Apple sokushiya ukusebenzisana kwayo ne-Intel akumangazi, kodwa ukuzethemba kwe-Intel endleleni yayo kuphakamisa imibuzo mayelana nabaphathi benkampani.
Ngakolunye uhlangothi, isinqumo sika-Apple singasiza i-Intel ukuthi ithuthukise isimo ngokushoda kwe-14 nm chips. Futhi, ukulahleka kwe-Apple njengekhasimende lamamodemu esikhathi esizayo enkampani ye-5G akufanele kuthinte kakhulu imali engenayo, egxile kakhulu emakethe ye-PC (ama-52% wemali engenayo ye-Intel ngo-2018), ikakhulukazi njengoba ukukhiqizwa kungakaqali. Ingase futhi yehlise izindleko zocwaningo nentuthuko, edle cishe ingxenye yesihlanu yemali engenayo ye-Intel ngonyaka odlule, futhi ivumele i-Intel ukuthi isebenzise imali ethe xaxa kubuchwepheshe obuthembisayo lapho impi yenkampani ingakalahleki, njengezimoto ezizishayelayo.
Kuyathakazelisa ukuthi abanikazi bamasheya kanye nemakethe babonakala becabanga ngendlela efanayo, njengoba isinqumo sokuyeka ukunikeza amamodemu e-5G sibangele ukuthi amasheya e-Intel akhuphuke kancane, esikhundleni sokuwa okubonakala kulindelekile, njengoba abahlaziyi bekholelwa ukuthi lokhu kuzovumela inkampani ukuba inciphise ngokungadingekile. izindleko ezinciphisa inzuzo yayo yonke.
I-Intel ayikushiyi ngokuphelele ukuthuthukiswa kwemodemu nokunikezwa. Inkampani isahlela ukukhiqiza ama-chips e-4G kanye ne-5G ama-PC namadivayisi asekela umqondo we-inthanethi Yezinto. Kodwa-ke, ukulahleka kwama-oda akwa-Apple kuphawule ukwehluleka kwesibili kwenkampani ukuthola indawo emakethe enkulu yama-smartphone. Asethembe ukuthi i-Intel isifundile isifundo futhi igxile kakhulu ezenzweni ezintsha kunokuthembela ekuphakameni kwayo ngokuzenzakalelayo, njengoba yenza nge-Atom.
Source: 3dnews.ru