Muva nje i-Intel iyeke izinhlelo zayo zokukhiqiza nokuthengisa amamodemu e-5G kuma-smartphone ngemuva kokuba ikhasimende layo eliyinhloko, i-Apple, limemezele ngo-Ephreli 16 ukuthi lizoqala ukusebenzisa amamodemu e-Qualcomm. I-Apple yayike yasebenzisa amamodemu e-Qualcomm ngaphambilini, kodwa yashintshela emikhiqizweni ye-Intel ngenxa yezingxabano zomthetho ne-Qualcomm mayelana namalungelo obunikazi kanye nezimali eziphezulu zelayisensi. Kodwa-ke, intuthuko ye-Intel ye-5G isemuva kakhulu kwesincintisana nayo, futhi i-Apple ayifuni ukuchitha isikhathi futhi isalele emuva. Android-abakhiqizi ngenxa yokungafuni kwabalingani babo ukuba bafunde ubuchwepheshe obusha.
I-Qualcomm isivele ikhiphe amamodemu ayo okuqala e-5G, kanti i-Intel ihlele ukuqala ukukhiqiza amayunithi okuqala ngo-2020 kuphela, okungathi uma ukubambisana phakathi kwe-Intel ne-Apple kungagcinwa, kungaholela ekuveleni kwe- iPhone I-5G iseduze nonyaka ukuthi amadivayisi okuqala avele. Android ngokusekelwa kwendinganiso entsha yokuxhumana. Okubi nakakhulu, abahlaziyi be-UBS kanye neCowen baxwayise ngokuthi u-2020 ungaba yisibikezelo esihle kakhulu se-Intel, esizophikisana ngokuphelele neqiniso.
I-Intel ayivumelananga nezibikezelo ze-UBS neCowen, kodwa isinqumo se-Apple, esibeka phambili ukukhishwa okusheshayo kwe-smartphone entsha iPhone, kunokuba banqobe ezimpini zomthetho neQualcomm, kusikisela ukuthi abahlaziyi kungenzeka babengekho kude kakhulu. Lesi simo singabhekwa njengokwehluleka kwesibili kwe-Intel emizamweni yayo yokungena emakethe yeselula. Ake sibheke ukwehluleka kwe-Intel kwangaphambilini nokuthi kungasho ukuthini ngekusasa layo.
I-Intel ilahlekelwe kanjani ithuba layo emakethe yamadivayisi eselula
Eminyakeni engaphezu kweshumi edlule, i-Intel yathi i-Apple ngeke ikwazi ukuthengisa amanani amakhulu. iPhone, ngakho-ke yenqaba ukukhiqiza amaprosesa e-smartphone yayo yokuqala. Ekugcineni i-Apple ya-oda amaprosesa kwa-Samsung ngaphambi kokuthuthukisa amaprosesa ayo e-A-series, agcina ekhiqizwe yi-Samsung kanye ne-TSMC.
Ngemuva kwalokho, i-Intel yakushaya indiva ukukhula okusheshayo kwe-ARM, eyayinikeza ama-chip anamandla aphansi kubakhiqizi be-chip beselula njenge-Qualcomm. I-Intel empeleni yayine-microarchitecture yayo yama-processor e-ARM, i-XScale, kodwa yayithengisela i-Marvell Technology ngo-2006. I-Intel yabe isinquma ukuthi ingasebenzisa isikhundla sayo sokuhola kwi-PC futhi amaseva, esebenzisa kakhulu ukwakheka kwe-x86 esikhundleni se-ARM ukukhuthaza amaprosesa 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
