Ngisho nangaphambi kwenkulumo yokuvula ka-CEO ye-AMD uLisa Su engqungqutheleni yokubika yekota, bekukhona , ukuthi i-debut esemthethweni yamaphrosesa esizukulwane se-7nm EPYC Rome kuhlelelwe u-Agasti 27. Lolu suku luhambisana ngokugcwele nohlelo olwamenyezelwa ngaphambilini, ngoba i-AMD yathembisa ukwethula amaphrosesa amasha e-EPYC engxenyeni yesithathu. Ukwengeza, iPhini likaMongameli we-AMD uForrest Norrod uzokhuluma engqungqutheleni yaminyaka yonke ye-telecom ye-telecom kanye nengqalasizinda ka-Jeffery ngomhla zingama-XNUMX ku-Agasti.
Ekhuluma ngamaphrosesa esizukulwane esisha se-EPYC, abamele i-AMD bagcizelela ukuthi isibalo sabalingani ababambe iqhaza ekulungiseleleni lesi simemezelo senyuke ngokuphindwe kane uma kuqhathaniswa nesikhathi sokulungiselela ukuqala kwamaphrosesa esizukulwane saseNaples, futhi inani lamapulatifomu asekelwe kuwo selishintshile. ngaphandle kokuphindwe kabili. Le nkampani ithembele emazingeni aphezulu okunwetshwa kwamaphrosesa esizukulwane saseRoma, kodwa ayikakenzi ukucacisa izinhloso zokunqoba ibha ye-10% yemakethe yeseva, eyazibekela yona ngonyaka odlule. Masikhumbule ukuthi ekupheleni kuka-2018, i-AMD bekufanele ithathe okungenani i-5% yemakethe ye-server processor, futhi ihlele ukuphinda kabili lesi sibalo ngonyaka noma unyaka nesigamu. Ngamanye amazwi, ekupheleni kwalo nyaka noma maphakathi olandelayo, i-AMD kufanele ithathe u-10% wengxenye, kodwa ekukhulumeni kuka-Lisa Su engqungqutheleni yokugcina yokubika, kuzwakale ukuxwayiswa okuthile ngenkathi izama ukubuyekeza noma ukuqinisekisa ukubaluleka kwalesi sibikezelo.
I-echo ye-cryptocurrency boom isazonakalisa izibalo
Ukubuyela ekuhlaziyweni kokuguquguquka okujwayelekile kwezinkomba zezezimali ze-AMD, kufanelekile ukusho umthelela "womphumela wesisekelo esiphezulu", "isici se-cryptocurrency" esasinawo emalini engenayo engxenyeni yesibili yonyaka odlule. Uma ngokuqhathanisa okulandelanayo imali engenayo yenkampani engxenyeni yokugcina yenyuka isuka ku-$1,3 billion yaya ku-$1,5 billion (ngo-20%), lapho-ke uma kuqhathaniswa nonyaka yehle ngo-13%. I-AMD CFO Devinder Kumar igcizelele ukuthi ukuguquguquka okunjalo kungenxa yethonya lesici se-cryptocurrency, nakuba kulo nyaka umshayeli wokukhula kwemali engenayo uhlala ethandwa kakhulu abacubungula be-Ryzen kanye ne-EPYC. Isici esifanayo sibe nomthelela omuhle ekwenyukeni kwesilinganiso senzuzo sisuka ku-37% saya ku-41% uma kuqhathaniswa nonyaka.
Uma engxenyeni yezithombe bekungenzeka ukuthi kukhulunywe ngomthelela omuhle wokufunwa kwama-graphic processors emalini yonke engenayo yesigaba, konke kwehlela emikhiqizweni yokusebenzisa iseva. Baphinde baphakamisa intengo yokuthengisa emaphakathi, kodwa emkhakheni wabathengi ukuguquguquka kwentengo bekukubi. Masikhumbule ukuthi izixazululo zezithombe ze-AMD ze-7nm zingene emakethe kuphela ngekota yesithathu; azikwazanga ukuba nomthelela emiphumeleni yekota yesibili. Kodwa-ke, ngokuqhathanisa okulandelanayo, imali engenayo ye-AMD kule ngxenye ikhule ngo-13% ngokuyinhloko ngenxa yokuthengiswa okuphezulu kwamavolumu ama-graphic processors. Ngokwezinto ezibonakalayo, amanani okuthengisa e-GPU anyuke ngamaphesenti anedijithi ezimbili.
Isilinganiso sentengo yokuthengisa yama-CPU e-AMD siqhubekile nokukhuphuka unyaka nonyaka, kodwa ngokulandelana, ukusebenza kwehliswe ukwanda kwesabelo samaphrosesa eselula, intengo yawo yokuthengisa iphansi kunaleyo yamaphrosesa edeskithophu. Ngokuvamile, njengoba abamele inkampani bechaza, engxenyeni yesibili, ukuthengiswa kwamaphrosesa wedeskithophu ngokwezinto ezibonakalayo kwehlile njengoba abathengi bahlehlisa ukuthenga belindele ukuqala kwesizukulwane esisha semikhiqizo engu-7-nm. Kodwa ukuthengiswa kwamaphrosesa eselula kukhuphuke kuphela.
Esigabeni sesithathu, ngokwezibikezelo ze-AMD, ingxenye ye-PC izoba yisizinda semali engenayo, ingxenye yehluzo izoba sendaweni yesibili ngokubaluleka, futhi ingxenye yeseva izovala izici ezintathu eziphezulu. Kodwa-ke, kusemakethe yeseva lapho ozakwethu be-AMD bazoba nenani eliphakeme lemikhiqizo emisha engxenyeni yesibili yonyaka. Amakhasimende ayazisa isiteji seseva ye-AMD hhayi kuphela ngokusebenza okuphezulu, kodwa futhi nezindleko ezikhangayo zobunikazi. Ngenxa yalesi sizathu, njengoba uLisa Su echaza, inkampani ayesabi ikakhulukazi izenzo ezinonya zombangi mayelana nenqubomgomo yentengo.
Debut I-Navi iyisinyathelo sokuqala nje
Izixazululo zeGraphics zesizukulwane se-Navi, njengoba inhloko yenkampani ivumile, ziyisinyathelo sokuqala kuphela sokunwetshwa okwengeziwe kwezakhiwo ze-RDNA, futhi i-AMD “inezinyathelo ezimbalwa ngaphezulu” ezingaphambili kulokhu. Into eyinhloko, ngokusho kukaLisa Su, ikhono le-AMD lokukhulula imikhiqizo emisha ngokuvumelana nesimiso esimenyezelwe ngaphambilini, nokuhlinzeka ngokusebenza okungephansi kwezinga elithenjisiwe. I-AMD yenza kahle ngokubeka izixazululo zezithombe ze-Navi, ngokusho kwenhloko yenkampani.
U-Lisa Su akakwazanga ukugwema ukuphendula umbuzo mayelana nethuba lokukhulula izixazululo zehluzo ze-flagship emndenini wakwa-Navi. Uqinisekisile ukuthi imikhiqizo enjalo isezinhlelweni zenkampani, futhi izokhishwa "ezindaweni ezilandelayo." I-AMD yakhe iphothifoliyo ecebile yemikhiqizo ye-7nm, futhi sidinga nje ukuyilinda ukuthi ifike emakethe. Engxenyeni yamanje yonyaka, inkampani isilungele ukuqinisa isikhundla sayo kokubili engxenyeni ye-PC nasezigabeni zehluzo neseva, njengoba uLisa Su engeza.
Imikhiqizo yangokwezifiso inomthelela omubi kwisibikezelo sonyaka AMD
Ngaphandle kwethemba elijwayelekile elihlotshaniswa nokwethulwa kohlu olubanzi lwemikhiqizo engu-7nm engxenyeni yesibili yonyaka, isibikezelo sawo wonke unyaka ka-2019 sicabangele isici esibi esibalulekile ngenxa yesimo somjikelezo wemakethe ye-console yokudlala. Imikhiqizo yesizukulwane esedlule idinga kancane kancane njengoba i-console yesizukulwane esisha isondela, futhi lokhu angeke kuthinte inzuzo yamanje ye-AMD ekuthengisweni kwemikhiqizo “ejwayelekile”.
Ngokusekelwe emiphumeleni yekota yamanje, inkampani ilindele ukukhulisa imali engenayo ngo-9% unyaka nonyaka futhi ngo-18% ngokulandelana. Unyaka wonke, imali engenayo yenkampani izokhula cishe ngo-5-6%, kodwa uma singafaki imikhiqizo "eyezifiso" kulesi sibikezelo, izokhula ngo-20%. Umkhawulo wenzuzo yonyaka kufanele ufinyelele ku-42%; ukushintshela kubuchwepheshe benqubo ye-7nm kunomthelela omkhulu ekuthuthukiseni le nkomba, njengoba kwenza ukuthandwa okukhulayo kwama-Ryzen processors.
Izihambeli zomcimbi bezinake ngokukhethekile ingxoxo yesivumelwano se-AMD-Samsung. Inhloko yenkampani yokuqala yachaza ukuthi kulo nyaka izothola cishe amaRandi ayizigidi eziyi-100 kwa-Samsung, kodwa ngeke nje athengisele abalingani baseKorea okuthile okusenziwe ngomumo, kodwa uzothwala izindleko zokushintsha “ulwazi” lwakhe ku-Samsung. izidingo zaleli klayenti. Ukusebenzisana ne-Samsung kuhlanganisa izizukulwane eziningi zemidwebo yezithombe ze-AMD.
Ubudlelwano be-AMD nabalingani baseShayina buphinde kwashiwo engqungqutheleni yokubika. Izinkampani zaseShayina ezifakwe ohlwini lwezinhlawulo azisakutholi ukwesekwa kwe-AMD, ngaphandle kwalokho ngeke zikwazi ukuqhubeka nokukhiqiza ama-desktop kanye nama-server processors - sikhuluma ngama-clone anelayisensi yomkhiqizo we-Hygon, asebenzisa i-architecture ye-Zen yesizukulwane sokuqala kanye nokwengeza izindinganiso kazwelonke zokubethelwa kwedatha yesiShayina. Lokhu kuvinjelwa akuzange kubangele umonakalo omkhulu kwisabelomali se-AMD, ngoba kwezinye izindawo amandla emali engenayo evela ekuthengisweni kwamaphrosesa ayelungile.
Source: 3dnews.ru