- Uhlu lwe-Pascal GPU lusenesisindo esidingekayo, kodwa imakethe izobuyela ekukhuleni okuqinile ekupheleni kwale kota.
- I-NVIDIA ayinakho ukuzethemba okunjalo mayelana namathemba akhona emakethe yeseva, ngakho inkampani iyakugwema ukwenza izibikezelo zonyaka okwamanje.
- Yonke inkundla yokudlala izosebenzisa ukulandela ngomsebe ngokuzayo
- Inqubo entsha yobuchwepheshe ngokwayo ayisho lutho; i-NVIDIA ayijahile ukushintshela ku-7 nm
I-NVIDIA isanda emiphumeleni yekota yokuqala yonyaka wezimali ka-2020, ekhalendeni layo eliphele ngo-Ephreli 28, 2019. Izinkomba zezezimali eziyinhloko zenkampani zaleso sikhathi zaqondana nokulindelwe ngabahlaziyi noma zibonakale zingcono kakhulu kunalokho okwakubikezelwe. Okungenani ingxenye yegeyimu yenze kangcono kunalokho obekulindelwe, njengoba kwenza ingxenye yezimoto, kodwa amathuluzi okubuka ngeso achwepheshe kanye nemikhiqizo yezikhungo zedatha ithengise kabi kunochwepheshe abazimele obekulindelekile.
Isamba semali engenayo ye-NVIDIA yalesi sikhathi sifinyelele ku-$2,22 billion, ephakeme ngo-1% kunomphumela wekota edlule, kodwa ngo-31% ngaphansi kwenzuzo ngesikhathi esifanayo ngonyaka odlule. Umphumela "wesisekelo esiphezulu" usazwakala - ngonyaka odlule imali engenayo yenkampani yanqunywa i-cryptocurrency boom, kodwa ngesimo sayo esihlanzekile manje ibona kuphela ukungabikho kwemali engenayo yezigidi ezingu-289 zamaRandi ekuthengisweni kwezixazululo zezimayini ezikhethekile, ezazikhona. kuthengiswa ngqo engxenyeni ye-OEM.
Imali engenayo yokuthengiswa kwama-graphic processors ifinyelele ku-$2,02 billion, okuyi-91% yenani eliphelele. Ngonyaka nonyaka ukwehla kwaba ngama-27%, kodwa ngokulandelana kwaba nokukhuphuka ngo-1%. U-CFO Colette Kress uchaza ukuthi ukwehla kwemali engenayo evela ekuthengisweni kwama-graphic processors kungenxa yezitayela ezibonwa esigabeni semidlalo neseseva, kanye nesici se-"cryptocurrency".
Kodwa-ke, akufanele ucabange ukuthi yonke into imbi ngokusetshenziswa kwama-GPU amageyimu. Ngempela, ibhizinisi lemidlalo lilonke lenze imali engenayo yehla yafinyelela ku-$1,05 billion (yehle ngo-39% unyaka nonyaka), kodwa ngokulandelana imali engenayo ikhule ngo-11%. Okusho ukuthi, ngekota yokuqala, i-NVIDIA ithengise amaphrosesa ezithombe ezimbalwa kanye nama-Tegra processors ama-consoles wegeyimu, kodwa isici sokuqala sibangelwa ukugcwala ngokweqile kwezindawo zokugcina izimpahla ngemva kokukhula kwe-cryptocurrency, kanti okwesibili kungenxa yezenzakalo zesizini. Kodwa i-NVIDIA ichaza ukwenyuka kwemali engenayo evela ekuthengisweni kwemikhiqizo yemidlalo ngokuqhathanisa ngokulandelana kokubili ngokwenza ngcono isimo ngezinsalela ze-Pascal kanye nokuduma okuphezulu kwe-Turing.
Ngokuvamile, isikhulu se-NVIDIA uJen-Hsun Huang unxuse ukuthi angenzi iziphetho ngokuxhamazela mayelana nezizathu zokugcwala ngokweqile kwezindawo zokugcina izimpahla. Izixazululo zezithombe ze-Turing, uthe, zithengisa kangcono kakhulu kunemikhiqizo yesizukulwane sikaPascal esigabeni esiqhathanisekayo somjikelezo wempilo. Konke okuqoqwe ezindlini zokugcina impahla kuhlobene ngqo nezakhiwo zangaphambilini zePascal. Kuze kube manje, i-NVIDIA ayikwazanga ukwenza isimo sibe ngokwejwayelekile ngokusungula izinto, kodwa ilindele ukwenza lokhu ekuqaleni kwekota yesibili neyesithathu yonyaka wezimali wamanje.
Lapho ebuzwa ngezizathu zokwehla kwezilinganiso zenzuzo zisuka ku-64,5% ziye ku-58,4%, i-CFO ye-NVIDIA icaphune amamajini aphansi engxenyeni yemidlalo kanye namaphethini esidingo ashintshayo njengezici eziyinhloko ezicekele phansi inzuzo yebhizinisi. Nokho, ngokulandelana, amamajini enzuzo anyuke ngamaphesenti angu-3,7 ngenxa yokungabikho kokubhala phansi engxenyeni yeseva. Ngendlela, lokhu akuzange kumsize ngempela, kodwa sizokhuluma ngalokho ngezansi.
Isegimenti yeseva ayikhombisanga ukukhula
Ngakho-ke, imali engenayo ye-NVIDIA engxenyeni yezingxenye zesikhungo sedatha ayizange idlule amaRandi ayizigidi ezingu-634, okungaphansi ngo-10% kunesikhathi esifanayo ngonyaka odlule, kanye no-6% ngaphezu kwemali engenayo yekota edlule. Eqinisweni, ukwehla kwemali engenayo kwalungiswa kuphela yisidingo sezingxenye ezisetshenziswa ezinhlelweni zobuhlakani bokwenziwa ezikwazi ukwenza iziphetho ezinengqondo. Inhloko ye-NVIDIA ikhulume izikhathi ezimbalwa kulo mongo izimpumelelo zakamuva ze-Google ne-Microsoft kubuchwepheshe bokuhumusha ngomshini ngesikhathi esisodwa, ukuqaphela inkulumo kanye nokuhlanganisa. Kodwa-ke, bobabili abamele izinkampani ababambe iqhaza engqungqutheleni yokubika bahlukanise ubunzima bemakethe yeseva njengobesikhashana, okubonisa amathemba amahle ngemikhiqizo ye-NVIDIA eminyakeni ezayo. UJensen Huang usakholelwa ukuthi ukukhula kwebhizinisi lenkampani esikhathini esizayo esiseduze kuzonqunywa izici ezintathu: ukulandelela ama-ray emidlalweni, ukuthuthukiswa kwesigaba seseva kanye nenqubekela phambili emkhakheni we-robotics, ohlanganisa "i-autopilot".
Emongweni wakamuva, kuphinde kwashiwo ukuthi izimoto zabagibeli "ziyisihloko nje" semakethe enkulu yamarobhothi ezohlanganisa izingxenye zempahla, ezishintshayo zezimboni, kanye nezolimo. Kuze kube manje, i-NVIDIA iyaziqhenya ngokuthi amatekisi angamarobhothi azoqala ukusebenza eminyakeni emibili ezayo, futhi iningi lamaphrojekthi abalulekile asebenzisa izingxenye zokukhiqizwa kwawo. Ngaphezu kwalokho, phakathi kozakwethu be-automaker, inhloko ye-NVIDIA ivame ukusho iToyota, ibala ukufakwa kwezimakethe ezinkulu ngezinhlelo zokusiza abashayeli bamazinga ahlukahlukene okuzimela.
Esigabeni seseva, phakathi kwezinye izinto, i-NVIDIA ibheja ekuthuthukisweni kwenkundla yamafu kanye nezithelo zesivumelwano ne-Mellanox, ezizozibonakalisa esigabeni samakhompiyutha amakhulu. Ngekota yesibili, nokho, i-NVIDIA ayilindele ukululama okubalulekile emakethe yeseva. Njengoba inhloko yenkampani yachaza, emkhakheni wemidlalo yamafu, i-NVIDIA ilindele ukusondela ekusakazweni kwezithameli okutholwe engxenyeni ye-PC kusetshenziswa izixazululo zehluzo ze-GeForce. Amathuba okukhula kwezithameli lapha alinganiselwa kubasebenzisi abasha abayibhiliyoni.
Ngekusasa I-NVIDIA manje izama ukungabukeli kude kakhulu
Ushintsho olujabulisayo kunqubomgomo yokubika yekota kwaba ukwenqaba kwe-NVIDIA ukuvuselela njalo isibikezelo sayo sezimali sonyaka. Manje "i-horizon yokuhlela" ephezulu emkhakheni womphakathi ibhulokhi eliseduze. Engxenyeni yesibili yezimali zika-2020, esezivele ziqalile, inkampani ilindele ukukhiqiza imali eyizigidi eziyizinkulungwane ezingama-2,55 zamaRandi, kanti izilinganiso zenzuzo kulindeleke ukuthi zehle phakathi kuka-58,7% kuya ku-59,7%. Izindleko zokusebenza zizokwenyuswa zibe izigidi ezingu-985. Ngekota edlule, ngendlela, nazo zakhula, ikakhulukazi ngenxa yamaphakheji esinxephezelo - inkampani iyaqhubeka nokwandisa abasebenzi bayo kanye nenkokhelo. Ezinye izindleko zengqalasizinda nazo ziyakhuphuka.
Inqubo kumele isebenze kahle
Kakade ekupheleni kweseshini yemibuzo nezimpendulo, umqondisi omkhulu we-NVIDIA wabuzwa ukuthi angakwazi yini, ngokwemibandela evamile, ukwabelana ngezinhlelo zakhe zokuphatha ubuchwepheshe benqubo ye-7-nm nokukhipha imikhiqizo ehambisanayo kulo nyaka. UJensen Huang ngaphandle kokungabaza ubuyile ukuzoxoxa nge-thesis eshiwo ngaphambili yokuthi inqubo yezobuchwepheshe ngokwayo ayisho lutho, futhi noma yikuphi ukufuduka kwezobuchwepheshe kwemikhiqizo kufanele kuthethelelwe ngokwezomnotho. Ngokusho kwakhe, iminikelo yamanje ye-NVIDIA, ekhiqizwa kusetshenziswa ubuchwepheshe be-12nm, iphakeme kunemikhiqizo ye-7nm yesincintisana nayo kokubili ukusebenza nokusebenza kahle kwamandla.
Inzuzo ye-NVIDIA, uthe, ukusebenzisana kwayo eduze ne-TSMC ekuthuthukisweni kwemikhiqizo ezokhiqizwa ngokuvumelana nezindinganiso ezintsha ze-lithographic. UJensen Huang uthi i-NVIDIA “ayithengi inqubo yobuchwepheshe esenziwe ngomumo” ku-TSMC, njengoba kwenza izimbangi, kodwa iyivumelanisa ngokujulile nezici zemikhiqizo yayo. Ngaphezu kwalokho, onjiniyela be-NVIDIA, ngokusho kwenhloko yenkampani, bayakwazi ukuklama izakhiwo ezibonisa ukusebenza kahle kwamandla, kungakhathaliseki ukuthi ubuchwepheshe obusetshenzisiwe.
Ukusabela okuyinhloko kwemakethe yamasheya ekushicilelweni kwemibiko yekota kwaba ukwenyuka kwenani lemakethe lamasheya enkampani, kodwa manje lehlile lisuka ku-6% laya ku-2%. Kuyathakazelisa ukuthi ngasikhathi sinye, amasheya enkampani eqhudelanayo i-AMD nawo aqiniswa ngamaphesenti ambalwa. Nokho, lokhu kungase kubangelwe ukusabela kwemakethe ezitatimendeni zenhloko yenkampani ezenziwe phakathi nomhlangano waminyaka yonke wabaninimasheya. Ukuqoshwa kwalo mcimbi kushicilelwe izolo kusihlwa.
Source: 3dnews.ru