Ucwaningo oluningi lunikelwe kumthelela wama-Ryzen processors ekusebenzeni kwezimali kwe-AMD kanye nesabelo semakethe. Emakethe yaseJalimane, isibonelo, ngemva kokukhishwa kwamamodeli anezakhiwo ze-Zen zesizukulwane sokuqala, abaprosesa be-AMD bakwazi ukuthatha okungenani i-50-60% yemakethe, ngokwezibalo zesitolo esidumile se-intanethi i-Mindfactory.de . Leli qiniso lake laze lashiwo esethulweni esisemthethweni se-AMD, futhi abaphathi be-AMD bakhumbula njalo ukugcinwa kwama-Ryzen processors kumaphrosesa ayishumi athandwa kakhulu esizeni se-Amazon emicimbini enezihloko.
Ucwaningo olufanayo lusanda kwenziwa esinye sezitolo zaseJapan, esiphinde sakhombisa ukwanda okukhulu kwentshisekelo emikhiqizweni ye-AMD emakethe yendawo. Emhlabeni wonke, yonke into ayicacile kangako, kodwa ngokukhululwa kwe-7nm EPYC processors yesizukulwane saseRoma phakathi nonyaka, i-AMD ngokwayo ilindele ukuqiniswa okuphawulekayo kwesikhundla sayo engxenyeni yeseva - kuze kufike ku-10%, nakuba ngonyaka odlule isabelo semikhiqizo yalolu phawu saba ngamaphesenti amancane.
Ama-ejensi okuhlaziya i-IDC kanye no-Gartner phakathi nocwaningo lwakamuva lwemakethe ye-PC yomhlaba wonke bafinyelele esiphethweni sokuthi engxenyeni yokuqala yalo nyaka, i-AMD ikwazile ukuminyanisa kakhulu imikhiqizo ye-Intel engxenyeni yamalaptop asebenzisa uhlelo lokusebenza lwe-Google Chrome OS. Lokhu kungenxa yokushoda okuqhubekayo kwama-Intel processors ashibhile, akhiqizwa kusetshenziswa ubuchwepheshe be-14-nm. Inkampani inenzuzo enkulu ukukhulula imikhiqizo enenani eliphakeme elingeziwe, ngakho-ke ingxenye ye-Chromebook ishintshele kumaphrosesa e-AMD ngokuzithandela. Ngenhlanhla, inkampani yokugcina ngokwayo ibe nesandla ekubukeni emakethe yamamodeli ahambisanayo wamakhompyutha eselula.
I-AMD namamajini akhuphukayo: okungcono kakhulu ngemuva kwethu?
Yomibili imibiko yekota ye-AMD kanye nokwethulwa kwabatshalizimali kuqukethe izinkomba zokukhula okuqhubekayo emalini yenzuzo kusukela ekuqaleni kwesizukulwane sokuqala se-Ryzen processors. Lokhu kwenziwe lula ukulandelana okunekhono kokwandisa ububanzi bezinhlobo ze-Ryzen ngonyaka wokuqala wokuba khona kwabo emakethe. Okokuqala, kwavela amaprosesa abiza kakhulu, kwase kuphuma lawo athengekayo. Ngokushesha i-AMD yakwazi ukwephula, futhi ukukhuphuka kwenani elijwayelekile lokuthengisa lamaphrosesa kuvumele ukwenyuka okujwayelekile kwesilinganiso senzuzo. Isibonelo nje, kulandela imiphumela yangonyaka odlule, linyuke lisuka ku-34% laya ku-39%.
Ngokunjalo, inkampani ifuna ukugcina inkambo yokwandisa izinga lenzuzo. Yiqiniso, abanye ochwepheshe bakholelwa ukuthi engxenyeni yesibili yonyaka lokhu kuzoba ngokuyinhloko ngenxa yokwanda kwamaphrosesa we-server, njengoba amandla okukhula kwentengo ye-AMD abathengi abacubungulayo cishe aphelile. Okungenani, abahlaziyi eSusquehanna balindele ukuthi inani lokuthengisa elimaphakathi lama-Ryzen processors lihle ngo-1,9%, lisuka ku-$209 liye ku-$207. Ukukhula kwemali engenayo yenkampani kule ndawo manje kuzoqinisekisa ukukhuphuka kwevolumu yokuthengiswa kwamaprosesa.
Ngokuvumelana ne , isabelo sabaphrosesa be-AMD engxenyeni yedeskithophu engxenyeni yokuqala ngeke seqe u-15%, kodwa izinguquko ezinhle zihlelelwe ingxenye yesibili yonyaka ehlobene nokuqala okuzayo kwesizukulwane sesithathu se-Ryzen 7nm processors.
Ukuphuka I-AMD engxenyeni yamanothi
Esigabeni se-PC ephathwayo, ukusebenza kwe-AMD kwekota yokuqala bekumangalisa, ngokusho kukaSusquehanna. Ngekota eyodwa nje, inkampani ikwazile ukuqinisa izikhundla zayo isuka ku-7,8% yaya ku-11,7%. Esigabeni samakhompyutha aphathekayo asebenzisa i-Google Chrome OS, isabelo se-AMD sikhule sisuka cishe ku-zero saya ku-8%. Ekupheleni konyaka odlule, inkampani ayizange ithathe ngaphezu kwe-5% yemakethe ye-laptop processor, kulo nyaka, ngenkathi igcina izikhundla zayo cishe ku-11,7%, izokwazi ukukhulisa ukuthengiswa kwama-processor eselula kusuka ezigidini ezingu-8 kuya kumayunithi ayizigidi ezingu-19. , futhi lokhu ukwanda okumangalisayo! Iningi lamakhompyutha amasha athengiswe manje amalaptop, ngakho-ke amandla anjalo kule ngxenye angathuthukisa kakhulu isimo sezimali se-AMD.
I-Intel ingase ibe isibambi senqubomgomo yayo yentengo
Ochwepheshe be-IDC kanye no-Gartner balindele ukuthi kwikota yokuqala, isidingo samakhompyutha aselungile emhlabeni wonke sizokwehla ngo-4,6%. Uma amandla anjalo eqhubeka kuze kube sekupheleni konyaka, khona-ke emakethe enciphayo, i-Intel kuzodingeka iphendukele endleleni esivele ijwayele ukukhulisa imali engenayo ngokukhuphula intengo yokuthengisa emaphakathi. Uma ubheka umbiko we-Intel ka-2018, kuvele ukuthi amanani okuthengiswa kwedeskithophu ehle ngo-6%, kanti inani elijwayelekile lokuthengisa lenyuke ngo-11%. Esigabeni se-laptop, amanani okuthengisa akhuphuke ngo-4%, futhi inani lentengo lenyuke ngo-3%.
Kodwa-ke, i-Intel ibizama iminyaka eminingi ukunciphisa ukuncika kwayo ekuthengisweni kwezingxenye zamakhompiyutha womuntu siqu, futhi imakethe yalezi zingxenye iyaqhubeka nokuncipha, ngakho inkampani ingakwazi ukugcina inzuzo evamile kuphela ngokukhuphula amanani aphakathi. Isibonelo, ukukhulula njalo amamodeli eprosesa abizayo kakhulu kubadlali bamageyimu nabashisekeli. Yibo abaqhubeka nokubonisa isidingo esizinzile sezingxenye ezikhiqizayo, kuyilapho abathengi abaningi bengasadingi ikhompuyutha yedeskithophu noma i-laptop ngesikhathi sokusabalala kwama-smartphones.
Inkinga ukuthi imikhiqizo yamanje ye-Intel ngeke ikwazi ukukhombisa inqubekelaphambili ebalulekile ekusebenzeni kumongo wokubambezeleka kokukhishwa kwama-10-nm processors kuze kube lokhu kuwa, kuyilapho i-AMD ingase ibe nemikhiqizo emisha engu-7-nm nge-architecture ye-Zen 2 ngo. maphakathi nonyaka Ngaphezu kwalokho, i-Intel ayikabonisi izinhloso ezicacile zokudlulisa amaphrosesa edeskithophu kubuchwepheshe be-10-nm, isho kuphela amaphrosesa eselula noma amaseva kulo mongo. Engxenyeni yesibili yonyaka, lapho ama-processor we-7nm esincintisana naye evela emakethe, futhi ubuchwepheshe be-10nm inqubo abukakabi yisikhathi, i-Intel ngeke ibe sezimeni lapho ingaqhubeka nokunyusa amanani emikhiqizo yayo.
Alukho ushintsho ngaphambili kwesithombe
Abahlaziyi bathi isidingo sama-PC amageyimu sikhuphuke ngekota yokuqala ngenxa yokukhululwa kwemidlalo emisha. Manje cishe i-33% yamakhompiyutha amasha edeskithophu anesixazululo sehluzo esihlukile. Isabelo sokucushwa kwemidlalo engxenyeni yedeskithophu sikhule sisuka ku-20% saya ku-25% kule kota. Kungase kubonakale sengathi izimo ezivumayo zenziwa i-AMD emakethe yehluzo, kodwa i-76% ilawulwa yi-NVIDIA, ngakho-ke amandla okuthuthukisa ukusebenza kwezimali kwe-AMD ngalo mqondo awamakhulu kakhulu. Noma kunjalo, ukuguquguquka okuhle kwesidingo samakhadi wehluzo kuzosiza inkampani inqobe imiphumela ye-crypto boom, eshiye abathuthukisi be-GPU benohlu olukhulu lwemikhiqizo eqediwe.
Ochwepheshe bakwaJefferies baphinde bathuthukisa isibikezelo sabo sentengo yesabelo se-AMD sisuka ku-$30 saya ku-$34, besho ikhono lamaphrosesa amasha omkhiqizo ukuze aqhudelane nemikhiqizo yezimbangi ku-desktop, iselula kanye nezingxenye zeseva. Inkampani kulindeleke ukuthi ibike imiphumela yayo yekota yokuqala ngo-Ephreli 30, usuku olwandulela iminyaka yayo engamashumi amahlanu. Mhlawumbe izibalo zekota ze-AMD zizohambisana nokuphawula kwabaphathi okuthakazelisayo.
Source: 3dnews.ru