Isikhulu esiphezulu uRobert Swan ngesikhathi sakhe I-CNBC izwakalise ukwethemba ikhono lengxenye yesikhungo sedatha lokubuyela ekukhuleni engxenyeni yesibili yonyaka. Ukuzethemba kwakhe kusekelwe ekuthuthukisweni kwesikhathi eside kwe-ecosystem yamafu. Ngaleso sikhathi, akubona bonke abadlali bemakethe abazibophezele ekululameni okusheshayo. Abakhiqizi benkumbulo nabameleli bazwakalisa ukukhathazeka futhi uxwayise umphakathi mayelana nesimo esinesikhathi eside sokwehla kwemakethe ye-semiconductor.
I-Texas Instruments ichaza ukungabi nathemba kwayo ngesipiliyoni sayo emakethe yezingxenye ze-semiconductor. Izibalo zibonisa ukuthi ukuthuthukiswa kwemakethe kulandela isimiso somjikelezo. Isigaba sokukhula sangaphambilini sithathe amakota ayishumi elandelana. Isigaba sokwehla ngokuvamile sithatha amakota amane kuya kwamahlanu, kanti ukusebenza kwe-Texas Instruments kuye kwaba kubi kuphela amakota amabili elandelana. Ngamanye amazwi, uma inkinga engxenyeni ye-semiconductor ikhula ngokuvumelana nomjikelezo wakudala, izobuyela ekukhuleni ekuqaleni konyaka ozayo noma engxenyeni yesibili ka-2020.
Ochwepheshe abavela ku-Blue Line Futures investment fund kunhlolokhono uvumile ukuthi imakethe yemikhiqizo ye-semiconductor manje ihluke kakhulu, futhi uma izici ezithile zinomthelela omubi kwezinye izitoko, zinganikeza umfutho ekukhuleni kwabanye. Engxenyeni yesibili yonyaka, abahlaziyi bayaqiniseka ukuthi i-vector evamile yokunyakaza kwemakethe izoba phezulu. Okunye wukuthi ezinye izinkampani ngalesi sikhathi zingase zingabuyeli ekukhuleni kwezinkomba zomnotho.
URobert Swan uchaze engxoxweni abe nayo ne-CNBC ukuthi ukwehla kwemakethe yeseva kungenxa yokukhula okusheshayo kwangaphambilini ngekota yesine, futhi manje amakhasimende ezinkampani ze-Intel kuzodingeka βagayeβ i-inventory eqoqiwe isikhathi esithile.
Emkhakheni wabathengi, i-Swan ayilungele ukuphikisa ukuzinza kwesidingo. Eqinisweni, uyaphikisana, ukukhula kokuhlinzeka akuvinjwanga ngenxa yesidingo esibuthakathaka, kodwa ngomthamo olinganiselwe wokukhiqiza we-Intel. Engxenyeni yesibili yonyaka, inkampani izothuthukisa isimo ngokukhiqizwa kwamaphrosesa we-14nm, futhi izokwazi ukuhlangabezana kangcono nesidingo kunengxenye yokuqala yonyaka. Kodwa-ke, engqungqutheleni yokubika yekota, abamele i-Intel bakubeke kwacaca ukuthi engxenyeni yesithathu kuzoba nobunzima obuthile ngokutholakala kwamamodeli athile okucubungula.
Mayelana nesikhundla sayo emakethe yezixazululo zokuxhumana ngocingo lwamanethiwekhi esizukulwane se-5G, i-Intel ithi ingqalasizinda yala manethiwekhi ngeke idinge nje ukudluliswa kolwazi olunesivinini esikhulu, kodwa futhi nokucutshungulwa kwayo okusheshayo. I-Intel ikholelwa ukuthi inesethi efanele yezingxenye ukuze iphumelele kuzo zombili izinhlangothi. Esigabeni samamodemu e-5G yama-smartphones, i-Intel ayizange ibone ithuba lokusebenza ngenzuzo. Lapho umsakazi ebuza uSwan ukuthi lesi sinqumo sihlobene yini nokubuyisana phakathi kwe-Apple neQualcomm, uvele waphinda inkulumo ethi akaliboni ithuba lokusebenza kulesi sigaba ngenzuzo. Ukulethwa kwamamodemu e-4G "kukhasimende elikhulu" kuzoqhubeka, futhi mayelana nalokhu inkontileka ne-Apple ayikho engozini. Eqinisweni, kuze kwasiza i-Intel ukukhulisa imali engenayo kwikota yokuqala lapho amanye amabhizinisi edonsa kanzima.
Source: 3dnews.ru