Ngokusho kweTaiwan Media News, isu elisha lika-Intel uBob Swan lisanda kubonakala sengathi lihlose yena uqobo, kepha empeleni lihlose ezitha ”. Ngoba ngombono kaBob Swan, isikhathi lapho iprosesa elawula imakethe yama-semiconductor sesedlule. Esikhundleni sokuhlala esihlalweni somholi weprosesa, kungcono ukuzichaza kabusha futhi uqalise ukuhlasela.
UBob Swan ukholelwa ukuthi ngokubona kwayo yonke imakethe yesemiconductor, isabelo semakethe se-Intel singama-30% kuphela. Esikhathini esizayo se-AI (ubuhlakani bokumaketha) kanye nezimakethe zokushayela zezimoto ezizisebenzelayo, umuntu ophikisana naye ngeke kube yi-processor, kodwa angathathelwa indawo yiFPGA. (Amalungu e-logicable logic wesango ahlelwe ngokuhleleka), aholwa yi-GPU. Ngakho-ke kungani ukhathazeke kakhulu ukuhlala emakethe yokuprosesa, yisikhundla esiholayo semakethe yonke ye-semiconductor!
Kuyiqiniso, i-Intel ayinawo lo mbono ngenxa nje yokweqa. Ekuqaleni kukaDisemba 2019, uBob Swan waphonsa imibono yakhe ngekusasa le-Intel lapho ebamba iqhaza esithangamini sokutshala imali. Uthe, "Ngizama ukuqeda umbono wenkampani wokuthi kufanele silwele ukugcina ama-90% esabelo semakethe yokuprosesa ngoba lokhu kunciphisa imibono yethu futhi kusivumele ukuba siphuthelwe yizinguquko ezinkulu zobuchwepheshe. Sihlala sicabanga ukuthi singavikela kanjani isabelo sethu semakethe esingu-90%, kunokuba sithathe amathuba amakhulu. "
Ngaso leso sikhathi, ngokubuka ngemuva, njengoba ukukhula kwe-PC kuncipha futhi imakethe yokuprosesa yabathengi iba buthaka iminyaka eminingi, i-Intel ilungise ukwabiwa kwayo kwemithombo eminyakeni embalwa edlule, futhi yanciphisa kancane ukutshala kwayo emakethe yabathengi imikhiqizo. Isibuyekezo sibuye sabangela ukungagculiseki kwabathengi. Ngaphezu kwalokho, ukushintshwa kwezimbangi zendabuko ze-AMD nakho kulethe ingcindezi enkulu ku-Intel.
Ngakho-ke, i-Intel inethemba lokuyichaza kabusha ngokuhamba kwe-3 ukuqeda ukubanjwa kwe-AMD, kodwa futhi nokukwazi ukuphonsela inselelo isikhala semakethe ebanzi ngokuzayo.
Icebo lokuqala: ukunciphisa izindleko zokumaketha, ukukhulisa amakhono amasha nokucwaninga nentuthuko
Isibonelo, ngonyaka we-2016, i-Intel yalungisa kakhulu uhlelo lwayo lokuxhaswa kwemakethe yemakethe ye-PC. Esikhathini esedlule, uxhaso olukhulu kakhulu lwe-Intel lwalwaziwa kakhulu njengecebo lokumaketha le-Intel ngaphakathi.
Kepha ngonyaka ka-2018, i-Intel yamemezela ukuthi izonciphisa ukusetshenziswa kwezentengiso ibe ngaphansi kwemali engama-30% ngonyaka ka-2020. Empeleni lolu hlelo luqale ekuqaleni konyaka we-2017 futhi lwanciphisa ngempumelelo ukusetshenziswa kwezentengiso lisuka kuma-35.6% ngonyaka we-2016 laya kuma-32.8%. I-Intel isebenzise imali egciniwe yokuhlanganiswa nokuthengwa, noma njengocwaningo olusha lwethekhinoloji kanye nentuthuko, ukunweba ukwakheka kumasimu ahlobene njenge-AI, FPGA, CPU, GPU nokunye. Eqinisweni, akusikho okokuqala ukuthi i-Intel "iguqule impilo yayo." I-Intel ekuqaleni yayiyinkampani yememori. Siguqulwe saba yiprosesa ngenxa yenselelo ephansi yentengo evela kubakhiqizi baseJapan. Okwamanje, i-Intel yehlise ukubaluleka kweprosesa, yayenza yaba eceleni kwama-FPGA, ama-GPU namanye ama-chip, ngesakhiwo seminyaka engaphezu kwemi-5.
Ukuhamba kwesibili: Hlela kabusha iqembu lebhizinisi, wandise umkhawulo wokuhlanganiswa nokuthengwa
Kule minyaka engu-5, i-Intel ihamba endaweni yayo buthule. Kubandakanya ukutholwa kwe-Altera (Altera) ngonyaka ka-2015, ukuthola amathikithi emkhakheni we-FPGA, ukungena efwini kanye nasemaphethelweni we-intelligence yokufakelwa kwe-elekhtronikhi yokufakelwa; ukuze kukhiqizwe ubuhlakani bama-chip ubuciko, inani elikhulu lezinkampani ezifana neNervana, Movidus, njll; ukuze ungene emkhakheni wokushayela ozimele, i-Acquired Mobileye ngonyaka we-2017 ngentengo yama- $ 15,3 billion.
Manje, iqembu lebhizinisi le-Intel elenziwa ngamakhasimende e-Intel, yize lisenegalelo elikhulu kunayo yonke imali, ama-akhawunti angaphezulu kwengxenye yemali engenayo, kepha ukukhula kwemali engenayo kanye nokwenza inzuzo sekuye kwaba ngaphansi kwesikhungo semininingwane ne-Intanethi Yezinto.
Ngamanye amagama, ukukhula komnyango we-PC kulinganiselwe, futhi nengcindezi yokuncintisana kwamanani iyanda. Ngokwemvelo i-Intel ifuna ukusebenzisa imali kumanani aphezulu, izikhungo zedatha ezengeziwe kanye nezimakethe ze-AI. Lokhu futhi ukukhetha okunengqondo.
Isilinganiso sesithathu: lungisa umthamo wokukhiqiza futhi ugxile emikhiqizweni enenzuzo kakhulu
Phambilini emakethe, i-Intel yayivele ihambise imikhiqizo ephansi noma engabalulekanga kokutholwa kwe-TSMC, futhi umthamo wayo wokukhiqiza obalulekile ubekelwe imikhiqizo ephezulu kakhulu. Ngenkathi iqinisekisa umthamo wokukhiqiza wemikhiqizo yayo enenzuzo kakhulu, ingancintisana ne-AMD yomthamo wokukhiqiza we-TSMC.
Ngokulungiswa kwecebo lokukhiqiza, imikhiqizo yakwa-Intel ayisasanikezwa manje muva nje. Umbiko ukholelwa ukuthi uma u-Intel ezimisele ukulwa nenye impi yentengo, i-AMD kungenzeka ingakwazi ukunqoba. Manje, i-AMD kufanele icophelele, ingabe i-Intel jam ikhono elithambile lokutholwa futhi iqalise impi evuthayo yomhlaba yokulwa ne-AMD?
Kepha kubalulekile ukwazi ukuthi i-Intel isenezingqinamba eziningi okufanele ixazululwe. Isibonelo, inqubo yenqubo ye-Intel kanye nokwakheka kwe-5G konke kuyangabazeka. I-AMD yezimbangi ayeneliseki nje kuphela ngokwanda kwesabelo semakethe yemakethe ye-PC, isivele ingene emkhakheni wezikhungo zemininingwane ezinenzuzo ngaphambili, futhi isabelo sayo semakethe siqhubeke nokukhuphuka. Ku-Intel, iminyaka embalwa ezayo izobe igcwele izinselelo, kepha uma kuqhubeka kahle, singalindela i-Intel entsha sha.