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Intel itaya Apple, Intel ikhoza kukhala bwino
Katswiri wamkulu wa Futurum Research, Daniel Newman (Daniel Newman) ku MarketWatch lero kuti kugwiritsa ntchito ma PCU omwe adadzipangira okha m'makompyuta a Mac kuzawononga kwambiri kuposa Intel. Otsatirawa ndi gawo lathunthu la nkhaniyi:
Chaka chathachi, mphekesera za makompyuta a Apple a Mac omwe asiya Intel CPU zakhala zikuchulukirachulukira. Pa Msonkhano Wapadziko Lonse, womwe udatsegulidwa pa June 22, nthawi yakomweko, Apple idalengeza kuti makompyuta amtsogolo a Mac adzakhala ndi ma CPU odzipangira okha, ndipo chinthu choyamba chidzayambitsidwa chaka chino.
Anthu ambiri amaganiza kuti CPU yachotsedwa ndi Apple Mac, yomwe ndi vuto lalikulu kwa Intel. Koma sindikuganiza choncho. Lingaliro langa ndikuti Intel imatha kukhala bwino ngati itataya Apple.
Pakadali pano, pankhani yotumiza, gawo lomwe Apple yogulitsa pamsika wapadziko lonse ndi pafupifupi 6%, yowerengera 2% mpaka 4% ya chuma cha Intel. Kutengera chuma cha Intel choposa $ 75 biliyoni m'miyezi 12 yapitayo, Apple idapereka $ 1.5 biliyoni mpaka $ 3 biliyoni kwa iyo. Izi si zowerengeka, koma kulingalira ndalama za Intel, izi sizoyipa.
Kuphatikiza apo, Apple ndi kasitomala wofuna zambiri, yomwe nthawi zonse imayika chikakamizo chachikulu kwa othandizira. Izi zikuwonetsedwa m'munda wa tchipisi cha 5G kwambiri kotero kuti Intel adagulitsa bizinesi yake ya 5G modemu kwa iwo chaka chatha, ubale wawo ndi Qualcomm nawo wadzaza ndi mkuntho. Mutataya makasitomala a Apple, Intel ikhoza kuyang'ana kwambiri pa bizinesi yomwe ikukula mwachangu: njira zazikulu zopangira data kuphatikizapo malo azidziwitso, ma network, ndi intaneti ya Zinthu.
M'magawo awiri omaliza pambuyo pogulitsa bizinesi ya 5G, magwiridwe antchito a Intel anali olimba kwambiri, makamaka kotala la 2020, ndalama zimakwera 23% ndipo phindu logwirira ntchito linakwera ndi 69%.
Kwa Intel, chofunikira kwambiri kuposa kukula kwa bizinesi ndi bizinesi yamagawo aggawo. Kuchulukitsa kwandalama kwa makampani othandizira makasitomala a Intel mu kotala loyamba la 14% kwakhala kopatsa chidwi, ndipo ndalama zomwe dipatimenti ya zidziwitso zafika pa 7 biliyoni madola US, kuwonjezeka mpaka 43%.
Ndiwothandizira ntchito yamtambo yemwe amayendetsa kukula kwa magwiridwe antchito a Intel. Zopeza zamabizinesi kwa opanga mautumiki amtambo zidakwera ndi 53%, zotumiza komanso mitengo yogulitsa pakati imakwera 27% ndi 13%, motsatana. Popeza kutsika kotsika mtengo kwamitengo ya zida zamakono ndi ntchito, ntchito iyi ndi yosangalatsa.
Kupambana kwaposachedwa kumatsimikizira kuti njira zamagulu osiyanasiyana za Intel ndizolondola. Malinga ndi njira yosinthira zomwe idalengezedwa mu 2019, Intel adayikiratu kapena kuwonjezera madera angapo kuphatikiza posungira, kukumbukira, nzeru zakufa ndi maukonde. Izi zimapangitsa kukula kwa msika wa Intel kupitirira $ 300 biliyoni, komwe kuli pafupifupi kokwana 10 msika wa Intel wachilengedwe wa CPU.
Poona kukula kwakukula kwa magawidwe amtundu wa Intel m'magawo awiri apitawa, poyerekeza ndi Apple, kupitiliza kuyang'ana bizinesi iyi kumatha kubweretsanso zambiri ku Intel pankhani ya ndalama ndi phindu.
Mwa kumasula zida zambiri zomwe zidagwiritsidwa ntchito ndi Apple m'mbuyomu, Intel ikhoza kuwononga mphamvu zambiri kuti ikwaniritse zovuta zina, makamaka mliriwu utatha. Kampaniyo ikufuna kulola ogwira ntchito kuti azigwirabe ntchito kunyumba, zomwe zikuwonjezera kufunikira kwa PC yapadziko lonse, zomwe zikutanthauza kuti mabizinesi a data Center ndi ntchito yamtambo akuwonjezeka, zomwe zimapindulitsa kwambiri pa njira yosinthira ya Intel.
Intel yathandizanso kwambiri madera opanga makompyuta, Internet of Izinto, magalimoto odziyendera pawokha komanso ma network a 5G kuti apitilize kulimbikitsa kukhazikitsa mapulani osiyanasiyana. Ngakhale matekinoloje akadali mu gawo loyambirira la chitukuko, kwa Intel, amaimira msika wa madola mabiliyoni ambiri. M'magawo anayi otsatira, kukula m'malo awa kudzathandizanso kulipiritsa kutayidwa kwa kasitomala wa Apple ku bizinesi ya Intel.
Chaka chathachi, mphekesera za makompyuta a Apple a Mac omwe asiya Intel CPU zakhala zikuchulukirachulukira. Pa Msonkhano Wapadziko Lonse, womwe udatsegulidwa pa June 22, nthawi yakomweko, Apple idalengeza kuti makompyuta amtsogolo a Mac adzakhala ndi ma CPU odzipangira okha, ndipo chinthu choyamba chidzayambitsidwa chaka chino.
Anthu ambiri amaganiza kuti CPU yachotsedwa ndi Apple Mac, yomwe ndi vuto lalikulu kwa Intel. Koma sindikuganiza choncho. Lingaliro langa ndikuti Intel imatha kukhala bwino ngati itataya Apple.
Pakadali pano, pankhani yotumiza, gawo lomwe Apple yogulitsa pamsika wapadziko lonse ndi pafupifupi 6%, yowerengera 2% mpaka 4% ya chuma cha Intel. Kutengera chuma cha Intel choposa $ 75 biliyoni m'miyezi 12 yapitayo, Apple idapereka $ 1.5 biliyoni mpaka $ 3 biliyoni kwa iyo. Izi si zowerengeka, koma kulingalira ndalama za Intel, izi sizoyipa.
Kuphatikiza apo, Apple ndi kasitomala wofuna zambiri, yomwe nthawi zonse imayika chikakamizo chachikulu kwa othandizira. Izi zikuwonetsedwa m'munda wa tchipisi cha 5G kwambiri kotero kuti Intel adagulitsa bizinesi yake ya 5G modemu kwa iwo chaka chatha, ubale wawo ndi Qualcomm nawo wadzaza ndi mkuntho. Mutataya makasitomala a Apple, Intel ikhoza kuyang'ana kwambiri pa bizinesi yomwe ikukula mwachangu: njira zazikulu zopangira data kuphatikizapo malo azidziwitso, ma network, ndi intaneti ya Zinthu.
M'magawo awiri omaliza pambuyo pogulitsa bizinesi ya 5G, magwiridwe antchito a Intel anali olimba kwambiri, makamaka kotala la 2020, ndalama zimakwera 23% ndipo phindu logwirira ntchito linakwera ndi 69%.
Kwa Intel, chofunikira kwambiri kuposa kukula kwa bizinesi ndi bizinesi yamagawo aggawo. Kuchulukitsa kwandalama kwa makampani othandizira makasitomala a Intel mu kotala loyamba la 14% kwakhala kopatsa chidwi, ndipo ndalama zomwe dipatimenti ya zidziwitso zafika pa 7 biliyoni madola US, kuwonjezeka mpaka 43%.
Ndiwothandizira ntchito yamtambo yemwe amayendetsa kukula kwa magwiridwe antchito a Intel. Zopeza zamabizinesi kwa opanga mautumiki amtambo zidakwera ndi 53%, zotumiza komanso mitengo yogulitsa pakati imakwera 27% ndi 13%, motsatana. Popeza kutsika kotsika mtengo kwamitengo ya zida zamakono ndi ntchito, ntchito iyi ndi yosangalatsa.
Kupambana kwaposachedwa kumatsimikizira kuti njira zamagulu osiyanasiyana za Intel ndizolondola. Malinga ndi njira yosinthira zomwe idalengezedwa mu 2019, Intel adayikiratu kapena kuwonjezera madera angapo kuphatikiza posungira, kukumbukira, nzeru zakufa ndi maukonde. Izi zimapangitsa kukula kwa msika wa Intel kupitirira $ 300 biliyoni, komwe kuli pafupifupi kokwana 10 msika wa Intel wachilengedwe wa CPU.
Poona kukula kwakukula kwa magawidwe amtundu wa Intel m'magawo awiri apitawa, poyerekeza ndi Apple, kupitiliza kuyang'ana bizinesi iyi kumatha kubweretsanso zambiri ku Intel pankhani ya ndalama ndi phindu.
Mwa kumasula zida zambiri zomwe zidagwiritsidwa ntchito ndi Apple m'mbuyomu, Intel ikhoza kuwononga mphamvu zambiri kuti ikwaniritse zovuta zina, makamaka mliriwu utatha. Kampaniyo ikufuna kulola ogwira ntchito kuti azigwirabe ntchito kunyumba, zomwe zikuwonjezera kufunikira kwa PC yapadziko lonse, zomwe zikutanthauza kuti mabizinesi a data Center ndi ntchito yamtambo akuwonjezeka, zomwe zimapindulitsa kwambiri pa njira yosinthira ya Intel.
Intel yathandizanso kwambiri madera opanga makompyuta, Internet of Izinto, magalimoto odziyendera pawokha komanso ma network a 5G kuti apitilize kulimbikitsa kukhazikitsa mapulani osiyanasiyana. Ngakhale matekinoloje akadali mu gawo loyambirira la chitukuko, kwa Intel, amaimira msika wa madola mabiliyoni ambiri. M'magawo anayi otsatira, kukula m'malo awa kudzathandizanso kulipiritsa kutayidwa kwa kasitomala wa Apple ku bizinesi ya Intel.