Intel thiab Advanced Micro Devices tau txais txiaj ntsig los ntawm kev nce siab hauv PC kev muag khoom thoob plaws lub ntiaj teb, tab sis kev loj hlob yuav tsum nyob rau xyoo no.
Yees duab:
Andrew Kelly / Reuters
Tom qab kev ua haujlwm zoo kawg nkaus, kev muag khoom ntawm tus kheej yuav tsum tau txias heev rau xyoo no. Ironically, uas ua rau kev ua lag luam yog qhov tseem ceeb tshaj kev sib ntaus sib tua rau
Intel
INTC -1.06%
thiab
Advanced Micro Devices.
AMD -3.11%
Kev sib tw hauv PCs ntawm ob tus neeg tsim khoom chip rov qab mus rau kaum xyoo. Tab sis nws yeej pib tuaj tos hauv 2018 tom qab AMD pib xa cov txheej txheem tsim tawm ntawm cov kab ntau lawm ntawm
Taiwan Semiconductor Manufacturing,
TSM -3.87%
lub TSMC. Qhov ntawd tau muab AMD's chips ib qho ntug piv nrog cov los ntawm Intel, uas tau tawm tsam nrog kev hloov kho nws tus kheej cov txheej txheem tsim khoom. Raws li Kev Tshawb Fawb Mercury, AMD suav txog kwv yees li 21% ntawm lub hauv paus processor chips muag rau PCs hauv peb lub hlis twg ntawm 2021 - ntau dua ob npaug ntawm nws cov 8% kev lag luam sib koom plaub xyoos dhau los.
Cov neeg lag luam feem ntau tau tsom mus rau ob lub tuam txhab kev sib tw hauv kev lag luam nrawm dua rau cov ntaub ntawv chaw chips. PCs tseem suav rau feem ntau ntawm cov nyiaj tau los rau ob qho tib si, txawm li cas los xij. Thiab qhov ntawd tuaj yeem yog qhov teeb meem xyoo no vim tias kev lag luam paub tab yuav siv lub tshuab nqus pa tom qab muaj zog, muaj kev sib kis loj heev. IDC kwv yees tias PC xa khoom tau dhia ze li 12% hauv 2021 txog 337.6 lab units tom qab 13% nce xyoo dhau los. Tab sis lub tuam txhab kev lag luam tshawb fawb cov haujlwm uas kev muag khoom yuav nyob twj ywm hauv lub xyoo no thiab nce tsuas yog 1% hauv 2023. Txawm tias qhov kev xav tias muaj kev sib kis thoob qhov txhia chaw; kev lag luam nruab nrab 265 lab units txhua xyoo rau tsib xyoos ua ntej 2020.
Intel thiab AMD tau tshaj tawm lawv cov chips PC yav tom ntej ntawm CES kev lag luam uas ploj mus ntau lub lim tiam dhau los. Cov khoom tshiab tshaj plaws yog npaj rau feem ntau rau cov khoos phis tawj, uas suav txog li peb feem peb ntawm PC lag luam. Intel's yuav yog thawj lub laptop processors dov tawm nws cov txheej txheem tsim khoom tshiab hu ua "Intel 7," thaum AMD's tshiab Ryzen chips yuav tsim los ntawm TSMC's 6-nanometer txheej txheem. Cov kws tshuaj ntsuam sib xyaw ua ke uas muaj qhov kev cia siab zoo dua. Mark Lipacis ntawm Jefferies cia siab tias AMD yuav khaws cov khoom lag luam los ntawm Intel, thaum
Pierre Ferragu: koj puas xav tau ntau tus thwjtim?
Ntawm Txoj Kev Tshawb Fawb Tshiab cia siab tias Intel qhov kev muab tshiab los pab cov chip tsim "rov qab muaj kev sib tw."
Tsis muaj peev xwm them taus luv luv ntawm cov suav. Cov tub ua lag luam tau xa AMD tus nqi sib koom nce 39% hauv 12 lub hlis dhau los - ua tau zoo dua ntau lwm cov phooj ywg chip - thiab cov kws tshuaj ntsuam xav tias cov neeg tsim khoom me me yuav ua rau xa cov nyiaj tau los ob npaug ntxiv rau ob xyoos tom ntej tom qab kwv yees li 65% nce hauv 2021. . Intel, ntawm qhov tod tes, yog qhov xav tau los tiv thaiv nws qhov kev poob ntawm kev faib tawm vim nws xav tau los tswj kev lag luam thiab nyiaj txiag thaum lub sijhawm ntau xyoo-thiab kim-kev npaj ua kom kaw qhov sib txawv nrog TSMC ntawm kev tsim khoom.
Lwm qhov muaj peev xwm wrinkle yog qhov muaj peev xwm ntawm kev sib tw ARM-based processors tau txais ntau dua traction tom qab ua tiav ntawm
Kua's
tshiab Macs siv lub tuam txhab tsim hauv tsev chips.
Qualcomm
siv nws tus kheej CES kev nthuav qhia los tshaj tawm tias ntau tshaj 200 cov neeg siv khoom lag luam tab tom sim lossis xa tawm
Microsoft
Cov cuab yeej siv Windows siv lub tuam txhab ARM-based Snapdragon chips.
Chris Caso
ntawm Raymond James tau sau tias "PC tsim yuav tsum muaj cov lus teb sib tw rau M1-powered Macs," tab sis ntau qhov sib koom rau ARM processors zoo li Snapdragon yuav los ntawm tus nqi ntawm x86 chips ua los ntawm Intel thiab AMD.
Ib qho yog qhov tseeb: Txawm tias muaj kev loj hlob flatlining, PC lag luam yuav muaj kev txaus siab rau xyoo no.
Sau rau Dan Gallagher ntawm [email tiv thaiv]
Copyright © 2022 Dow Jones & Tuam Txhab, Inc. Qoob loo. 87990cbe856818d5eddac44c7b1cdeb8
Tau tshwm sim nyob rau lub Ib Hlis 10, 2022, luam tawm raws li 'PC Slowdown Teem Lub Ntiaj Teb Tsov Rog Tshiab rau Chip Makers.'
Tau qhov twg los: https://www.wsj.com/articles/pc-slowdown-sets-a-new-battleground-for-chip-makers-11641740581?siteid=yhoof2&yptr=yahoo