I-NVIDIA (NASDAQ: NVDA) kanye ne-AMD (NASDAQ: AMD), imidondoshiya emakethe yama-accelerator ezithombe namakhadi, bahlangana kwenye impi eshubile. Amakhadi ezithombe e-AMD Radeon RX 7800 XT kanye ne-RX 7700 XT azongena emakethe kule nyanga, elungele ukubhekana ngqo nama-accelerator e-NVIDIA's RTX 4070 kanye ne-RTX 4060 Ti 16 GB, ngokulandelana. Imagange ukuncintisana neminikelo ye-AMD ezayo, i-NVIDIA yehlise izintengo zama-accelerator ayo.
Ukuncintisana phakathi kwe-NVIDIA ne-AMD ngesinye sezihloko ezishisayo kwezobuchwepheshe. Zombili izinkampani zikhiqiza amayunithi okucubungula ihluzo nezinye izingxenye zekhompiyutha, ngayinye iqhosha ngezici ezihlukile kanye nezinzuzo.
I-NVIDIA yaziwa ngamakhadi ayo okudlala asebenza kahle kakhulu kanye nezithombe. Ama-GPU ayo asetshenziswa kumakhonsoli amaningi emidlalo esimanje namakhompyutha. I-NVIDIA iphinde ikhiqize ama-chips okufunda ngomshini kanye nobuhlakani bokwenziwa, inikezela ngezinhlelo zokusebenza eziningi.
Ngakolunye uhlangothi, i-AMD igxile kakhulu kumaphrosesa wedeskithophu namalaptop kanye namakhadi ezithombe zokudlala. Amaphrosesa ayo e-Ryzen aziwa ngesilinganiso sawo sokusebenza kwe-stellar-to-price, okuwenza akhange kubasebenzisi abafuna ibhalansi phakathi kwezindleko nekhwalithi.
Lo mncintiswano oqhubekayo phakathi kwe-NVIDIA ne-AMD usuthathe iminyaka eminingi, zombili izinkampani zithuthukisa njalo imikhiqizo yazo nobuchwepheshe. Kodwa-ke, i-NVIDIA isalokhu ingumholi wemakethe yekhadi lemifanekiso yemidlalo - ngenxa yama-GPU ayo anamandla nokubambisana nabashicileli abakhulu begeyimu. Ngaleso sikhathi, i-AMD iyaqhubeka nokwandisa uhlelo lwayo lwamaphrosesa namakhadi wezithombe, ibekela inselele ukuphakama kwe-NVIDIA ezimakethe zedeskithophu nekhompyutha ephathekayo.
Ake sihlole amandla emakethe yamaphrosesa eseva emaphakathi. Ukunikezwa kukhuphuke ngo-18% kuya kumayunithi ayizigidi ezingu-7.2, nakuba lesi sibalo singakakwazi ukubuyisela ukuphakama konyaka odlule, lapho ama-processor ayizigidi ezingu-9 athunyelwa. Ngokwezibalo, i-AMD izuze isabelo sayo esiphezulu semakethe esingu-19% kwikota yesine yonyaka odlule.
Kodwa-ke, ekupheleni kukaJulayi, i-NVIDIA iphethe ikota yesibili yonyaka wezimali ka-2024 ngokuzuzisa okumangalisayo. I inkampani ibike ukuthi inyuke ngo-101%. ngemali engenayo, efinyelela ku-$13.51 billion. Ngemuva kokuvalwa kweseshini yokuhweba, amasheya e-NVIDIA akhuphuke ngo-6.58%.
Inzuzo ephelele ye-NVIDIA ye-Q2 23 yenyuka cishe ngokuphindwe kashumi uma iqhathaniswa ne-Q2 22, yafinyelela ku-$6.19 billion ngenkathi imali yokusebenza inyukele kuma-dollar ayizigidi eziyizinkulungwane ezingu-6.8. Ngesikhathi esifanayo, izindleko zokusebenza zikhuphuke ngo-10% kuphela zaya ku-$ 2.67 billion. Uma kuqhathaniswa minyaka yonke, umkhawulo wenzuzo wenyuka usuka ku-43.5% wafinyelela ku-70.1%. Ngokwabamele i-NVIDIA, ukukhuphuka okukhulu kwesilinganiso senzuzo ngokwengxenye kungenxa yesidingo sangonyaka odlule sokucisha u-$1.34 webhiliyoni ngenxa yobuningi bempahla.
Ngaphambi kokushicilelwa kombiko wekota, Izabelo ze-NVIDIA uthole ukukhuphuka okukhulu. Iseshini yokuqala yokuhweba elandela ukukhishwa kwe-Q2 23 iphele ngokukhuphuka kwentengo yesitoko yenkampani ngo-0.1%, futhi ngemva kokuvalwa kweseshini yokuhweba, izingcaphuno zehle ngo-0.63%.
Noma kunjalo, amasheya e-NVIDIA afinyelele cishe ku-230% kusukela ekuqaleni konyaka, ngemali yemakethe yenkampani idlula i-$ 1 trillion.
Khonamanjalo, emkhakheni wedeskithophu yezithombe ezihluzekile, i-NVIDIA ibone ukwehliswa okungaguquguquki kwesabelo semakethe sisuka ku-84% saya ku-80%, kuyilapho i-AMD iqinise isisekelo sayo sisuka ku-12% saya ku-17%.
Ngokulandelanayo, ivolumu yokuthunyelwa kwe-GPU yedeskithophu engabonakali ikhuphuke ngo-2.9%, isamba samayunithi ayizigidi ezingu-6.44. Kodwa-ke, uma kuqhathaniswa unyaka nonyaka, lezi zibalo zimele ukwehla ngo-36% ukusuka kumayunithi alinganiselwa ezigidini eziyi-10 athunyelwayo.
Kuyathakazelisa ukuthi i-Intel (NASDAQ: INTC), ethathwa njengomuntu osanda kufika kulesi sigaba semakethe, igcine isabelo esiqinile esingu-2% semakethe yezithombe zedeskithophu ngonyaka odlule, kodwa ikwazile ukuphinda kabili isabelo sayo kwikota yokuqala.
I-AMD iyazethemba ekukhishweni kwamakhadi amasha ehluzo kunanini ngaphambili. Lawa makhadi azoba nenani elingaphansi kuka-$500, aqondise ingxenye ebuswa uchungechunge lwe-NVIDIA lwe-GeForce RTX 4060. Ngesikhathi esifanayo, imodeli ye-RX 7800 XT kufanele iqhudelane ne-GeForce RTX 4070 ku-$ 600 nangaphezulu kwebanga lentengo, nakuba amanani aseqalile ukwehla. Kodwa-ke, akubona bonke ozakwethu abakhulu be-AMD abazokulungela ukwethula le mikhiqizo emisha ngoSepthemba 6.
Imibiko yakamuva ikhombisa ukuthi kwikota yesibili yezimali, i-NVIDIA ithole isaziso esivela kuziphathimandla zase-US sinxusa ukukhishwa kwamalayisensi akhethekile okuthekelisa ukuze kuhlinzekwe ama-accelerator ekhompyutha emazweni athile aseMpumalanga Ephakathi. Imikhawulo enjalo ibikhona eChina kusukela ekwindla yonyaka odlule. Abamele Umnyango Wezohwebo wase-US banqabile ukuphawula ngokubeka imikhawulo emisha emisebenzini yezinkampani ngazinye. Abamele i-NVIDIA nabasemthethweni be-AMD basazophawula ngalokhu.
Nakuba zingabaphikisi, izinkampani ngokuvamile zihamba ngendlela efanayo. Konke kumayelana nomkhakha abakuwo. Noma yikuphi ukushintshashintsha okuyisisekelo kuzobathinta bobabili. Isizinda sezindaba singalandelelwa kalula ekhalendeni lezomnotho, senze kube lula ukuqhathaniswa kwemicimbi nokushintshashintsha kwamanani esitoko.
Ngakho, ukuncintisana phakathi kwe-NVIDIA ne-AMD kusalokhu kuyingxenye ebalulekile yemboni yezobuchwepheshe yomhlaba wonke, futhi zombili izinkampani ziyaqhubeka nokusebenza ekuthuthukiseni imikhiqizo yazo nobuchwepheshe ukuze zihlangabezane nezidingo zamakhasimende azo futhi zigcine ubuholi bemakethe.
