U-Vratislav Holub Kule kholamu evamile, nsuku zonke sibheka izindaba ezithakazelisayo kakhulu eziphathelene nenkampani yaseCalifornia i-Apple. Lapha sigxila kuphela ezenzakalweni eziyinhloko kanye nokuqagela okukhethiwe (okuthakazelisayo). Ngakho-ke uma unentshisekelo ezenzakalweni zamanje futhi ufuna ukwaziswa ngezwe lama-apula, nakanjani chitha imizuzu embalwa ezigabeni ezilandelayo.
Kungaba njalo okuthakaselayo
Imali engenayo yakwaQualcomm yenyuka ngenxa ye-iPhone 12
Namuhla, inkampani yaseCalifornia i-Qualcomm iziqhayise ngemali eyitholayo ngekota yesine yalo nyaka. Bakhuphuke ngokukhethekile kuma-dollar ayizigidi eziyizinkulungwane ezingu-8,3, okungukuthi imiqhele engaba yizigidi eziyizinkulungwane ezingu-188. Lokhu kugxuma okumangalisayo, njengoba ukwanda konyaka nonyaka kungamaphesenti angama-73 (uma kuqhathaniswa nekota yesine yowezi-2019). I-Apple enesizukulwane sayo esisha i-iPhone 12, esebenzisa ama-chips e-5G avela ku-Qualcomm kuzo zonke izinhlobo zayo, kufanele ibe nesibopho sokukhulisa imali engenayo.
I-CEO ye-Qualcomm ngokwakhe, uSteve Mollenkopf, embikweni weholo lekota eshiwo, wengeze ukuthi ingxenye enkulu yayo yi-iPhone, kodwa kufanele silinde izinombolo ezibaluleke kakhulu kuze kube yikota elandelayo. Ngaphezu kwalokho, wengeze ngokuthi izithelo ezifanele zeminyaka yentuthuko nokutshalwa kwezimali seziqala ukubuyela kubo. Kunoma yikuphi, imali engenayo ayikhiwanga kuphela ngama-oda avela ku-Apple, kodwa nakwabanye abakhiqizi befoni ephathekayo kanye neHuawei. Eqinisweni, ikhokhele amadola ayizigidi eziyizinkulungwane ezingu-1,8 ngenkokhelo yesikhathi esisodwa ngalesi sikhathi. Ngisho noma singayibali le mali, i-Qualcomm isazoqopha ukwenyuka konyaka ngo-35%.
Igalari yezithombe
U-Apple noQualcomm bavumelana ngokusebenzisana kuphela ngonyaka odlule, lapho kuphela icala elikhulu phakathi kwalezi ziqhwaga, elaliphathelene nokusetshenziswa kabi kwamalungelo obunikazi. Ngokusho kolwazi oluqinisekisiwe, inkampani ye-apula ihlela ukusebenzisa ama-chips kusuka ku-Qualcomm kuze kube ngu-2023. Kodwa okwamanje, baphinde basebenze ngesisombululo sabo e-Cupertino. Ngo-2019, i-Apple yathenga ingxenye ebalulekile yesigaba semodemu ku-Intel ngama- $ 1 bhiliyoni, yathola ulwazi oluningi, izinqubo kanye namalungelo obunikazi. Ngakho-ke kungenzeka ukuthi sizobona ukushintshela kwisixazululo "se-apula" esikhathini esizayo.
I-Apple ilindele isidingo esikhulu sama-MacBooks nge-Apple Silicon
Kusukela ngoJuni walo nyaka, lapho i-Apple iqhosha ngathi ngesikhathi sengqungquthela yonjiniyela ye-WWDC 2020 mayelana nokusuka ku-Intel kuya kusixazululo se-Apple Silicon, abalandeli abaningi be-Apple balinde ngesineke ukubona ukuthi i-Apple izosibonisa ini. Ngokusho kwezindaba zakamuva ezivela UNikkei wase-Asia kufanele umdondoshiya waseCalifornia abheje kakhulu ngalezi zindaba. NgoFebhuwari 2021, kufanele kukhiqizwe izingcezu eziyizigidi ezi-2,5 zamalaptop e-Apple, lapho kuzosetshenziswa khona iphrosesa ye-ARM evela endaweni yokusebenzela yakwa-Apple. Ama-oda okuqala okukhiqiza kuthiwa alingana nama-20% awo wonke ama-MacBooks athengiswe ngo-2019, ayecishe abe yizigidi eziyi-12,6.
Ukukhiqizwa kwama-chips ngokwawo kufanele kunakekelwe nguzakwethu obalulekile i-TSMC, kuze kube manje enikeze ukukhiqizwa kwamaphrosesa ama-iPhones nama-iPads, futhi inqubo yokukhiqiza engu-5nm kufanele isetshenziselwe ukukhiqizwa kwawo. Ngaphezu kwalokho, ukwembulwa kwe-Mac yokuqala nge-Apple Silicon kufanele kube sekuseduze. Ngesonto elizayo sinenye i-Keynote, lapho wonke umuntu elindele ikhompyutha ye-Apple ene-chip yayo. Sizokwazisa ngempela ngazo zonke izindaba.
Izimbobo ekulethweni kwe-iPhone 12 Pro zizofakwa amamodeli amadala
Yethulwe ngenyanga edlule, i-iPhone 12 ne-12 Pro ithokozela ukuthandwa okukhulu, okubangela izinkinga naku-Apple. Umdondoshiya waseCalifornia akazange alindele isidingo esinjalo futhi manje akanaso isikhathi sokukhiqiza amafoni amasha. Imodeli ye-Pro ithandwa kakhulu, futhi kuzodingeka ulinde amaviki angu-3-4 uma i-oda ngokuqondile kwa-Apple.
Igalari yezithombe
Ngenxa yobhubhane lwamanje lomhlaba wonke, kunezinkinga ochungechungeni lokuhlinzeka lapho ozakwethu bengakwazi ukuletha izingxenye ezithile. Kubaluleke kakhulu ngama-chips enzwa ye-LiDAR kanye nokuphathwa kwamandla, okuyizinto ezishodayo ngempela. I-Apple izama ukuphendula ngokushesha kulo mgodi ngokusabalalisa kabusha ama-oda. Ngokuqondile, lokhu kusho ukuthi esikhundleni sezingxenye ezikhethiwe ze-iPad, kuzokhiqizwa izingxenye ze-iPhone 12 Pro, okuqinisekiswe yimithombo emibili enolwazi. Lolu shintsho luzothinta cishe izingcezu ze-apula eziyizigidi ezingu-2, ezingeke zifinyelele emakethe ngonyaka ozayo.
U-Apple uhlose ukugcwalisa umnikelo ongenalutho ngamamodeli amadala. Kuthiwa uthinte abahlinzeki bakhe ukuze balungiselele amayunithi ayizigidi ezingamashumi amabili e-iPhone 11, SE kanye ne-XR, okufanele ngabe isilungele isizini yokuthenga yangoDisemba. Mayelana nalokhu, kufanele futhi sengeze ukuthi zonke izingcezu ezindala okukhulunywe ngazo, ezizokhiqizwa kusukela ngo-Okthoba kulo nyaka, zizolethwa ngaphandle kwe-adaptha nama-EarPod anentambo.
Kungaba njalo okuthakaselayo
Pavel Jelic 