Nisam bio lenj, Intelov izvestaj za 2018-tu godinu (Form 10-K, zvanican izvestaj) :
http://www.annualreports.com/H...ports/PDF/NASDAQ_INTC_2018.pdf
E sad, podela:
- Client computing drzi 52% prihoda intela, pri tom :
Citat:
CCG is dedicated to deliveringclient computing end-user solutions, focusing on higher growth segments of 2-in-1, thin-and-light,commercial, and gaming, as well as growing adjacencies such as WiFi and modem.
Ovo je 2018-ta kad AMD jos nije imao toliki uticaj. Kaze dalje :
Citat:
First year over year PC TAM1growth since 2011 drove an increase in notebook platform volume in 2018. We are operating in anincreasingly competitive environment, especially in desktop.•Increased demand for performance products, and segmentation drove strong product mix and higher ASP.•Strong demand for commercial, 2-in-1, and gaming market segments, along with higher modem share.
Izvestaj ukazuje na pad od 6% na segmentu 2018-2017, kao i na pad od 5% na segmentu 2017-2016. Ovo nije uticaj AMD-a, 2016-te AMD je bio smesan igrac.
Ako se malo pogledaju cifre, vidi se da je Notebook platform generisala skoro duplo vise prihoda nego Desktop platform u 2018-oj godini.
- Data centar group drzi 32% prihoda. Za razliku od Client computing grupe, ovde nema rasejavanja, postoji odvojena grupa za Persisten memory, ovo je cista prodaja ne-embeded (opet, posebna grupa - znaci nista Atom/Xeon-D) serverskih procesora, jasno je da se ovde vidi samo Xeon Scalable trziste.
Ovde AMD uzima znacajan deo kolaca ove godine - sto je razlog zasto ja pricam da ce serversko trziste mnogo vise da boli intel nego HEDT. Ne kazem ja da HEDT nije isplativo trziste, samo da na serverskom ima bas mnogo, mnogo vise novca - i da to vise boli.
Please do not feed the Trolls!
Blasphemy? How can I blaspheme? I'm a god!'