I-Qualcomm inqume ukuthuthela amapulatifomu ayo okubhekisela kuwo esizukulwaneni sakamuva sokwakhiwa kwe-Arm, isinyathelo esihlose ukuthuthukisa ukwenziwa kwemithwalo yemisebenzi ye-AI efana nama-chatbot kanye nama-photo generator, ngokusho kwabantu abajwayelene nesinqumo. Lesi sinyathelo siqinisa isikhundla sayo ngokumelene nabancintisana nabo ngqo futhi singakhulisa imali engenayo ye-Arm ngezimali ezihambisana nobuchwepheshe bayo obuphambili kakhulu.
Lesi sinyathelo sisusa ukungabaza ngokuqhubeka kokubambisana phakathi kwalezi zinkampani ezimbili ngemuva kokungqubuzana kwazo kwezomthetho ngonyaka odlule, futhi sihambisana nezimpawu ezikhona endaweni yokuhweba: ngemuva kokuvela kwezindaba, amasheya ka-Arm akhuphuke cishe ngo-5% ngesikhathi seseshini evamile, okubonisa intshisekelo yemakethe ekwamukelweni kobuchwepheshe bamuva.
Yini eshintshayo nge-architecture entsha
Ngokusho kwemithombo, ama-PC amasha kanye nama-processor eselula e-Qualcomm azosebenzisa inguqulo yesishiyagalolunye (v9) yokwakheka kwe-Arm. Empeleni, lokhu kwakhiwa kuchaza isethi yemiyalelo esekelwa yi-CPU futhi kuhlinzeka ngentuthuko eyenzelwe ukusheshisa imisebenzi ye-AI yokukhiqiza kanye nezinye izinqubo ezijulile, kugxilwe ekusebenzeni kahle kanye nokusebenza kahle.
Ngokungafani nezizukulwane zangaphambilini — lapho i-Qualcomm yayigcina khona ubuchwepheshe bangaphambilini —, ukuthuthela ku-v9 kumelela igxathu elifanele elihloselwe ukusingatha imisebenzi efana nabasizi bengxoxo nokudalwa kwezithombe, izindawo eziye zaba yizikhombisi ezibalulekile zokusetshenziswa kumadivayisi omuntu siqu.
Umthelela emakethe kanye nokuncintisana
Ushintsho lwe-Qualcomm lufika ngesikhathi i-MediaTek isivele iqinisekisile ukusetshenziswa kwayo kwe-Arm v9 futhi iningi labahlaziyi licabanga ukuthi i-Apple nayo iyayisebenzisa ekwakhiweni kwayo. Kulesi simo, isibuyekezo sezobuchwepheshe se-Qualcomm sihlose ukuqinisa ikhono layo lokuncintisana ezimakethe zeselula neze-PC ezisezingeni eliphezulu , lapho amakhono e-AI eqala ukwenza umehluko obonakalayo.
Ku-Arm, inzuzo engaba khona icacile: imodeli yayo yemali engenayo ikhula ngokusetshenziswa kwezinguqulo zakamuva. Kodwa-ke, ukubala umthelela akulula ngoba i-Qualcomm ivumela ukwakheka kodwa iklama ingxenye enkulu ye-chip ngaphakathi esikhundleni sokuthola izingxenye eziklanywe kusengaphambili, okunciphisa ukudluliselwa okuqondile kwenani.
Isikhundla sezinkampani
Lapho ebuzwa ngobuchwepheshe obuthile obusetshenzisiwe, i-Qualcomm yenqabile ukunikeza imininingwane futhi yagcizelela ukuthi ikhetha imiyalelo enezela inani kumakhasimende ayo, ithembele eqenjini layo lokuklama i-CPU ukuthi linqume ukuthi yini ezofakwa. U-Arm, yena, wenqabile ukuphawula ngoshintsho.
Isizinda esisemthethweni namalayisensi
Lesi sinqumo siza ngemuva kwengxabano yezomthetho phakathi kwalezi zinkampani ezimbili engakaxazululwa ngokuphelele. Esikhathini esingaphansi konyaka odlule, u-Arm wasongela ngokuhoxisa ilayisensi ebalulekile evela ku-Qualcomm, isimo esadambisa kamuva. Ingxabano yayihilela nokuthengwa kwe-Nuvia yi-Qualcomm.
Ngalolo daba, inkantolo yase-US yanquma ukuthi i -Qualcomm inelungelo lokuphikisana nezici ezibalulekile zecala, yize i-Arm iveze inhloso yayo yokudlulisa icala. Lolu hlaka oluphikisanayo lunezela umongo ebangeni lesimemezelo futhi lusiza ukuqonda ukuthi kungani ukuqhubeka kobuchwepheshe phakathi kwala maqembu amabili kwakungeyona into encane.
Kungani kungenjalo eminye imizila yezobuchwepheshe?
Ongakulindela ngokulandelayo
Ngokushintshela ku-v9, i-Qualcomm ihlose ukunikeza amapulatifomu ayo ibhalansi engcono phakathi kokusebenza kahle kanye nokusebenza kwe-AI, okuyisici esibaluleke kakhulu kuma-laptop nama-smartphone. Ukwamukelwa kwalolu hlaka ngabaholi abaningana bemboni kusikisela ukuthi ukwesekwa kohlelo lokusebenza kanye ne-ecosystem kuzoqhubeka nokukhula ekukhishweni kwesikhathi esizayo.
Ukuzibophezela kwe-Qualcomm ekwakhiweni kwakamuva kwe-Arm kuthumela isignali ecacile: ibeka phambili ukuhambisana nesofthiwe ekhona kanye nokuzuza kokusebenza kwe-AI ngenkathi igcina ukuzimela ekwakhiweni kwayo kwe-CPU. Lesi sinyathelo, esinemiphumela yobuchwepheshe kanye neyezentengiselwano, sibumba kabusha indawo yokuncintisana ne-MediaTek kanye ne-Apple, sikhomba ekwandeni kwemali engenayo ye-Arm, futhi senzeka ngokumelene nesizinda sempi yezomthetho engase ibe nentuthuko eyengeziwe.
