\u201eApple\u201c vadovas Timas Cookas persp\u0117jo, kad pasaulinis atminties lust\u0173 tr\u016bkumas tik stipr\u0117s, o did\u0117jan\u010dios komponent\u0173 kainos artimiausiais ketvir\u010diais vis labiau spaud\u017eia bendrov\u0117s savikain\u0105. Per finansini\u0173 rezultat\u0173 aptarim\u0105 jis pabr\u0117\u017e\u0117, kad \u201eApple\u201c jau patyr\u0117 tiekimo apribojim\u0173, o j\u0173 poveikis gali did\u0117ti.<\/p>\n
Pasak T. Cooko, pastar\u0105j\u012f ketvirt\u012f \u201eApple\u201c augo spar\u010diau, nei prognozuota, ta\u010diau tai \u012fvyko nepaisant ribotos komponent\u0173 pasi\u016blos. Jis ai\u0161kino, kad poveikis gruod\u017eio laikotarpiu buvo minimalus, kov\u0105 jau juntamesnis, o ketvir\u010diui, kuris baigsis bir\u017eelio pabaigoje, did\u017eiausia rizika kyla kai kuriems \u201eMac\u201c modeliams.<\/p>\n
\u201eManome, kad atminties kainos didins poveik\u012f m\u016bs\u0173 verslui, ir mes toliau vertinsime situacij\u0105\u201c, \u2013 sak\u0117 Timas Cookas.<\/p>\n
Atminties rink\u0105 pastaruoju metu ypa\u010d kaitina DI infrastrukt\u016bros bumas: duomen\u0173 centrai ir naujos kartos spartintuvai naudoja vis daugiau didel\u0117s spartos atminties, tod\u0117l pasi\u016bla \u012fsitempia ir kitoms elektronikos kategorijoms. D\u0117l to brangsta tiek serveriams, tiek vartotoj\u0173 \u012frenginiams reikalingi komponentai, o gamintojams tenka spr\u0119sti, kas labiau priimtina: kelti kainas ar susitaikyti su ma\u017eesn\u0117mis mar\u017eomis.<\/p>\n
Pana\u0161ius signalus pastaruoju metu akcentavo ir kitos technologij\u0173 bendrov\u0117s. \u201eMicrosoft\u201c ir \u201eMeta\u201c savo prognoz\u0117se nurod\u0117, kad didesn\u0117s komponent\u0173, \u012fskaitant atmint\u012f, kainos prisideda prie didesni\u0173 planuojam\u0173 investicij\u0173 \u012f infrastrukt\u016br\u0105, o tai rodo platesn\u012f viso sektoriaus spaudim\u0105.<\/p>\n
Analitikai svarsto, kad \u201eApple\u201c gali rinktis i\u0161 keli\u0173 keli\u0173: sudaryti ilgesnio laikotarpio tiekimo sutartis ir taip stabilizuoti kainas, perskirstyti komponentus tarp modeli\u0173 arba dal\u012f ka\u0161t\u0173 perkelti pirk\u0117jams. Kitas scenarijus b\u016bt\u0173 dal\u012f brangimo sugerti pa\u010diai bendrovei, laikinai ma\u017einant bendr\u0105j\u012f pelningum\u0105.<\/p>\n
Rinkoje taip pat aptariama, kad kain\u0173 poky\u010diai, jei j\u0173 prireikt\u0173, neb\u016btinai paliest\u0173 visus produktus vienodai. Kai kurie analitikai tikisi, kad labiau brangti gal\u0117t\u0173 auk\u0161tesn\u0117s klas\u0117s \u012frenginiai, o bazini\u0173 modeli\u0173 kainos b\u016bt\u0173 i\u0161laikomos stabilesn\u0117s siekiant apsaugoti pardavim\u0173 apimtis.<\/p>\n
Vartotojams atminties tr\u016bkumas gali reik\u0161ti ne tik galim\u0105 kain\u0173 kilim\u0105, bet ir ribot\u0105 kai kuri\u0173 konfig\u016bracij\u0173 prieinamum\u0105, ilgesnius pristatymo terminus ar ma\u017eiau agresyvias komplektacijas. \u201eApple\u201c pastaraisiais metais da\u017eniau veng\u0117 staigi\u0173 kain\u0173 \u0161uoli\u0173, ta\u010diau ilgalaikis komponent\u0173 brangimas gali priversti per\u017ei\u016br\u0117ti \u0161i\u0105 taktik\u0105.<\/p>\n
Papildomos \u012ftampos suteikia ir tai, kad ruden\u012f \u201eApple\u201c tur\u0117t\u0173 keistis vadovas: T. Cook\u0105 tur\u0117t\u0173 pakeisti Johnas Ternusas. Tai rei\u0161kia, kad atminties ir kit\u0173 komponent\u0173 tiekimo klausimai taps vienu pirm\u0173j\u0173 strategini\u0173 i\u0161bandym\u0173 naujajai vadovybei, ypa\u010d tuo metu, kai DI sukelta infrastrukt\u016bros paklausa nesl\u016bgsta.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201eApple\u201c vadovas Timas Cookas \u012fsp\u0117ja, kad atminties lust\u0173 tr\u016bkumas augs: tai gali lemti \u201eMac\u201c pasi\u016blos ribojimus ir galimus kain\u0173 poky\u010dius.<\/p>\n","protected":false},"author":0,"featured_media":16266,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[1571,5017,2007,6153,6152,2778,6151],"miestas":[],"class_list":["post-16265","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-apple","tag-atminties-lustai","tag-duomenu-centrai","tag-iphone","tag-mac","tag-tiekimo-grandine","tag-timas-cookas"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/16265","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=16265"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/16265\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/16266"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=16265"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=16265"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=16265"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=16265"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}