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[業界消息] Intel / AMD 2013 Q4 Reports

Intel / AMD 2013 Q4 Reports

http://www.intc.com/releasedetai ... pe=Financial%20News

http://files.shareholder.com/dow ... mentary_Q4_2013.pdf

我覺得好好啦, d投資者仲想點

http://phx.corporate-ir.net/phoe ... 2414&highlight=
http://phx.corporate-ir.net/Exte ... TF8VHlwZT0z&t=1

Summary:

Intel
引用:

  • PC Client Group revenue of $8.6 billion, up 2 percent sequentially and flat year-over-year.
  • Data Center Group revenue of $3.0 billion, up 3 percent sequentially and up 8 percent year-over-year.
  • Other Intel architecture operating segments revenue of $1.1 billion, up 4 percent sequentially and up 9 percent year-over-year.
  • Gross margin of 62.0 percent, 1 percentage point above the midpoint of the company's prior expectation of 61 percent.
  • R&D plus MG&A spending of $4.8 billion, slightly above the company's prior expectation of approximately $4.7 billion.
  • Tax rate of 26 percent versus the company's prior expectation of 25 percent.
AMD
引用:

  • Gross margin was 35 percent in Q4 2013. Gross margin decreased 1 percentage point sequentially. Q4 2013 gross margin included a $7 million benefit from the sale of inventory previously reserved in Q3 2012 as compared to a similar benefit of $19 million in Q3 2013.
  • Cash, cash equivalents and marketable securities balance, including long-term marketable securities, was $1.2 billion at the end of the quarter, in line with expectations.
  • Computing Solutions segment revenue decreased 9 percent sequentially and 13 percent year-over-year. The sequential and year-over-year declines were primarily due to decreased chipset and notebook unit shipments. Operating loss was $7 million, compared with operating income of $22 million in Q3 2013, primarily due to lower revenue and higher bonus expense. Operating loss for Q4 2012 was $323 million. Microprocessor Average Selling Price (ASP) increased sequentially and year-over-year.
  • Graphics and Visual Solutions segment revenue increased 29 percent sequentially and 165 percent year-over-year primarily driven by our semi-custom SoCs. Operating income was $121 million compared with $79 million in Q3 2013 and $22 million in Q4 2012, primarily due to increased revenue from our semi-custom SoCs. GPU ASP increased sequentially and year-over-year.

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今年PC shipment應該再大減

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你睇
我一轉行 AMD 就黎料 Intel 中伏
重燈過燈神
天然系長髮眼鏡娘 最高
Lucky Star 聯盟 - 美幸
Kancolle - 大淀, 翔鶴 (太太), 烏海 , 瑞鶴

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引用:
原帖由 qcmadness 於 2014-1-22 18:54 發表
今年PC shipment應該再大減
Thanks to Win 8/8.1

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引用:
原帖由 dom 於 2014-1-23 14:37 發表
你睇
我一轉行 AMD 就黎料 Intel 中伏
重燈過燈神
你兩年內千祈唔好買 XB1/PS4. 如果唔係比你搞一搞 AMD 執硬

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引用:
原帖由 Puff 於 2014-1-23 16:02 發表

你兩年內千祈唔好買 XB1/PS4. 如果唔係比你搞一搞 AMD 執硬
你放心,會打console就唔係dom
不過我歡迎佢買WiiU玩Mario

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引用:
原帖由 Aware 於 2014-1-23 16:06 發表

你放心,會打console就唔係dom
不過我歡迎佢買WiiU玩Mario
WiiU都有amd份喎...

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引用:
原帖由 alextamly 於 2014-1-23 17:57 發表


WiiU都有amd份喎...
果粒舊野影響力有限

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引用:
原帖由 dom 於 2014-1-23 14:37 發表
你睇
我一轉行 AMD 就黎料 Intel 中伏
重燈過燈神
Buy Macbook Air and Kepler then

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引用:
原帖由 Aware 於 2014/1/23 16:06 發表

你放心,會打console就唔係dom
不過我歡迎佢買WiiU玩Mario
Wii U 咁垃圾 更係唔買啦
係都玩 PC Game
天然系長髮眼鏡娘 最高
Lucky Star 聯盟 - 美幸
Kancolle - 大淀, 翔鶴 (太太), 烏海 , 瑞鶴

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AMD個maket share係邊個水平

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引用:
原帖由 isar 於 2014-1-26 20:29 發表
AMD個maket share係邊個水平
大約16-18%

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香噴噴地瓜

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