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小 發表於 2014-10-15 18:46 顯示全部帖子
Intel / AMD 2014 Q3 Result
http://www.intc.com/releasedetai ... pe=Financial%20News
http://files.shareholder.com/dow ... y_Q3_2014_final.pdf引用:
- PC Client Group revenue of $9.2 billion, up 6 percent sequentially and up 9 percent year-over-year.
- Data Center Group revenue of $3.7 billion, up 5 percent sequentially and up 16 percent year-over-year.
- Internet of Things Group revenue of $530 million, down 2 percent sequentially and up 14 percent year-over-year.
- Mobile and Communications Group revenue of $1 million, consistent with expectations.
- Software and services operating segments revenue of $558 million, up 2 percent sequentially and up 2 percent year-over-year
都係corporate market帶動
http://ir.amd.com/phoenix.zhtml? ... icle&ID=1978751
http://phx.corporate-ir.net/Exte ... TF8VHlwZT0z&t=1引用:
- Gross margin was 35 percent in Q3 2014. Gross margin was flat sequentially and included a $27 million, or 2 percent benefit, from revenue related to technology licensing.
- Cash, cash equivalents and marketable securities were $938 million at the end of the quarter, essentially flat from the prior quarter. Total debt at the end of the quarter was $2.20 billion.
- Computing and Graphics segment revenue decreased 6 percent sequentially and decreased 16 percent year-over-year. The sequential decrease was primarily driven by lower chipset and GPU sales. The year-over-year decline was primarily due to decreased notebook processor and chipset sales. Operating loss was $17 million, compared with an operating loss of $6 million in Q2 2014 and operating income of $9 million in Q3 2013. The sequential decrease was primarily driven by lower revenue while the year-over-year decrease was primarily driven by lower revenue partially offset by lower operating expenses. Client average selling price (ASP) increased sequentially and year-over-year primarily driven by a richer mix of notebook processor sales.GPU ASP decreased sequentially due to lower desktop GPU ASP and increased year-over-year.
- Enterprise, Embedded and Semi-Custom segment revenue increased 6 percent sequentially and 21 percent year-over-year primarily driven by increased sales of semi-custom SoCs. Operating income was $108 million compared with $97 million in Q2 2014 and $92 million in Q3 2013. The sequential and year-over-year increase was primarily due to increased sales of semi-custom SoCs. Embedded revenue grew by double digits on a percentage basis sequentially.
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