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[業界消息] Intel / AMD 2014 Q3 Result

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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