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小 發表於 2013-7-18 19:16 只看該作者
Intel / AMD / NVIDIA 2013 Q2 Report
Intel 引用: Q2 Key Financial Information and Business Unit Trends
- PC Client Group revenue of $8.1 billion, up 1.4 percent sequentially and down 7.5 percent year-over-year.
- Data Center Group revenue of $2.7 billion, up 6.1 percent sequentially and flat year-over-year.
- Other Intel® Architecture Group revenue of $942 million, down 3.7 percent sequentially and down 15.0 percent year-over-year.
- Gross margin of 58 percent, up 2 percentage points sequentially and down 5 percentage points year-over-year.
- R&D plus MG&A spending of $4.7 billion, in line with the company's expectation of approximately $4.7 billion.
- Tax rate of 26 percent.
Business Outlook
Intel's Business Outlook does not include the potential impact of any business combinations, asset acquisitions, divestitures or other investments that may be completed after July 17.
Q3 2013
- Revenue: $13.5 billion, plus or minus $500 million.
- Gross margin percentage: 61 percent, plus or minus a couple of percentage points.
- R&D plus MG&A spending: approximately $4.8 billion.
- Amortization of acquisition-related intangibles: approximately $70 million.
- Impact of equity investments and interest and other: approximately $400 million net gain.
- Depreciation: approximately $1.7 billion.
AMD 引用:Quarterly Financial Summary
- Gross margin was 40 percent in Q2 2013. Gross margin decreased sequentially. Q2 2013 gross margin included an $11 million benefit from sales of inventory that had been previously reserved in Q3 2012 and this positively impacted gross margin by 1 percentage point as compared to a similar $20 million benefit in Q1 2013 which positively impacted gross margin by 2 percentage points.
- Cash, cash equivalents and marketable securities balance, including long-term marketable securities, was $1.1 billion at the end of the quarter.
- Computing Solutions segment revenue increased 12 percent sequentially and decreased 20 percent year-over-year. The sequential increase was due to significantly higher notebook unit shipments and higher server and desktop unit shipments. The year-over-year decline was driven by lower unit shipments and microprocessor Average Selling Price (ASP). Operating income was $2 million including an $11 million benefit from sales of inventory that had been previously reserved. Microprocessor ASP decreased sequentially and year-over-year.
- Graphics and Visual Solutions segment revenue decreased 5 percent sequentially and decreased 13 percent year-over-year. GPU revenue was flat sequentially and declined year-over-year. Operating income was breakeven compared with $16 million in Q1 2013 and $31 million in Q2 2012. GPU ASP decreased sequentially and increased year-over-year.
For Q3 2013 we expect:
- Revenue to increase 22% sequentially, +/-3%.
- Gross margin to be approximately 36%.
- Operating expenses to be approximately $450 million.
- At the mid-point of revenue guidance to be profitable at the net income level.
- Inventory to increase to approximately $800 million largely based on semi-custom product builds.
睇來Intel / AMD都要離開PC了
ADD: NVIDIA 引用:
- Revenue for the second quarter of fiscal 2014 was $977.2 million, up 2.4 percent sequentially and down 6.4 percent year over year. Our outlook was $955 million to $995 million.
- The GPU business had revenue of $858.6 million, up 9.3 percent sequentially and up 7.5 percent year over year.
- These increases reflect continued strength of our GPU business, with gains in desktop, workstation and server, offset by a slight decrease in notebook GPU revenue. In desktop, GeForce® GPU revenue increased 13.8 percent sequentially and 3.9 percent year on year on strong demand and a richer product mix, particularly in high-end price segments. In workstation, Quadro® GPU revenue increased 8.5 percent sequentially and 14.3 percent year on year. In server, Tesla® GPU revenue increased 25.3 percent sequentially and 127.5 percent year on year. The increases in Quadro and Tesla revenue were fueled by our newly introduced Kepler™-based products, now offered top-to-bottom for enterprise customers. In notebook GPUs, revenue decreased 3.6 percent sequentially and 1.7 percent year on year, due to lower unit shipments.
- The Tegra® Processor business had revenue of $52.6 million, down 49.0 percent sequentially and down 70.7 percent year over year. These decreases were largely due to lower unit shipments of Tegra 3 processors as customers ramped down production of Tegra 3-based smartphones and tablets, as expected. They also reflect lower revenue associated with the sale of embedded products and game consoles, offset by increased revenue from automotive products.
- License revenue from our patent license agreement with Intel was $66.0 million, unchanged from the previous and year-earlier quarters.
Expectation: 引用:
- Revenue is expected to be $1.050 billion, plus or minus two percent.
- GAAP and non-GAAP gross margins are expected to be approximately flat relative to the prior quarter at 56.0 percent and 56.3 percent, respectively.
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