英特尔四季度收入2016年来最低，指引堪称“灾难”，盘后大跌逾9%

华尔街见闻2023-01-27

美国科技巨头英特尔在过去十个季度中第九次业绩逊于市场预期。该公司给出的今年一季度业绩指引更是被视作“灾难级”，如果营收仅达到指引范围低端，一季度将成为该公司2010年来收入最少的一个季度。1月26日周四美股盘后，英特尔公布2022年四季度及全年业绩。由于个人电脑芯片销售的下滑幅度超出预期以及利润丰厚的服务器硬件市场竞争激烈，英特尔四季度业绩未能达到市场预期，这也是该公司在过去十个季度中第九次业绩...

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YMlB
2023-01-31
YMlB
Mobile phone internet has taken a big part business of the cake I'm afraid.
KK风筝
2023-01-30
KK风筝
贊
Paggie
2023-01-27
Paggie
閱

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Zinsner称：尽管宏观经济和市场环境对公司不利，但英特尔在第四季度的战略转型方面继续取得良好进展，包括推进我们的产品路线图和改进我们的运营结构和流程以提高效率，同时实现了在我们业绩指引范围内的业绩。在2023年，我们将继续应对短期挑战，同时努力实现我们的长期承诺，包括提供基于开放和安全平台的领先产品，由大规模制造提供支持，并由我们出色的团队提供支持。在去年四季度，我们采取措施调整组织规模并合理化我们的投资，优先考虑我们可以长期提供最高价值的领域。这些行动巩固了我们2023年30亿美元的成本削减目标，并为到2025年底实现80亿至100亿美元的成本削减奠定了基础。现金奶牛业务大幅下降逊于预期拆分业务来看，去年四季度，被视作英特尔现金奶牛、包括个人电脑芯片在内的英特尔客户端计算业务部门贡献了66.3亿美元的收入，同比下降了36%，低于市场普遍预期的76.8亿美元。 有分析指出，这一季该部门的表现是这一部门自1990年代以来萎缩最大的一个季度。英特尔数据中心和人工智能部门在四季度录得43亿美元的收入，同比下降33%，但仍略高于市场普遍预期的41.7亿美元。包括网络产品在内的英特尔网络和创新部门四季度的收入为20.6亿美元，同比下降1%，低于市场普遍预期的22.6亿美元。市场地位动摇、竞争对手挑战加剧，英特尔面临困境有媒体分析称，英特尔的这份财报反映了英特尔面临的无数挑战，而这些挑战在其主要收入来源，即个人电脑芯片市场陷入低迷前就已经令公司一蹶不振。在芯片领域，这份财报进一步证明该公司进一步落后于主要竞争对手台积电和韩国三星。为了重回正轨，英特尔需要其下游公司，即计算机制造商快速处理芯片库存并恢复订购组件。这将帮助英特尔的财务状况，但英特尔雄心勃勃的改革计划已经令该公司财务状况捉襟见肘。计算机行业正在经历一次巨大的调整。英特尔营收下滑部分反映了个人电脑市场近几个月来的急剧下滑。研究公司Gartner表示，去年第四季度个人电脑出货量下降了28.5%，这是自1990年代开始追踪市场以来最严重的下滑。发达市场央行不断提高利率以应对通胀飙升和对可能出现衰退的担忧加剧，消费者支出受到打击。根据Northland Securities分析师Gus Richard的估计，2022年个人电脑出货量同比下降了16%，今年将再次下降至2.6亿台。英特尔则预测，今年全球个人电脑出货量将处于其预测范围2.7亿至2.95亿台的低端。英特尔仍然主导着服务器处理器市场，在全球的市场份额超过70%。 但它在这个利润丰厚的市场上的地位已经下滑，该公司近年来推出新产品的速度很慢，而AMD、ARM等竞争对手却屡屡有所收获。 一些客户还在开发自研芯片以取代英特尔处理器。这一切都给曾经控制着99%处理器市场份额的英特尔带来了痛苦的挫折。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9955055633,"gmtCreate":1675098758322,"gmtModify":1676538976085,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"htmlText":"Mobile phone&nbsp;internet has taken a big part business of the cake&nbsp;I'm afraid.&nbsp;","listText":"Mobile 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