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2020-10-01
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美光科技2020财年营收净利双下滑，短期内产能难以实现大规模转移
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彭新9月29日美股盘后，存储器公司美光科技发布了截至2020年8月的2020财年第四财季财报和2021财年第一财季（2020年9-11月）业绩展望。受益于云存储需求强劲，加上疫情期间消费端销售紧俏，美光上季度获利几乎翻倍成长，扭转了连续6个季度下滑颓势，...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhuipp7381765.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"MU":"美光科技"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhuipp7381765.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2071100316","content_text":"原标题：美光科技2020财年营收净利双下滑，短期内产能难以实现大规模转移图片来源：Harrison Broadbent/Unsplash记者 | 彭新9月29日美股盘后，存储器公司美光科技发布了截至2020年8月的2020财年第四财季财报和2021财年第一财季（2020年9-11月）业绩展望。受益于云存储需求强劲，加上疫情期间消费端销售紧俏，美光上季度获利几乎翻倍成长，扭转了连续6个季度下滑颓势，营收同比增24%。但伴随疫情而来的经济不确定性依然存在，美光对本季度展望略逊于市场预期，盘后股价下跌3.7%。第四财季美光营收为60.56亿美元，同比增长24.35%；净利润为9.88亿美元，同比增长76.11%。2020财年全年营收为214.35亿美元，同比下降8.42%；全年净利润为26.87亿美元，同比下降57.44%。具体到部门营收情况来看，美光计算机和网络业务营收30.2亿美元，环比增长36%，同比增长59%；移动业务营收14.62亿美元，环比下滑4%，同比增长4%；存储业务整体营收9.13亿美元，环比下滑10%，同比增长8%；嵌入式业务营收6.54亿美元，环比下滑3%，同比下滑7%。美光是全球最大的动态随机存取记忆体（DRAM）芯片供应商之一，DRAM业务的增长在该季财报中起到了明显的推动作用，主要是受惠于云存储、个人电脑对DRAM需求强劲。这部分收入猛增29%，为43.7亿美元，DRAM占美光总业务的三分之二以上。动态随机存储器(DRAM)主要用于内存。同时，美光也正在提高主要用于手机内存的1Znm LPDDR5产量。上季度英伟达最新发布的显卡产品搭载了美光GDDR6X显存，分析称美光可乘势在英伟达的游戏和AI芯片对存储芯片的需求中受益。NAND闪存业务方面，美光上季度营收15.3亿美元，环比下降8%，同比增长27%，占总营收的25%。对于该业务，美光称由于NAND闪存的定价压力以及新制造工艺相关的成本上升，这将在一定程度上拖累利润。另外，美光CEO Sanjay Mehrotra在与投资者举行的电话会议上表示，受到无法向部分客户出货影响，美光短时间内将产能大规模转移到其他客户的能力有限，所以将对美光2021财年第一财季销售产生较大的负面影响，对第二财季的影响程度将较小。美光认为，由于新冠肺炎疫情全球大流行，使得IT行业开支减少，导致部分客户的库存增加，企业级市场对存储的需求有所减弱。美光预计2021财年第一财季营收将达50亿美元至54亿美元，将环比下滑18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":977695380,"gmtCreate":1601540224440,"gmtModify":1705067504020,"author":{"id":"3544402244892805","authorId":"3544402244892805","authorIdStr":"3544402244892805","name":"世虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544402244892805"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/977695380","repostId":"2071100316","repostType":2,"repost":{"id":"2071100316","pubTimestamp":1601454960,"share":"https://ttm.financial/m/news/2071100316?lang=&edition=fundamental","pubTime":"2020-09-30 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光科技2020财年营收净利双下滑，短期内产能难以实现大规模转移\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-30 16:36 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhuipp7381765.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：美光科技2020财年营收净利双下滑，短期内产能难以实现大规模转移图片来源：Harrison Broadbent/Unsplash记者 | 彭新9月29日美股盘后，存储器公司美光科技发布了截至2020年8月的2020财年第四财季财报和2021财年第一财季（2020年9-11月）业绩展望。受益于云存储需求强劲，加上疫情期间消费端销售紧俏，美光上季度获利几乎翻倍成长，扭转了连续6个季度下滑颓势，...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhuipp7381765.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"MU":"美光科技"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-09-30/doc-iivhuipp7381765.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2071100316","content_text":"原标题：美光科技2020财年营收净利双下滑，短期内产能难以实现大规模转移图片来源：Harrison Broadbent/Unsplash记者 | 彭新9月29日美股盘后，存储器公司美光科技发布了截至2020年8月的2020财年第四财季财报和2021财年第一财季（2020年9-11月）业绩展望。受益于云存储需求强劲，加上疫情期间消费端销售紧俏，美光上季度获利几乎翻倍成长，扭转了连续6个季度下滑颓势，营收同比增24%。但伴随疫情而来的经济不确定性依然存在，美光对本季度展望略逊于市场预期，盘后股价下跌3.7%。第四财季美光营收为60.56亿美元，同比增长24.35%；净利润为9.88亿美元，同比增长76.11%。2020财年全年营收为214.35亿美元，同比下降8.42%；全年净利润为26.87亿美元，同比下降57.44%。具体到部门营收情况来看，美光计算机和网络业务营收30.2亿美元，环比增长36%，同比增长59%；移动业务营收14.62亿美元，环比下滑4%，同比增长4%；存储业务整体营收9.13亿美元，环比下滑10%，同比增长8%；嵌入式业务营收6.54亿美元，环比下滑3%，同比下滑7%。美光是全球最大的动态随机存取记忆体（DRAM）芯片供应商之一，DRAM业务的增长在该季财报中起到了明显的推动作用，主要是受惠于云存储、个人电脑对DRAM需求强劲。这部分收入猛增29%，为43.7亿美元，DRAM占美光总业务的三分之二以上。动态随机存储器(DRAM)主要用于内存。同时，美光也正在提高主要用于手机内存的1Znm LPDDR5产量。上季度英伟达最新发布的显卡产品搭载了美光GDDR6X显存，分析称美光可乘势在英伟达的游戏和AI芯片对存储芯片的需求中受益。NAND闪存业务方面，美光上季度营收15.3亿美元，环比下降8%，同比增长27%，占总营收的25%。对于该业务，美光称由于NAND闪存的定价压力以及新制造工艺相关的成本上升，这将在一定程度上拖累利润。另外，美光CEO Sanjay Mehrotra在与投资者举行的电话会议上表示，受到无法向部分客户出货影响，美光短时间内将产能大规模转移到其他客户的能力有限，所以将对美光2021财年第一财季销售产生较大的负面影响，对第二财季的影响程度将较小。美光认为，由于新冠肺炎疫情全球大流行，使得IT行业开支减少，导致部分客户的库存增加，企业级市场对存储的需求有所减弱。美光预计2021财年第一财季营收将达50亿美元至54亿美元，将环比下滑18%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
