4.28 intelQ1财报及r7销售猜想:

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$AMD公司(AMD)$

销售额增长7%,operating income增长20%

● 全年guidence提高60b,eps 2.71-2.99

● 分业务部门看,ccg 8b(+6%),dcg 4.2b(+6%),iot 721m(+11%),nsg 866m(+55%),isg 534m(-1%),psg 425m(+18%)

● q2 guidence 13.9b-14.9b,eps 0.63-0.73

跟AMD相关:

● ccg platform 发货量 下降4%,平均价格上涨7%,其中笔记本增长1%,台式下降7%

○ idc q1 pc发货量统计是比去年同期增长0.1%,intel下降4%是不是意味着AMD增长4%+?

○ 另一方面,idc q1 pc发货量是61m,按历史数据台式设备占40%,就是24.4m。如果ryzen7 抢占了4%的市场份额,就是976k,7%算是1.7m

● B.K 回答AMD问题的时候说 "from Q1 and our forcast for Q2, we are not seeing anything out of ordinary from what we normally see"

Seeking alpha 上也有讨论这个,看上去也有道理

It's also interesting to compare with the situation in 2016 Q1. According to IDC, global PC shipments were down 11.5% y/y in 2016 Q1. Despite the overall drop, Intel reported only a 4% y/y drop in Desktop platform unit shipments, while the Desktop ASP rose by 6% y/y.

The decline in Desktop platform units implies about a 5% y/y revenue decline for the Desktop platform. Assuming that Desktop platforms generate about 40% of CCG platform revenue (as a rough estimate from the Statista data), this implies that Intel is down about $150 million in Desktop platform revenue. Some, or all, of this may have been transferred to AMD in the form of Ryzen sales.

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2017-04-29 01:41

976k乘以7%是啥意思?