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今年PC市場將放緩
uSMART盈立智投 06-10 21:24

AMD(AMD.US)首席執行官蘇姿豐週四在分析師日上表示,在經歷了兩年“非常強勁的PC市場”之後,今年市場增速將放緩。

蘇姿豐表示,在經歷了長時間的高增長過後,放緩是很自然的,但是需要指出的是,市場對於高性能計算和“自適應計算”的需求還是很強勁的。

事實上,不僅是AMD,早前英特爾(INTC.US)的一份內部備忘錄也預示着該市場可能將放緩。據報道,作爲一系列成本削減措施的一部分,英特爾已凍結了臺式機和筆記本電腦芯片部門的招聘,爲期至少2周。

研究公司Canalys在上週的一份報告中表示,由於市場飽和和通脹擔憂,消費者和教育PC部門的需求進一步放緩,此前該公司報告稱,美國第一季度PC發貨量連續第三個季度下降。

不過,儘管PC市場出現降溫,AMD表示,其雲計算、數據中心芯片和人工智能應用芯片的需求出現了“巨大”增長,這將有利於提振公司利潤率。

該公司預計,短期內毛利率將超過57%,營業利潤率將在30%左右。相比之下,今年一季度該公司毛利率爲48%,營業利潤率爲16%。另外,該公司預計公司3-4年內的長期營收增長率達20%,支出增長將落後於營收增長率。

今年5月,AMD曾表示,預計2022年全年的非公認會計準則毛利率約爲54%,同時預計全年和第二季度營收將高於華爾街的預期。

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