行業遇“冷”!英特爾CEO遭降薪25%,競爭對手AMD業績卻超預期
業績下滑、減產、高管降薪......芯片行業毫無疑問正處於艱難時刻。
週二,英特爾表示,已大幅削減員工和高管薪酬。一位知情人士透露,降薪幅度將從基本工資的5%到25%不等,而公司的時薪員工將不受影響。
管理層薪酬下調
知情人士透露,英特爾降薪的幅度包括:中層員工降薪5%,副總裁級員工降薪10%,公司首席執行官降薪25%,其他高管降薪15%。
知情人士表示,公司還將401(k)匹配計劃從5%降至2.5%,並暫停了加薪和季度績效獎金。
不過,知情人士補充稱,基於英特爾整體財務表現的年度績效獎金將繼續存在,但近年來,隨着公司跑輸競爭對手,這些獎金有所減少。
英特爾發言人Addy Burr在聲明中表示:“公司繼續應對宏觀經濟下行,降低成本,對員工薪酬和獎勵計劃做出調整,這些變化旨在更顯著地影響公司高管羣體,並將有助於加速轉型和實現長期戰略所需的投資和整體員工隊伍。”
去年四季度淨虧損7億美元
就在上週,英特爾曾公佈了去年全年和四季度財務報吿,公司四季度的營收為140億美元,低於市場此前預期的145.8億美元,同比大幅下降32%;淨虧損達到7億美元,去年同期淨利潤為46億美元,下滑幅度達到114%。
去年全年,英特爾實現營收631億美元,同比下降20%;實現淨利潤80億美元,同比下降60%。

英特爾表示,隨着PC市場在大流行期間經歷了幾年的增長後降温,其利潤率正在大幅下降。
值得注意的是,英特爾還預計,一季度的營收在105億-115億美元,遠低於此前市場預期的140億美元,並且一季度將繼續虧損。
跑輸競爭對手
與此同時,英特爾的競爭對手AMD(Advanced Micro Devices)卻發佈了高於華爾街預期的四季報。此前英特爾CEO Gelsinger也承認,公司的市場份額輸給了AMD等競爭對手。
四季度,AMD收入為56億美元,高於分析師預期的55.6億美元,同比增長16%,主要系嵌入式和數據中心業務表現強勁。
四季度,公司毛利率為43%,營業虧損1.49億美元,淨收入2100萬美元,每股攤薄收益0.01美元。

去年全年,AMD收入236億美元,毛利率45%,營業收入13億美元,淨收入13億,每股攤薄收益0.84美元。

AMD首席執行官Lisa Su在電話會議上表示,2023年,預計行業總體需求環境仍將喜憂參半,下半年比上半年強勁。她還預計,公司的數據中心業務將在今年繼續增長,支撐業績。
展望今年的PC市場,AMD預計,今年個人電腦市場約為2.6億台,低於2022年的2.9億台。Lisa Su表示,隨着客户減少庫存,AMD的芯片出貨量一直在減少,預計一季度將是底部。
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