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PC回暖,平板下滑,英特尔利润大增

(2014-07-16 08:14:32)
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股票

2014年7月11日。全球领先的信息技术研究和顾问公司Gartner发布最新初步统计结果,在历经连续8个季度的出货量衰退后,全球个人电脑(PC)出货量于2014年第二季度终于呈现出微幅增长。本季度全球PC出货量总计为7580万台,与2013年第二季度相比,微幅增长0.1%。

平板电脑只是个玩具,儿童玩具而已,市场已经严重饱和,平板电脑性能低劣,完全无法取代PC的位置,未来平板电脑销量将逐渐下滑。

英特尔几乎垄断笔记本电脑CPU市场,台式机市场占有率也有60%以上,服务器市场占有率超过90%,毛利率超过60%。观察英特尔的收入和利润,就代表了整个PC业

PC事业部2季度同比出货量增长9%,收入增加6%,运营利润增加24%,其中台式机增长8%,Asp下滑2%。笔记本增长9%,价格下滑9%。

数据中心收入增加19%,利润增加28%,出货量增加9%,价格增加14%。

PC Client Group had revenue of $8.7B, up 6%year over year . PC Client Group platform volumes
were up 9%and platform average selling prices were down 4%from a year ago. On a year-on-year
basis, desktop platform volumes were up 8%and desktop platform average selling prices were up
2%. On a year-on-year basis, notebook platform volumes were up 9%and notebook platform
average selling prices were down 7%. Relative to the firstquarter, PC Client Group revenue was
up 9%with platform volumes up 12%and platform average selling prices down 3%.
•  Data Center Group had revenue of $3.5B, up 19%on a year-on-year basis. Platform volumes were
up 9%and platform average selling prices were up 11%over this same horizon. Data Center
Group revenue was up 14%from the firstquarter with platform volumes up 12%and platform
average selling prices up 3%.
•  Internet of Things Group had revenue of $539M, up 24%on a year-over-year basis, and up 12%
from the firstquarter .
•  Mobile and Communications Group had revenue of $51M, down 83%on a year-over-year basis,
and down 67%from the firstquarter .

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