AMD今年Q1季度虧損1.09億美元 - 3C

By Gary
at 2016-04-22T12:21
at 2016-04-22T12:21
Table of Contents
Intel日前的財報表現還不錯,但為了轉型,依然要裁員1.2萬人。
老對手AMD今天也發布了今年Q1季度財報,當季營收8.32億美元,下滑了19%,
不出意外地還是虧損了1.09億美元,但與去年同期1.8億美元的虧損相比算是有好一點。
對AMD來說,他們開闢新業務還是蠻成功的,
AMD宣布與中國天津一家公司達成了授權協議,拿到了2.93億美元的收入。
今年Q1季度,AMD依然沒有什麼新產品,再加上傳統淡季影響,
本季度的營收表現可想而知了。當季營收8.32億美元,
環比上季度的9.58億美元下滑13%,同比去年的10.3億美元下滑了19%。
毛利率為32%,環比增長2個百分點,同比持平,運營虧損6800萬美元,
比上季度的4900萬美元有所增加,但與去年Q1季度的1.37億美元已經大幅減少,
最終本季度淨虧損1.09億美元,上季度虧損了1.02億美元,去年同期虧損了1.8億美元。
AMD計算及圖形部門,當季營收4.6億美元,環比下降了2%,同比下降了14%,
前者下降是桌面處理器營銷不佳,年度下降則是筆記本處理器銷量下滑。
該部門當季運營虧損7500萬美元,比上季度的9900萬美元虧損要少,
與去年Q1季度的虧損7500萬美元差不多。
企業、嵌入式及半定制業務部門營收3.72億美元,環比、
環比、同比分別下降了24%、25%,
原因是半定制處理器銷量下滑(PS4、X1現在也賣不動了?)。
該部門運營利潤1600萬美元,上季度還有5900萬美元,去年同期則是4500萬美元。
其他部門運營虧損1400萬美元,上季度是900萬美元,
2015年Q1季度則是1.07億美元,不過那時候AMD裁員重組,所以才虧損這麼多。
AMD業績不佳說到底還是現在沒有給力的產品,他們新一代GPU要等到今年中才能發布,
新一代Zen架構處理器則要等到今年底,所以AMD今年可能還會繼續過點苦日子,
得等到Polaris、Zen兩大拳頭產品真正上市才能徹底改善營收情況——前提是這兩款產品
真的給力才行。
不過大家也不要覺得AMD過不下去了,他們也一直在謀求轉型,甚至開放了技術授權業務
,
而這一季度就找到了一個大客戶——本次財報中AMD宣布與中國天津的海光技術投資有限
公E
(Tianjin Haiguang Advanced Technology Investment Co,簡稱THATIC)
達成技術授權協議,雙方將基於AMD IP推出面向中國服務器市場的產品,
換句話說AMD把X86技術授權給了中國公司——現階段捨得如此為處理器技術砸錢的也只有
中國公司了。
根據協議,AMD將獲得2.93億美元的授權費,未來還會從海光公司的產品銷售中獲得版稅
提成。
本季度中AMD已經拿到了700萬美元的授權費用了。
話說這也不是AMD第一次把X86技術授權給中國了,2005年AMD就跟科技部簽署協議向中國
無償轉讓X86技術,
不過當時接收技術轉移的是北大微處理器研究中心,屬於學術單位,轉讓也只是低功耗
X86伺服器技術。
來源:http://www.expreview.com/46760.html
CBB 編譯 http://www.coolaler.com/showthread.php/336005
俗話說
要賺錢先賠錢
--
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