英特尔Q1数据中心收入锐减20%，毛利率逊色

老虎资讯综合2021-04-23

4月23日消息，周四美股盘后，英特尔公布了2021年一季度财报。英特尔一季度总营收高于预期，超预期上调今年全年的业绩指引，但一季度第二大收入源数据中心的营收同比剧减，毛利率下降5.4个百分点，二季度盈利指引逊于预期。【详细】英特尔公布的今年一季度盈利降幅低于预期，收入未如市场所料下降，超预期上调了今年全年的业绩指引，但一季度毛利率超预期下降，第二大收入源数据中心的营收同比剧减，二季度盈利指引逊于...

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精彩评论

Wishonest
2021-04-23
Wishonest
利好AMD
- YourCFP:
  买
赤耳三皮
2021-04-23
赤耳三皮
[捂脸]
小闸蟹
2021-04-23
小闸蟹
[喷血] [无语]
Jaxxiao
2021-04-23
Jaxxiao
M1的iPhone pro牛逼了
云里梦里飞
2021-04-23
云里梦里飞
英雄迟暮。。。
十万亿光年
2021-04-23
十万亿光年
是不是可以AMD YES了？[贱笑]

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104230635527dd3420a&s=b><strong>老虎资讯综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月23日消息，周四美股盘后，英特尔公布了2021年一季度财报。英特尔一季度总营收高于预期，超预期上调今年全年的业绩指引，但一季度第二大收入源数据中心的营收同比剧减，毛利率下降5.4个百分点，二季度盈利指引逊于预期。【详细】英特尔公布的今年一季度盈利降幅低于预期，收入未如市场所料下降，超预期上调了今年全年的业绩指引，但一季度毛利率超预期下降，第二大收入源数据中心的营收同比剧减，二季度盈利指引逊于...</p>\n\n<a 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新老对手竞争激化业绩指引方面，英特尔预计，二季度经调整EPS为1.05美元，低于市场预期1.11美元；二季度经调整营收约178亿美元，高于市场预期176.4亿美元；全年经调整EPS从此前预计的4.55美元上调至4.6美元，略高于市场预期4.56美元；全年经调整营收从此前预期的约720亿美元上调至725亿美元，高于市场预期720.9亿美元。财报公布后，英特尔暗示给出的业绩指引保守，称如果供应链正常，可能有助于提升业绩，认为没有任何指标显示个人电脑（PC）的需求增长放缓，PC的环境非常强劲，可能今年需求创纪录。芯片业的设计和制造分离正在成为行业大趋势，英特尔新任CEO Pat Gelsinger上月宣布，将斥资200亿美元在亚利桑那州新建两个芯片工厂，并建立代工业务，制造ARM技术芯片。这标志着英特尔专注于向制造业转型。在制造方面，以台积电为首的亚洲竞争对手紧逼之下，英特尔的优势不再。英特尔目前最先进的芯片也只是14纳米和10纳米工艺。台积电和三星等芯片工厂则采用了更优越的5纳米工艺，在同一尺寸的芯片中可以安装更多的晶体管，从而提高功率和效率。即便是在一季报显示收入稳步增长的PC业务方面，英特尔也面临新的竞争。去年11月，与英特尔合作15年的老客户苹果首次发布搭载自研芯片M1的Macbook电脑。本周二，苹果新品发布会又推出了搭载M1的iMac和iPhone 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