英特尔Q3营收低于市场预期，盘后股价下跌逾8%_老虎社区_美港股上老虎

英特尔Q3营收低于市场预期，盘后股价下跌逾8%

华尔街见闻2021-10-22

美东时间10月21日周四美股盘后，全球最大的芯片制造商之一英特尔发布了2021财年三季度财报。此前，英特尔二季度财报和提供的下季度及全年指引均利好。英特尔 INTC 三季度营收 192 亿美元，同比增长4.9%，低于市场预期；三季度调整后EPS为1.71美元，略高于分析师预期 1.11 美元。同时，英特尔提高了全年调整后每股收益预测，预计 GAAP 每股收益为 4.50 美元，非 GAAP ...

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href=https://wallstreetcn.com/articles/3642989><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间10月21日周四美股盘后，全球最大的芯片制造商之一英特尔发布了2021财年三季度财报。此前，英特尔二季度财报和提供的下季度及全年指引均利好。\n英特尔 INTC 三季度营收 192 亿美元，同比增长4.9%，低于市场预期；三季度调整后EPS为1.71美元，略高于分析师预期 1.11 美元。\n\n同时，英特尔提高了全年调整后每股收益预测，预计 GAAP 每股收益为 4.50 美元，非 GAAP ...</p>\n\n<a 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and its share price fell more than 8% after hours","themeId":"ba3635282aa74d6889bc65f2852f93a3","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2972f549d52b6c2422949dac9f458e41","symbols_score_info":{"INTC":0.9},"content_text":"美东时间10月21日周四美股盘后，全球最大的芯片制造商之一英特尔发布了2021财年三季度财报。此前，英特尔二季度财报和提供的下季度及全年指引均利好。\n英特尔 INTC 三季度营收 192 亿美元，同比增长4.9%，低于市场预期；三季度调整后EPS为1.71美元，略高于分析师预期 1.11 美元。\n\n同时，英特尔提高了全年调整后每股收益预测，预计 GAAP 每股收益为 4.50 美元，非 GAAP 每股收益为 5.28 美元，GAAP 毛利率为 55%，非 GAAP 毛利率为 57%。\n英特尔预计其四季度营收将会超出预期。根据 Refinitiv 的 IBES 数据，该公司预计第四季度收入约为 183 亿美元，而分析师平均估计为 182.5 亿美元。\n\n核心客户端业务部门同比下降2%，物联网业务部、数据中心事业部创新高\n分业务来看，五大业务部门喜忧参半，三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示，其物联网、数据中心和 MobileEye 部门的第三季度数字创历史新高。\n\n包括个人电脑芯片在内的英特尔客户端计算事业部 CCG 客户计算部门营收 97 亿美元，同比下降 2%，仅略高于预期的 96.4 亿美元。\n专注为云计算和服务器制造商提供芯片的数据中心事业部 DCG 营收 65 亿美元，同比增长 10%，低于预期的 66.5 亿美元。\n物联网业务部营收 13.7 亿美元，同比增长 50%，超出预期的 9.795 亿美元；基于人工智能的自动驾驶业务 Mobileye 营收 3.26 亿美元，同比增长 39%，低于预期的 3.625 亿美元。\n非易失性存储解决方案事业部 NSG 营收 11.1 亿美元，同比下降4.2%，但超过市场预期的 10.2 亿美元。\n可编程解决方案事业部 PSG 营收 4.78 亿美元，同比增长 16%，低于预期的 4.934 亿美元。\n\n\nPC销量下降主要由于芯片短缺？还是增长枯竭？\n英特尔最大的业务部门——包括 PC 芯片的客户端计算部门，同比下降 2%。英特尔对此解释： PC 销量下降主要是由于芯片短缺，从而导致笔记本电脑销量下降，而且其客户可能缺乏完成组装电脑所需的其他部件。\n英特尔首席执行官 Pat Gelsinger 在接受 CNBC 采访时表示，“我们称之为比赛集，我们可能有 CPU，但你没有 LCD，或者你没有 Wi-Fi。数据中心尤其在一些电源芯片和一些网络或以太网芯片方面苦苦挣扎。”同时，他预计半导体短缺要到 2023 年才会结束。\n由于世界各地的消费者需要新的笔记本电脑和台式机在家工作，因此去年 PC 销售强劲。但分析师表示，随着销售放缓，与疫情相关的 PC 热潮可能即将结束。\nGelsinger 相信 PC 销量的增长可能会持续下去。 Gelsinger 说：“我们确实认为 PC 业务现在只是结构上更大，每天 100 万台的业务。”\n此前，Gelsinger 公布了其雄心勃勃的最新芯片技术路线图，计划2025年重返行业巅峰。从长远来看，Gelsinger 对公司进行改造的计划在很大程度上对英特尔来说是有利的，今年英特尔股价上涨了约 11% （费城证券交易所半导体指数上涨 22%）。\n然而，英伟达 (NVDA.O) 和超微设备 (AMD.O) 等芯片设计竞争对手正在争先恐后，通过转向拥有比英特尔更好的芯片制造技术的合同制造商来抢占市场份额。\n正如彭博社在对英特尔第三季度收益的前瞻中写道，在个人电脑出货量创下 10 年新高和芯片需求总体激增的背景下，英特尔的增长在 2021 年已经枯竭。\n据估计，竞对超微设备 2020 年增长 45%，今年的收入增长有望超过 60%。英伟达已经超过英特尔成为市值最大的美国芯片制造商，将连续第二年增长超过 50%。\n斥巨资 “买买买” ，毛利率引投资者担忧\n此前，据《华尔街日报》援引知情人士消息称，英特尔正在考虑收购晶圆代工厂格罗方德（Global Foundries），意向收购价在300亿美元左右。华尔街见闻曾提及，若该项收购达成，英特尔将成为芯片领域的全栈供应商，不仅仅是PC上的芯片，还包括5G、物联网、电动汽车等关键领域。不过收购也面临着巨大的监管障碍。\n除此之外，英特尔将在亚利桑那州的芯片工厂投资200亿美元，以扩大其先进芯片制造能力，还将在新墨西哥州增加35亿美元的扩张计划，并且招揽源源不断的工程人才。\n除了继续设计和制造自己的处理器外，该公司还计划将其商业模式转变为其他芯片设计商的制造商或代工厂。寻求成为代工厂是一项昂贵的举措。英特尔表示，在本季度，英特尔与美国政府签约成为代工客户，具体细节可能在下个月的分析师日公布。\n投资者正在密切关注英特尔的毛利率，因为该公司花费在增加新的生产线以在改善半导体性能上是否能赶上竞争对手，还是仅仅影响其毛利，是市场普遍担忧的。\nWedbush Securities 的马特·布赖森 Matt Bryson 在财报前发表评论说，“虽然英特尔在对公司进行再投资方面做的是正确的事情，但我们认为在未来一段时间内，更高的费用和市场份额的不利因素不会为股东带来积极的结果。”\n另外，英特尔首席财务官乔治·戴维斯宣布计划于 2022 年 5 月退休。\n财报发布后，市场普遍认为在个人电脑出货量创下 10 年新高之后，英特尔的增长在 2021 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