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由于中国数据中心销售疲软,英特尔下调预测

(路透社) - 芯片制造商英特尔公司周四下调其全年收入预测,并且未达到分析师对数据中心业务第一季度销售额的预期,该业务近年来因PC销售下滑而推动增长,其股价下跌幅度不大7.5%。

文件照片:英特尔标志在E3展出,这是全球最大的视频游戏行业大会,于2018年6月12日在美国加利福尼亚州洛杉矶举行.REUTERS / Mike Blake

英特尔表示中国经济消耗的微芯片数量超出预期,增加了全行业放缓可能持续到2019年底的担忧。本周早些时候英特尔的前景也出现了芯片制造商德州仪器公司的类似警告,德州仪器公司产品种类繁多。使其成为行业芯片行业的代表。

英特尔在第一财季略微超过了华尔街的收入和利润目标,但数据中心集团的销售额下降了6.3%,达到49亿美元,受到中国市场疲软的影响,因为客户通过去年购买的芯片库存进行了工作。 根据金融和数据分析公司Fact Set的数据,分析师预计收入为51亿美元。

Moor Insights&Strategy的负责人帕特里克摩尔说:“数据中心反弹,该公司在接下来的一半(2019年)的改进看起来不会发生这种情况。”

英特尔首席执行官鲍勃·斯旺在接受采访时表示,由于担心由于美中贸易争端导致关税或供应限制,中国客户去年“绝对”购买了额外的数据中心芯片。

“当时的信念是,他们的订单远远超出他们的实际需求,但期望他们会在第四季度和第一季度消费,”斯旺说。 “但今天我们认为......它并没有在那个层面上得到充分消费; 还有另一个季度。“

虽然英特尔强调了中国的问题,但就订单来说,几乎每个终端市场都存在弱势,“Susquehanna Financial Group的分析师Christopher Roll说。 “这真的是全面的。”

该芯片制造商将其2019年的营收预测下调至690亿美元,而这一预期值为715亿美元。

长达一年的美中贸易战和智能手机销售疲软对全球半导体产业造成了影响。 投资者对5G电信网络的推出以及对自动驾驶汽车中使用的芯片的需求以重新点燃增长持感兴趣。 斯旺说,进入5G网络设备的所谓可编程芯片的30%增长显示出英特尔的早期收益。

在英特尔报告发布后,竞争对手芯片制造商Advanced Micro Devices Inc的股票上涨1.5%,而图形芯片制造商Nvidia Corp下跌2.5%。 英特尔的内存芯片业务也出现下滑,受到三星电子有限公司和美光科技公司等竞争对手同样的价格下跌的影响。

虽然英特尔上周宣布它将退出5G调制解调器芯片市场,但英特尔销售调制解调器芯片以连接苹果公司的iPhone与无线数据网络的业务部门是一个增长点。 这一消息发布的同一天,苹果公司解决了与高通公司之间的长期争议,两家公司签署了芯片供应协议。

斯旺表示英特尔预计将继续推出4G调制解调器,但按照英特尔的惯例,他没有提到苹果的名字。

“我们的期望是,我们将在今年的整个过程中继续提供4G调制解调器,包括该产品在秋季返校季节的第二次迭代,”斯旺说。

总部位于加利福尼亚州圣克拉拉的芯片制造商估计,截至6月份的第二季度每股盈利89美分,收入156亿美元,而分析师预计每股盈利1.01美元,达到168.5亿美元。

第一季度,净收入从去年同期的44.5亿美元,即每股93美分,降至39.7亿美元,即每股87美分。

不计项目,该公司每股收益89美分,超过分析师预期的87美分。

英特尔客户端计算业务的收入增长4.45%,达到85.9亿美元,仅次于PC制造商,仍然是销售额的最大贡献者,超过Fact Set估计的83.8亿美元。

在此之后,英特尔股价下跌7.5%至57.61美元。

原文:

(Reuters) - Chipmaker Intel Corp on Thursday cut its full-year revenue forecast and missed analysts' estimates for first-quarter sales for the data center business that has driven growth as PC sales declined in recent years, sending its shares down as much as 7.5%.

FILE PHOTO: The Intel logo is shown at E3, the world's largest video game industry convention in Los Angeles, California, US June 12, 2018. REUTERS/Mike Blake

Intel said China's economy was consuming fewer microchips than it had expected, adding to concerns that an industry-wide slowdown could persist until the end of 2019. Intel's outlook follows a similar warning earlier this week from chipmaker Texas Instruments Inc, whose broad lineup of products makes it a proxy for the industry chip industry.

Intel marginally beat Wall Street targets for revenue and profit in the fiscal first quarter, but sales in the data center group unit fell 6.3% to $4.9 billion, hit by weakness in China as customers worked through stockpile of chips purchased last year.Analysts had expected revenue of $5.1 billion, according to financial and data analytics firm Fact Set.

“The data center rebound the company was banking on for back-half (of 2019) improvements doesn't look like it's going to happen,” said Patrick Moor head of Moor Insights & Strategy.

Intel's chief executive, Bob Swan, said in an interview that customers in China had “absolutely” bought extra data center chips last year due to fears of a tariff or supply constraints owing to the US-China trade dispute.

“The belief at the time was that they were ordering well ahead of what their real needs were, but the expectation was that they would consume that over the course of Q4 and Q1,” Swan said. “But today we think ... it's not being consumed quite at that level; there's going to be another quarter.”

While Intel highlighted problems in China, “there was weakness, in terms of orders, across almost every single end-market for them,” said Christopher Roll and, an analyst with Susquehanna Financial Group. “It's really across the board.”

The chipmaker cut its 2019 revenue forecast to $69 billion, from the $71.5 billion it told investors to expect when it last reported earnings in January.

A year-long US-China trade war and weakening smartphone sales have taken a toll on the global semiconductor industry. Investors are banking on the launch of 5G telecom networks and demand for chips used in self-driving vehicles to reignite growth. Swan said a 30% boost in so-called programmable chips that go into 5G networking equipment showed early gains for Intel.

Shares of rival chipmaker Advanced Micro Devices Inc rose 1.5% in extended trade after Intel's report, while graphics chipmaker Nvidia Corp fell 2.5%. Intel also suffered a decline in its memory chip business, affected by the same pricing declines that have hurt rivals such as Samsung Electronics Co Ltd and Micron Technology Inc .

Intel's business unit that sells modem chips to connect Apple Inc's iPhones to wireless data networks was a growth spot, despite Intel's announcement last week that it would exit the market for 5G modem chips. That news came the same day that Apple resolved a long-standing dispute with Qualcomm Inc and the companies signed a chip supply agreement.

Swan said Intel expects to continue shipping 4G modems, though, as is customary for Intel, he did not mention Apple by name.

“Our expectation is we will continue to deliver on the 4G modem throughout the course of this year, including the second iteration of that product coming in the fall back-to-school season,” Swan said.

The Santa Clara, California-based chipmaker estimated profit of 89 cents per share on revenue of $15.6 billion for its second quarter that ends in June, compared with analysts' expectation of $1.01 per share on $16.85 billion.

For the first quarter, net income fell to $3.97 billion, or 87 cents per share, from $4.45 billion, or 93 cents per share, a year earlier.

Excluding items, the company earned 89 cents per share, beating analysts' estimate of 87 cents.

Revenue in Intel's client computing business, which caters to PC makers and still the biggest contributor to sales, rose 4.45% to $8.59 billion, beating Fact Set estimates of $8.38 billion.

Intel shares were trading down 7.5% at $57.61 after the bell.

Reporting by Sayanti Chakraborty in Bengaluru and Stephen Nellis in San Francisco; editing by Richard Chang and Leslie Adler

· 2019-04-28 11:37  本新闻来源自:路透社,版权归原创方所有

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