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AMD群龍依舊無首,Q2營收下降

盡管處理器出貨量創(chuàng)出最高紀(jì)錄,AMD公布的第二季營業(yè)收入仍然低于分析師預(yù)期。外界猜測該公司將于本周任命一位新的首席執(zhí)行官(CEO),但AMD表示CEO尚未找到,同 志仍需努力。

盡管微處理器出貨量創(chuàng)出最高紀(jì)錄,AMD公布的第二季營業(yè)收入仍然低于分析師預(yù)期。外界猜測該公司將于本周任命一位新的首席執(zhí)行官(CEO),但AMD表示,CEO尚未找到,同 志仍需努力。 此前有人猜測,AMD可能在周四宣布其新任CEO。自從Dirk Meyer于1月突然辭職以來,該職位一直空缺。 AMD高級(jí)副總裁兼總法律顧問Harry Wolin表示,尋找新CEO仍然是頭等大事,AMD董事會(huì)對(duì)于面試過的候選人很滿意。但Harry Wolin表示,尋找CEO不能規(guī)定期限,重要的是找到合適的人選。Harry Wolin說:“董事會(huì)感到高興的是,高級(jí)管理團(tuán)隊(duì)在此期間執(zhí)行情況良好?!? 據(jù)小道消息,AMD已經(jīng)向至少3個(gè)人拋出橄欖枝,其中包括:

《國際電子商情》
Pal Gelsinger(現(xiàn)任EMC信息架構(gòu)部門總裁。前英特爾高級(jí)副總裁兼數(shù)字企業(yè)事業(yè)部總經(jīng)理,數(shù)字企業(yè)事業(yè)部是英特爾集團(tuán)最大的事業(yè)部,它貢獻(xiàn)了英特爾集團(tuán)總收入的一半以上。)ZO4esmc

《國際電子商情》
Tim Cook(蘋果現(xiàn)任COO以及代理CEO,被認(rèn)為是“喬布斯被卡車壓扁時(shí)”接班的第一人選)ZO4esmc

《國際電子商情》
Mark Hurd(現(xiàn)任甲骨文聯(lián)合總裁及董事會(huì)成員。前惠普CEO,他上任后1年,惠普超越IBM,成為全球最大的IT企業(yè)。)ZO4esmc

這些人都回絕了AMD的邀請(qǐng)。 而在此之前,包括世通公司(WorldCom Inc.)和康柏電腦公司(Compaq Computer Corp.)前任CEO邁克爾•卡佩利亞斯(Michael Capellas)、NCR公司CEO威廉•諾迪(William Nuti)、殺毒軟件公司McAfee的前CEO大衛(wèi)•德沃特(David DeWalt)、現(xiàn)任私募基金公司凱雷集團(tuán)常務(wù)董事格雷格•薩默(Greg Summe)在內(nèi)的多位高管都已拒絕了AMD的邀請(qǐng)。 AMD拒絕對(duì)此發(fā)表評(píng)論,它說這都是謠言。但有分析師指出,AMD的股票是下跌,正是因?yàn)樵谑紫瘓?zhí)行官的確定問題上拖得太久。長達(dá)6個(gè)多月物色公司新CEO工作的失敗,正在削弱投資者的信心,即使該公司收益情況在好轉(zhuǎn)。 評(píng)級(jí)機(jī)構(gòu)MKM Partners的分析師丹尼爾•貝倫鮑姆(Daniel Berenbaum)稱:“在一家前任CEO被董事會(huì)罷免的公司里任命新CEO總是困難的。而且,新任CEO能有多少自主權(quán)是肯定會(huì)涉及到的問題。” 知情人士透露,AMD新CEO招聘過程中最大的問題是資質(zhì)優(yōu)秀的潛在人選都已在主要科技企業(yè)中擔(dān)任高管。但另一方面,新任CEO倘若能夠改善AMD的局面,其將會(huì)出名。因此,AMD對(duì)于找到合適的新任CEO充滿信心。 知情人士稱,如果AMD董事會(huì)尋找CEO時(shí)間拖延過長,現(xiàn)任AMD CFO、臨時(shí)CEO的托馬斯•賽菲特將被任命。 本文下一頁:AMD的問題出在哪了? 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載

相關(guān)閱讀:
Computex:AMD發(fā)布9系列芯片組和Z系列APU
分析師:AMD在ARM身上看不到未來
評(píng)論:為什么ARM與AMD合作有意義?ZO4esmc

{pagination} AMD的問題出在哪了? 7月20日,AMD的對(duì)頭英特爾公布連續(xù)第五個(gè)季度營收達(dá)到紀(jì)錄高位,最近的收購行動(dòng)為其帶來新的營收來源。 AMD(美國加州桑尼維爾)公布,第二季營業(yè)收入為15.7億美元,比上一季度減少2%,比2010年第二季下降5%。 按通用會(huì)計(jì)準(zhǔn)則(GAAP)計(jì)算,AMD第二季凈收益為6100萬美元,合每股收益0.08美元。與之相比上一季度是凈收益5.1億美元,上年同期則凈虧損4300萬美元。 據(jù)Yahoo Finance ,AMD第二季營收低于分析師預(yù)期的15.8億美元。非GAAP凈收益為每股0.09美元,高于分析師預(yù)期的0.08美元。 AMD表示,F(xiàn)usion加速處理單元(APU)幫助其第二季微處理器及移動(dòng)微處理器出貨量增至紀(jì)錄高位。第二季AMD的毛利潤率為46%。 AMD表示,計(jì)算解決方案領(lǐng)域的營業(yè)收入與上一季度及上年同期持平。移動(dòng)微處理器的營業(yè)收入高于上一季度,但臺(tái)式機(jī)和服務(wù)器營業(yè)收入下降,兩相抵消。AMD表示,營業(yè)收入同比下降,主要是由于服務(wù)器產(chǎn)品收入下降。 圖形領(lǐng)域的營業(yè)收入比上季下降11%,比上年同期減少17%。AMD表示,環(huán)比下降主要是因?yàn)楠?dú)立移動(dòng)芯片的出貨量下降以及臺(tái)式電腦獨(dú)立顯卡市場的季節(jié)性疲軟。營業(yè)收入同比下滑則主要是因?yàn)槌鲐浟繙p少。 “今天的計(jì)算體驗(yàn),越來越多地取決于提供出色的多媒體與視頻內(nèi)容的能力,而且電池續(xù)航時(shí)間要長達(dá)一整天,”AMD的首席財(cái)務(wù)官及臨時(shí)首席執(zhí)行官Thomas Seifert在聲明中表示,“Fusion加速處理單元最適合滿足這種需求,使得AMD能夠在移動(dòng)計(jì)算領(lǐng)域擴(kuò)大出貨量市場份額。” 對(duì)于當(dāng)前的第三財(cái)季,AMD預(yù)期營業(yè)收入環(huán)比增長8-12%,達(dá)到17至17.6億美元。Seifert表示,AMD預(yù)計(jì)第三財(cái)季的毛利潤率上升1%,至47%。 編譯:Luffy Liu 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載 參考英文原文:No new CEO as AMD's Q2 sales slip,by Dylan McGrath

相關(guān)閱讀:
Computex:AMD發(fā)布9系列芯片組和Z系列APU
分析師:AMD在ARM身上看不到未來
評(píng)論:為什么ARM與AMD合作有意義?ZO4esmc

{pagination} No new CEO as AMD's Q2 sales slip Dylan McGrath SAN FRANCISCO—Advanced Micro Devices Inc. (AMD) Thursday (July 21) reported second quarter sales that fell short of analysts' expectations despite record microprocessor shipments in the quarter. Amid speculation that the company would also appoint a new CEO Thursday, AMD said the search for a new top executive remains ongoing. AMD (Sunnyvale, Calif.) reported revenue for the second quarter of $1.57 billion, down 2 percent from the previous quarter and down 5 percent from the second quarter of 2010. The company posted a net income in accordance with generally accepted accounting principles (GAAP) for the quarter of $61 million, or 8 cents per share, compared to a net income of $510 million in the previous quarter and a net loss of $43 million in the year ago quarter. AMD's sales for the quarter fell short of consensus analysts' expectations, which called for revenue for the period of $1.58 billion, according to Yahoo Finance. The company's non-GAAP net income of 9 cents per share exceeded consensus analysts' estimates of 8 cents per share, according to Yahoo Finance. Some had speculated that AMD might also Thursday announce its next CEO. The position has been vacant since Dirk Meyer abruptly resigned in January. Harry Wolin, AMD senior vice president and general counsel, said the search for a new CEO remains a top priority and that AMD's board is pleased with the quality of the candidates it has interviewed. But Wolin said meeting a timeline is not the driving force for the CEO search—finding the right person is. "The board is pleased that the senior management team has executed well throughout this timeframe," Wolin said. On Wednesday, Intel Corp., AMD's much larger rival in the microprocessor market, posted its fifth consecutive quarter of record sales, thanks in part to new revenue from recent acquisitions. Shipments of Fusion accelerated processing units (APUs) drove record microprocessor unit shipments and record mobile microprocessor unit shipments for AMD in the second quarter, the company said. AMD's gross margin for the quarter was 46 percent, the company said. AMD said computing solutions segment revenue was flat sequentially and year-over-year. Sequentially, higher mobile microprocessor revenues were offset by lower desktop and server revenue, the company said. The year-over-year decrease was primarily driven by lower server revenue, the company said. Graphics segment revenue decreased 11 percent sequentially and 17 percent year-over-year, AMD said. The sequential decrease was driven primarily by lower discrete mobile unit shipments and seasonality in the desktop discrete graphics add-in board market, the company said, while the annual decrease was primarily driven by lower unit shipments. "Today's computing experience is increasingly being defined by the ability to deliver brilliant multimedia and video content with all day battery life," said Thomas Seifert, AMD's chief financial officer and interim CEO, in a statement. "Fusion APUs are ideal to meet this need, positioning AMD to gain unit market share in the mobile computing space." For the current quarter, AMD said it expects revenue to increase sequentially by 8 to 12, percent, reaching between $1.7 billion and $1.76 billion. Seifert said AMD expects gross margins to increase by 1 percent to 47 percent in the current quarter.
責(zé)編:Quentin
本文為國際電子商情原創(chuàng)文章,未經(jīng)授權(quán)禁止轉(zhuǎn)載。請(qǐng)尊重知識(shí)產(chǎn)權(quán),違者本司保留追究責(zé)任的權(quán)利。
Dylan McGrath
EE Times美國版執(zhí)行編輯。Dylan McGrath是EE Times的執(zhí)行編輯。 Dylan在電子和半導(dǎo)體行業(yè)擁有20多年的報(bào)道經(jīng)驗(yàn),專注于消費(fèi)電子、晶圓代工、EDA、可編程邏輯、存儲(chǔ)器和其他專業(yè)領(lǐng)域。
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