英特爾(Intel)日前宣布下修其2012年的銷售成長目標(biāo),主要原因是宏觀經(jīng)濟的不確定性,以及預(yù)測今年下半年消費者支出減少。英特爾預(yù)計2012年銷售額將在556億美元和587億美元之間,比2011年成長3%~5%左右。該公司之前也曾預(yù)計2012全年的銷售額將比2011提升,當(dāng)時的預(yù)估成長數(shù)字雖然也是個位數(shù),但仍高于此次修正后的預(yù)期。
在下修銷售目標(biāo)后,英特爾表示,其第二季的銷售和利潤均與分析師的預(yù)期一致。
“整體而言,我們在上半年的業(yè)務(wù)成績符合我們的預(yù)期,”英特爾CEO 歐德寧(Paul Otellini) 在第二季的分析師電話會議中說。但歐德寧也預(yù)測,今年下半年的消費者支出成長無法快速恢復(fù)。
歐德寧表示,預(yù)計包括歐洲和美國在內(nèi)的經(jīng)濟現(xiàn)況這將轉(zhuǎn)化為低于預(yù)期的PC銷售。但他仍表示,英特爾預(yù)計2012年該公司在所有地區(qū)都會呈現(xiàn)增長,而且今年下半年會比上半年更加強勁。
英特爾首席財務(wù)官Stacy Smith表示,英特爾正在放緩雇用員工的腳步,并將原先預(yù)估為183億美元的年度研發(fā)和銷售、一般和行政等開支下降到182億元。2012年,英特爾的資本支出仍預(yù)估在121億美元和129億美元之間。
今年第二季,英特爾銷售額為135億美元,較今年第一季上升5%,符合分析師預(yù)測。
依照一般公認(rèn)會計原則,英特爾財報顯示第二季凈利為280億美元,較第一季上升5%;比去年同期下降4%。
英特爾第二季的PC部門銷售額為87億美元,較第一季上升3%。英特爾表示,其資料中心部門第二季銷售額也成長14%,來到28億美元,而英特爾架構(gòu)部門營收則上升3%,來到11億美元。
歐德寧還表示,預(yù)計今年秋天,英特爾力推的 Ultrabook 筆電就會出現(xiàn)699美元的價格點。他指出, 22nm Ivy Bridge 芯片已創(chuàng)下該公司出貨最快的歷史記錄,現(xiàn)在占該公司PC銷售部份的25%。
上周,超微(AMD)和英特爾這兩家PC處理器競爭廠商都相繼削減了第二季銷售預(yù)測,理由都是在中國和歐洲PC消費市場的疲軟導(dǎo)致銷售不如預(yù)期。
展望第三季,英特爾預(yù)計銷售額將提升至138億美元至148億美元之間。
編譯: Joy Teng
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
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Intel cuts 2012 growth target
Dylan McGrath
SAN FRANCISCO—Intel Corp. Tuesday (July 17) cut its target for 2012 sales growth, citing macroeconomic uncertainty and reduced projections for consumer spending in the second half of the year.
Intel (Santa Clara, Calif.) said it now expects sales for 2012 to be between $55.6 billion and $58.7 billion, up 3 to 5 percent from 2011. The firm had previously said it expected sales for the year to increase by a high single-digit percentage compared with 2011.
The sales target cut came after Intel announced second quarter sales and profit in line with consensus analysts' expectations.
"Overall, our business in the first half was consistent with our expectations," said Paul Otellini, Intel's president and CEO, in a conference call with analysts following the second quarter report. But Otellini added that consumer spending growth is not forecast to recover as soon as expected in the second half of the year.
"What we had expected that we would see by now was that the U.S. and Europe consumer businesses would have recovered by now from a softness we have been seeing for several quarters," Otellini said. This is expected to translate into lower-than-expected PC sales, Otellini said.
But Otellini added that Intel still expects growth in all geographies in 2012 and continues to forecast a stronger second half of the year than results for the first half of the year.
Stacy Smith, Intel's chief financial officer, said Intel is slowing hiring and decreasing its planned spending for the year for R&D and sales, general and administrative expenses to about $18.2 billion, down from an earlier projection of about $18.3 billion. The company continues to expect capital spending for the year to be between $12.1 billion and $12.9 billion.
For the second quarter, Intel reported sales of $13.5 billion, up 5 percent from the first quarter of the year and in line with analysts' forecasts. On a year-over-year basis, sales improved from just over $13 billion in the second quarter of 2011.
Intel reported a net income for the second quarter of $2.8 billion in accordance with generally accepted accounting principles, up 5 percent compared to the first quarter and down 4 percent compared to the second quarter of 2011.
The company reported second quarter sales of $8.7 billion for its PC Client Group, up 3 percent from the first quarter. Sales for Intel's Data Center Group grew 14 percent in the second quarter to $2.8 billion, while other revenue for the Intel Architecture Group grew 3 percent to $1.1 billion, Intel said.
Otellini touted Intel's design wins in Ultrabooks—the ultra-low power notebook PC category that Intel pioneered—and said it expects Ultrabooks with price points of $699 to become available in the fall. Otellini also said the ramp of Intel's 22-nm Ivy Bridge chips has been the fastest in its history, now accounting for 25 percent of the company's sales into PCs.
Last week, Advanced Micro Devices Inc.,Intel's smaller rival in the PC processor market, cut its estimate for second quarter sales, citing lower than expected sales in China and Europe and weaker consumer market for PCs.
For the third quarter, Intel said it expects sales to increase to between $13.8 billion and $14.8 billion.
責(zé)編:Quentin