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博通全球裁員2500人,Q3毛利率將達(dá)55%

博通公司宣布,他們將逐步縮小手機(jī)基帶芯片業(yè)務(wù)規(guī)模并在全球范圍內(nèi)裁掉2成的員工。首席執(zhí)行官Scott McGregor在電話財(cái)報(bào)會(huì)議上告訴分析師,在今年6月份計(jì)劃退出基帶市場(chǎng)并將開始尋找潛在的買家之后,他們現(xiàn)在決定關(guān)掉這一業(yè)務(wù)……

EE Times美國(guó)報(bào)道,當(dāng)?shù)貢r(shí)間周二,博通公司宣布,他們將逐步縮小手機(jī)基帶芯片業(yè)務(wù)規(guī)模并在全球范圍內(nèi)裁掉2500名員工。首席執(zhí)行官Scott McGregor在電話財(cái)報(bào)會(huì)議上告訴分析師,在今年6月份計(jì)劃退出基帶市場(chǎng)并開始尋找潛在買家,在沒有合適買家的情況下,他們現(xiàn)在決定關(guān)掉這一業(yè)務(wù)。 McGregor說(shuō)道:“我們做出決定,將逐步減小規(guī)模,這將幫助我們減少在這一業(yè)務(wù)上的經(jīng)濟(jì)損失并幫助我們可以更好地把精力集中到核心優(yōu)勢(shì)業(yè)務(wù),讓其得到更快的發(fā)展?!?據(jù)悉,博通計(jì)劃裁掉250名銷售及管理人員,并在全球范圍內(nèi)裁掉2250名員工,總數(shù)2500人--這一數(shù)字等同于2013年財(cái)年總員工人數(shù)的1/5,重組將關(guān)閉或合并18個(gè)辦事處。

《國(guó)際電子商情》博通首席執(zhí)行官Scott McGregor
博通首席執(zhí)行官Scott McGregor
8MUesmc

雖然多家智能手機(jī)廠商都在使用博通的連接芯片,但隨著4G網(wǎng)絡(luò)的發(fā)展,高通開始慢慢地蠶食掉博通在基帶芯片市場(chǎng)的份額。 其實(shí)在美國(guó)博通并不是唯一一家決定放棄基帶芯片的公司。早在2012年,德州儀器就在因沒有賣掉移動(dòng)新品部門而被迫裁掉了1700名員工。 鑒于中國(guó)廉價(jià)智能手機(jī)的快速發(fā)展,博通才開始在已有的連接芯片基礎(chǔ)上研發(fā)了新的基帶技術(shù)。不過(guò)這一戰(zhàn)略現(xiàn)在已經(jīng)慢慢失效。據(jù)悉,因?yàn)榉艞壛嘶鶐袌?chǎng),博通基帶SoC業(yè)務(wù)的規(guī)模在三季度將下降至5000萬(wàn)美元,在四季度再減少一半。 報(bào)告稱,博通2014年第二財(cái)季總收入為20.4億美元,同比上一年下跌了2.3個(gè)百分點(diǎn)。博通預(yù)計(jì)接下來(lái)的兩個(gè)季度,財(cái)政收入將相對(duì)平坦,預(yù)計(jì)分別為21.4和20.4億美元。 不過(guò)由于在財(cái)政上的支出得到了減少,這家公司甚至還將本年第三財(cái)季的毛利率提升到55%,比華爾街預(yù)測(cè)的53%還要高,達(dá)到歷史最高。博通將花費(fèi)超過(guò)8億美元回購(gòu)股票,是此前計(jì)劃的兩倍。 盡管少了基帶業(yè)務(wù),但依靠下一季整機(jī)合作伙伴們的新產(chǎn)品不斷推出,博通的無(wú)線連接芯片預(yù)計(jì)會(huì)有上佳表現(xiàn),比如Wi-Fi和藍(lán)牙芯片。我們想這個(gè)伙伴大家都不會(huì)陌生。McGregor表示,遺憾的是以后博通的無(wú)線芯片產(chǎn)品無(wú)法搭配基帶功能了。 再看看好的一面,McGregor表示博通在25Gbit/S以太網(wǎng)數(shù)據(jù)中心業(yè)務(wù)中處于領(lǐng)先地位,該業(yè)務(wù)占博通基礎(chǔ)設(shè)施收益的2/3。博通還獲得了大量整機(jī)廠商的超高清(Ultra HD)分辨率HEVC編解碼Design Win,該業(yè)務(wù)預(yù)計(jì)明年開始盈利。此外,他還預(yù)計(jì)公司芯片業(yè)務(wù)會(huì)在汽車電子和物聯(lián)網(wǎng)領(lǐng)域獲得增長(zhǎng)。 本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載 編譯:Luffy Liu 參考英文原文:Broadcom Cuts 2,500 jobs,Rick Merritt

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英偉達(dá)博通退出加速手機(jī)芯片市場(chǎng)洗牌
博通出售手機(jī)基帶芯片業(yè)務(wù)因無(wú)利可圖?8MUesmc

{pagination} Broadcom Cuts 2,500 jobs Cellular exit drives 20% layoffs Rick Merritt SAN JOSE, Calif. — Broadcom will lay off about 2,500 employees as part of a decision on June 2 to exit the cellular baseband business for which it could not find a buyer. The news came in a call with financial analysts in which the company essentially reported neither profits nor revenue growth for its latest quarter. Broadcom will take a $417 million charge, about $150 million of it this quarter, for the restructuring which will include closing or consolidating 18 offices. "The decision to exit the cellular baseband business puts Broadcom on a path to being a stronger company," said Broadcom's chief executive Scott McGregor. The decision underscores the significance of the smartphone market and how it is consolidating into the hands of fewer, larger system and chip makers. The layoffs represent about 20% of Broadcom's 12,400 employees. With its decision to exit the market, Broadcom's cellular SoC business will fall quickly. It is expected to decline to about $50 million in the third quarter and then about half that in the last quarter of the year. Broadcom expects the next two quarters will be fairly flat overall with revenues estimated at about $2.14 and $2.04 billion respectively. Despite the cellular move, Broadcom's sales of connectivity chips such as Wi-Fi and Bluetooth will rise in the next quarter, in part due to new system launches planned by partners. However, those products may lose some sockets long term for designs paired with baseband sales, McGregor said. On the bright side, McGregor said Broadcom is leading a move to 25 Gbit/second Ethernet for data centers which represent about two-thirds of its infrastructure revenues. The company has a leading position in the HEVC codec for Ultra HD resolution systems with design wins beginning this year but revenues not starting until next year, he said. In addition, he predicted growth in the company's chips for automotive and the Internet of things sectors Broadcom reported revenues of $2.04 billion for the second quarter, up 2.9% from the first quarter but down 2.3% from the second quarter of 2013. The company reported a $1 million loss down from profits of $165 million in the last three months and up from a loss of $251 million in the second quarter of 2013. The company reported 55% gross margins, a historically high figure. It will spend more than $800 million to repurchase stock, twice the amount previously planned.
責(zé)編:Quentin
本文為國(guó)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。
Rick Merritt
EE Times硅谷采訪中心主任。Rick的工作地點(diǎn)位于圣何塞,他為EE Times撰寫有關(guān)電子行業(yè)和工程專業(yè)的新聞和分析。 他關(guān)注Android,物聯(lián)網(wǎng),無(wú)線/網(wǎng)絡(luò)和醫(yī)療設(shè)計(jì)行業(yè)。 他于1992年加入EE Times,擔(dān)任香港記者,并擔(dān)任EE Times和OEM Magazine的主編。
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