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2021-04-23
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Intel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官还有另一个大问题需要解决</blockquote>
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Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.</p><p><blockquote>基辛格表示，数据中心芯片销量的急剧下降只是暂时现象，但分析师想知道竞争对手AMD是否正在取得进展。英特尔公司（Intel Corp.）新任首席执行官帕特·基辛格（Pat Gelsinger）除了让这家芯片巨头的制造业务恢复昔日辉煌外，还有另一个紧迫问题需要处理。</blockquote></p><p> In its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.</p><p><blockquote>英特尔INTC(-1.77%)在周四的财报中表示，其向数据中心客户销售芯片的高利润业务经历了一年来最糟糕的季度，收入意外下降20%，其中平均销售额下降14%价格。总体而言，该公司197亿美元的总收入好于预期，尽管同比下降1%。</blockquote></p><p> But the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.</p><p><blockquote>但数据中心销售额意外两位数下降令投资者感到不安，英特尔股价在盘后交易中下跌超过2%，在延长交易时段一度跌至60.61美元。</blockquote></p><p> The state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.</p><p><blockquote>数据中心业务的状况是周四下午财报看涨期权上的主导话题，在此期间，一些分析师试图收集来自竞争对手Advanced Micro Devices Inc.AMD(-3.12%)的竞争压力是否产生了影响。</blockquote></p><p> Intel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.</p><p><blockquote>英特尔高管试图驳斥这种观点，称平均售价下降的一半以上是由于低价网络片上系统产品的强劲销售和其他产品组合问题。此外，与2020年第一季度相比，英特尔的情况非常艰难，当时整体收入飙升23%，数据中心收入飙升34%。他们还表示，许多顾客正在消化过去的购买。</blockquote></p><p> But it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.</p><p><blockquote>但正是这个领域基本上没有被讨论，分析师怀疑平均售价的大幅下降可能是由于来自AMD的竞争。英特尔表示，随着下一代转向10纳米几何形状，其最新制造节点的启动费用较高。</blockquote></p><p> “Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”</p><p><blockquote>“您能否帮助我们理解为什么您认为这是消化，而不是更多的东西，例如云人员转向更多内部解决方案或远离英特尔的解决方案？”瑞士信贷分析师约翰·皮策问道。“我知道你对第二季度的同比又有一个艰难的比较，但是什么让你相信这是消化而不是更多？”</blockquote></p><p> Gelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.</p><p><blockquote>基辛格指出，该公司与其客户和供应链密切合作，并根据这些关系的数据进行预测。</blockquote></p><p> “We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”</p><p><blockquote>“我们知道他们的库存水平。这些都是非常亲密的关系，”Gelsinger说。“所以我只想说，在这个层面上，当我们谈论他们正在做什么、我们未来将看到什么以及他们如何消化和部署我们交付的产品时，我们充满信心去年向他们提供，现在正在加速。”</blockquote></p><p> Even so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “</p><p><blockquote>即便如此，也不是所有人都买账。Moor Insights分析师帕特里克·穆尔黑德(Patrick Moorhead)在一份简短报告中表示，他将数据中心集团的价格较低归因于“价格下降和竞争压力的综合作用”。</blockquote></p><p> With data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.</p><p><blockquote>由于数据中心是英特尔如此重要的利润驱动力，投资者希望基辛格是对的，在短暂的消化期后，这些销售将会恢复。下周二，AMD公布财报时，应该会提供另一个数据点。但基辛格可能不仅有一个制造问题需要解决和再次建立，而且在AMD中也是一个越来越强大的对手。</blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官还有另一个大问题需要解决</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel’s new CEO has another big problem to fix<blockquote>英特尔新任首席执行官还有另一个大问题需要解决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-04-23 10:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground. Intel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.</p><p><blockquote>基辛格表示，数据中心芯片销量的急剧下降只是暂时现象，但分析师想知道竞争对手AMD是否正在取得进展。英特尔公司（Intel Corp.）新任首席执行官帕特·基辛格（Pat Gelsinger）除了让这家芯片巨头的制造业务恢复昔日辉煌外，还有另一个紧迫问题需要处理。</blockquote></p><p> In its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.</p><p><blockquote>英特尔INTC(-1.77%)在周四的财报中表示，其向数据中心客户销售芯片的高利润业务经历了一年来最糟糕的季度，收入意外下降20%，其中平均销售额下降14%价格。总体而言，该公司197亿美元的总收入好于预期，尽管同比下降1%。</blockquote></p><p> But the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.</p><p><blockquote>但数据中心销售额意外两位数下降令投资者感到不安，英特尔股价在盘后交易中下跌超过2%，在延长交易时段一度跌至60.61美元。</blockquote></p><p> The state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.</p><p><blockquote>数据中心业务的状况是周四下午财报看涨期权上的主导话题，在此期间，一些分析师试图收集来自竞争对手Advanced Micro Devices Inc.AMD(-3.12%)的竞争压力是否产生了影响。</blockquote></p><p> Intel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.</p><p><blockquote>英特尔高管试图驳斥这种观点，称平均售价下降的一半以上是由于低价网络片上系统产品的强劲销售和其他产品组合问题。此外，与2020年第一季度相比，英特尔的情况非常艰难，当时整体收入飙升23%，数据中心收入飙升34%。他们还表示，许多顾客正在消化过去的购买。</blockquote></p><p> But it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.</p><p><blockquote>但正是这个领域基本上没有被讨论，分析师怀疑平均售价的大幅下降可能是由于来自AMD的竞争。英特尔表示，随着下一代转向10纳米几何形状，其最新制造节点的启动费用较高。</blockquote></p><p> “Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”</p><p><blockquote>“您能否帮助我们理解为什么您认为这是消化，而不是更多的东西，例如云人员转向更多内部解决方案或远离英特尔的解决方案？”瑞士信贷分析师约翰·皮策问道。“我知道你对第二季度的同比又有一个艰难的比较，但是什么让你相信这是消化而不是更多？”</blockquote></p><p> Gelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.</p><p><blockquote>基辛格指出，该公司与其客户和供应链密切合作，并根据这些关系的数据进行预测。</blockquote></p><p> “We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”</p><p><blockquote>“我们知道他们的库存水平。这些都是非常亲密的关系，”Gelsinger说。“所以我只想说，在这个层面上，当我们谈论他们正在做什么、我们未来将看到什么以及他们如何消化和部署我们交付的产品时，我们充满信心去年向他们提供，现在正在加速。”</blockquote></p><p> Even so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “</p><p><blockquote>即便如此，也不是所有人都买账。Moor Insights分析师帕特里克·穆尔黑德(Patrick Moorhead)在一份简短报告中表示，他将数据中心集团的价格较低归因于“价格下降和竞争压力的综合作用”。</blockquote></p><p> With data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.</p><p><blockquote>由于数据中心是英特尔如此重要的利润驱动力，投资者希望基辛格是对的，在短暂的消化期后，这些销售将会恢复。下周二，AMD公布财报时，应该会提供另一个数据点。但基辛格可能不仅有一个制造问题需要解决和再次建立，而且在AMD中也是一个越来越强大的对手。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.marketwatch.com/story/intels-new-ceo-has-another-big-problem-to-fix-11619137489?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1145865439","content_text":"Gelsinger says sharp drop in data-center chip sales is a temporary blip, but analysts wonder if rival AMD is gaining ground.\n\nIntel Corp.’s new chief executive, Pat Gelsinger, has another urgent problem to deal with, in addition to restoring the chip giant’s manufacturing business to its former glory.\nIn its earning report Thursday, Intel INTC, -1.77% said its highly profitable business of selling chips to data-center customers had its worst quarter in a year, with revenue dropping an unexpected 20%, which included a 14% drop in average selling prices. Overall, the company’s total revenue of $19.7 billion came in better than expected, even while it was down 1% year over year.\nBut the surprise double-digit drop in data-center sales unsettled investors, and Intel shares slipped more than 2% in after-hours trading, at one point falling to $60.61 in the extended session.\nThe state of the data-center business was the dominant topic on the earnings call Thursday afternoon, during which some analysts tried to glean if competitive pressure from rival Advanced Micro Devices Inc. AMD, -3.12% was having an effect.\nIntel executives tried to bat away that notion, saying that over half of the drop in average selling prices was due to strong sales of lower-priced network system-on-a-chip products and other product-mix issues. In addition, Intel was seeing a very tough comparison to the first quarter of 2020, when revenue soared 23% overall and data-center revenue surged 34%. They also said many customers were digesting past purchases.\nBut it is that area that was left mostly undiscussed, with analysts suspecting the sizeable drop in average selling price may be due to competition from AMD. Intel cited higher startup expenses for its newest manufacturing nodes, as it moves to 10-nanometer geometries its next generation.\n“Can you help us understand why you’re comfortable that this is digestion and not something more, like cloud guys going to more internal solutions or solutions away from Intel?” asked John Pitzer, a Credit Suisse analyst. “I know you have another hard compare year-over-year on Q2, but what gives you confidence that this is digestion and not something more?”\nGelsinger noted that the company works very closely with its customers and the supply chain, and is building its forecasts based on data from these relationships.\n“We know what their inventory levels are. These are very intimate relationships,” Gelsinger said. “So I’d just say at that level, we’re confident when we speak that what they’re doing, and what we’re going to see in the future, and how they’re digesting and deploying the products that we delivered to them last year, are now ramping in.”\nEven so, not everyone is buying it. Patrick Moorhead, an analyst with Moor Insights, said in a brief note that he attributed the lower prices in the data-center group “to a combination to mix shift lower and competitive pressure. “\nWith data center as such a big profit driver for Intel, investors are hoping that Gelsinger is right and that after a brief digestion period, those sales will come back. Next Tuesday, when AMD reports its earnings, should provide another data point. But it may be that Gelsinger not only has a manufacturing issue to work on and build up again, but an increasingly stronger opponent in AMD.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2952,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/376735065"}
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