e improved by 56%; Tesla Motors is using an AMD Ryzen embedded processor and an AMD RDNA 2-based GPU to power infotainment systems for the new Tesla Motors Model S and Model X cars … According to passmark's data, AMD's market share in all CPUs reached 44.1% in the second quarter, while Intel's market share dropped from 82.5% at its peak to 55.8%. 【小于】 img src= "https://static.tigerbbs.com/d39b42c52aeab5e8c537adc3396fb656 "tg-width=" 688 "tg-height=" 382 "> Unlike AMD, which focuses on improving its technical strength, Intel's new CEO announced that it would increase its chip foundry business after taking office. In March this year, Intel announced that it would spend 20 billion US dollars to build two chip factories in Arizona, USA. In July this year, it was reported that Intel was negotiating with Global Foundries, a professional chip manufacturer, for an acquisition amount of US $30 billion, which was split from AMD in 2008. Different strategic choices may help AMD keep leading in technology. Su Zifeng said at the financial report meeting that even if the market demand for personal computers declines in 2022, AMD can still continue to grow. She predicted that the company's competition situation will be very good, and AMD needs to do better. Advanced product technology not only brings about a sharp increase in revenue and net profit, but also makes AMD aggressive in the future, whether it is the cash in AMD's hands or the ongoing $4 billion repurchase plan. The growth rate of performance in the third quarter will slow down! For the third quarter results, AMD gave the following guidelines: It is estimated that the revenue in the third quarter will be about 4.1 billion US dollars, with a fluctuation of 100 million US dollars, an increase of about 46% year-on-year and an increase of about 6% quarter-on-quarter. Year-on-year revenue growth will be driven by all business growth, and it is expected that month-on-month growth will be mainly driven by data center and game business growth. AMD expects non-GAAP gross profit margin to be about 48% in the third quarter. Driven by strong growth across all businesses, AMD now expects full-year revenue growth of about 60pc in 2021, up from a previous forecast of 50pc. AMD now expects a non-GAAP gross profit margin of about 48% for the whole year of 2021, which is higher than the previous forecast of 47%. AMD's high-speed growth momentum in the first half of the year cannot be maintained for a long time. Even if the growth rate of performance in the third quarter will slow down, it still exceeds market expectations. In addition to the performance forecast, the market is also concerned about AMD's acquisition of Xilinx, which has been approved by British regulators and the European Union. At present, it is being approved by China, and AMD still expects to complete the acquisition by the end of this year. Summary: AMD's second-quarter financial report once again exceeded market expectations. Although the stock price performance was not hot enough, it still could not prevent AMD from revealing aggressive momentum in every financial data. On the one hand, AMD's success is its own efforts; On the other hand, its competitor Intel sticks to chip manufacturing and insists on IDM mode, which hinders the application of advanced technology to a certain extent. Looking ahead, AMD is expected to usher in a more brilliant moment under the leadership of Su Zifeng!$AMD (AMD) $$Intel (INTC) $lg...
北美站
