<\/strong>
Advanced Micro Devices<\/a> on Tuesday beat quarterly revenue estimates and forecast robust 2021 sales on strong demand for its chips used in PCs, data centers and gaming consoles from companies and customers adapting to remote working.
The company has been prying away central processor market share from rival Intel Corp<\/a>, whose manufacturing operations have stumbled in recent years while contract factories used by AMD<\/a> such as Taiwan Semiconductor Manufacturing Co grabbed a lead in making faster chips.
The company also supplies chips for gaming consoles, which boosted its fourth-quarter sales as new devices<\/a> from Microsoft<\/a> and Sony<\/a> debuted during the holiday season quarter. But the consoles were in persistently short supply at retail outlets because of a global chip shortage that affected AMD<\/a> and other players.
The company projected first-quarter revenue to be about $3.2 billion, plus or minus $100 million, compared to analysts' average estimate of $2.74 billion, according to Refinitiv.
AMD forecast 2021 sales of $13.37 billion, above analysts' estimates of $12.28 billion.
The company's shares, which had doubled last year, were down about 2% in extended trading.
Analysts pinned the decline to AMD's gross margin forecast. AMD said it expects first-quarter and full-year gross margins of 46% and 47% respectively, which were in line with Wall Street estimates but \"a little underwhelming\" given AMD's booming revenue growth, Kinngai Chan of Summit Insights Group said.
In an interview with Reuters, AMD Chief Executive Su said the company's margin outlook was higher that 2019 and 2020 and largely reflected how many server chips it expects to sell. She said that the company's console chips tend to be below the 45% gross margin mark the company hit for the full year of 2020, while server chips tend to be above it.
\"It's how much server do we sell versus consoles,\" she said. \"Depending on the quarter, you'll have a bit of mix change in the business, but overall we're actually pleased with the margin progression.\"
On a conference call with investors, Su also said that AMD thinks console chip sales will be above normal levels in the first quarter, when they typically decline after the holiday shopping season in many parts of the world. She said she expects the tightness of overall AMD chip supplies to ease somewhat in the second half of the year.
AMD's fourth-quarter revenue rose to $3.24 billion, beating analysts' estimate of $3.03 billion, according to IBES data from Refinitiv. Excluding items, the company earned 52 cents per share, topping estimates of 47 cents.
Revenue in the computing and graphics unit, where it supplies processors and graphics chips for PCs, was $1.96 billion versus analysts' estimates of $1.8 billion, according to data from FactSet.
In the company's enterprise and semi-custom segment, which includes data center<\/a> processor chips and gaming console chips, revenue was $1.28 billion, compared with analysts' estimates of $1.24 billion.
AMD's graphics chips have also seen a surge in demand from cryptocurrency miners.
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AMD认为强劲的2021数据中心、游戏芯片的需求
该公司预计第一季度营收约为32亿美元,加上或者减去1亿美元,而分析师平均预计的27.4亿美元,根据Refinitiv。
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梅塔时,斯蒂芬·内尔尼斯
高级微设备周二击败的季度营收不及预期,预测2021销售强劲需求强劲的芯片用于电脑、公司和客户的数据中心和游戏控制台适应远程工作。
该公司一直在窥探了中央处理器从竞争对手的市场份额英特尔(intc . o:行情),其制造业务近年来发现在合同工厂使用AMD如台湾半导体制造公司抓住领导制造更快的芯片。
该公司还供应芯片对于游戏机,这提升了其第四季度销售新设备从微软和索尼首次在节日期间。但是游戏机在零售店的持续短缺,因为全球芯片短缺受到影响AMD和其他的球员。
该公司预计第一季度营收约为32亿美元,加上或者减去1亿美元,而分析师平均预计的27.4亿美元,根据Refinitiv。
AMD预计2021年销售达133.7亿美元,高于分析师预期的122.8亿美元。
公司的股份,去年翻了一番,在盘后交易中下跌了约2%。
分析人士把AMD的毛利率下降的预测。AMD公司表示,预计第一季度和全年毛利率分别为46%和47%,符合华尔街预期,但“平庸”给AMD蓬勃发展的收入增长,陈Kinngai峰会见解。
苏AMD首席执行官在接受路透社采访时表示,该公司的利润前景,2019年和2020年,很大程度上反映了多少服务器芯片,预计出售。她说,该公司的控制台芯片往往低于45%的毛利率马克公司全年达到2020,而服务器芯片上面。
“这是我们卖多少服务器和控制台,”她说。“根据季度,你会有一点混合业务的变化,但总的来说我们满意利润发展。”
在与投资者的电话会议上,苏还说,AMD认为控制台芯片销售将在第一季度,高于正常水平时,他们通常在假日购物季下降在世界的许多地方。她说,她预计总体AMD芯片供应的紧张在下半年有所缓解。
AMD的第四季营收升至32.4亿美元,超过分析师预估的30.3亿美元,根据从Refinitiv ib数据。扣除特殊项目,该公司每股收益52美分,超过估计的47美分。
收入的计算和图形单元,供应电脑的处理器和显卡,是19.6亿美元和分析师的估计为18亿美元,据FactSet的数据。
在公司的企业和semi-custom段,其中包括数据中心处理器芯片和游戏机芯片,营收为12.8亿美元,相比之下,分析师预期的12.4亿美元。
AMD的显卡也看到cryptocurrency矿工的需求激增。
高级微设备周二击败的季度营收不及预期,预测2021销售强劲需求强劲的芯片用于电脑、公司和客户的数据中心和游戏控制台适应远程工作。
该公司一直在窥探了中央处理器从竞争对手的市场份额英特尔(intc . o:行情),其制造业务近年来发现在合同工厂使用AMD如台湾半导体制造公司抓住领导制造更快的芯片。
该公司还供应芯片对于游戏机,这提升了其第四季度销售新设备从微软和索尼首次在节日期间。但是游戏机在零售店的持续短缺,因为全球芯片短缺受到影响AMD和其他的球员。
该公司预计第一季度营收约为32亿美元,加上或者减去1亿美元,而分析师平均预计的27.4亿美元,根据Refinitiv。
AMD预计2021年销售达133.7亿美元,高于分析师预期的122.8亿美元。
公司的股份,去年翻了一番,在盘后交易中下跌了约2%。
分析人士把AMD的毛利率下降的预测。AMD公司表示,预计第一季度和全年毛利率分别为46%和47%,符合华尔街预期,但“平庸”给AMD蓬勃发展的收入增长,陈Kinngai峰会见解。
苏AMD首席执行官在接受路透社采访时表示,该公司的利润前景,2019年和2020年,很大程度上反映了多少服务器芯片,预计出售。她说,该公司的控制台芯片往往低于45%的毛利率马克公司全年达到2020,而服务器芯片上面。
“这是我们卖多少服务器和控制台,”她说。“根据季度,你会有一点混合业务的变化,但总的来说我们满意利润发展。”
在与投资者的电话会议上,苏还说,AMD认为控制台芯片销售将在第一季度,高于正常水平时,他们通常在假日购物季下降在世界的许多地方。她说,她预计总体AMD芯片供应的紧张在下半年有所缓解。
AMD的第四季营收升至32.4亿美元,超过分析师预估的30.3亿美元,根据从Refinitiv ib数据。扣除特殊项目,该公司每股收益52美分,超过估计的47美分。
收入的计算和图形单元,供应电脑的处理器和显卡,是19.6亿美元和分析师的估计为18亿美元,据FactSet的数据。
在公司的企业和semi-custom段,其中包括数据中心处理器芯片和游戏机芯片,营收为12.8亿美元,相比之下,分析师预期的12.4亿美元。
AMD的显卡也看到cryptocurrency矿工的需求激增。
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