PC 수요는 약하고 데이터센터 수요는 강하다(2022.04.29)

2022.04.29

미국 기술주들의 실적 발표를 보면 실적이 좋던 나쁘던

데이터센터 부문의 실적은 좋다는 사실을  확인할 수있다.

 

삼성전자와 하이닉스의 실적 발표에서도 PC와 모바일 수요는 약했지만,

데이터센터향(서버) 매출이 이를 상쇄하고도 남았다고 언급했다.

 

1.구글 실적은 시장 컨센서스에 못미쳤으나 데이터센터 부문은

 예상치를 상회했다.

 

2, 인텔도 PC부문은 약하나 데이터센터 부문은 강하다고 언급했다.

 

Intel slumps as outlook suggests PC weakness may be in the works | Seeking Alpha

 

For the quarter that ended April 2, Intel (INTC) said it earned 87 cents as a share, excluding one-time items, on $18.4 billion in revenue, compared to earnings of $1.34 a share, on $18.6 billion in sales in the same period a year ago. Intel's (INTC) analysts' consensus forecasts for a profit of 79 cents a share, or $18.3 billion in revenue.

 

인텔의 4월2일 마감한 분기 실적은 매출 184억달러로 1년전 매출 186억달러보다 감소했다.

 

Client computing, which includes chips made for PCs, remained the biggest source of sales for Intel (INTC) with sales of $9.3 billion. However, that figure was down by 13% from the first quarter of 2021.

Data center sales continued to rise, and were up by 22% from a year ago, to $6 billion.

 

클라이언트 컴퓨팅 즉 PC부문 매출은 93억달러로 전년 동기대비 13% 감소했다.

하지만 데이터센터 부문 매출은 60억달러로 전년 동기대비 22% 증가했다.

 

Network and edge group sales of $2.2 billion rose 23%, while accelerated computing systems and graphics revenue of $219 million climbed 21% from a year ago. Revenue from Intel's foundry services more than doubled from a year ago, to reach $283 million.

Mobileye sales of $394 million edged up by 5%. Intel (INTC) is in the process of spinning of Mobileye as a standalone business in an IPO expected to take place before the end of the year.

 

3. 애플도 애저(애플의 클라우드 사업) 매출이 전년 동기대비 43% 증가했다고 발표했다.

 

4, 퀄컴도 사물인터넷부문 매출이 전년 동기대비 61% 증가했다고 발표.

Qualcomm Is Now an Elite Semiconductor Company: Here's My Plan - RealMoney (thestreet.com)

 

For the three month period ending March 27th, Qualcomm posted adjusted EPS of $3.21, or GAAP EPS of $2.57 on revenue of $11.2B. The earnings prints decisively beat expectations regardless of metric used, while also amounting to annual growth of 68%/69%. The sales print was good for year over year growth of 41%, and also beat Wall Street.

 

Segment Performance

QCT (Qualcomm CDMA Technologies)... revenue increased 52% to $9.548B, producing EBT of $3.34B (+111%), which was good for an EBT margin of 35% (up from 25%).

Handsets (smart phones)... sales increased 56% to $6.325B

RF front-end (5G connection)... sales increased 28% to $1.16B

Automotive... sales increased 41% to $339M

IoT (Internet of Things)... sales increased 61% to $1.724B. 사물인터넷부문 매출은 61% 증가.

QTL (Qualcomm Technology Licensing)... revenue decreased 2% to $1.58B, producing EBT of $1.154B (-3%), which was good for an EBT margin of 73% (down from 74%).