泡泡網CPU頻道10月16日 據國外網站報導，AMD發佈了2009年第三季度財報，這也是競爭對手英代爾發佈財報的兩天之後。 該季度AMD實現營收13.96億美元，同比下降22%，環比增長18%；歸屬于股東的淨虧損為1.28億美元合每股虧損18美分。
AMD報告，截止2009年9月26日的第三季度營收同比下降21.3%至13.96億美元。淨虧損1.28億美元合每股虧損18美分，去年同期為淨虧損1.34億美元合每股虧損22美分。路透社調查的分析師原先平均預期為，營收12.6億美元，每股虧損42美分。
AMD預計第四季度營收適度增長。路透社調查的分析師平均預期為營收13.6億美元。當日AMD股價下跌6美分，收盤報6.19美元/股，跌幅為0.96%。盤後該股再跌24美分至5.95美元/股，跌幅為4.2%。
http://tech.163.com/digi/09/1016/09/5LO2QOEC001618J1.html
這家公司好奇怪，幾乎沒聽過他賺錢？！
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總統先生 wrote:
納悶，AMD顯卡沒賺阿？...(恕刪)
有賺，但是這一季繪圖晶片部門淨利頂多2.x%，不足以cover處理器部門的損失。
AMD Q3法說摘要：
"With respect to platforms, our momentum continues to build with HP, Acer, Toshiba, ASUSTeK and MSI all announcing plans to introduce more than 70 notebooks based on AMD’s latest generation of mainstream and ultra-thin platforms."
[關於新平台部分，HP、Acer、Toshiba、Asustek、MSI宣布了約70款將採用AMD主流及超輕薄筆電平台機種的計畫。]
"We made very good progress on gross margin in the third quarter, a result of higher unit volumes across the entire portfolio, a stronger mix of 45 nanometer CPUs, higher microprocessor ASPs and improved factory utilization rates. As a result, third quarter non-GAAP gross margin improved to 38% compared to 27% in the prior quarter."
[本季(公司內部結算)合併毛利率約38%，前一季為27%，成長主要來自於各類處理器產品的銷售數量均有提升、45nm處理器的比重增加、處理器平均銷售單價增加、以及工廠產能利用率的提升。]
"Computing solution revenue was $1.069 billion in the third quarter, up 17% sequentially, driven by higher microprocessor ASPs and double-digit unit growth. Unit growth was mainly driven by notebook [prosser] shipments which increased by 28% quarter over quarter. We saw revenue and unit growth in each of our desktop, notebook and server businesses and saw a record quarter in our chipset business."
[處理器部門營業額為10億6千9百萬美元，成長17%，此歸功於處理器的平均售價提高以及兩位數的銷售數量成長率，特別是筆電處理器銷售數量成長了28%，桌上型、筆電型、伺服器型處理器的營業額跟銷售數量皆有成長，且晶片組的銷售創下歷史新高。]
"In the graphics segment, revenue for the quarter was $306 million, up 22% sequentially. Growth was driven by significantly higher shipments of mobile discrete graphic processors, demand in the add-in board and retail channels was spurred by the launch of the Radeon HD 5000 series, the industry’s first DX 11 compatible graphics cards. And the graphics business also reported an operating income of $8 million in the quarter, an improvement from a loss of $12 million from the second quarter."
[繪圖晶片部門的營業額為3億6百萬美金，成長22%，此主要由於筆電繪圖晶片的大幅成長、以及由業界第一款DX11相容的Radeon HD 5000系列在零售管道所激起的需求成長，繪圖晶片部門本季營業利益為8百萬美金，相較於上一季1千2百萬美金的營業損失顯著改善。]
"First on the CPU side, the biggest driver was in the desktop part of the product line, largely driven by mix improvement. A relatively larger mix of both Phenom II and Athlon II products helped there. Notebooks largely flat. Server ASPs were actually up a bit in the quarter although the overall server revenue grew more or less in line with MPU revenue."
"The 5000 Series in particular really didn’t contribute meaningfully in the Q3 timeframe."
"Of course the CPU products are on 45 nanometer SOI today. We’ll have CPU so-called Fusion parts in 32 nanometer SOI in the next generation. And then the bulk SOI question is one we evaluate in every subsequent generation. More to come in the Analyst’s conference."
"You’ll hear more in the financial Analyst conference next month about the product lineup that we’ll be rolling out over the course of the next two years that will include increasing focus on those small form factor notebooks."
"On the Congo or you know second generation thin and light platform, we’ve got a number of design wins as I spoke to in the opening remarks. I expect to see a lot more momentum in that essentially new product category that we created between netbooks and mainstream notebooks going into the Christmas cycle."
"Actually we did start selling Tigris components into OEMs at the very end of the quarter to prepare them for their builds for the Christmas cycle. But to your point, most of the sales was on the prior generation Puma platform where you know we just saw a very strong back-to-school cycle. So as a result good notebook sales in the quarter."
"Legal, nothing to report from that perspective. So you know we’ll just leave it at that. We continue to work down the right path and you know trial is scheduled for the end of March."
"32nm: We’ll be sampling customers in the first half, ramp and production in the second half."
"Well first of all on the competitive front, feeling pretty good about the HD 5000 lineup. First of all, you can buy it today which is a good step above what the competition recently announced. In terms of performance and features, it’s absolutely killer. We think its going to lineup very well with the Windows 7 launch here this month. We’re getting really enthusiastic response from our customers as measured by OEM design ins. So you know I think very bullish on that."
"First, no change from last public communications. We’ll of course give a lot of in depth information in the analyst conference next month. You know we’ll be sampling Fusion technologies first half of next year and ramping in the second half."
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總統先生 wrote:
在打七傷拳？？對方還沒趴，自己先內傷。
...(恕刪)
Bingo！看到這季數字時，小弟跟您想到一樣的："七傷拳"....
不管是CPU或(獨顯)繪圖晶片市場，都是雙佔市場，又有相當高的進入門檻(技術、人才、專利、資本...)，如果沒有整個市場的系統性問題（如金融風暴影響消費、或原本需求就是沒那麼多卻供過於求），理論上是不用殺到這樣的，幾回合雙方交手下來，再透過許多賽局所謂隱性勾結（Tacit collusion）的手段，應可以將價格維持在雙方都有超額利潤、消費者佔不到好處的情況。不過前提是雙方內功要大致相去不遠，如果一方體質明顯有差，例如財務結構不佳、或銷管研費用太高、或生產成本較高但銷售單價卻相對大放送、或喪失賽局理論所基於的理性而流於高層一時面子之爭、或陷於短期財務/市佔指標迷思、或產品曾出過大包，確實可能陷入惡性循環長期被壓在虧損邊緣而不容易翻身.....
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