Author: Xian Rui
Intel released Q2 quarterly earnings report for 2019 last weekRevenue was $16.5 billion, down 3% from $17 billion in the same period last year, while net profit was $4.2 billion, down 17% from $5 billion in the same period last year.
In the CPU market, Intel has faced a variety of threats over the past year, on the one hand from AMD's competition, on the other hand, Intel's own problems — — 14nm out of stock, 10nm mass production climb, the next 7nm It is good to see, but Intel is still investing in improving 7nm.
Intel CEO Si Ruibo mentioned in the earnings conference that Intel lost a bit of share in the Q2 quarter, but he did not admit that it was related to AMD, but Intel was out of stock, because the loss was mainly low-end and small-core products. Share.
Since the 14nm capacity crisis broke out in Q3 last year, Intel officials have been emphasizing that they will solve the shortage problem as soon as possible, and adjust the product supply priority. The high-end products such as Xeon and Core are preferred, and the low-end products are listed. At the end, the most serious shortage is the low-end products.
Intel officially stated that it will completely solve the shortage before the end of this year, and according to the latest report of Susquehanna analysts,Intel's supply in the Asia-Pacific region still has a small portion of out-of-stocks, which is about 3-5%, but it will be solved at the latest in August and September this year..
Although Intel quickly solved the shortage, the CPU market share is still declining, especially in the desktop processor market. According to Sasquehanna's tracking data, the share of Intel desktop processors has dropped to 81%. They track the lowest point of Intel since this data.
Obviously, AMD is extremely aggressive in the desktop processor market, and it is useless for Intel to verbally not face the AMD threat.That's why Intel CEO has been emphasizing at the earnings conference that Intel's goal is to have a broader future data center market.It is estimated that Intel has no good way to compete in the desktop market. PC sales continue to decline, and the price is tantamount to death.