In the second half of this year, the global semiconductor industry has encountered the problems of tight production capacity, shortage and rising prices. However, for AMD, the past Q2 quarter will undoubtedly be a bumper harvest. The ASP average prices of sharp dragon, Xiaolong and radon graphics cards will increase, and the gross profit rate is expected to reach a record level of 48%.
AMD will release its Q2 results on July 27, with a week to go, but financial analysts on Wall Street generally believe that AMD's strong performance in the quarter will exceed the previously announced revenue guidelines.
At the end of April this year, amd released its Q1 quarterly report, with revenue of $3.445 billion, an increase of 93% compared with $1.786 billion in the same period of last year, and an increase of 6% compared with $3.244 billion in the previous quarter; Net profit was US $555 million, up 243% from US $162 million in the same period last year, and down 69% from US $1781 million in the previous quarter.
Amd expects Q2 revenue to be $3.6 billion, with a fluctuation of $100 million, a year-on-year increase of 86%, a month on month increase of 4%, and a gross profit margin of 47% under non GAAP.
In the past two years, AMD's financial indicators have significantly improved not only its revenue, but also its profitability. In the past few years, it was lower than 40% for a long time, which is not healthy for semiconductor companies. In the past two years, AMD's financial indicators have steadily improved,It's 46% in Q1 and 47% in Q2, but analysts look higher and think it will reach 48%.
The high gross margin means that AMD's ability to raise money is improved. The main reason is that AMD high-end products are coming up, especially the latest dragon Series 5000, and the average price of ASP is more than before. The 5 5600X of the 6 core of the former netizen Tucao make complaints about more than 2000, which is also the key to the improvement of AMD gross margin.
Of course, even the gross profit rate of 48% is much lower than that of friendly companies. NVIDIA's gross profit rate is more than 65%, and Intel's non GAAP gross profit rate in Q1 is 58.2%. However, Intel is an IDM enterprise with its own fab. The cost itself is high and needs high gross profit support.
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