The PC market sales will definitely be worse and worse. This is determined by the global economic environment, so this is definitely not good news for AMD and Intel.
According to Baron Financial Weekly,Global Personal Computer (PC) central processor (CPU) two giants Intel and Super Weidu admit that the current PC market conditions have further deteriorated than the previous financial report expectations, and super micro -bluntly stated that the current PC market & ldquo; It worsen about 15%than the original financial report forecast.
In addition, Bank of America analyst Vivek Arya published a research report to reduce the performance expectations of Intel and AMD.It also pointed out that the PC consumer market is & ldquo; further deteriorating & rdquo; and will continue to solve the problem of overcapacity, so there is no good way except the price reduction attracts users.
At present, the analyst's rating of Intel is & ldquo; inferior to the market & rdquo; and the rating of AMD as & ldquo; buy & rdquo;. Arya currently expects Intel's revenue in 2022 and 2023 to be US $ 64.95 billion and US $ 66.66 billion, which is lower than the previous expected US $ 66.5 billion and $ 68.5 billion.
For AMD, Arya is currently expected to reach US $ 25.76 billion and US $ 28.09 billion in 2022 and 2023, lower than the previous expected US $ 26.05 billion and US $ 28.68 billion.
However, Arya said: & ldquo; Although it is difficult to reduce expectations again, our feeling is that the expectations related to PC, especially for AMD, are close to the end. & rdquo; He pointed out that the bank's current expectation was that the PC business decreased 11%year -on -year in 2023.
In addition, Arya pointed out that Intel may face & ldquo; continuous strategy, financial and competitive challenges & rdquo; but AMD's valuation is quite attractive, the company is likely to continue to obtain more share in the data center field and continue to obtain execution Improvement.