英特尔下调2012年销售成长目标，折射经济不确定性

英特尔(Intel)日前宣布下修其2012年的销售成长目标，主要原因是宏观经济的不确定性，以及预测今年下半年消费者支出减少。英特尔预计2012年销售额将在556亿美元和587亿美元之间，比2011年成长3%~5%左右。该公司之前也曾预计2012全年的销售额将比2011提升，当时的预估成长数字虽然也是个位数，但仍高于此次修正后的预期。 在下修销售目标后，英特尔表示，其第二季的销售和利润均与分析师的预期一致。 “整体而言，我们在上半年的业务成绩符合我们的预期，”英特尔CEO 欧德宁(Paul Otellini) 在第二季的分析师电话会议中说。但欧德宁也预测，今年下半年的消费者支出成长无法快速恢复。 欧德宁表示，预计包括欧洲和美国在内的经济现况这将转化为低于预期的PC销售。但他仍表示，英特尔预计2012年该公司在所有地区都会呈现增长，而且今年下半年会比上半年更加强劲。 英特尔首席财务官Stacy Smith表示，英特尔正在放缓雇用员工的脚步，并将原先预估为183亿美元的年度研发和销售、一般和行政等开支下降到182亿元。2012年，英特尔的资本支出仍预估在121亿美元和129亿美元之间。 今年第二季，英特尔销售额为135亿美元，较今年第一季上升5%，符合分析师预测。 依照一般公认会计原则，英特尔财报显示第二季净利为280亿美元，较第一季上升5%；比去年同期下降4%。 英特尔第二季的PC部门销售额为87亿美元，较第一季上升3%。英特尔表示，其资料中心部门第二季销售额也成长14%，来到28亿美元，而英特尔架构部门营收则上升3%，来到11亿美元。 欧德宁还表示，预计今年秋天，英特尔力推的 Ultrabook 笔电就会出现699美元的价格点。他指出， 22nm Ivy Bridge 芯片已创下该公司出货最快的历史记录，现在占该公司PC销售部份的25%。 上周，超微(AMD)和英特尔这两家PC处理器竞争厂商都相继削减了第二季销售预测，理由都是在中国和欧洲PC消费市场的疲软导致销售不如预期。 展望第三季，英特尔预计销售额将提升至138亿美元至148亿美元之间。 编译： Joy Teng 本文授权编译自EE Times，版权所有，谢绝转载 本文下一页：参考英文原文：Intel cuts 2012 growth target ，by Dylan McGrath

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{pagination} Intel cuts 2012 growth target Dylan McGrath SAN FRANCISCO—Intel Corp. Tuesday (July 17) cut its target for 2012 sales growth, citing macroeconomic uncertainty and reduced projections for consumer spending in the second half of the year. Intel (Santa Clara, Calif.) said it now expects sales for 2012 to be between $55.6 billion and $58.7 billion, up 3 to 5 percent from 2011. The firm had previously said it expected sales for the year to increase by a high single-digit percentage compared with 2011. The sales target cut came after Intel announced second quarter sales and profit in line with consensus analysts' expectations. "Overall, our business in the first half was consistent with our expectations," said Paul Otellini, Intel's president and CEO, in a conference call with analysts following the second quarter report. But Otellini added that consumer spending growth is not forecast to recover as soon as expected in the second half of the year. "What we had expected that we would see by now was that the U.S. and Europe consumer businesses would have recovered by now from a softness we have been seeing for several quarters," Otellini said. This is expected to translate into lower-than-expected PC sales, Otellini said. But Otellini added that Intel still expects growth in all geographies in 2012 and continues to forecast a stronger second half of the year than results for the first half of the year. Stacy Smith, Intel's chief financial officer, said Intel is slowing hiring and decreasing its planned spending for the year for R&D and sales, general and administrative expenses to about $18.2 billion, down from an earlier projection of about $18.3 billion. The company continues to expect capital spending for the year to be between $12.1 billion and $12.9 billion. For the second quarter, Intel reported sales of $13.5 billion, up 5 percent from the first quarter of the year and in line with analysts' forecasts. On a year-over-year basis, sales improved from just over $13 billion in the second quarter of 2011. Intel reported a net income for the second quarter of $2.8 billion in accordance with generally accepted accounting principles, up 5 percent compared to the first quarter and down 4 percent compared to the second quarter of 2011. The company reported second quarter sales of $8.7 billion for its PC Client Group, up 3 percent from the first quarter. Sales for Intel's Data Center Group grew 14 percent in the second quarter to $2.8 billion, while other revenue for the Intel Architecture Group grew 3 percent to $1.1 billion, Intel said. Otellini touted Intel's design wins in Ultrabooks—the ultra-low power notebook PC category that Intel pioneered—and said it expects Ultrabooks with price points of $699 to become available in the fall. Otellini also said the ramp of Intel's 22-nm Ivy Bridge chips has been the fastest in its history, now accounting for 25 percent of the company's sales into PCs. Last week, Advanced Micro Devices Inc.,Intel's smaller rival in the PC processor market, cut its estimate for second quarter sales, citing lower than expected sales in China and Europe and weaker consumer market for PCs. For the third quarter, Intel said it expects sales to increase to between $13.8 billion and $14.8 billion.