Featured Articles

Intel releases tiny 3G cell modem

Intel releases tiny 3G cell modem

Intel has released a 3G cellular modem with an integrated power amplifier that fits into a 300 mm2 footprint, claiming it…

More...
Braswell 14nm Atom slips to Q2 15

Braswell 14nm Atom slips to Q2 15

It's not all rosy in the house of Intel. It seems that upcoming Atom out-of-order cores might be giving this semiconductor…

More...
TSMC 16nm wafers coming in Q1 2015

TSMC 16nm wafers coming in Q1 2015

TSMC will start producing 16nm wafers in the first quarter of 2015. Sometime in the second quarter production should ramp up…

More...
Skylake-S LGA is 35W to 95W TDP part

Skylake-S LGA is 35W to 95W TDP part

Skylake-S is the ‘tock’ of the Haswell architecture and despite being delayed from the original plan, this desktop part is scheduled…

More...
Aerocool Dead Silence reviewed

Aerocool Dead Silence reviewed

Aerocool is well known for its gamer cases with aggressive styling. However, the Dead Silence chassis offers consumers a new choice,…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 25 June 2013 10:04

Analysts confused by Intel’s projections

Written by Nick Farrell

They just do not add up

Bernstein Research‘s Stacy Rasgon hit out at Intel’s earning projections claiming that they do not add up.

Rasgon moaned that that unit growth projections for Chipzilla’s microprocessor sales for the latter half of this year were unrealistic, assuming current trends in personal computer sales. He wrote that Intel was betting not only on its “Core” family of mainstream PC processors, but also on new chips for mobile, such as the forthcoming “Bay Trail.“

“We believe the company has high hopes for their forthcoming Bay Trail quad-core Atom chip… We hope so too, as the company will need to sell huge amounts of them to achieve growth goals for the year,” he writes.

Intel announced on April that it expects revenue growth this year “in the low single digits,” after a decline of 5 per cent or so this quarter. But to do that, writes Rasgon, Intel needs to see shipment growth of 12 per cent to 20 per cent in PC microprocessors in the back half of the year.

He does not think that the atrocious PC results for the first quarter make it likely that this kind of growth could be driven by PCs. Even server microprocessors and mobile chips don’t seem likely to make up the difference, he writes. Mobile is just as unlikely as Intel will need to ship 20-50 million of the chips in the second half to make up the shortfall from traditional PCs.

Rasgon thinks Intel will make $53.82 billion in revenue this year, which would be a fraction of a percentage growth from last year’s $53.34 billion.

Nick Farrell

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments