AMD는 4분기 매출이 4.8% 증가한 49억 달러로 기대치를 상회했습니다.

고급 마이크로 장치 reported its revenues and earnings for the fourth quarter ended December 31 beat expectations, with revenue growing 49% to $4.8 billion.

Non-GAAP net income for the quarter was $1.1 billion, or 92 cents a share, beating expectations of 76 cents a share on a non-GAAP basis. AMD’s shares are up 8.85% to $127.11 a share in after-hours trading.

The Santa Clara, California-based company has had a good run on momentum behind its Zen and Zen 2 architectures for processors, which can generate 50% or more better performance per clock cycle than the previous generation. This architecture put AMD ahead of Intel in performance for the first time in a decade, and it has helped the perennial No. 2 PC chip maker into a fast-growing contender against Intel.

지난 몇 년 동안 인텔은 칩 설계 측면뿐만 아니라 제조에서도 비틀거림을 겪었으며, AMD용 프로세서와 그래픽 칩을 모두 만드는 TSMC와 같은 경쟁업체에 기술적 우위를 잃었습니다. 그 결과, AMD는 지난 3년 동안 역사적인 시장 점유율 상승을 달성해 왔습니다. 흥미로운 점은 팬데믹으로 인한 공급 휩소와 전자 제품에 대한 전례 없는 수요로 인한 역사적인 칩 부족 속에서 AMD가 이러한 이익을 얻고 있다는 것입니다.

“2021 was an outstanding year for AMD with record annual revenue and profitability,” said AMD CEO Lisa Su, in a statement. “Each of our businesses performed extremely well, with data center revenue doubling year-over-year driven by growing adoption of AMD Epyc processors across cloud and
enterprise customers. We expect another year of significant growth in 2022 as we ramp our current portfolio and launch our next generation of PC, gaming and data center products.”

Intel, meanwhile, has been 두배로 줄다 on its manufacturing investments as a way to stay competitive and take advantage of the chip boom and supply shortage.

4 년 2021 분기 결과

As noted, revenue was $4.8 billion, up 49% year-over-year and 12% quarter-over-quarter. That was driven by higher revenue in all of its computing, graphics, and other segments.

Analysts had expected revenues of $4.52 billion for the fourth quarter. For the first quarter, they expect $4.32 billion, and they expect $19.27 billion for the full year.

Analysts expected fourth-quarter earnings of 76 cents a share for the third quarter ended December 31. For the first quarter, analysts expect 7 cents a share. And for the full fiscal year, they expect $3.36 a share.

Non-GAAP net income was $1.1 billion compared to $636 million a year ago and $893 million in the prior quarter. Non-GAAP diluted earnings per share was 80 cents compared to $1.45 a share a year ago and 75 cents in the prior quarter. The Q4 2020 results included a $1.06 a share one-time income tax benefit.

Quarterly financial segment summary

Computing and graphics segment revenue was $2.6 billion, up 32% from a year ago and up 8% from the pervious quarter. The increases were driven by Ryzen and Radeon product sales. Average processor selling price was up due to a richer mix of Ryzen processors, and graphics average selling prices were up due to more sales.

Enterprise, embedded, and semi-custom segment revenue was $2.2 billion, up 75% from a year ago and up 17% from the previous quarter. It was driven by higher Epyc datacenter chip sales and higher semi-custom (which includes console chip sales) processor sales.

For the outlook, AMD expects Q1 2022 revenue to hit $5 billion, plus or minus $100 million, up 45% from a year ago and up 4% from the prior quarter. It is expected to be driven by higher server and client processor revenue. AMD expects non-GAAP gross margins to be 50.5% in Q1.

For the full year, AMD estimates revenue will be $21.5 billion, up 31% from a year earlier, and gross margins of 51%.

Source: https://venturebeat.com/2022/02/01/amd-beats-expectations-with-q4-revenue-of-4-8b-up-49/