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Forum 分析师:服务器芯片市场疲态显露
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  • intel
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分析师:服务器芯片市场疲态显露

guoyj123
guoyj123 over 15 years ago

    金融分析师称,服务器市场正呈现疲软的迹象,这将导致服务器芯片出货量的下滑,进一步影响已经受家用PC需求低迷的芯片制造商的收入情况。

 

    TiconderogaSecurities金融分析师ApurvaPatel表示:“从短期看,我们相信个人电脑疲软的趋势和服务器相关用户整合可能导致服务器订单减少,因为服务器提供商的现有和未来产品路线图存在诸多不稳定因素。”

 

    从主要的PC和芯片制造商那里我们可以看到家用PC市场的疲软趋势,不过在服务器市场却没有显现。根据IDC统计数据,由于经济危机期间推迟采购之后用户开始升级IT基础架构,第二季度戴尔和惠普的服务器收入均有所增长。

 

    但是预期中下半年的缓慢经济增长将会冲击到芯片出货和收入,MercuryResearch首席分析师DeanMcCarron这样表示。芯片制造商可能受到服务器制造商在服务器需求疲软下收紧库存的影响。

 

    McCarron表示:“目前我们没有确认服务器方面的统计数据将有所影响,但这是一个合理的预期,情况将有所疲软。如果OEM厂商收紧库存,那么这将减少来自芯片制造商的需求。”

 

    为了回应来自服务器制造商的需求下降,芯片制造商也可能会尝试削减库存。

 

    由于成熟市场的PC需求疲软,Intel和AMD都降低了第三季度的收入预期。两家厂商都是在10月公布第三季度财报。

 

    FBRCapitalMarkets金融分析师称,AMD在销售其12核Magny-Cours芯片上遇到了一些困难,并没有成功地打败Intel产品。“AMD的产品似乎无法与Intel抗衡。AMD的Magny-Cours服务器芯片产品的前景有限。”

 

    AMD即将发布基于Bulldozer的8核和16核芯片,相关服务器可能在明年上市。分析师认为,当开始出货基于新架构的芯片时,AMD也许会看到一些转机。

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