Revenue down 22%.
Edit: Oh and it gets better... Intel posted a loss!
Well, in about 24 hours we will know quite a few answers. I will not comment further until that happens.I will be very surprised if AMD hits numbers like they did in Q1 2022. It would be great if they’re impervious to the market forces that are hurting Intel, but I’m not holding my breath.
A lot of people are going to be predicting the future after it has happened.That was the narrative spun in Q1. It fell apart in Q2. Gartner and IDC have both been slashing their estimates.
From Apple's breakdown in earning (Apple, doesn't make Chromebooks) :
- Mac: $7.3B, down from $8.2B in year-ago quarter
That was the narrative spun in Q1. It fell apart in Q2. Gartner and IDC have both been slashing their estimates.
From Apple's breakdown in earning (Apple, doesn't make Chromebooks) :
- Mac: $7.3B, down from $8.2B in year-ago quarter
Tim Cook said that they were capacity constrained for Mac and iPad because of lockdowns in Shanghai to the point where they couldn't "test demand" (his words)
It's different for Apple. First, they had huge Macbook Pro supply issues. Customers were waiting 2 - 6 months for their Macbook Pro orders. Second, people held off on buying the M1 Macbook Air so they can buy the M2 Macbook Air which doesn't factor into Q2.That was the narrative spun in Q1. It fell apart in Q2. Gartner and IDC have both been slashing their estimates.
From Apple's breakdown in earning (Apple, doesn't make Chromebooks) :
- Mac: $7.3B, down from $8.2B in year-ago quarter
Tim Cook said that they were capacity constrained for Mac and iPad because of lockdowns in Shanghai to the point where they couldn't "test demand" (his words)
According to this article, "Gelsinger was pushed out in 2009 after he was blamed for the failure of Larrabee, an Intel effort to create a GPU that every analyst said was doomed to failure and not his fault. He did a three year stint as COO of EMC before taking over VMware in 2012."
Is the problem of making smaller manufacturing processes for semi-conductors so difficult, that maybe only a handful of people on the planet are capable of it and Intel doesn't currently have any of these people?
Lockdowns were a bigger factor. If you are in any Mac forums, you'd see people complaining about how their Macbook Pro orders are sometimes 4-6 months out in Q2. I don't think Apple records the revenue until actual shipment so they can't claim the revenue for Q2.Apple has already stated on more than one occasion that when parts were in shortage they were prioritizing iPhone manufacturing over iPad and Mac, so it makes sense that iPad and Mac were the products seeing the declines.
Presumably the same is true for capacity issues in shipping etc. caused by the lockdowns.
Yes. Anyone who ordered any Macbook that wasn't the base model would have had weeks to 6 months delay in shipping in Q1-Q2.Has this been your observation, that people wanted Macbook Pros and Macbook Airs that they couldn't find?
Hasn't been mine.
People, especially CEOs, say things.
So some rich people had to face a little inconvenience. Can't say I feel sorry for them. They will survive. They are the ones who always do.Base models were easy to find. Custom models were not.
Note this by AMD. We will see how they are doing at 2 PM PDT today.However, it states order volume for 5nm wafers for PCs and servers is unchanged. "
also came with the idea of Ultrabooks.
I sure wish less customer had wanted that though, as thin and light has led to all kinds of straight-to-landfill anti-consumer and anti-repair things like soldered RAM, glued in batteries and soldered SSDs (the latter madness is thankfully mainly an Apple thing for now).
Hey, but everything is fine, apple.com/environment/ says so.
You mean the Ultrabook concept that Intel announced in 2011, THREE YEARS after Apple introduced the Macbook Air, for which Apple had to ask Intel to create a different CPU packaging form factor just for them?
Well, the data is here, and its another record quarter for AMD , so you are wrong. 70% growth Y/Y ? Thats insane.
The thing about AMD's growth so far is that its supply so far was dwarfed by the market demand, to the point AMD was essentially able to plan a steady high growth since it knew it wouldn't be able to satisfy all demand for quite some time to come despite all the growth. Now that market demand is going down, also for AMD, but when will AMD hit the point its supply matches or surpassed the actual demand? I think that's still off for some time, especially with the next gen of server chips being around the corner.
The hard thing for Intel is that it comes from the opposite end: It can't really gain market shares. It would need to expand the market itself. But the market is shrinking instead, while Intel is losing market share on top of it.
Would you stop it? Nothing any of you will make Intel look remotely good in comparison. AMD is just doing THAT better due to being able to execute in time and not have Genoa delayed for 2 years..Does this operating expense increase already include a bunch of new ZEN 4 production?
Well, the data is here, and its another record quarter for AMD , so you are wrong. 70% growth Y/Y ? Thats insane.
Since we are talking Macbook Airs
1st Generation was a Failure and was announced Jan 2008 at Macworld. It was a failure due to price and not having a SSD on any model till you paid an insane amount of money, while the 5400 rpm hard drive in a small chassis was extremely slow.
Looking more closely, not all positive. Net income and gross margin are down, net income by a wide margin. Much better than Intel, but not great. Down 5% after hours.
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