In the first half of the year shipments of Intel

In the first half of the year, shipments of Intel components for laptops fell by 36%

Intel’s basic earnings report worked mostly in monetary terms, so it wasn’t as easy to understand how many products were actually shipping from the dynamics of the company’s revenue changes. Intel doesn’t disclose the actual quantitative indicators, but explains how their relative change has been over the past quarter. The direction of laptops has fallen sharply over the past half year.

    Image source: Intel

Image source: Intel

More detailed statistics can be studied, which appeared on the Intel website pages. Report Form 10-Q. As we recall, the company’s revenue in the customer segment fell from $10.3 billion to $7.7 billion in the second quarter, and of the latter, $4.8 billion was accounted for by components for laptops and $2.3 billion -Dollars on components for desktop systems. Revenue in the notebook segment fell by 29% and in the desktop segment by 18%. In both cases, the delivery dynamics of the corresponding components gradually deteriorated faster.

The number of components shipped for laptops in the second quarter fell by 38% compared to the same period last year. According to Intel, the reason for this was a drop in demand in the consumer and education segments. At the same time, the average selling price of an Intel laptop product rose 13% in the second quarter as the company sold more components for the commercial segment and less for the consumer and education segments. It turns out that focusing on the commercial segment allowed Intel to partially offset the decline in component offerings, as the latter fell by 38% while sales fell by just 29%.

    Image source: Intel

Image source: Intel

In the desktop segment, an 18% decline in sales was accompanied by a 19% decline in shipments, and the average selling price of Intel components rose 1%. Again, lower demand from the education sector allowed the company to post similar results. In both the mobile and desktop segments, the company said that the decline in demand for Intel components in the second quarter was due to PC manufacturers and component suppliers having to work with existing inventories that proved to be above the norm, and therefore had to buy new batches. Products they just didn’t think were appropriate.

Looking at the entire first half of the year, the number of components shipped by Intel for laptops decreased by 36%, in the desktop segment the decrease was 15%. In the first case, the average selling price increased by 23%, in the second – only by 4%. If in the desktop segment such dynamics were achieved only by focusing on the commercial segment, then in the mobile segment some growth in demand for consumer laptops with more expensive processors also helped.


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