the old chinese saying that prosperity must decline is not at all inconsistent with the chipset industry today.
the chipset market in 201 8 was a red-hot time. a ccording to research firm ihs markit, in 201 8, the global chipset industry sales of 482 billion u.s. dollars, achieving a 15% growth, while this figure is expected to become 446.2 billion u.s. dollars in 201 9, down 7.4% compared to 201 8. why is there a recession? with the non-net editorial, chipset makers have to take the blame.
let’s look at the first quarter of 201 9 global chip market sales data, according to the world semiconductor trade statistics society (wsts) released a report, the first quarter of 201 9 chip sales of $ 96.8 billion, compared to the same period in 201 8 of $ 111 .1 billion fell 1 3%, compared to the previous quarter of $ 11 4.7 billion is a decline of 1 5.5%.
ic insight statistics are shown in the table below, the decline reached 1 7.6%, which is the fourth largest decline in the market in 35 years.
ic insights believes that intel has an unshirkable responsibility for such a huge drop. intel’s pc processors have been in short supply, and some sources say the situation will continue into the third quarter of this year.
the main reason for the shortage is that intel is focusing on its data center business.
however, intel’s data center business has not been very good this year either. data centers have always been intel’s most expensive and profitable product, and intel’s data center and pc processor business declined across the board in the first quarter, forcing intel to lower its second quarter and annual sales forecasts.
intel said in a statement that first-quarter 2019 revenue was about $15.6 billion and net income was 83 cents per share. analysts’ average estimate was$16.9 billion, or 96 cents per share, according to data compiled by bloomberg. intel said sales for the year will be $69 billion, well below analysts’ forecasts of $71.3 billion.
the data center business of sarensys suffered similarly to intel, with revenue down 7% year-on-year. this is a sign that the data center market is no longer a cash cow for chipset makers this year.
looking ahead to the second half of the year, manufacturers will certainly say that the chipset demand will improve, but when you think about it, this is not the case.
first of all, the demand for data centers is basically close to saturation, and more demand will be shifted to software in the future.
in addition, according to the previously exposed intel cpu roadmap, intel desktop processors in the short term will not use the 10nm process, which has also become a “hand” choke intel’s throat.
first of all, the demand for data centers is basically close to saturation, and more demand will be shifted to software in the future.