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Could be that Intel chip supply shortages, and decreased average sale prices (due to AMD offerings) could be the reason for this. Not as many people upgrading as inter generational gains start to level off.
I think embedded systems account for the vast majority of chip production, so any dynamics involving Intel/AMD would be very minor.
Earlier quoted context omitted.
I think embedded systems account for the vast majority of chip production, so any dynamics involving Intel/AMD would be very minor.
Embedded chips are generally cheap. CPU’s sell for ~1,000x the price of most embedded chips. X00$ CPU vs X0c 32 bit microprocessors / microcontroller etc.
EDIT: commenter above edited their post, mentioned $.10 MCUs from Intel/AMD
Agreed, this news doesn't square with market performance. For instance, FSELX (Fidelity Select Semiconductors portfolio) mutual fund is up 43% over one year, doubling the performance of the S&P500. Top-10 holdings (68%) include Intel, Qualcomm, Broadcom, Nvidia, Micron, Marvell, ON, NXP, FLex, Commscope, so it's a fairly broad measure. For this cross-section to be performing so strongly, others must be circling the d…
In saying that there cannot be a turndown because stocks are rallying, you are not comparing apples to apples. Companies can circle the drain while their stock rallies. Companies can do good business while their stock gets crushed. First, people are buying equities in general because interest rates are being held low artificially by the Fed, which has been pressured by the President to do this. Second, few traders an…
Agreed, this news doesn't square with market performance. For instance, FSELX (Fidelity Select Semiconductors portfolio) mutual fund is up 43% over one year, doubling the performance of the S&P500. Top-10 holdings (68%) include Intel, Qualcomm, Broadcom, Nvidia, Micron, Marvell, ON, NXP, FLex, Commscope, so it's a fairly broad measure. For this cross-section to be performing so strongly, others must be circling the d…
In saying that there cannot be a turndown because stocks are rallying, you are not comparing apples to apples. Companies can circle the drain while their stock rallies. Companies can do good business while their stock gets crushed. First, people are buying equities in general because interest rates are being held low artificially by the Fed, which has been pressured by the President to do this. Second, few traders an…
I can't agree with you on the Apple perspective, and it's my subjective opinion, I might be also biased since I have a large position on APPL. However, I can agree on the idea that the stock price can be completely disconnected from the fundamentals of the company.
Earlier quoted context omitted.
In saying that there cannot be a turndown because stocks are rallying, you are not comparing apples to apples. Companies can circle the drain while their stock rallies. Companies can do good business while their stock gets crushed. First, people are buying equities in general because interest rates are being held low artificially by the Fed, which has been pressured by the President to do this. Second, few traders an…
Haven't made a game changing device since Steve Jobs? The Apple Watch completely dominates that product category. There is no alternative that can even compare.
Just because you like the Apple Watch doesn't mean that it has changed the way the company does business. And the fact that Apple doesn't break out gross margin for this category tells us that they aren't particularly proud of that number. Gross margin on products as a whole is about 34%.
Apple wants to paint the picture that they are diversifying away from phones, which accounted for over 3/5 of their revenue this past quarter, and shifting toward services and other products.
But it's one thing to repeat a rosy narrative, and another entirely to back it up with financial statements. Apple is still a phone company, and if the Apple Watch really drove profits for them, they'd break "wearables" out to its own line item, or at least show us the gross margin for "wearable, home, and accessories."
https://s2.q4cdn.com/470004039/files/doc_financials/2020/q1/... https://s2.q4cdn.com/470004039/files/doc_financials/2019/ar/...
In 2001 post Dot Com Bubble, that 32% drop was real. The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is making fairly decent amount of profits and increase unit shipment in 2019. Look at look at the leading Foundry ( TSMC ) and Intel all making record profits and shipment.
Bloomberg is quickly becoming BuzzFeed for financial news.
>Revenue fell 12% to $412 billion in 2019, ....That’s the biggest drop since 2001, when industry sales slumped 32% as the dot-com bubble burst. In 2001 post Dot Com Bubble, that 32% drop was real . The 12% drop in 2019 was only due to NAND and RAM went from Record High and back to "normal". Samsung was the most profitable company in 2018 simply because NAND and DRAM. Almost everyone in Semiconductor industry is makin…