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intel ceo & cfo關於目前處理器短缺問題的公開信

風車車2018-09-29 13:05
To our customers and partners,
The first half of this year showed remarkable growth for our industry. I want to take a moment to recap where we've been, offer our sincere thanks and acknowledge the work underway to support you with performance-leading Intel products to help you innovate.

同志們,朋友們,女士們,先生們:
今年上半年我們的業績有瞭顯著提升!在此,我想花一點時間給大傢匯報一下我們的成果,同時對所有買瞭我們產品的人致以誠摯地感謝和衷心的問候!

First, the situation … The continued explosion of data and the need to process, store, analyze and share it is driving industry innovation and incredible demand for compute performance in the cloud, the network and the enterprise. In fact, our data-centric businesses grew 25 percent through June, and cloud revenue grew a whopping 43 percent in the first six months. The performance of our PC-centric business has been even more surprising.

當今社會,數據總量飛速增長,人們迫切需要處理、分析、存儲以及共享這些數據。上述事實推動瞭工業界不斷創新,提升雲、網絡、企業設施的算力。事實上,intel的數據計算方向業務從六月以來已經增長瞭25%,上年半雲方向的業務增長瞭43%,PC端的業務增長更加喜人。

Together as an industry, our products are convincing buyers it's time to upgrade to a new PC. For example, second-quarter PC shipments grew globally for the first time in six years, according to Gartner. We now expect modest growth in the PC total addressable market (TAM) this year for the first time since 2011, driven by strong demand for gaming as well as commercial systems - a segment where you and your customers trust and count on Intel.
We are thrilled that in an increasingly competitive market, you keep choosing Intel. Thank you.

我們的產品讓消費者確信,是時候升級電腦瞭。Q2的全球PC出貨量在過去的六年內第一次有瞭提升。我們現在認為,自2011年以來,PC潛在市場總額在今年會有一次提升。這種提升不僅來自於遊戲玩傢,也來自於商用PC系統——人們更相信intel出品的商用系統。在這樣一個充滿競爭的市場內,您還是選擇瞭intel,我代表intel對您表示感謝。

Now for the challenge… The surprising return to PC TAM growth has put pressure on our factory network. We're prioritizing the production of Intel Xeon and Intel Core processors so that collectively we can serve the high-performance segments of the market. That said, supply is undoubtedly tight, particularly at the entry-level of the PC market. We continue to believe we will have at least the supply to meet the full-year revenue outlook we announced in July, which was $4.5 billion higher than our January expectations.

PC出貨太多瞭,以至於我們的生產體系感受到瞭明顯的壓力。目前我們已經決定提升Xeon和core處理器在生產序列中的位置,滿足高端市場的需求,因此其他部分的供應就會不足,比如入門級pc市場。不過我們堅信我們能在年底通過加強供應完成財報中的小目標——相比於年初預測,營收多45億刀。

To address this challenge, we're taking the following actions:
  • We are investing a record $15 billion in capital expenditures in 2018, up approximately $1 billion from the beginning of the year. We're putting that $1 billion into our 14 nm manufacturing sites in Oregon, Arizona, Ireland and Israel. This capital along with other efficiencies is increasing our supply to respond to your increased demand.
  • We're making progress with 10 nm. Yields are improving and we continue to expect volume production in 2019.
  • We are taking a customer-first approach. We're working with your teams to align demand with available supply. You can expect us to stay close, listen, partner and keep you informed.

The actions we are taking have put us on a path of continuous improvement. At the end of the day, we want to help you make great products and deliver strong business results. Many of you have been longtime Intel customers and partners, and you have seen us at our best when we are solving problems.

以下是intel要采取的下一步行動(譯者按:一共三點,前兩點有意義,後面第三點以及最後都是套話,不翻瞭):
1. 今年已經燒瞭150億刀在資本支出上,比年初預計多瞭10億,這10億刀用來擴大奧蘭多/亞利桑那/愛爾蘭/以色列的14nm fab產能。
2. 2019年量產10nm,嘿嘿嘿。



共有回复 10 条
2018-10-01 02:20xxxyyy
筆記本,品牌機幾乎是intel的天下
2018-10-01 04:14shine360
車車我覺得你翻錯瞭
最後一段才是精華,前面所有都是套話^-^ 隻需要把problems換成AMD,意思就清楚瞭^-^
2018-10-01 09:53楓血狂聖
@shine360
大佬666,哈哈哈,神還原
2018-10-01 09:55xlvr
看JS降價就是產量真的上來瞭
2018-10-01 10:07denominator
預計45億營收80%來自中國市場
2018-10-01 12:30zoo
皇傢翻譯:最近尼瑪股票給老子拉這麼低?給老子拉起來,老子給10億
2018-10-01 12:38未名
八代給瞭六核確實有升級動力
2018-10-01 12:43Dudayev
Intel Yes!
工藝趕緊趕上來吧,換DDR5的時候換回Intel
2018-10-01 13:24真是十二
現在主流服務器市場還在英特爾手裡,萬一未來幾年服務器市場丟瞭,希望還可以這麼自信。
2018-10-01 13:47jyi0330
@真是十二
服務器都是大客戶 怎麼可能說掉就掉 intel在服務器產品從來都是給足瞭馬力
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