Current quarter battalion receives early-warning of Nvidia(NVDA) of manufacturer of Silicon Valley chip likelihood under anticipate most be as high as 20% , zhou Si a long time experience of the share price in prices inflicts heavy losses on, steep fall 30% .

This company that is located in California emperor carat to pull basically is personal computer, mobile phone and figure of game controller production to handle chip. The company discloses, the current quarter run that ended on July 27 receives amount to will arrive in 875 million dollar between 950 million dollar, greatly the 1.1 billion dollar under the estimation before this. And even if is latter, still compare the corresponding period dropped last year 5% . According to the data that Shang Sen road appears, wall street analyst anticipates Nvidia on average every gain 30 cent, nevertheless this is state in Nvidia wool interest rate is same will under before anticipating. The account that the company offers is market of terminal of “ whole world is low the ” moving price that confuses ” and “ to undertake to answer competitor product to appear on the market.

The graphical processor that the company will use at notebook computer for the part (GPU) and processor of media news report (the recall row of MCP) is raised 1.5 to loss of 200 million dollar, these products are put in the blemish of easy overheat.

Nvidia president and CEO Huang Renxun (Jen-Hsun Huang) expresses: “ to GPU such complex processor, the quantity of heat with good at the same time implementation is controlled and frequent have enough to meet need has energy especially challenge sex. This is told to us is a difficult problem all the time. Nevertheless, the lesson that gets this will help us did not roll out more high grade product, the client that becomes us provides the system of value to design a partner more. ”

The graphical processor of Nvidia got come from AMD(AMD) and Intel (the competitive pressure with greater and greater INTC) , hind both the market share of machine of table of nibble high end. And go two years the domain that this is Nvidia place dominant, needham&Co. Analyst Kui because - Boerdu (Quinn Bolton) says so.

The company hopes through new GPU chip new have the initiative counterpoises, but had compared predicted issue date evening at present a few months. Nvidia plans to published money newspaper on August 12.

Wall street is opposite quickly of Nvidia state ahead of schedule made response: Grade of stock of company of JP Morgan general exceeds from “ match ” attune to fall to “ hold ” , needham and Kaufman Brother buy grade ” attune to fall from “ to “ indifferent ” , lucky silver and Longbow Research buy ” attune to fall from “ to “ hold ” .

Analysis

All chip business face grimmer situation, nevertheless the problem of Nvidia is immanent however, keep abreast of and cause the competition with more intense AMD.
Previous12 Next