AMD uzima veći hit prihoda od Microsofta od Huawei Bana: Goldman Sachs



The trade ban imposed on Chinese tech giant Huawei by the U.S. Department of Commerce, and ratified through an Executive Order by President Donald Trump, is cutting both ways. Not only are U.S. entities banned from importing products and services from Huawei, but also engaging in trade with them (i.e. selling to them). U.S. tech firms stare at a $11 billion revenue loss by early estimates. Wall Street firm Goldman Sachs compiled a list of companies impacted by the ban, and the extent of their revenue loss. It turns out that AMD isn't a small player, and in fact, stands to lose more revenue in absolute terms than even Microsoft. It earns RMB 268 million (USD $38.79 million) from Huawei, compared to Microsoft's RMB 198 million ($28.66 million). Intel's revenue loss is a little over double that of AMD at RMB 589 million ($84 million), despite its market-share dominance.

To nije sve, izloženost AMD-a veća je od Intel-ove, jer prodaja Huawei-u čini veći postotak AMD-ovih prihoda od Intel-ovih. AMD izvozi ne samo klijentske proizvode poput Ryzen procesora i Radeon grafike, već vjerojatno i EPYC poslovne procesore za Huaweijeve tvrtke s poslužiteljima i SMB proizvodima. NVIDIA je pogođena u daleko manjem obimu nego Intel, AMD i Microsoft. Qualcomm-Broadcom najveći je udio apsolutnih prihoda u iznosu od 3,5 milijardi RMB (508 milijuna USD), čak i ako njihova izloženost nije najveća. Dvojac izvozi SoC-ove i mobilne modeme za Huawei, kako goli metal, tako i licence. Proizvođači skladišnog hardvera nisu daleko iza, s obzirom da su Micron, Seagate i Western Digital postigli velike hitove. Micron izvozi DRAM i SSD, dok Seagate i WDC izvoze tvrde diskove.
Source: Reuters