At the quarterly reporting event, the head of Intel has already announced that the company in the reporting period shipped a record number of mobile processors, and could ship even more if it did not run into production capabilities. A detailed report on Form 10-Q clarified that the number of mobile components shipped in the third quarter increased by 25% over the year.
In terms of revenue, this increase was reflected by an increase of $ 1.36 billion, but the average selling price of mobile components decreased by 7% compared to the same period last year, depriving the company of $ 478 million in potential revenue. Demand has shifted towards more affordable laptop processors as entry-level mobile PCs are popular during the pandemic.
In the desktop segment, Intel is not doing as badly as it might seem. Yes, the number of desktop components shipped in the past quarter was 18% less than the same period last year, but the average selling price remained the same. This means that the share of more expensive models in the range of Intel desktop components has grown. In itself, the reduction in sales of desktop components reduced Intel’s revenue by $ 485 million. The category of related products reduced revenue by another $ 259 million, as a result, the positive impact on revenue from the growth in demand for laptops allowed to outweigh the negative effects with an increase of $ 138 million.
If we consider the nine months of this year and last, then a 12% decrease in the supply of desktop components led to a decrease in revenues by $ 1.09 billion, but the average selling price increased by 2%, raising revenues by $ 160 million. This only supports the thesis of an increase share of more expensive desktop components in the structure of Intel product shipments compared to last year.
Since the beginning of the year, the number of Intel mobile components supplied has increased by 19%, in terms of revenue, the increase amounted to $ 2.882 billion. The average price decreased by 2%, the impact of this factor on revenue is estimated at $ 352 million. In the mobile segment in the third quarter, revenue increased by $ 882 million. , for the first nine months of the year – by $ 2.52 billion. CEO Robert Swan (Robert Swan) admitted at yesterday’s conference that further growth in the supply of processors for notebooks is still limited by the production capabilities of the company.
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