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英伟达最新财报显示,第二季度营收增速大幅下滑,净利润直接暴跌七成,游戏业务表现惨淡。今年迄今股价已累计下跌近42%,成为表现最差的半导体股之一。
事实上,英伟达的产品被广泛用于电脑游戏和加密挖矿,因此Q2业绩疲软与PC市场萎缩和挖矿需求下降密切相关。
Gartner报告显示,2022年全球PC出货量出现9.5%的同比下跌,市占率排名前五的联想、惠普、戴尔、宏碁和苹果出货量都出现下滑。在2021年达到出货量巅峰之后,疫情带来的需求红利已经消耗殆尽,留给PC市场的将是一段漫长的蛰伏期。
随着以太坊合并即将来临,英伟达已为第三季度业绩定下了悲观基调。英伟达首席财务官Colette
Kress表示,加密采矿需求下降会减少市场对芯片需求,但目前无法量化这种影响。
最近几个月,因为库存冗余与需求萎缩冲突加剧,美光科技、英特尔和AMD已经发出了出口订单减少的警告,芯片制造商的命运发生逆转。
花旗集团甚至表示,“因预期将出现的经济衰退和库存增加,半导体行业预计将出现至少十年来,甚至可能是2001年以来最严重的低迷。”
总结
正如英伟达创始人所言:我们正在一个充满挑战的宏观环境中进行供应链转型。因此,芯片制造商们不仅要与需求降速的时代共舞,还要不断寻求新的业务增长轨道,才能应对形势变化带来的诸多挑战。