據(jù)AMD公司主席兼首席執(zhí)行官Hector Ruiz透露,如果沒(méi)有清楚的跡象顯示公司“走上領(lǐng)導(dǎo)地位以及具有可盈利能力”,那么,將考慮退出非核心業(yè)務(wù)。
此舉是公司恢復(fù)其可盈利能力所采取的若干步驟當(dāng)中的一個(gè)。AMD以前曾經(jīng)表示,它將削減10%的人力,現(xiàn)在正在考慮更為寬廣的組織再造選項(xiàng),從而可能導(dǎo)致進(jìn)一步的裁員以及可能的業(yè)務(wù)單位裁減。
“我們正在著手對(duì)公司進(jìn)行重大重組,”Ruiz在于分析師進(jìn)行的電話會(huì)議(4月17日)期間表示,“我們需要熱情地仔細(xì)審查我們的非核心業(yè)務(wù)并再次制定適合于我們實(shí)現(xiàn)增長(zhǎng)和可盈利能力的計(jì)劃和發(fā)展路線。如果沒(méi)有這些辦法,我們將退出那些業(yè)務(wù)。”
在公司1年以前發(fā)布的計(jì)劃中,AMD采取了它所描述的資產(chǎn)智能制造計(jì)劃,Ruiz拒絕提供改變戰(zhàn)略重心的細(xì)節(jié),承諾不久將解決這個(gè)問(wèn)題。
“我們已經(jīng)在資產(chǎn)智能戰(zhàn)略上取得了重大進(jìn)展,我非常希望我們能夠就未來(lái)這個(gè)相當(dāng)復(fù)雜的努力展開(kāi)詳細(xì)的溝通,”Ruiz在電話采訪中談及第一季度情況時(shí)說(shuō)道。
“在那個(gè)時(shí)候,我們認(rèn)為我們也將有機(jī)會(huì)為所加強(qiáng)的重點(diǎn)和業(yè)已增加的靈活性而進(jìn)一步重組公司,與此同時(shí),讓我們處于更有利的位置以提供可持續(xù)、可盈利的增長(zhǎng),”Ruiz表示。
哪些業(yè)務(wù)對(duì)于AMD來(lái)說(shuō)是戰(zhàn)略性的？
AMD公司有三個(gè)運(yùn)營(yíng)單位,包括計(jì)算解決方案、圖形以及消費(fèi)電子。在公司第一季度的營(yíng)業(yè)收入中,計(jì)算部門占幾乎80%且錄得營(yíng)運(yùn)損失為1.6億美元。
該季度圖形部門錄得2.3億美元的營(yíng)業(yè)收入和1100萬(wàn)美元的營(yíng)業(yè)損失,而消費(fèi)電子部門的營(yíng)業(yè)收入為8100萬(wàn)美元且營(yíng)業(yè)損失為800萬(wàn)美元。
因?yàn)锳MD考慮MPU和圖形IC核心業(yè)務(wù),可以假設(shè)公司計(jì)劃保留這兩個(gè)業(yè)務(wù),而退出其它的單位。公司也可能調(diào)整產(chǎn)品組合,甚至在微處理器和圖形半導(dǎo)體單位內(nèi)部。
即使AMD推出消費(fèi)電子業(yè)務(wù),這不足以恢復(fù)公司的可盈利能力。
這家身陷困境的半導(dǎo)體公司正在與其競(jìng)爭(zhēng)對(duì)手英特爾公司為了微處理器市場(chǎng)份額而展開(kāi)斗爭(zhēng)。
根據(jù)這家位于加州太陽(yáng)谷的公司首席財(cái)務(wù)官Robert Rivet的說(shuō)法,公司最近一個(gè)季度財(cái)務(wù)狀況的特點(diǎn)就是“最糟糕的。”
公司第一季度的凈損失減少至億美元,或每股59美分,而去年同一季度的凈損失為億美元或每股美元。
較之于2007年第一季度12.3億美元的營(yíng)業(yè)收入,今年同期的營(yíng)業(yè)收入上升了22%,達(dá)到1.5億美元,但是,比2007年12月預(yù)期的15%下降要更多。
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AMD ponders future
Advanced Micro Devices Inc. said it will consider exiting non-core businesses if these don't show clear signs they "are on a healthy path to leadership and profitability," according to chairman and CEO Hector Ruiz.
The move is part of steps being taken by the company to restore its operations to profitability. AMD has previously said it will cut 10 percent of its workforce and is now considering a wider range of reorganization options that could result in deeper cuts and possible business unit disposal.
"We are embarking on a significant restructuring of our company," Ruiz said during a conference call with analysts on Thursday (April 17.) "We need to intensely scrutinize our non-core businesses and revisit their strategic fit into our plans and their path to growth and profitability. Absent these, we will exit those businesses."
As with a previous plan announced by the company one year ago to adopt what AMD has described as asset-smart manufacturing, Ruiz declined to provide details of the changing strategic focus, promising instead to address the issue soon.
"We have made significant progress in our asset-smart strategy and I am very hopeful that we will be able to communicate details of this rather complex effort in the near future," Ruiz said during a conference call on the company's first quarter results.
"At that time, we believe we will also have an opportunity to further restructure the company for increased focus and added flexibility while placing us in a better position to deliver sustainable, profitable growth," Ruiz said.
Which businesses are strategic for AMD?
AMD has three operating units, including computing solutions, graphics and consumer electronics. The computing division accounted for almost 80 percent of the company's first quarter revenue and recorded an operating loss of $160 million.
The graphics segment reported revenue of $230 million for the quarter and operating loss of $11 million, while the consumer electronics division with $81 million in revenue posted operating loss of $8 million.
Since AMD considers MPU and graphics IC core businesses, it can be assumed the company plans to keep the two while dumping any other units. It's also possible the company could trim product portfolio even within the microprocessor and graphics semiconductor units.
Even if AMD exits the consumer electronics business, this would not be enough to restore the company to profitability.
The embattled semiconductor company is struggling in its battle with rival Intel Corp. for market share in the microprocessor sector.
Its latest quarterly results were "characterized by poor top line performance," according to Robert Rivet, chief financial officer at the Sunnyvale, Calif., company.
The company's first quarter net loss narrowed to $358 million, or 59 cents per share, from $611 million, or $ per share, in the year-ago quarter.
Revenue rose 22 percent during the same period to $1.5 billion, from $ billion in the first quarter of 2007 but dropped a wider than expected 15 percent from the December 2007 quarter.
