{"id":698,"date":"2020-07-24T13:57:06","date_gmt":"2020-07-24T04:57:06","guid":{"rendered":"https:\/\/finepresa.com\/?p=698"},"modified":"2020-07-24T14:05:50","modified_gmt":"2020-07-24T05:05:50","slug":"%e6%b0%97%e3%81%ab%e3%81%aa%e3%82%8b%e3%82%a4%e3%83%b3%e3%83%86%e3%83%ab%e3%81%ae%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%ef%bc%882020-2q%ef%bc%89","status":"publish","type":"post","link":"https:\/\/finepresa.com\/?p=698","title":{"rendered":"\u6c17\u306b\u306a\u308b\u30a4\u30f3\u30c6\u30eb\u306e\u56db\u534a\u671f\u6c7a\u7b97\uff082020-2Q\uff09"},"content":{"rendered":"\n

\u30a4\u30f3\u30c6\u30eb\u304c\u7c73\u56fd\u6642\u95932020\u5e747\u670823\u65e5\u7b2c2\u56db\u534a\u671f\uff082020\u5e744\uff5e6\u6708\u671f\uff09\u306e\u6c7a\u7b97\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\uff1c2020-2Q><\/strong>
\u58f2\u4e0a\u9ad8\uff1a$19.7Bn vs. \u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3 $18.6Bn
EPS:\u3000$1.23 vs. \u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3 $1.11<\/p>\n\n\n\n

\u58f2\u4e0a\u9ad8\u3001EPS\u3068\u3082\u306b\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/strong>
\u58f2\u4e0a\u9ad8\u306e\u5185\u8a33\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u304c$10.2Bn\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8PC\u5411\u3051\u304c$9.5Bn\u3067\u3057\u305f\u3002<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

\u524d\u5e74\u540c\u671f\u6bd4\u3067\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u8005\u5411\u3051\uff08DCG\uff09\u306e\u58f2\u4e0a\u9ad8\u306f+43%\u3001\u30d1\u30bd\u30b3\u30f3\u5411\u3051\uff08CCG\uff09\u306e\u58f2\u4e0a\u9ad8\u304c+7%\u3067\u3057\u305f\u3002CCG\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306e\u6700\u3082\u9ad8\u3044\u3082\u306e\u3092\u4e0a\u56de\u308a\u3001DCG\u3082\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u8005\u5411\u3051\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u58f2\u4e0a\u9ad8\uff0f\u6210\u9577\u7387\u5171\u306b\u5927\u304d\u304f\u3001\u30a4\u30f3\u30c6\u30eb\u306b\u3068\u3063\u3066\u6210\u9577\u306e\u30a8\u30f3\u30b8\u30f3\u306b\u306a\u3063\u3066\u3044\u308b\u3068\u3044\u3048\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n

\uff1c\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u8aac\u660e\uff1e
<\/strong>DCG — \u4f01\u696d\u3084\u653f\u5e9c\u3068\u3044\u3063\u305f\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u696d\u8005\u5411\u3051\u3084\u3001\u901a\u4fe1\u696d\u8005\u5411\u3051\u306e\u30bb\u30b0\u30e1\u30f3\u30c8
IOTG — IoT\u95a2\u9023\u306e\u7d44\u307f\u8fbc\u307f\u7cfb\u306e\u30bb\u30b0\u30e1\u30f3\u30c8
Mobileye — \u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u30d3\u30b8\u30e7\u30f3\u3084\u6a5f\u68b0\u5b66\u7fd2\u30d9\u30fc\u30b9\u306e\u30bb\u30f3\u30b5\u30fc\u3001\u30c7\u30fc\u30bf\u5206\u6790\u3001\u81ea\u52d5\u904b\u8ee2\u306e\u30bb\u30b0\u30e1\u30f3\u30c8
NSG — \u30e1\u30e2\u30ea\u30fc\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30bb\u30b0\u30e1\u30f3\u30c8
PSG — FPGA\uff08\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u8a00\u8a9e\u306b\u3088\u308a\u8ad6\u7406\u56de\u8def\u3092\u66f8\u304d\u63db\u3048\u308b\u3053\u3068\u304c\u51fa\u6765\u308b\u6a5f\u5668\uff09\u3084ASIC\uff08\u30e6\u30fc\u30b6\u30fc\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u96c6\u7a4d\u56de\u8def\u306eIC\uff09\u306e\u30bb\u30b0\u30e1\u30f3\u30c8
CCG — \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\uff08\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\uff09\u5411\u3051\u306e\u30d1\u30bd\u30b3\u30f3\u306e\u30bb\u30b0\u30e1\u30f3\u30c8<\/p>\n\n\n\n

<2020-3Q\u4e88\u60f3\uff1e<\/strong>
\u58f2\u4e0a\u9ad8: $18Bn (-6% \u5bfe\u524d\u5e74\u540c\u671f\u6bd4)
EPS: $1.24 (-11% \u5bfe\u524d\u5e74\u540c\u671f\u6bd4)<\/p>\n\n\n\n

\uff1c\u901a\u671f\u4e88\u60f3\uff1e<\/strong>
\u524d\u56de\u306e\u56db\u534a\u671f\u6c7a\u7b97\u3067\u306f\u901a\u5e74\u4e88\u60f3\u3092\u3057\u306a\u3044\u3053\u3068\u306b\u3057\u307e\u3057\u305f\u304c\u3001\u4eca\u56de\u306f\u4f1a\u793e\u306e\u901a\u5e74\u4e88\u60f3\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u58f2\u4e0a\u9ad8: \u4f1a\u793e\u4e88\u60f3 $75Bn vs. \u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3 $73.9Bn
EPS: \u4f1a\u793e\u4e88\u60f3 $4.85 vs. \u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3 $4.81<\/p>\n\n\n\n

\uff1c\u305d\u306e\u4ed6\uff1e
<\/strong>\u4eca\u56de\u3001\u30a4\u30f3\u30c6\u30eb\u306f\u56de\u8def\u7dda\u5e457\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u534a\u5c0e\u4f53\u6280\u8853\u306e\u958b\u767a\u304c\u4e88\u5b9a\u3088\u308a6\u30ab\u6708\u9045\u308c\u3066\u3044\u308b\u3068\u660e\u3089\u304b\u306b\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u81ea\u793e\u4e00\u8cab\u751f\u7523\u306b\u5f37\u307f\u3092\u6301\u3063\u3066\u3044\u308b\u30a4\u30f3\u30c6\u30eb\u3067\u3059\u304c\u3001\u5916\u90e8\u3078\u306e\u751f\u7523\u59d4\u8a17\u62e1\u5927\u3092\u691c\u8a0e\u3059\u308b\u65b9\u91dd\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n

\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3078\u306e\u30b7\u30d5\u30c8\u3084\u4e16\u754c\u7684\u306a\uff15G\u672c\u683c\u5c0e\u5165\u306a\u3069\u304b\u3089\u3001\u4e2d\u9577\u671f\u7684\u306b\u306f\u975e\u5e38\u306b\u8208\u5473\u6df1\u3044\u9298\u67c4\u3067\u3059\u304c\u30013Q\u306e\u58f2\u4e0a\u4e88\u60f3\u306f\u82e5\u5e72\u5f31\u6c17\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n

\u8db3\u5143\u3001\u4e88\u60f3PER\u3001PBR\u3068\u3082\u306b\u82e5\u5e72\u5272\u9ad8\u3067\u3059\u304c\u30017\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u306e\u534a\u5c0e\u4f53\u6280\u8853\u306e\u958b\u767a\u306e\u9045\u5ef6\u30843Q\u306e\u898b\u901a\u3057\u306a\u3069\u304b\u3089\u8abf\u6574\u3059\u308b\u5c40\u9762\u3067\u306f\u3001\u4e2d\u9577\u671f\u7684\u306a\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u6295\u8cc7\u5999\u5473\u304c\u51fa\u3066\u304f\u308b\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

\u30a4\u30f3\u30c6\u30eb\u304c\u7c73\u56fd\u6642\u95932020\u5e747\u670823\u65e5\u7b2c2\u56db\u534a\u671f\uff082020\u5e744\uff5e6\u6708\u671f\uff09\u306e\u6c7a\u7b97\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002 \uff1c2020-2Q>\u58f2\u4e0a\u9ad8\uff1a$19.7Bn vs. \u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3 $18.6BnEPS:\u3000$1.23 vs. \u30a2\u30ca\u30ea\u30b9 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[],"_links":{"self":[{"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/posts\/698"}],"collection":[{"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/finepresa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=698"}],"version-history":[{"count":3,"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/posts\/698\/revisions"}],"predecessor-version":[{"id":703,"href":"https:\/\/finepresa.com\/index.php?rest_route=\/wp\/v2\/posts\/698\/revisions\/703"}],"wp:attachment":[{"href":"https:\/\/finepresa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finepresa.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finepresa.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}