Volumes of production deliveries and the dynamics of change in revenue delighted Intel company mainly against the background of the results inthe second quarter this year, as the annual comparison, they rose slightly. "Customer Platform" continue to generate 56% of revenues, so it is highly dependent on the demand for PCs.
CEO Brian Krzhanich analysts warned against excessive optimism about the strengthening of the PC market, as observed in the third quarter increase in sales of components for computers and notebooks was seasonal . Just it's time to replenish stocks after their prior disposal of the past generations products . This ensure the growth of Intel products supply volumes in the third quarter compared with the previous. Mature markets actually showed an increase in demand, but it was reasonable. Perhaps only China has surpassed Intel's own forecasts on the dynamics of demand in the third quarter.
Stacy Smith in his new position of Vice President of Sales and Operations explained that talking about a substantial change in inventories of products is not necessary - growth varies in days, not weeks. In the field of logistics Intel has always operated units of time, when it comes to product stocks. This allows us to estimate how long a typical consumption of enough available quantity of finished products.
In the third quarter, according to Smith, Intel watched destocking CPUs. In particular, the 14 nm active first-generation processors 14 nm replaced by the second-generation processors. However, all this was predictable, and not a surprise to the company's management .