According to AMD management, even if the company's share does not grow in physical terms, it will increase in terms of revenue. In the PC components segment, there is no need to talk about the growth in sales volumes, so the expansion of AMD products will mean losses for Intel. Goldman Sachs experts believe that Intel's profit margin will decline in the coming years.
In his analytical
Goldman Sachs believes that Intel will remain the only company in the sector that will face a decline in profit margins in the coming years. Previously, this figure was kept at a stable level due to the constant increase in the average selling price of processors. The balance of power in the market is now changing, price competition with AMD is back on the agenda of Intel. On declining sales volumes, you will have to sacrifice the rate of return. Goldman Sachs experts recommend that investors get rid of Intel shares, and the forecast for their rate is reduced from $65 to $54. The current value reaches $59,5.
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Source: 3dnews.ru