行動晶片部門平均季虧6億鎂，2013全年累計營損24.45億鎂。

Intel去年第四季財報：

Revenue in the three months ended in December rose 3%, year over year, to $13.8 billion（~NT$415.4B）, yielding EPS of $51 cents（~NT$15）.

The revenue number was slightly above the mid-point of Intel’s forecasted range of $13.2~$14.2 billion.Gross margin came in at 62%, up four points from the prior-year period.

The result was marked by higher-than-expected revenue and a slight miss on the bottom line, as desktop computer chip sales showed up better than Intel had expected, offset by some sluggishness in sales of Intel chips into servers, router, and other “data center group” products.

For the current quarter, Intel sees revenue in a range of $12.3~13.3 billion, which at the midpoint is in line with consensus of $12.79 billion. Gross margin is expected to decline to 59% in Q1.

Intel展望本季毛利率，將會下滑三個百分點，肇因於14nm桌機處理器Broadwell的製程啓動資本。而資本支出在Q1為全年高點，之後會逐季下降。

Q1 will be the high point for quarterly expenses, and that will be coming down quarter by quarter. It’s going to be just shifting on projects and bringing down employment over the course of 2014.（縱使2013全年獲利96億鎂，Intel仍思未雨綢繆，效法Qualcomm先行裁員，削減5%人力，近5000人即將失業）

Startup costs are expected to decline as tablet chips ramp up in volume. $18.6 billion for the year, and capital spending of $11 billion, both approximately flat with last year.

For the year, “data center group” revenue, comprising Intel’s sales of chips into servers and networking, would rise “low double-digits” while PC client revenue will be “down in mid-single-digits” on a percentage basis.

For the full year, the company reiterated an expectation for revenue to be “approximately flat,” with gross margin of 60%, “plus or minus a few percentage points.”

Intel未來投入將大力轉向數據中心、平板與低功耗SoC、物聯網。

And the more important thing is there will be a lot of shifting of investment. Intel will be making significant new investments in data center, and tablets and low-power SOC and the internet of things.

Intel與TSMC在先進製程之爭，正式浮上檯面。

Investors generally think Intel is at a disadvantage relative to contract manufacturer TSM with respect to the basic cost of silicon wafers. What really counts in all of this is transistor cost. Wafer cost is one segment of that. We are confident our level of scaling and our internal wafer cost are such that we have a leadership position in transistor cost.
- Brian Krzanich, Intel CEO

在搭配Windows 8.1的第一波攻勢後，Bay Trail平板將全力進軍低價Android市場，佐以雙系統賣點，返校購物旺季將有大爆發。

Most of the Bay Trail Android tablets really start showing up more in Q2 than in Q1 and that’s, again, purely — remember, we made a shift. Our original program for Bay Trail was all Windows. As we came in through the mid-point of the year, we said let’s shift and make it Windows and Android and so our OEM partners as well are targeting more towards Q2. It’s just when do you go and start putting back in that back-to-school event which is the next seasonal place where upsides usually occur.
- Brian Krzanich, Intel CEO

在CES會期，Intel宣佈已正式將64位元Android KitKat核心程式碼提交Google，確保未來手機、平板與X86的相容性；而年中上市的Bay Trail平板將是首批搭載64位元Android的智慧行動裝置（下半年是Merrifield手機），售價150鎂起跳。

64-bit Android could reach tablets first. Intel said 64-bit Android tablets powered by its Atom processor code-named Bay Trail will become available in the first half of this year. The tablets are expected to sell for as low as $150.

想達成今年4000萬台的平板銷量目標，Intel對OEM廠商的銀彈攻勢當然不可或缺，每賣一台，就有一台的獎勵。

When asked if Intel would consider retracting promised discounts，referred to as “contra revenue dollars,” to tablet makers this year if it looks as if the company won’t reach its goal for selling 40 million units this year, Intel's CEO remarked that the structure of the cost reduction is on a per-unit basis, and so “if the volume didn’t show up “If it didn’t, it’s on a per-unit basis and so the spending on that contra would be reduced equivalently.”