Enterprise thiab desktop PCs tseem 'kev lag luam noj qab haus huv' raws li tus kheej PCs pom kev qeeb, hais tias Micron CEO

micron Tus thawj coj Sanjay Mehrotra tau hais rau CNBC's Jim Cramer rau hnub Thursday tias kev ua lag luam rau kev lag luam thiab desktop PCs tseem muaj kev noj qab haus huv txawm hais tias tus kheej PCs lag luam ntsib kev poob qis.

Mehrotra tau hais hauv kev xam phaj ntawm "Nws tsis zoo li ib yam dab tsi tau poob ntawm pob tsuas,"chim Nyiaj. "

"Yog lawm, thaum cov neeg siv khoom PCs tsis ntev los no tsis tau ntsib tib yam kev loj hlob uas lawv tau ntsib hauv [ob xyoos] dhau los ... kev lag luam PCs thiab desktop PCs txuas ntxiv ua lag luam noj qab haus huv," nws hais ntxiv.

Raws li tib neeg rov qab mus rau qhov chaw ua haujlwm thiab kev kawm ntawm tus kheej xyoo no, PC kev muag khoom tau poob lawm. Gartner tau hais rau lub Plaub Hlis tias nws kwv yees kev xa khoom ntawm PCs poob 7.3% los ntawm ib xyoo dhau los. Canalys tau sau tseg 3% poob rau hauv kev xa khoom hauv thawj peb lub hlis xyoo no.

Qhov kev poob los tom qab 2021 pom qhov loj heev hauv PC lag luam - PC kev muag khoom tau ntsib nws txoj kev loj hlob sai tshaj plaws hauv 20 xyoo nyob rau hauv thawj peb lub hlis twg ntawm 2021 thiab pom 15% kev loj hlob tag nrho rau xyoo ntawd.

Tus CEO ntawm Micron kuj tseem chim rau ntawm tes, uas nws hais tias tau pom kev loj hlob ruaj khov tab sis kuj tseem noj qab nyob zoo.

"Hais txog cov xov tooj ntawm tes, hauv Suav teb, nrog qee lub tuam txhab smartphone, lawv qhov kev thov kawg vim Covid kev kaw cia yog qhov tsis muaj zog. Yog li qee qhov kev hloov kho cov khoom lag luam los ntawm qee lub tuam txhab handset hauv Suav teb [tau ua], "nws hais. "Dab tsi yog qhov tseem ceeb yog, tag nrho cov handsets ... tseem ua lag luam loj," nws hais ntxiv.

Sau npe tam sim no rau CNBC Investing Club ua raws Jim Cramer txhua qhov kev txav mus los hauv kev ua lag luam.

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