西部数据FY23 Q2季度（截至2022年12月31日）电话财报会议摘录
本帖最后由 埃律西昂 于 2023-2-1 21:14 编辑Source: The Motley Fool
Second, we have decreased supply bit growth across both flash and HDD. In flash, we reduced wafer starts by 30% in January. In HDD, during the fiscal first quarter, we consolidated production lines across our manufacturing facilities and idled certain media production lines in Asia, reducing client hard drive capacity by approximately 40%. During the fiscal second quarter, we continued to optimize our capacity enterprise manufacturing footprint to align our supply with the new demand environment.
其次，我们降低了闪存和硬盘的供应位增长。我们在一月份将晶圆开工量减少了30%。在硬盘驱动器方面，在第一财季，我们整合了所有制造设施的生产线，并闲置了亚洲的某些媒体生产线，将客户端硬盘驱动器容量减少了约40%。在第二财季，我们继续优化我们的产能企业制造足迹，以使我们的供应与新的需求环境保持一致。
It achieved a record exabyte shipments, unit shipments, and average capacity per drive resulting in exabyte shipment increase of 73% sequentially and 41% year over year for this product. On the technology front, BiCS5 represented 70% of our flash revenue in the December quarter, while BiCS6 will reach cost crossover in the fiscal third quarter. Our next-generation 3D NAND node BiCS8 has entered productization phase. BiCS8 incorporates several groundbreaking 3D NAND architectural innovations to deliver a major leap in performance and cost-effective solutions to a broad range of exciting products, demonstrating the benefits of Western Digital's strong partnership with Kioxia and our innovation leadership in 3D NAND architecture.
它实现了创纪录的EB出货量、单位出货量和每个驱动器的平均容量，使此产品的EB出货量连续增长73%，同比增长41%。在技术方面，BiCS5占我们12月季度闪存收入的70%，而BiCS6将在第三财季达到成本交叉。我们的下一代3D NAND节点BiCS8已进入产品化阶段。BiCS8融合了多项突破性的3D NAND架构创新，为众多令人兴奋的产品提供了性能和经济高效的解决方案，展示了西部数据与Kioxia的强大合作伙伴关系以及我们在3D NAND架构领域的创新领导地位所带来的好处。
The primary drivers of our lower capital expenditures are the delay of the BiCS6 transition in flash and reduced investment levels in both client and capacity enterprise hard drive manufacturing.
我们降低资本支出的主要驱动因素是闪存中BiCS6过渡的延迟，以及客户端和大容量企业硬盘制造的投资水平降低。
I mean one of the things we talked about in the script, and we feel really good about is BiCS8, I think BiCS8 has reached productization. We'll have more to say about BiCS8. Siva will do -- I think we'll do a webinar during the quarter on all the technological innovation there. There's been an enormous amount of R&D going into that.
我的意思是，我们在脚本中谈到的一件事，我们感觉非常好的是BiCS 8，我认为BiCS 8已经实现了产品化。我们将进一步介绍BiCS 8。Siva会做--我想我们会在这个季度做一个关于所有技术创新的网络研讨会。有大量的研发投入其中。
So, we feel very good about where we are from a technology road map. I'm, actually in my hand right here, I'm holding a BiCS8 USB, one of the first ones. And so, we're putting enough capital in the system to move BiCS6 along. I mean, BiCS6 will be a shorter node for us.
因此，我们对我们在技术路线图上所处的位置感到非常满意。事实上，我的手就在这里，我拿着一个BiCS8 USB，第一批USB之一。因此，我们在这个系统中投入了足够的资金来推动BiCS6的沿着。我的意思是，BiCS6对我们来说是一个更短的节点。
It won't go into all products. We'll be making choices about what we take it into or where we need BiCS6, BiCS5 will serve us well for the rest of the portfolio, and then we'll move right into BiCS8, which quite frankly, is ahead of schedule as far as production, and we feel very good about it. So, we'll balance all of that and have enough capital to accelerate, have enough BiCS6 there than we needed and then accelerate BiCS8 when we see the growth come back. As far as the cost downs, look, I mean, in the second half of the year, cost downs are going to be very difficult because we are far along in BiCS5 and BiCS6 is not ramping that much.
它不会进入所有产品。我们将选择BiCS6的用途或需要BiCS6的领域，BiCS5将为我们的其他产品组合提供良好的服务，然后我们将直接进入BiCS8，坦率地说，BiCS8在生产方面比计划提前，我们对此感觉非常好。因此，我们将平衡所有这些因素，并有足够的资金来加速生产。有足够的BiCS6，超过我们的需要，然后在看到增长恢复时加速BiCS8。至于成本唐斯，看，我的意思是，在今年下半年，成本下降将是非常困难的，因为我们在BiCS5和BiCS6是不是斜坡那么多。
We'll return to those as we start to ramp BiCS8. But we'll still have some, but not to the level, especially with the underutilization of fabs. So, all of those mixed in, we're going to -- we will have gotten most of our cost downs in the first half of the year, and then we'll see them come back as we ramp up BiCS6 and especially BiCS8.
在开始斜升BiCS8时，我们将返回这些内容。但我们仍然会有一些，但没有达到水平，特别是与利用率不足的晶圆厂。所以，所有这些因素混合在一起，我们将在今年上半年实现大部分成本降低，然后随着BiCS6，特别是BiCS8的推广，我们将看到成本下降。 因为你还有机械盘业务，所以暂时还没必要让固态替代机械？ 呵，商人的嘴脸 不是不赚钱，只是少赚了。
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