AMD CPU speculation... and expert conjecture - Page 3
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fazers_on_stun said:
Well the rumors are that Steamy won't see the light of day until sometime in 2014, so basically as far as desktop goes, what you see right now is what you'll be seeing this time next year.Probably true for the desktop SR, but the APU for laptops should still be out. With the shifting market that's what AMD needs to worry about most. The enthusiasts won't be happy but AMD is barely treading water right now. Go into a computer store these days and it's all laptops and AIO units which the APU works great for.
Lucky for AMD they have a few console design wins with the PS4 looking to be the most profitable (CPU+GPU).
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Reply to Cazalan
Cazalan said:
Probably true for the desktop SR, but the APU for laptops should still be out. With the shifting market that's what AMD needs to worry about most. The enthusiasts won't be happy but AMD is barely treading water right now. Go into a computer store these days and it's all laptops and AIO units which the APU works great for. Lucky for AMD they have a few console design wins with the PS4 looking to be the most profitable (CPU+GPU).
But low margins though; remember how the H/W makers lose money on the H/W at launch? That limits the margins AMD can make on those parts. I'm actually worried AMD is actually going to DECREASE profit by supporting lower-margin parts like these...Supporting low-margin parts isn't going to save AMD.
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Reply to gamerk316
viridiancrystal
November 12, 2012 7:02:49 PM
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r0ck3tm@n
November 13, 2012 2:56:59 AM
skitz9417 said:
i dont think tht amd will beat intel cpu when it comes out in 2014I don't know that AMD will have any engineers working for them in 2014 with their new CEO being the way he is. I think maybe *he* should be downsized. However, it is possible that AMD could make a CPU that is as fast in some workloads as Intel's best desktop/workstation CPU. I would like to see AMD continue on with Steamroller and aim for workstation loads. Why not have 12 cores? I have to calm myself down just thinking about a first class 12 core workstation CPU.
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Reply to r0ck3tm@n
mayankleoboy1
November 13, 2012 3:08:42 AM
viridiancrystal said:
AMD isn't a charity, They run a business. There is absolutely no way that they would make chips for consoles for this long if they hadn't been making a profit. That is how business is supposed work.Oh, I'm sure they are making a profit, but HOW MUCH is the issue. Remember, space to grow dies is limited, so if you start growing a lot of low-profit-margin parts, it eats into your bottom line. Worse, those parts won't even grow AMD's desktop share, let alone brand awareness (how many people REALLY know what hardware drives consoles?)
So yeah, design win, but not one that gives AMD a lot of new revenue.
mayankleoboy1 said:
^ They already are as fast/faster as an IB i7 in integer heavy, highly parallel, low branching workloads.In all other workloads, well.........
Which I again note was a predictable result based on the high level design of the chip. It was everyone who was looking for ways BD wasn't flawed, rather then looking at it for what it was, that was incorrect in performance.
Yes, under BEST CASE loads, BD was faster then SB. Same with PD and IB. But those workloads are seen in the SERVER space, hence why BD/PD does so badly in most desktop loads.
Hence my argument that AMD would be better served exiting the desktop market (aside from MAYBE fusion at the low end) to focus on the higher profit-margin server space, where they are more competitive performance wise.
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Reply to gamerk316
amdfangirl said:
Earlier I told them to sell engineers to Intel. I hope they've decided against this.
Funny that you mention that... I happen to know a Intel engineer that used to work for AMD...
I think you have engineers confused with the people that actually design the chips...
Engineers just make the chips, they don't design them.
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Reply to griptwister
griptwister said:
Funny that you mention that... I happen to know a Intel engineer that used to work for AMD...I think you have engineers confused with the people that actually design the chips...
Engineers just make the chips, they don't design them.
who do you think designs them then? Engineers is a broad term and they do basically all the technical things. There are engineers designing the chips just as there are ones doing everything else.
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Reply to esrever
esrever said:
who do you think designs them then? Engineers is a broad term and they do basically all the technical things. There are engineers designing the chips just as there are ones doing everything else.Believe what you want sir, but there is a difference... CAD Engineers get kind of pissy when you get them mixed with regular engineers... So I've experienced... Intel guys are kind of uptight...
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Reply to griptwister
jdwii said:
Most likely if they do have 10 watt chips they will be cutting performance left and right. Either way haswell is only going to be 10% better on average(higher clock speed, better turbo or IPC? in CPU benchmarks even according to Intel troll sites,
Haswell is all about power consumption upgrades and Graphics. I'm wondering if it will overclock well on the desktop lets see if they can get 5.0Ghz on air with a mid-range cooler i'll be like wow.
I think Intel intends to extend the range of Haswell from enthusiast-class desktop down to ultra-mobile, 7 or 8 watt parts. Point is, even at the lowest power consumption they would be able to instantly turn on needed resources plus turbo up both CPU and iGPU to whatever task is required.
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Reply to fazers_on_stun
Cazalan said:
Probably true for the desktop SR, but the APU for laptops should still be out. With the shifting market that's what AMD needs to worry about most. The enthusiasts won't be happy but AMD is barely treading water right now. Go into a computer store these days and it's all laptops and AIO units which the APU works great for. Lucky for AMD they have a few console design wins with the PS4 looking to be the most profitable (CPU+GPU).
Hopefully AMD will release the APUs but the rumors floating around are that all we'll see next year is Trinity 1.1 or so..
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Reply to fazers_on_stun
gamerk316 said:
But low margins though; remember how the H/W makers lose money on the H/W at launch? That limits the margins AMD can make on those parts. I'm actually worried AMD is actually going to DECREASE profit by supporting lower-margin parts like these...Supporting low-margin parts isn't going to save AMD.It'll keep them going for a while but yeah, it's hard to live on Intel's left-overs..
AMD really needs their SeaMicro effort to pay off in low-power cloud servers where Intel doesn't have that much of a presence yet. IIRC every 8 or 9 smartphones or tablets sold means another server needed to handle all that data being consumed, or at least that was the situation from a year or so ago. That shouldn't need expensive, power-hungry Xeons - just some data switches to process requests and pump out the data...
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Reply to fazers_on_stun
Chad Boga
November 13, 2012 11:59:45 AM
fazers_on_stun said:
It'll keep them going for a while but yeah, it's hard to live on Intel's left-overs..AMD really needs their SeaMicro effort to pay off in low-power cloud servers where Intel doesn't have that much of a presence yet. IIRC every 8 or 9 smartphones or tablets sold means another server needed to handle all that data being consumed, or at least that was the situation from a year or so ago. That shouldn't need expensive, power-hungry Xeons - just some data switches to process requests and pump out the data...
I thought the figure being bandied about was for every 600 smartphones, 1 server is required.
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Reply to Chad Boga
Chad Boga said:
I thought the figure being bandied about was for every 600 smartphones, 1 server is required.
Depends on what "required" means. I read a Microsoft white paper a couple years back that said Microsoft has 1 mail server (Exchange) for every 10 employees. Between clustering, backups, load balancing, etc. And that's just for email.
As smartphones get more powerful the behind the scenes demands for supporting them increase.
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Reply to Cazalan
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Reply to fazers_on_stun
From http://money.msn.com/business-news/article.aspx?feed=OB...
Sources said an outright sale of the company is not a priority, and other options for AMD could include a sale of its portfolio of patents.
One of Silicon Valley's oldest chipmakers, AMD is laying off engineers and some analysts are concerned it may not find new markets for its chips in time to reverse a declining cash reserve.
AMD's shares have fallen more than 60 percent this year, giving it a market value of about $1.4 billion. It also has long-term debt and capital lease obligations of about $2 billion.
AMD stock up 10 cents today, I guess on the sale speculation.. Strikes me as far too early to be thinking about selling the company, but then none of us here are privy to the internal reports and thinking going on inside the company.
Quote:
(Reuters) - Advanced Micro Devices has hired JPMorgan Chase & Co to explore options, which could include a potential sale, as the chipmaker struggles to find a role in an industry increasingly focused on mobile and away from traditional PCs, according to three sources familiar with the situation.Sources said an outright sale of the company is not a priority, and other options for AMD could include a sale of its portfolio of patents.
One of Silicon Valley's oldest chipmakers, AMD is laying off engineers and some analysts are concerned it may not find new markets for its chips in time to reverse a declining cash reserve.
AMD's shares have fallen more than 60 percent this year, giving it a market value of about $1.4 billion. It also has long-term debt and capital lease obligations of about $2 billion.
AMD stock up 10 cents today, I guess on the sale speculation.. Strikes me as far too early to be thinking about selling the company, but then none of us here are privy to the internal reports and thinking going on inside the company.
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Reply to fazers_on_stun
AMD denies report it is considering sale
Reuters said on Tuesday afternoon that AMD had hired JPMorgan Chase & Co to explore strategic options including a sale, citing unnamed sources. The sources said the outright sale of the company was not a priority, but that options could include the sale of its patents.
"AMD is not actively pursuing a sale of the company or significant assets at this time," AMD said in a statement. "AMD's board and management believe that the strategy the company is currently pursuing to drive long-term growth by leveraging AMD's highly differentiated technology assets is the right approach to enhance shareholder value."
AMD shares, which had risen as much as 36 cents, or 18 percent, to $2.35 after the published report, fell back to end the regular session 5 percent higher at $2.09.
In after-hours trading, shares lost 6 cents, or 2.9 percent, to $2.03.
The stock has lost about 76 percent of its value since reaching a 52-week high of $8.35 in March.
Methinks somebody is spiking sales rumours and then making a bundle every 4 months or so - Triny, where are u dood??
Quote:
Shares of chipmaker Advanced Micro Devices Inc. spiked and then retreated Tuesday after a report said the company was exploring options including a sale. The company denied it.Reuters said on Tuesday afternoon that AMD had hired JPMorgan Chase & Co to explore strategic options including a sale, citing unnamed sources. The sources said the outright sale of the company was not a priority, but that options could include the sale of its patents.
"AMD is not actively pursuing a sale of the company or significant assets at this time," AMD said in a statement. "AMD's board and management believe that the strategy the company is currently pursuing to drive long-term growth by leveraging AMD's highly differentiated technology assets is the right approach to enhance shareholder value."
AMD shares, which had risen as much as 36 cents, or 18 percent, to $2.35 after the published report, fell back to end the regular session 5 percent higher at $2.09.
In after-hours trading, shares lost 6 cents, or 2.9 percent, to $2.03.
The stock has lost about 76 percent of its value since reaching a 52-week high of $8.35 in March.
Methinks somebody is spiking sales rumours and then making a bundle every 4 months or so - Triny, where are u dood??
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Reply to fazers_on_stun
fazers_on_stun said:
From http://money.msn.com/business-news/article.aspx?feed=OB...Quote:
(Reuters) - Advanced Micro Devices has hired JPMorgan Chase & Co to explore options, which could include a potential sale, as the chipmaker struggles to find a role in an industry increasingly focused on mobile and away from traditional PCs, according to three sources familiar with the situation.Sources said an outright sale of the company is not a priority, and other options for AMD could include a sale of its portfolio of patents.
One of Silicon Valley's oldest chipmakers, AMD is laying off engineers and some analysts are concerned it may not find new markets for its chips in time to reverse a declining cash reserve.
AMD's shares have fallen more than 60 percent this year, giving it a market value of about $1.4 billion. It also has long-term debt and capital lease obligations of about $2 billion.
AMD stock up 10 cents today, I guess on the sale speculation.. Strikes me as far too early to be thinking about selling the company, but then none of us here are privy to the internal reports and thinking going on inside the company.
http://techreport.com/news/23896/reuters-amd-hires-jpmo...
Well, there they are speculating that even Intel might buy AMD. It's quite a round business for Intel indeed. Video card tech, not having the trouble of negotiation another x86 license deal, x86_64 extensions and the APU designs that AMD still has and develops.
From all the companies that could be interested, Facebook is the most oblivious to me, hahaha.
Cheers!
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Reply to Yuka
Yuka said:
http://techreport.com/news/23896/reuters-amd-hires-jpmo...Well, there they are speculating that even Intel might buy AMD. It's quite a round business for Intel indeed. Video card tech, not having the trouble of negotiation another x86 license deal, x86_64 extensions and the APU designs that AMD still has and develops.
From all the companies that could be interested, Facebook is the most oblivious to me, hahaha.
Cheers!
That's cray stuff right there bro! If AMD gets bought out by Intel, we can expect better performance CPUs and GPUs, but they'd dominate the market! And that would mean higher prices.
Interesting FB took an interest
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Reply to griptwister
Given all of the recent bad news it looks like all the talk of AMD closing shop isn't just bashing or joking around anymore. We may seriously be looking at the end of this company now
, such a weird reality.
It's possible that they wouldn't sell all of their assets and likely remain in the GPU business only.
, such a weird reality.It's possible that they wouldn't sell all of their assets and likely remain in the GPU business only.
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Reply to anxiousinfusion
mayankleoboy1
November 14, 2012 3:11:55 AM
anxiousinfusion said:
Given all of the recent bad news it looks like all the talk of AMD closing shop isn't just bashing or joking around anymore. We may seriously be looking at the end of this company now
, such a weird reality.It's possible that they wouldn't sell all of their assets and likely remain in the GPU business only.
the gpu segment of AMD is a rather small section. It will be unlikely that AMD will quit cpu unless it wants to get rid of 70% of its workforce and become a significantly smaller company.
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Reply to esrever
i found the idea of facebook buying amd amusing.
imagine mark zuckerberg (future ceo or future cto of amd) launching an amd apu and amd fanboys going crazy over how it will revolutionalize the cpu landscape with it's strange new innovation ....and stuff. few months later users discover that their shiny new apu has hardware bugs that leak their private data, passwords to the internet, security measures brick their pc, botnets' resurgance. cue facebook releasing subsequent new steppings of the apus.... not a single dull moment!
seriously though, it was sad that no one seemed to be interested in buying amd, calling it 'legacy company' for it's dependence on pc business and not having (more)mobile products. only if amd had something for tablets and smartphones....jaguar, whar art though...
imagine mark zuckerberg (future ceo or future cto of amd) launching an amd apu and amd fanboys going crazy over how it will revolutionalize the cpu landscape with it's strange new innovation ....and stuff. few months later users discover that their shiny new apu has hardware bugs that leak their private data, passwords to the internet, security measures brick their pc, botnets' resurgance. cue facebook releasing subsequent new steppings of the apus.... not a single dull moment!
seriously though, it was sad that no one seemed to be interested in buying amd, calling it 'legacy company' for it's dependence on pc business and not having (more)mobile products. only if amd had something for tablets and smartphones....jaguar, whar art though...
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Reply to de5_Roy
People don't want to buy AMD because they can't use the technology AMD has if they did buy it. They can do better to license an ARM core if they need to get into the cpu business. AMD will not sell the graphic segment by itself either because it will just die right after if such a thing happened. So you are either paying 3x as much as the gpu business is worth just for that if you choose to buy AMD. There is no attraction for anyone from buying AMD.
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Reply to esrever
mayankleoboy1
November 14, 2012 9:54:56 AM
de5_Roy said:
i found the idea of facebook buying amd amusing. imagine mark zuckerberg (future ceo or future cto of amd) launching an amd apu and amd fanboys going crazy over how it will revolutionalize the cpu landscape with it's strange new innovation ....and stuff. few months later users discover that their shiny new apu has hardware bugs that leak their private data, passwords to the internet, security measures brick their pc, botnets' resurgance. cue facebook releasing subsequent new steppings of the apus.... not a single dull moment!
They could design a processor with specific hardware to accelerate operations of CSS3, JS ,DOM, HTML5. And if Facebook is using these, other sites would be motivated as well. AMD just might start making profit.
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Reply to mayankleoboy1
Chad Boga said:
I thought the figure being bandied about was for every 600 smartphones, 1 server is required.
Still haven't found the THG article, but according to http://www.techradar.com/news/computing-components/proc... you are correct:
Quote:
Intel reckons that a new server needs to be deployed for every 120 tablets or 600 smartphones that hit the market. The chip giant has launched a new server chip, the Xeon E5-2600 with up to eight cores, but it was more interested in talking about it in terms of the sheer number of connected devices we're connecting to the cloud every day.
"The role of data is changing dramatically, how it will evolve is becoming increasingly unpredictable," said Intel UK chief Graham Palmer.
"What is happening? There's an explosion of data, there's an explosion of devices connecting to the internet. Our view is that in 2015 there will be 15 billion devices connecting to the internet in some way, with 3.1 billion individuals connected."
"Our own assessment is that as these devices grow, for 600 smartphones or every 120 tablets, that requires another server to be deployed. There's a direct correlation between the number of devices and the deployment of servers to support them."
IIRC from the THG article, that's a huge disparity between 600 and 8.7
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Reply to fazers_on_stun
I don't necessarily think its the demise yet there are still workable avenues which at least will at least stream in revenue which AMD needs right now, the big player will be Jaguar which should get a foothold in tablet and mobility. Trinity 2 is also a sizable enough improvement over trinity at the same cost.
And then there is Jim Keller. While AMD still has good tech they will carry through, just need to restructure and trim the fat as they will say.
And then there is Jim Keller. While AMD still has good tech they will carry through, just need to restructure and trim the fat as they will say.
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Reply to sarinaide
sarinaide said:
I don't necessarily think its the demise yet there are still workable avenues which at least will at least stream in revenue which AMD needs right now, the big player will be Jaguar which should get a foothold in tablet and mobility. Trinity 2 is also a sizable enough improvement over trinity at the same cost.And then there is Jim Keller. While AMD still has good tech they will carry through, just need to restructure and trim the fat as they will say.
I again raise doubts if the relatively power hungry X86 architecture could ever gain a foothold in the mobile market. And Trinity, lets face it, is aimed at laptops, which is a market under pressure from smartphones/tablets.
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Reply to gamerk316
Laptops and ultrabooks still serve the collective market better than desktop does, and as a owner of a tablet and smartphone I can still say while they bring business portability on the fly, they are both still completely ineffective for work purposes for which a notebook clearly doesn't suffer the same application limitations.
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Reply to sarinaide
esrever said:
People don't want to buy AMD because they can't use the technology AMD has if they did buy it. They can do better to license an ARM core if they need to get into the cpu business. AMD will not sell the graphic segment by itself either because it will just die right after if such a thing happened. So you are either paying 3x as much as the gpu business is worth just for that if you choose to buy AMD. There is no attraction for anyone from buying AMD.They would probably be interested in the SeaMicro and graphics parts, however. So the strategy would be to wait for AMD to go Chapt. 7, or cut a deal in Chapt. 11, and buy the pieces they want. Also, the patent portfolio would be of interest to a number of companies, probably even Intel..
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Reply to fazers_on_stun
sarinaide said:
I don't necessarily think its the demise yet there are still workable avenues which at least will at least stream in revenue which AMD needs right now, the big player will be Jaguar which should get a foothold in tablet and mobility. Trinity 2 is also a sizable enough improvement over trinity at the same cost.And then there is Jim Keller. While AMD still has good tech they will carry through, just need to restructure and trim the fat as they will say.
Clearly AMD is under a cash-flow crunch, and is exploring all options. Saw a financial report yesterday stating AMD's revenue this year is down by $1.072 Billion from 2 years ago. So they are dealing from a weak hand - OEMs can command better prices on product, banks much higher interest rates due to the lousy credit rating, etc etc. It's all cumulative unfortunately.
My thinking now is that we'll see another big round of layoffs early next year, not this time a year from now.
One guy, no matter how talented, is not gonna save a big company facing headwinds like a continuing downturn in the PC market. Plus anything new he could bring to the table is years away from being an actual product, unfortunately.
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Reply to fazers_on_stun
fazers_on_stun said:
Clearly AMD is under a cash-flow crunch, and is exploring all options. Saw a financial report yesterday stating AMD's revenue this year is down by $1.072 Billion from 2 years ago. So they are dealing from a weak hand - OEMs can command better prices on product, banks much higher interest rates due to the lousy credit rating, etc etc. It's all cumulative unfortunately. My thinking now is that we'll see another big round of layoffs early next year, not this time a year from now.
One guy, no matter how talented, is not gonna save a big company facing headwinds like a continuing downturn in the PC market. Plus anything new he could bring to the table is years away from being an actual product, unfortunately.
Hence the restructuring and refining which should see AMD on a personel and resource level operate on significantly lower overheads. It is looking more the case that Vishera and AM3+ is now retired and AMD in the pure X86 market will not be making CPU's with the advent of APU's targeting multiple markets and for all intents and purposes is a much more marketable product with plenty room for expansion on the arch. I wouldn't be at all surprised if production on Phenom II, and Zambezi and Llano is discontinued and remaining stocks are sold out on fire sales, that would also cut a lot of unnecessary expenditure. It was a mistake for AMD to still produce older tech when they released BD, not only did they suffer losses on Phenoms, they suffered massive losses on BD.
And then there is the new generation consoles which at least will net AMD a steady flow of income, but with the company basically in financial recovery mode I wouldn't expect anything to dramatic again in the ol x86 shootout arena.
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Reply to sarinaide
sarinaide said:
Hence the restructuring and refining which should see AMD on a personel and resource level operate on significantly lower overheads. It is looking more the case that Vishera and AM3+ is now retired and AMD in the pure X86 market will not be making CPU's with the advent of APU's targeting multiple markets and for all intents and purposes is a much more marketable product with plenty room for expansion on the arch. I wouldn't be at all surprised if production on Phenom II, and Zambezi and Llano is discontinued and remaining stocks are sold out on fire sales, that would also cut a lot of unnecessary expenditure. It was a mistake for AMD to still produce older tech when they released BD, not only did they suffer losses on Phenoms, they suffered massive losses on BD.And then there is the new generation consoles which at least will net AMD a steady flow of income, but with the company basically in financial recovery mode I wouldn't expect anything to dramatic again in the ol x86 shootout arena.
Steady income on low-margin parts isn't enough anymore; AMD needs to start slashing product lines and get back to basics. If that means abandoning the desktop market, then so be it.
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Reply to gamerk316
lilcinw
November 14, 2012 2:20:39 PM
Aren't the dies for Opterons and FX chips essentially the same? I was under the impression that the consumer grade chips are most likely harvested from Optys that didn't make the cut due to leakage or some other factor (dead modules). It doesn't make much sense to kill your market for partially defective chips.
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Reply to lilcinw
http://blogs.barrons.com/techtraderdaily/2012/11/14/amd...
Weighing on the shares today, principally, is the concern that the company lost share to competitor Nvidia (NVDA) in the third quarter in PC graphics processors, or GPUs, according to data released by Mercury Research.
BMO Capital’s Ambrish Srivastava, who has a Market Perform rating on both AMD and Nvidia, AMD’s market share in desktop computers in the quarter decline from 40.7% in Q2 to 35.7%, while Nvidia’s rose from 59.3% to 64.3%. In notebook computers, AMD’s share fell more dramatically, from 44.8% to 34.2%, while Nvidia’s share rose from 55.2% to 65.8%.
Total “discrete graphics” chip shipments for AMD were down 14%, quarter over quarter.
As Srivastava writes, AMD and Nvidia are fighting for share in a market that is struggling:
Per the 3Q12 Mercury data, graphics shipments (discrete and integrated GPUs) were 123.9 million, roughly flat q-q. This is slightly above the 2% q-q decline in microprocessor shipments and well below the normal seasonal trend for total graphics shipments of up 13% q-q (five-year average).
On the other hand, Wells Fargo’s David Wong, who has an Outperform rating on shares of AMD, writes that he had a number of meetings yesterday with AMD management and investors.
Wong ticks off the things that he thinks the company is doing, or can do, right to improve its position across multiple markets:
AMD is taking appropriate actions to reduce costs and streamline in product development efforts. We think that AMD has done a good job in leveraging its graphics and microprocessor expertise to create its APU product lines. We think that AMD’s opportunity to design and sell chips into game consoles will very helpful in provided a near to intermediate term revenue boost as well as some nonrecurring engineering (NRE) funding for R&D costs […] We suspect that AMD has a contract to develop and manufacture game console processors for either one or two of the large game console maker (perhaps Sony (SNE) and/or Microsoft (MSFT)) systems that may be launching in the second half of 2013.
When it rains, it pours..
Of course, a lot of the mobile marketshare loss is probably due to AMD cannibalizing its low-end discrete GPU sales with APU sales instead.
Quote:
Shares of chip maker Advanced Micro Devices (AMD) are down 12 cents, or almost 6%, at $1.97 following a report yesterday afternoon by Reuters’s Nadia Damouni and Noel Randewich that said the company hired JP Morgan to “explore options,” which was almost immediately followed by a company statement asserting AMD is not shopping itself.Weighing on the shares today, principally, is the concern that the company lost share to competitor Nvidia (NVDA) in the third quarter in PC graphics processors, or GPUs, according to data released by Mercury Research.
BMO Capital’s Ambrish Srivastava, who has a Market Perform rating on both AMD and Nvidia, AMD’s market share in desktop computers in the quarter decline from 40.7% in Q2 to 35.7%, while Nvidia’s rose from 59.3% to 64.3%. In notebook computers, AMD’s share fell more dramatically, from 44.8% to 34.2%, while Nvidia’s share rose from 55.2% to 65.8%.
Total “discrete graphics” chip shipments for AMD were down 14%, quarter over quarter.
As Srivastava writes, AMD and Nvidia are fighting for share in a market that is struggling:
Per the 3Q12 Mercury data, graphics shipments (discrete and integrated GPUs) were 123.9 million, roughly flat q-q. This is slightly above the 2% q-q decline in microprocessor shipments and well below the normal seasonal trend for total graphics shipments of up 13% q-q (five-year average).
On the other hand, Wells Fargo’s David Wong, who has an Outperform rating on shares of AMD, writes that he had a number of meetings yesterday with AMD management and investors.
Wong ticks off the things that he thinks the company is doing, or can do, right to improve its position across multiple markets:
AMD is taking appropriate actions to reduce costs and streamline in product development efforts. We think that AMD has done a good job in leveraging its graphics and microprocessor expertise to create its APU product lines. We think that AMD’s opportunity to design and sell chips into game consoles will very helpful in provided a near to intermediate term revenue boost as well as some nonrecurring engineering (NRE) funding for R&D costs […] We suspect that AMD has a contract to develop and manufacture game console processors for either one or two of the large game console maker (perhaps Sony (SNE) and/or Microsoft (MSFT)) systems that may be launching in the second half of 2013.
When it rains, it pours..
Of course, a lot of the mobile marketshare loss is probably due to AMD cannibalizing its low-end discrete GPU sales with APU sales instead.
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Reply to fazers_on_stun
mayankleoboy1
November 15, 2012 1:44:50 AM
Wii U revenue should be coming in for Q4 as the launch date is still November. They just did the graphics for that one but they got to work closely with IBM to integrate the eDRAM. That could help other product lines, and at a stretch perhaps an HPC win with IBM.
The PS4 is a bigger win but that's looking at a Xmas 2013 release.
Unless they get a big contract with Google/Facebook for a new type of data center they'll have to keep shedding employees. Google tends to throw around money and see what sticks. It must be nice having that kind of cash.
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Reply to Cazalan
Its not doom and gloom as all prophasized, yes AMD have chosen to gamble on HSA where yes failure will probably see the company go down, but success will open up a massive niche market with plenty room for expansion, along with that wealth. Simply put AMD's tech is still to good and getting better so is the market they focus on. Often in the case of radical changes money will be strained on R&D and refinements but it levels out should it become a success for which there is enough to suggest it will.
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Reply to sarinaide
^ An additional positive note - the holiday shopping season is upon us, plus Win8 has finally been released (although MS is strangely silent about sales figures - I suspect they are not pleased - IIRC they were boasting about Win7 adoption rate the first week of sales).
We are halfway through Q4 so in 2 months we should see how well AMD did this quarter and get guidance for the next one as well. However I also think the fact that AMD is exploring alternative or new sources of income is worrying, esp. in light of all the bad financial news lately.
AFAIK Nintendo's Wii is something of a novelty that has come and gone already, as you can get motion-sensing add-ons & cameras for both Playstation and Xbox for a year or two now already. So the price has to be pretty cheap to motivate holiday buyers.
As for future tech like HSA, AMD needs something right now, not two years from now.
We are halfway through Q4 so in 2 months we should see how well AMD did this quarter and get guidance for the next one as well. However I also think the fact that AMD is exploring alternative or new sources of income is worrying, esp. in light of all the bad financial news lately.
AFAIK Nintendo's Wii is something of a novelty that has come and gone already, as you can get motion-sensing add-ons & cameras for both Playstation and Xbox for a year or two now already. So the price has to be pretty cheap to motivate holiday buyers.
As for future tech like HSA, AMD needs something right now, not two years from now.
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Reply to fazers_on_stun
Well it is not like AMD's lineup cannot do what every Tom, Dick and Harry needs them to do so yes that is a product line, the APU's are something special and most of the DT market is full of those just needing a multimedia platform which the APU is well suited for, for my purposes it exceeds what I thought it would be able to still a very flexible platform to be on.
Next year will see Trinity 2.0 and Jaguar but more so trinity in the notebook market, then they will have the consoles all should yield good returns.
As for me I am settled on my setups now, still stuck with a 8350 ES chip though
Next year will see Trinity 2.0 and Jaguar but more so trinity in the notebook market, then they will have the consoles all should yield good returns.
As for me I am settled on my setups now, still stuck with a 8350 ES chip though
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Reply to sarinaide
sarinaide said:
Well it is not like AMD's lineup cannot do what every Tom, Dick and Harry needs them to do so yes that is a product line, the APU's are something special and most of the DT market is full of those just needing a multimedia platform which the APU is well suited for, for my purposes it exceeds what I thought it would be able to still a very flexible platform to be on.Next year will see Trinity 2.0 and Jaguar but more so trinity in the notebook market, then they will have the consoles all should yield good returns.
As for me I am settled on my setups now, still stuck with a 8350 ES chip though
not enough good options to buy AMD laptops or ultrathins. The OEMs just don't want to give AMD products a chance and consumers don't know AMD as a brand. It ends up with even tho AMD has competitive products that are often great for a market segment, they still can't sell anything.
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Reply to esrever
sarinaide said:
Well it is not like AMD's lineup cannot do what every Tom, Dick and Harry needs them to do so yes that is a product line, the APU's are something special and most of the DT market is full of those just needing a multimedia platform which the APU is well suited for, for my purposes it exceeds what I thought it would be able to still a very flexible platform to be on.Next year will see Trinity 2.0 and Jaguar but more so trinity in the notebook market, then they will have the consoles all should yield good returns.
As for me I am settled on my setups now, still stuck with a 8350 ES chip though
Then i guess those same people wont be buying products from them at all and i also guess OEMs will take them even less seriously when they cant get products out on time or supply enough of them when they are available.
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Reply to jdwii
fazers_on_stun said:
^ An additional positive note - the holiday shopping season is upon us, plus Win8 has finally been released (although MS is strangely silent about sales figures - I suspect they are not pleased - IIRC they were boasting about Win7 adoption rate the first week of sales). wouldn't suprise me one bit if windows 7 was outselling win 8 2:1. W8 was designed for tablets and touchscreens, ill stick with android os for that. People who buy new DT and hate w8 will likely look to downgrade to win 7 just like early vista users to xp.
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Reply to noob2222
noob2222 said:
wouldn't suprise me one bit if windows 7 was outselling win 8 2:1. W8 was designed for tablets and touchscreens, ill stick with android os for that. People who buy new DT and hate w8 will likely look to downgrade to win 7 just like early vista users to xp.I had lots of people try it out at staples and Wow was it funny. 5% of people said they liked it 10% said they can get used to it and most people think its not needed on a laptop or desktop.
Most people could not do many things such as go to the control panel or documents or even shut off the PC.
I'm currently going to college and even a lot of techs cant do these simple tasks i think its quite weird since my friends step mom can use it decently she told me she could get used to it but doesn't like it and she also said she prefers her android over 8 as well.
But what do numbers say anyways LOL
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Reply to jdwii
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