Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
AMD's Fortunes Are Improving
Quote:AMD's growth story in the desktop PC space comes from Ryzen sales, but the 2.1% market share growth over an entire year may seem a bit lackluster. But we have to view the numbers in perspective: AMD rolled out its Ryzen 7 processors in March of last year, so we still don't have a full year of competitive data that reflects the rise of Ryzen. It also took time for AMD to address other market segments as the Ryzen 5, 3, and Threadripper processors rolled out.
Finally, AMD's server ambitions with its EPYC processors are moving along at the expected pace--which is to say, slowly. The enterprise is notoriously reluctant to switch from the incumbent (Intel), and moving over to new systems requires significant hardware and software qualification. That typically doesn't pay off over a single generation of products, so data center customers switch to new processors for the long run. As a result, AMD has to prove that it can execute on its roadmap before it sees a rapid advance in the server market. That places the onus on the coming refresh cycle. AMD has already said the Zen 2 design phase is complete and that the processors will ship to partners this year. The company is also actively working on 7nm CPUs.

AMD gained 1/2 a point of server market share during 2017, but that is within expectations. Lisa Su commented on the planned trajectory:
Quote:"..we have a short-term goal [...] By the end of 2018, to have an exit velocity of mid-single-digit share, and then we will get the next four to five quarters beyond to double-digit share, and then we aim for the beyond."
Growth in the high-margin enterprise space is important. Even reaching the "mid-single-digits" this year will contribute nicely to AMD's bottom line.

Jon Peddie Research (JPR) released its discrete graphics card market share report this week. JPR reports that AMD has improved its market share by 6.5% quarter-over-quarter and 4.2% year-over-year. As expected, Nvidia's market share fell accordingly.

JPR said that over 3 million discrete graphics cards have sold to cryptocurrency miners in 2017, for an estimated total of $776 million in revenue. The firm further stated that AMD is the largest benefactor of those sales, but it didn't provide specific percentages. AMD's growth came during a 4.6% sequential decline in the graphics card market, which JPR attributed to the "sharp rise in prices driven by cryptocurrency miner’s demand.”

AMD's Su has been a bit more forthcoming, saying that although it's hard to quantify accurately, crypto mining contributed roughly 10% (or possibly more) of the company's annual revenue in 2017. Memory shortages continue to plague production at AMD. Su stated at this week’s conference:
Quote:..we have increased supply quite a bit towards the end of the fourth quarter here into the first quarter. We are prioritizing gamers and our key audiences to make sure that particularly system builders and OEMs that are building with our Radeon graphics are getting prioritized. [...] eventually we see supply catching up with demand, and there are some component shortages that we are working through." (emphasis added)
The end of the graphics card shortage will likely coincide with the end of the memory shortage, and we don't expect that to happen soon. Samsung did recently announce its intentions to increase manufacturing (after the threat of a Chinese investigation into DRAM price fixing), but that likely won't have a material impact until later this year.
Dell isn't as impressed:
Dell's AMD laptops are gimped compared to their Intel laptops:
Edit: HP is working on non-gimped AMD laptops, not Dell:
This didn't fit cleanly in any existing thread, and I didn't think it needed a new thread, so I decided to post this here:
AMD is a big part of why I don't like the stock market. When I worked for Hayes Modems I got my first stock account because the Company went public on the stock market and I was "given" shares. I say given in quotation marks because also was able to buy stocks as an employee which is called ESOP. I went all in and bought the maximum you were allowed. I also got some other Technology Company shares like Seagate and AMD. Well Hayes they killed the Company and the shares weren't worth the ink on the paper. On paper I supposedly had $3 million in shares. I had bought about $2,000 in AMD at I think $20. Anyway AMD's stock went to something like 20 cents. The Trading Company which I think was E-Trade wanted $3,000 out of me to get out of the stock market and close the account. I haven't had a stock account since until I got shares where I am now as an employee when it went public just like Hayes. Unlike Hayes though I have sold some shares for actual money.
AMD is aiming to return to Athlon 64-level marketshare:
AMD keeps on doing better financially:
Quote:Microsoft has announced their xCloud initiative, a game streaming effort that looks to bridge the gap between local and stream-based gaming. xCloud is looking to bring true, platform-agnostic gaming with much lower bandwidth requirements due to a number of technologies being researched and worked on by Microsoft.
One big takeaway here is that this xCloud initiative is fully powered by AMD's own hardware - as it should be. Using AMD custom hardware such as that found within Microsoft's Xbox consoles takes away the work and investment in building even more emulation capabilities on a server level, which would only add additional overhead to the streaming service. By using AMD's own custom hardware, Microsoft circumvents this issue - but entrenches itself even more on AMD's own product portfolio, both now and in the foreseeable future.

For AMD, this is amazing news - more volume of parts being shipped rather than just for the console market means increased revenues, but more importantly, this is a big win in the server space for the company. AMD's custom silicon strategy started with a market penetration outlook of offering the cheapest custom x86 and graphics IP technologies, but now? AMD has made itself the only player in this game, and everybody knows the first step to remain relevant is to make one virtually irreplaceable. I can't really overstate how important this could be for AMD's long-term future - they're crossing the bridge between offering localized hardware solutions (game consoles) through to the (for some) unavoidable future of game streaming.

Microsoft will be rolling out xCloud in steps over its Azure data centers worldwide, throughout 54 'regions' and 140 countries. Microsoft has already rolled out its custom server racks into one of its data centers in the US, and public trials for the game streaming service are scheduled to begin in 2019.
Quote:AMD and Oracle jointly announced today that AMD’s Epyc servers are now available as Oracle cloud compute instances. It’s a significant win for AMD, which has been slowly growing its server market share since it launched its Zen-based Epyc CPU family back in 2017. Oracle is now the third major cloud provider working with the company, alongside Microsoft and Baidu.
But one thing we can say: AMD is executing the roadmap it said it would execute with Zen. Lisa Su promised a slow product ramp and that new partners would come onboard, and that’s happening. She’s made modest forecasts targeting mid-single-digit server market share this year and as far as we know, she’s meeting them. Little by little, the pieces are falling into place.
Quote:Following the release of the Q3 financial results by AMD, the stock market was quick to respond to less-than-expected operating income and market share numbers with a ~9.2% drop in share price before the markets closed. This was then followed by fervent after-hours trading resulting an even bigger drop to a share price of $17.88 at the time of this post, compared to the starting value of $25.04 earlier today. The small hike and drop after-hours also indicates some enterprising parties made use of the lower share values to their profit.

AMD held a teleconference for their investors to go along with the report, and attempted to better explain what was going on. In particular, they attribute the decreased client GPU sales to a big decrease in the blockchain GPU sales market (read GPU mining) relative to the first half of 2018. The lack of competing products to take on NVIDIA Pascal-, and then Turing-based, GPU solutions also does not help. As it stands, AMD shared news that GPUs now contribute to only ~30% of their revenue with the other 70% coming from the Ryzen-based processor division instead. They hinted strongly at new products coming from both segments, including an on-track path for a 7 nm datacenter GPU later this year and new Ryzen+Vega-powered notebooks, but it appears that more needs to be done to appease their investors at this point.
Quote:Microsoft may release a new Surface Laptop running AMD’s not-yet-announced Picasso chips with integrated AMD Radeon graphics in late 2019, according to Beneath a Surface, a new book by Microsoft insider Brad Sams, as per The Verge.

According to the report, Sams’ book alludes to increasing tension between Microsoft and Intel following the latter’s ongoing delay in releasing 10nm CPUs.
If Microsoft does indeed launch its next Surface Laptop with AMD CPUs, it would be a first for the vendor and sign of more mainstream growth for AMD, which has traditionally held far less market share than Intel. The current-generation Surface Laptop 2 uses Intel’s Core i5-8250U or Core i7-8650U CPU, depending on the configuration. Microsoft's Surface lineup has been long-rumored for a redesign next year.
Quote:A deal with AMD would be a significant win for the smaller manufacturer, but there are practical reasons to be dubious of this happening. Even if AMD’s 7nm mobile products are the equal of Intel’s, Microsoft might have concerns about whether AMD will continue to deliver long-term mobile follow-ups for the foreseeable future. A strong 7nm ramp would probably help here, but between the two firms, Intel has the more consistent track record.

The other factor to consider is that Microsoft has historically been quite willing to bend when Intel applies pressure. There are consistent rumors that the Surface Go was originally going to be based on ARM hardware until Intel strenuously lobbied for the system to rely on a Pentium instead. During the old Vista Capable lawsuits from a decade ago, Microsoft acknowledged that it changed the definition of “Vista Capable” solely to help Intel ship more chipsets and make its quarterly earnings, despite the fact that this represented a reversal of promises Microsoft had made to HP regarding which products would receive the nod for Vista support.

The old Wintel alliance may have some cracks in it compared with the old days, but it’s still held remarkably steady based on what we’ve heard about Intel-Microsoft relations. Rumors to the contrary could also be a way for Microsoft to put pressure on Intel and push for better pricing or allocation in future builds.
Quote:AMD seems to be picking up steam over Intel's previous sky-high dominance of the desktop CPU market (Intel still dominates aplenty, really; but AMD has been clawing back market percentage monthly). The latest figures from the German retailer show shoppers taking advantage of AMD's newfound competitiveness in the CPU space, with increasing sales momentum starting on June 2018 up to a staggering 69% total AMD units sold against Intel's 31% during the month of November.

All in all, this equates to around 16,000 CPUs sold by AMD just last month - and represents an almost twofold increase in total number of AMD processors moved YoY by the retailer. Intel's ASP may be much higher than AMD's right now, which helps the company close the gap in earnings to a mere 12% difference, but the latter is likely betting on the greater perceived longevity of its AM4 platform to bring more consumers to their side of the field via a market penetration strategy. It's all about rebuilding the competitiveness image at this time - while racking in a steady profit from AMD's smart choices in processor design. A national European market does not a global one make, of course - and while it may be a little over the edge to extrapolate this to the entire market, one thing is for sure: AMD is gaining market share.
Quote:The big break for AMD is with the Ryzen 5 2600, and Ryzen 7 2700X. These are the chips that have become markedly more popular since August. But despite what you might expect given its performance, Threadripper is a virtual non-presence in these charts. Reviewers have generally praised the chip and AMD’s pricing, but that hasn’t translated to sales. Not in this data, anyway.
Based on the strong performance of the R7 1700X, you might expect the R7 2700 to be an equally strong player. That does not appear to have happened, however. The R7 2700 commands a much smaller share of the pie than the R7 1700X did. As a final mention, both the R5 2400G and R3 2200G have sold well since introduction. They may not be top earners, but both of these chips have padded AMD’s product family out nicely. Intel’s strongest chips, by far, are at the top of its CPU stack; none of AMD’s chips matched the consistent monthly performance of the Core i7-8700K over the course of the entire year.

Again, this data all relate to one specific retailer, but these breakdowns show some very interesting reasons about the relationship between AMD’s CPU sales and earned revenue, the impact parts like the Core i7-8700K have on Intel’s overall position and the relative paucity of Threadripper sales. Take the data with a grain of salt, but if these figures hold true, AMD should have some cheerful news to report late in January.
Quote:AMD's meteoric rise from the brink of bankruptcy to a potent competitor in the processor market has earned the company plenty of praise from the enthusiast community, but the fruits of its labors also extend to its bottom line. AMD's steady cadence of Ryzen and EPYC processors, paired with its efforts in other critical segments, has paid off today with the announcement of the company's inclusion in the prestigious Nasdaq-100 index.
Market capitalization isn't the only key to success, though. At the end of the day, it boils down to profitability. But AMD's been on a streak there, too, as its gross margins recently reached 39.99 percent, an amazing turnaround from its 4.51 percent gross margin in September 2016. That explosive improvement comes courtesy of the company's return to building high-performance, high-margin chips, like the Ryzen and EPYC processors.

With yet another accolade under its belt, now it's time to look to the future. For the first time in its history, AMD will have the process node leadership position over Intel in 2019, setting the stage for even more success with 7nm processors. AMD will also beat Nvidia to the 7nm punch with its new Radeon Instinct GPUs.
Quote:DigiTimes based its report on anonymous "sources from the upstream supply chain." (Which means, of course, that it shouldn't be taken as gospel.) Those sources reportedly said that Intel's prioritization of processor shipments to companies like HP, Lenovo, Dell, and Apple have forced other laptop-makers to use AMD CPUs in their products. Acer and Asus in particular are said to have turned to AMD in their newest laptop models.

Asus confirmed in December 2018 that Intel's processor shortage was negatively affecting its business. The lack of availability for new CPUs doesn't just affect pre-built systems and laptops; it also leads people to buy fewer motherboards because they have to wait to upgrade their processors. It's no surprise, then, when reports claim that companies are turning to AMD instead of waiting around for Intel while multiple revenue streams fall.

The same anonymous sources were also said to have pegged the ceiling for AMD's share of the laptop market at roughly 20 percent. That's a notable increase from where it's at now (somewhere between 10 and 15 percent) but still not a particularly large segment of the market. This might change if Intel's efforts to increase CPU production by the second quarter of 2019 fall short, though, or if laptop demand is higher than expected.

None of which is to say that AMD's rising popularity can only be attributed to Intel's shortages. The company's Ryzen Mobile processors have steadily improved, and even companies like HP are using AMD CPUs in some of their new laptops. Companies are being forced to look elsewhere for their processors, sure, but in recent years they've also become more open to putting chips from the likes of AMD or Qualcomm in their laptops.
Quote:Overall, this was a strong quarter and a good finish for 2018. The company ended the year firmly in the black. Its winning partners in enterprise segments and expanding its reach in the consumer market. None of the semiconductor companies are forecasting huge upside in 2019 at the moment — there’s too much concern about a potential recession — but AMD clearly believes its well-positioned for the year ahead.
Quote:When AMD released its Q4 revenue figures for 2018, it said it would wait for additional data on market share to come in from the analyst firms that track this sort of information. Now, Mercury Research has released data on AMD’s overall performance throughout the quarter. It’s all good news for AMD, though Mercury didn’t find that the company hit its goal of midrange single-digit market share for 2018. More on that in a moment.
These numbers show strong growth for AMD in multiple markets, emphasizing that the company’s financial improvement wasn’t simply driven by crypto sales. Intel obviously remains the dominant player in all three spaces, but the market is clearly responding to Ryzen’s value proposition across the entire computing space. Increased competition and better product options are always a good thing for consumers, regardless of what kind of hardware they’re looking to buy.
Quote:Today at GDC, Google announced its Stadia game streaming service, which promises to deliver high performance gaming to PCs that would otherwise not be able to game. In a great piece of news for Team Red and AMD CEO Lisa Su, who was in the audience, Google announced that it decided to go with a custom Vega-based AMD GPU.

Currently, GeForce Now, the other major game streaming service, uses Nvidia GPUs, so Stadia marks the first time AMD GPUs are being used for a competing service.
Quote:On that note, Tweakers reports AMD is on track to surpass Intel's market share in the Benelux (Belgium, Netherlands, and Luxembourg) region, making it the second region in Europe where a retailer has reported that AMD has taken the lead over Intel, the first being Germany, where AMD now leads Intel sales in both units sold and overall revenue on the website Mindfactory.
However, these sales actually don't represent a large increase in AMD's share of the desktop market as a whole. As of Q4 of 2018, AMD had only 15.8% of the desktop market, up 3.8% since the last year. This increase is probably largely in part thanks to AMD's gains in the DIY PC market, but people who build their own PCs are a small part of the market. That being said, having so many enthusiasts buy AMD hardware is important for brand recognition and word of mouth. With AMD gaining superiority in the DIY market in Europe, other regions could be soon to follow.
Quote:But Intel hasn't increased production of the 14nm CPUs used in those devices. That means Compal and other companies have to figure out how to meet demand for these products despite lacking the processors needed to do so. Enter AMD.

'To ease the pressure, Compal has also been increasing its adoption of AMD's solutions in its notebooks and servers," DigiTimes said, citing Weng.

We've noted a few times that companies seem more willing than ever to experiment with AMD processors as a result of the Intel shortage. Some manufacturers have elected to wait for Intel's production to increase, but many have turned to AMD.
Intel has been working to address its CPU shortage, but the problem isn't expected to ease up until Q3, when notebook demand rises even more. especially in the education market, since many students are heading back to school.
Quote:According to a DigiTimes report today, AMD will see a significant sales spike in the second half of 2019, thanks to a rise in CPU and GPU sales for laptops, motherboards and servers. The report cited anonymous "sources at PC makers."
Quote:However, AMD has also made gains thanks to lowering prices on the RX 500 series. Since November, the RX 580 has been AMD's fastest growing model and one of the fastest growing models on the entire survey. Considering that Radeon GPUs are rarely in laptops and that a large segment of Steam users' game on laptops (which is why Nvidia's mid-range 10-series GPUs lead the survey), it's rather impressive that AMD has nearly doubled the 580's market share in such a short amount of time. However, the 580 is still behind GPUs like the 1070Ti, which has sold more than the 580 overall despite being far more expensive and less mainstream. The 580 has also not managed to outsell the 970, which is now two generations old.
(04-08-2019, 05:16 AM)SteelCrysis Wrote:
Quote:However, AMD has also made gains thanks to lowering prices on the RX 500 series. Since November, the RX 580 has been AMD's fastest growing model and one of the fastest growing models on the entire survey. Considering that Radeon GPUs are rarely in laptops and that a large segment of Steam users' game on laptops (which is why Nvidia's mid-range 10-series GPUs lead the survey), it's rather impressive that AMD has nearly doubled the 580's market share in such a short amount of time. However, the 580 is still behind GPUs like the 1070Ti, which has sold more than the 580 overall despite being far more expensive and less mainstream. The 580 has also not managed to outsell the 970, which is now two generations old.

"The 580 has also not managed to outsell the 970, which is now two generations old."


The RX 580 doesn't have a snow flakes hope in hell of outselling the GTX 970, which is one of nvidia's legendary graphics cards like the GeForce 4 4200, the GTX 8800/9800 and the GTX 460.

Hell, I don't think AMD could outsell the GTX 970 if you lumped every last GCN GPU they ever produced as a discrete PC video card together!


Oh, and anyone dumb enough to think AMD has any sort of influence on the PC GPU market today, just watch the video in the link below, it's pure gold!

Adam knew he should have bought a PC but Eve fell for the marketing hype.

Homeopathy is what happened when snake oil salesmen discovered that water is cheaper than snake oil.

The reason they call it the American Dream is because you have to be asleep to believe it. -- George Carlin
Quote:Last month, we reported that AMD's market share in the Benelux region (Belgium, the Netherlands, and Luxembourg) was due to surpass that of Intel's in the CPU DIY (Do It Yourself) segment, reflecting what seems to be a wider market shift in favor of AMD.

Recently, hardware enthusiast Ingebor updated the market share data coming from German retailer Mindfactory, which he had not updated since November when Intel's 9th-gen processors launched. Unfortunately for Intel, the 9th-gen chips did not deliver the boost it needed in Germany.
The situation will likely not improve for Intel with the arrival of Ryzen 3000 CPUs this summer. Ryzen 3000 is expected to allow for up to 12 or even 16 cores, significantly increased clock speeds (thought to be no more than 25%), and a similar pricing structure to what currently exists or what existed during the first generation of Ryzen. Though the DIY PC market is a small segment, Intel faces challenges because enthusiasts that shop at Mindfactory are opting for AMD's more value-oriented processors over Intel's higher-end and premium offerings.
Quote:Last Tuesday, AMD's stock price jumped up by about 8% into the $29 range; AMD's stock has dropped about a dollar since but remains solid in the $28 range. AMD hasn't been able to break back into this bracket since the tech stock downturn that occurred late last year. Before that though, the last time AMD was ever worth $29 was in the mid 2000s. This recent spike in price is primarily thanks to reports from that TSMC, which provides the 7nm node for AMD's upcoming Zen 2 processors, is seeing high amounts of orders from AMD.
Meanwhile, Intel's inability to address its CPU shortage have lead Wells Fargo to downgrade Intel stock, which also raised in price on Tuesday by about 3% thanks to it's Data-Centric Innovation Day, though Wells Fargo's downgrade on Friday has almost eroded that slight increase. Wells Fargo cites AMD's upcoming Zen 2 processors as a cause for concern; Zen 2 is expected to decrease demand of Intel's current products.

One analyst was primarily concerned that AMD would be able to snatch away server market share thanks to Rome. The server market has proven to be a vulnerable one for Intel, as AMD has jumped from owning almost no share to just 3.2% within the last year.
Quote:Google introduced the Chromebook in 2011. It took eight years for AMD processors to make their way into the product category, and that was mostly because of Intel's ongoing CPU shortage, which forced manufacturers to look elsewhere. But a new reference device called Zork that was discovered by About Chromebooks on Tuesday suggests that AMD is hoping to have a lasting presence in the Chromebook market.
Still, this could be a sign that AMD is going to be part of the Chromebook market going forward, rather than a desperation pick that will be abandoned as soon as Intel ramps up production. It took the company eight years to get its processors into some of the most popular laptops around--it seems unlikely to be content with disappearing shortly after that, or for its hardware to be limited to the low end of the market.
Quote:Today, we’re looking at affiliate sales data from Newegg and Amazon over multiple years of operation, spanning both readers and our YouTube viewers. We need to set some ground rules: First, this is data that represents our audience. This means that it will be skewed in a few ways, and so it should not be extrapolated across the entire market. The OEM market, for instance, massively impacts actual marketshare, and we don’t have insight to that data. It is Intel-leaning right now, something AMD knows, but we still can’t see that data. What we can see is what you all buy, so we can look at a cross-section of the enthusiast audience to get an idea of CPU buying trends.

Secondly, note that this content will be affected by our own content and recommendations. When we posted our Best CPUs of 2018 and Best CPUs of 2017 content, our visitors were more likely to buy things we recommended than not. If we made a strong recommendation for or against a product, it would play into this content.
As a reminder for those who shamelessly skipped the article until now, this data is based upon our viewers and readers. A few factors skew the data versus the reality of the actual market, which we have no complete insight to. One of them is that our viewers and readers are very likely enthusiasts, and so these buyers are more likely to be at the cutting edge, more likely to spend more, and more likely to try new architectures without hesitation (unlike, say, a massive enterprise operation). We also skew the data by nature of producing review content: If we review a CPU positively, like the R7 2700, or we give a CPU a ton of livestream overclocking coverage, like Intel's i9 CPUs, it is likely that we are influencing buying trends in our audience. The data is therefore imperfect and cannot be extrapolated outside of our space in the market, but is interesting nonetheless. Note further that our data in 2016 is limited to mostly APU reviews and a few other CPUs, so the chance of an APU purchase from a user landing on our site was very high.

AMD is really picking up steam with our audience. Intel needs to get more CPUs out the door, but also needs to strengthen its mid-range product offerings. AMD’s higher product availability and overall better offerings in the R5/i5 segment allow it to establish a stronghold in the enthusiast market. The longer Intel sacrifices this market, the lower its sales volume will be. Intel is pushing into higher-priced, higher-end processors, and has largely forsaken its i5 CPUs. ASP has gone up as a result, and so Intel can keep up with AMD in total revenue, but AMD is seeing a higher moving volume among our viewers and readers. This will eventually bite Intel, as it means wider-spread software support and more focused hardware partner efforts that could favor AMD products.
Quote:Apparently EPYC's increasing popularity has changed Dell's mind. Last year Dell CTO John Roese notoriously said the company did not expect the server market to become a "duopoly" with the arrival of AMD's EPYC server chips, claiming the new chips wouldn't change Dell's portfolio in a "meaningful way."

But in a recent interview with, Dell representative Dominque Vanhamme said Dell expects to triple its EPYC server offerings by the end of the year. The company will also launch new servers based on AMD's 7nm EPYC Rome processors.

AMD has slowly but surely made progress with its existing EPYC Naples data center processors, now capturing ~5% of the server market, but the arrival of its 7nm EPYC Rome processors could be the catalyst that boosts AMD to its goal of double-digit market share. Data center customers are reluctant to adopt new architectures, largely due to extended qualification cycles, and tend to wait until a processor vendor is proven to be a reliable supplier.
In either case, Vanhamme also said that AMD is already picking up steam in the general purpose market, too, which is a nice complement to its increasing uptake in the supercomputer space.
Quote:AMD’s GPU and semi-custom sales were sluggish, but were offset by the doubling of Ryzen and EPYC sales. This, according to AMD, has led to its sixth consecutive quarter of market share gain, although no metrics were provided. AMD also doubled down on its projection that it will gain double-digit market share in the server market this year.
Quote:AMD has been on the Fortune 500 for a total of 26 of its 50 years, but it dropped off the list back in 2015. As enthusiasts know, the Zen microarchitecture that powers AMD's Ryzen chips has revitalized the company, bringing it back from the brink of bankruptcy and now helping propel the company back onto the Fortune 500 list at #460.

AMD's jump back to the Fortune 500 (which is based on gross revenue) adds to its other recent accomplishments, like joining the Nasdaq-100 last year and being named the top-performing stock on the S&P in 2018.
Quote:Intel, and the chipmaking industry at large, have their hands full lately. Not only are new vulnerabilities appearing from left and right, but the patches often equate to big losses in performance. AMD hasn't been as exposed to these vulnerabilities, and as a result, the red team has caught up to Intel quite a bit and even taken the lead in some areas.

In synthetic testing, the performance impact can be huge--upwards of a 41% reduction in 4K random metrics. But the performance drop in real-world applications isn't quite as frightful. Our application testing measured a ~1-10% reduction in performance, depending on the test. While the difference isn’t huge, now we are faced with performance losses due to these patches if we want to keep our data safe.

If you have an Intel CPU with Hyper-Threading, things can get worse. Disabling Hyper-Threading is the only way to be fully protected from the MDS vulnerabilities, leading Google to disable Hyper-Threading on its Chrome OS 74 (and later). If you have a processor with Hyper-Threading, that can cost you up to 40% of your performance in applications. The price for full protection in some cases comes at the cost of a feature that users have already paid for: To assure 100% protection from the latest vulnerabilities, you essentially have to transform your expensive 8C/16T Core i9-9900K into an 8C/8T Core i7-9700K.

Even worse for Intel, AMD has caught up in storage performance, and even surpassed Intel in some instances, due to the latest patches. AMD’s Simultaneous Multi-Threading (SMT), which is similar to Intel's Hyper-Threading., also isn’t affected by the latest wave of attacks. That could open up an even larger gap in application performance and change the value comparison in the hotly-contested mid-range price bands.

Intel is working mitigations into silicon for next-gen CPUs as we speak, but how many more vulnerabilities will there be, and will the industry be able to fully catch up? How much slower could systems get over the coming months due to new mitigations? The answers to these questions are unknown, but things are sure looking good for AMD right now.
Quote:The US-based financial newspaper Barron's recently released its list of the "World's Best CEOs of 2019," in which AMD CEO Dr. Lisa Su is included and prominently featured on both the online publication and on the front page of the physical magazine (which also has the subtitle "How Lisa Su engineered a stunning turnaround at chip maker Advanced Micro Devices"). Lisa Su is placed on equal ground with CEOs such as Amazon's Jeff Bezos, Disney's Robert Iger, and Microsoft's Satya Nadella.
Su's engineering background is one of her keys to success. “I love spending time with the engineers, going into the lab, and getting a feel for what the real challenges are, because it just helps me make better decisions on the business,” Su said to Barrons.
Quote:A competitive profile of AMD from an internal Intel employee website has leaked onto Reddit. The story, entitled "AMD competitive profile: Where we go-toe-toe, why they are resurgent, which chips of ours beat theirs," was posted by Reddit user scv_good_to_go as a large screenshot said to be the original article.
You can read the whole story on the Reddit post, here. There isn't really any new information or brand new announcements, but it's an inside look at the company's mindset right now as it faces challenges that it hasn't seen in years.
Quote:Update 12:25 UTC: Many Intel employees are commenting on this article in the internal forum, which provides interesting insights into the state of the company and how people truly feel. Find some of them below.
Quote:Amazon's Best Sellers list might not hold the same stature as a Fortune 500 list, but it's a good indication of what products are in high demand at Amazon. When it comes to desktop CPUs in general, AMD is absolutely killing it right now, as seven of the top 10 best sellers in the PC CPUs category hail from camp AMD.

The AMD Ryzen 9 3900X, currently sits on top of Amazon's list, which is quite shocking considering that the Ryzen 3000-series, codename Matisse, processors were just made available on July 7. But with specifications, like 12 cores, 24 threads and a whopping 64MB of L3 cache, it's not hard to see why the multi-core chip is winning enthusiasts' hearts over.

Despite the hype surrounding the Ryzen 3000-series CPUs, the AMD Ryzen 5 2600 continues to hold the second place spot on the list. The Ryzen 5 2600 is a very popular six-core, 12-thread processor because it's good for work and gaming with a very attractive price tag, even more so now that they're on sale on at Amazon for $140. Mow that the third-generation Ryzen chips are out, and prices for Ryzen 2000-series CPUs have dropped.
The Ryzen 3000-series just came out of the gate this week, so we'll have to give them a bit of time to see whether they'll truly disrupt the processor market. Will Intel will respond with price cuts on its 9th-Generation CPUs? In any case, it'll be interesting to revisit the list in a few months to see if Intel gains any ground in Amazon's ranking.
Quote:As reported by Benzinga, analyst KC Rajkumar said Google has been growing increasingly dissatisfied with Intel’s server CPUs lately. And with Google’s Project Zero security team being among the first group of researchers to uncover the Meltdown and Spectre CPU flaws, who can blame it?

Google’s engineers have had issues with Intel’s Management Engine (ME), a computer subsystem in Intel CPU chipsets, to the point where they started disabling it for some of their servers. Many privacy activists have warned for years that Intel’s ME could effectively be used as backdoor by malicious parties. Intel’s ME has also been found to have a bunch of vulnerabilities over the past few years.

Additionally, Google was among the first companies to disable Intel’s Hyper-Threading (HT) technology on its Chromebooks after MDS flaws were uncovered.

Lynx Equity Research’s report also noted that Google is making its own server boards using AMD Epyc server CPUs, which would be a drastic change from Google’s almost exclusive use of Intel server CPUs. Plus, Google recently started using AMD GPUs for its Stadia game streaming service.
Quote:Samsung disclosed during its quarterly earnings call that its first devices using licensed AMD graphics IP would debut in roughly two years. During its own financial call last week, AMD revealed that it has added $100 million in revenue from Samsung to its earnings statements, signifying the relationship between the two semiconductor giants is progressing well.
Su also added that the margin from the deal with Samsung, after offsets, would weigh in above the "corporate average," meaning the licensing deal is a profitable endeavor for AMD.
Quote:There’s only been one other time that AMD came close to beating Intel so decisively — the introduction of dual-core Opteron and Athlon 64 X2 in 2005. Epyc’s launch this week feels bigger. In 2005, AMD’s dual cores matched Intel on core count, outperformed Intel clock-for-clock and core-for-core, and were quite expensive. This time, AMD is going for the trifecta, with higher performance, more cores, and lower per-core pricing. It’s the most serious assault on Intel’s high-end Xeon market that the company has ever launched.

Industry analysts have already predicted that AMD’s server market share could double within the next 12 months, hitting 10 percent by Q2 2020. Achieving larger share in the data center market is a critical goal for AMD. A higher share of the enterprise and data center market won’t just increase in AMD’s revenue, it’ll help stabilize the company’s financial performance. One of AMD’s critical weaknesses for the last two decades has been its reliance on low-end PCs and retail channel sales. Both of these markets tend to be sensitive to recessions. The low-end PC market also offers the least revenue per-socket and the smallest margins. Enterprise business cycles are less impacted by downturns. AMD briefly achieved its goal of substantial enterprise market share in 2005 – 2006, when its server market share broke 20 percent.
The simplistic assumption that the P4 Prescott was a disaster Intel couldn’t recover from proved incorrect. Historically, attacking Intel has often proven akin to hitting a rubber wall with a Sledgehammer (pun intended). Deforming the wall is comparatively easy. Destroying it altogether is a far more difficult task. AMD has perhaps the best opportunity to take market share in the enterprise that it has ever had with 7nm Epyc, but building server share is a slow and careful process, not a wind sprint. If AMD wants to keep what it’s building this time around, it needs to play its cards differently than it did in 2005 – 2006.

But with that said, I don’t use phrases like “golden age” lightly. I’m using it now. While I make no projections on how long it will last, 7nm Epyc’s debut has made it official, as far as I’m concerned: Welcome to the second golden age of AMD.
Quote:AMD’s desktop market share was flat in Q2, at 17.1 percent of the channel. This isn’t necessarily surprising. AMD has been cutting prices on its older 2000 series parts to stimulate uptake, but there was an unmistakable surge of interest in third-generation Ryzen after those chips launched. We don’t know how strong the surge will be, but European retailer Mindfactory released July sales data showing that AMD shipments skyrocketed after July 7. The DIY retail market for CPUs is typically estimated to be between 10-20 percent of the space. If AMD continues to enjoy high retail demand, we will see that reflected in the Q3 2019 figures for overall desktop market share. As always, when considering data from a single company or source, keep in mind that it reflects information at that specific retailer, not the wider market.

Notebook share is the major winner, both year-on-year and quarter-on-quarter. AMD has picked up two percentage points of share since the beginning of the year and grown its market share by 1.6x relative to Q2 2018. The challenge for the company will be keeping that share as Intel’s CPU shortage lessens. Some analysts have predicted that AMD would lose its gains in this area as Intel shipped more cores; we’ll see what Q3 shows us in that regard.

The server market continues to tick upwards, with AMD claiming 3.4 percent of the space now, up from 1.4 percent the previous year. AMD didn’t hit its previous goal of taking 5 percent of the entire server market by Q4 2018 (the company told us earlier this year that it believed it had secured at least 5 percent of the 2S / dual-socket server space). We’re not concerned by the relatively slow server ramp — the Epyc CPUs AMD just launched are the most impressive performance leap the company has ever delivered in that market.

Overall, AMD’s market share figures show a company executing well and gaining share. AMD has predicted that its Compute and Graphics revenue will increase by 1.2x over 2018 when the impact of slowing semi-custom design sales is taken into effect (Xbox One and PS4 sales are falling as the new console cycle builds momentum).
Quote:Jon Peddie Research has released its Q2 2019 GPU market results, and it's official: AMD shipped more graphics unit than Nvidia for the first time in five years, thanks to AMD shipping almost 9.85% more GPUs than in Q1 (by comparison, Nvidia sold about the same). The market share data represents cumulative shipments of all types of desktop PC graphics units, including those present in processors, which is an area that Nvidia doesn't have a significant market presence.

The last time AMD led in GPU shipments, the Radeon R9 290X was the fastest gaming GPU you could buy, and Nvidia had not yet released the performance powerhouse that would be Maxwell. Nvidia has been the market leader ever since the Maxwell-based 9-series GPUs launched, but it seems AMD has finally gotten over it at last.
#39 is one of Germany's most popular PC hardware retailers, and while its CPU sales data is not representative of the sales mix for the whole world, it does give us insights into shifts in the CPU market, such as whether or not Intel or AMD are growing or shrinking and what the most popular CPUs from each vendor are.

Recent data from Mindfactory shows that AMD's most recent Ryzen 3000 series, released on July 7th, has made AMD by far the superior CPU seller at the German retailer: both AMD's sales and overall revenue doubled in July compared to June.
Sales and revenue did decline significantly from July to August, but AMD is still the clear winner for both units sold and revenue, almost entirely thanks to Ryzen 3000 even though the older 2000-series still composes a significant chunk of AMD's sales and revenue. Considering there have been noticeable shortages of both the 3700X and the 3900X (the first and third most popular Ryzen 3000 CPUs respectively), it's possible there is still more demand than AMD has been able to meet.
Quote:At the European launch in Rome, Italy AMD today highlighted the growing adoption of 2nd Gen AMD EPYC processors across cloud, enterprise and HPC customers. "Today, we are proud to have new platforms from Dell and new customers adopting 2nd Gen AMD EPYC for cloud, enterprise computing and HPC," said Forrest Norrod, senior vice president and general manager, Datacenter and Embedded Solutions Business Group. "We continue to take the AMD EPYC processor to new heights and are thrilled to have the ecosystem supporting us across hardware, software and cloud providers as we face the challenges of the modern data center head-on."

Forum Jump:

Users browsing this thread: 1 Guest(s)