The following warnings occurred:
Warning [2] count(): Parameter must be an array or an object that implements Countable - Line: 906 - File: showthread.php PHP 7.2.25 (Linux)
File Line Function
/showthread.php 906 errorHandler->error




Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
AMD's Fortunes Are Improving
#1
http://www.tomshardware.com/news/amd-cpu...36592.html
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.
Reply


Messages In This Thread
AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 04:03 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 05:44 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-06-2018, 10:13 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-10-2018, 10:41 AM
RE: AMD's Fortunes Are Improving - by dmcowen674 - 03-11-2018, 02:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-13-2018, 09:14 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-26-2018, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-11-2018, 07:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2018, 08:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-30-2018, 05:34 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-01-2018, 02:54 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-03-2018, 10:26 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2018, 11:04 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-21-2018, 11:16 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-09-2019, 03:29 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-31-2019, 11:32 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-08-2019, 02:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-20-2019, 03:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 03:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 09:37 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-04-2019, 12:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-08-2019, 05:16 AM
RE: AMD's Fortunes Are Improving - by gstanford - 04-08-2019, 12:56 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-09-2019, 07:37 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-11-2019, 02:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-15-2019, 05:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-06-2019, 05:30 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-10-2019, 09:11 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-20-2019, 06:46 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-24-2019, 10:21 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-16-2019, 11:16 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-27-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-09-2019, 11:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-31-2019, 04:24 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-06-2019, 01:04 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-14-2019, 08:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-16-2019, 04:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-30-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-02-2019, 09:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-19-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-24-2019, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-25-2019, 08:15 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-27-2019, 09:49 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-04-2019, 08:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-09-2019, 03:35 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-16-2019, 09:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-22-2019, 08:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-30-2019, 04:07 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-31-2019, 10:22 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 02:02 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-08-2019, 10:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-14-2019, 09:11 AM

Forum Jump:


Users browsing this thread: 1 Guest(s)