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itsmydamnation
Veteran
wow, all the gap looks to be in client,
I guess i would rather be AMD and NV in this game then intel , having to eat the cost of idle fab's while DC margin was already tanking is going to suck.
itsmydamnation
Veteran
There seems to be a profit lead inflationary spiral to me.
At some point the arse of the stock market is going to have to fall out , companies can then reset expectations to pre COVID Margin/ operating income etc levels and hopefully get consumer spending/buying power back on track
in Australia we have "forced savings"
Superannuation in Australia - Wikipedia
i am super heavy in high risk international shares , not looking forward to the next little while , but i take soleus knowing that statistically speaking people who dont actively manage during a crysis come out better in the end ( assuming you dont need to cash out) so im just going to leave it all alone.
DavidGraham
Veteran
Following NVIDIA, AMD downsized their Q3 revenue, from 6.7B to 5.6B (a drop of 1.1B), citing "poor macroeconomic conditions and a supply chain correction", The bulk of the revenue drop is courtesy of AMD's Client segment (CPUs + GPUs).
wccftech.com
AMD Hit With Weak PC Demand As Desktop, Notebook Sales Tank By 40%
AMD has become the latest chip company to be hit with a worsening environment as its desktop sales drop by 40%.
wccftech.com
Nope, Client is CPU+chipset (+APU but I count it as just CPU these days, especially now that all AM5 CPUs have GPU). GPUs fall under Gaming together with semicustoms. Also it's not 1549 compared to previous quarter, it's compared to last year. Last quarter already had Xilinx in it, last year didn't.Following NVIDIA, AMD downsized their Q3 revenue, from 6.7B to 5.6B (a drop of 1.1B), citing "poor macroeconomic conditions and a supply chain correction", The bulk of the revenue drop is courtesy of AMD's Client segment (CPUs + GPUs), AMD's acquisition of field programmable gate array (FPGA) firm Xilinx boosted its Embedded revenue segment by a whopping 1,549% during this quarter and the previous one.
AMD Hit With Weak PC Demand As Desktop, Notebook Sales Tank By 40%
AMD has become the latest chip company to be hit with a worsening environment as its desktop sales drop by 40%.
Bondrewd
Veteran
Just CPUs.
GPUs are under Gaming.
Basically the laptop market offed itself finally.
wanna see Intel CCG results even more now
DavidGraham
Veteran
Which is what I said: this quarter and the previous quarter. In 2021 Xilinx wasn't around, so they added nothing to AMD. But in 2022, Xilinix added 550M (partial revenue) in Q1 2022, added ~1100M (full revenue) in Q2, and ~1300M (expected full revenue) in Q3.
I am getting tired of AMD shuffling their dGPUs revenue around like it's a marionette.
Up until Q2 2014, they were listed under Graphics and Visual Solutions (which included Radeon, Radeon Pro and consoles SoCs).
AMD Q2 2014 Quarterly Earnings Analysis
Then, they were listed under AMD’s "Computing and Graphics" segment, which included both Ryzen and Radeon and even Instinct data center GPUs, Epyc and consoles SoCs were listed under "Enterprise, Embedded and Semi-Custom", this continued till Q1 2022!
AMD Q1 2022 Earnings Notes
We have some quick notes on the AMD Q1 2022 earnings report and what it means for AMD EPYC and the data center business
www.servethehome.com
Then, since Q2 2022 they are now listed under "Gaming" along side consoles SoCs, they moved Instinct GPUs and Epyc to "Data Center", Ryzen to "Client", and Xilinix to "Embedded".
AMD Reports Second Quarter 2022 Financial Results
Browse AMD’s company-wide and financial press releases.
ir.amd.com
It's more tidy this way I admit. But it's still really hard to track down their consumer dGPUs alone, as AMD insists on always bundling them together with "something", either with console SoCs, or with Ryzen CPUs, then back again with console SoCs.
Console SoC's they should have foresighted aswell that supply-chain issues would arise.
DavidGraham
Veteran
In Q3, AMD dGPUs share dropped to an all time low of 8%, NVIDIA stands at 88%.
wccftech.com
Q3 2022 Discrete GPU Market Share Report: NVIDIA Gains 88% Market Share Hold, AMD Now at 8% Followed By Intel at 4%
Jon Peddie Research (JPR) has published the full GPU market share report for Q3 2022 that cover AMD, Intel & NVIDIA GPUs.
wccftech.com
Wild that Intel somehow has 4% share of the discrete market.In Q3, AMD dGPUs share dropped to an all time low of 8%, NVIDIA stands at 88%.
Q3 2022 Discrete GPU Market Share Report: NVIDIA Gains 88% Market Share Hold, AMD Now at 8% Followed By Intel at 4%
Jon Peddie Research (JPR) has published the full GPU market share report for Q3 2022 that cover AMD, Intel & NVIDIA GPUs.
DavidGraham
Veteran
AIBs.
In Q3, desktop dGPUs and mobile dGPUs both reached 14m units, 7m for each.
In mobile, AMD only shipped 5% of the 7m, Intel also shipped 5% (Arc?), NVIDIA shipped 90%.
In desktop, AMD shipped 10% of the 7m, Intel shipped 4% (Arc?), and NVIDIA 86%.
In total, AMD managed only 8%, they probably withheld shipping more units to get rid of excess stock, while Intel was more than happy to ship 600K units of Arc GPUs across both mobile and desktop?
NVIDIA continued to ship units though, despite excess stock, which included some 4090s, an equal share of high end and medium end units, and an equal share of workstation and entry level units.
Jawed
Legend
I don't know what you mean here when you then talk about numbers shipped by IHVs.
Silent_Buddha
Legend
Ouch, the strongest GPU shipment quarter saw a massive drop in overall GPU shipments. Inflation and fears of a recession hitting hard combined with the crash in crypto-currencies.
-25.1 year over year for all GPUs and -10.3% quarter to quarter. It's extremely rare for shipments to drop going from Q2 to Q3 since Q3 is generally the highest selling quarter for GPUs.
Desktop discrete was particularly bad, -30% quarter to quarter (10 million Q2 down to 7 million Q3) and about -46% year to year (13 million Q3 2021 down to 7 million Q3 2022).
Overall desktop GPU shipments managed to increase due to increase in integrated desktop GPU shipments which was helped by all new AMD Ryzen consumer CPUs now including integrated GPUs.
Ouch, it's a slaughter.
Regards,
SB
-25.1 year over year for all GPUs and -10.3% quarter to quarter. It's extremely rare for shipments to drop going from Q2 to Q3 since Q3 is generally the highest selling quarter for GPUs.
Desktop discrete was particularly bad, -30% quarter to quarter (10 million Q2 down to 7 million Q3) and about -46% year to year (13 million Q3 2021 down to 7 million Q3 2022).
Overall desktop GPU shipments managed to increase due to increase in integrated desktop GPU shipments which was helped by all new AMD Ryzen consumer CPUs now including integrated GPUs.
Ouch, it's a slaughter.
Regards,
SB
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Jawed
Legend
I'm just wondering which company is most guilty of:
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www.investopedia.com
you know, incentives and all that.
Channel Stuffing Definition
Channel stuffing is an unethical method of deceptively inflating sales figures immediately prior to a reporting period by forcing an oversupply of product onto retail and distribution channels.
you know, incentives and all that.
DavidGraham
Veteran
Jon Peddie collects the numbers from AIBs.
On another note, there seems to be GPU shortages in China.
Jawed
Legend
Those aren't the only customers. So that, at best, is only the partial truth.
DavidGraham
Veteran
Yeah, Data Center GPUs from AMD, NVIDIA or Intel are not accounted for here, same for GPUs for the Edge/Embedded, or Professional Visualization or other exotic use cases (like GPU RAID) .. etc.
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