AMD Execution Thread [2022]

Still the effects of the pandamic/ETH etc.

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"

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.
 
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, as it enabled the firm to maintain its revenues at a time when consumers are struggling with new computing purchases as inflation bites into their purchasing power



AMD-Q3-2022-PRELIMINIARY-RESULTS-OCTOBER-2022-2048x1103.png
 

Kaotik

Drunk Member
Legend
Supporter
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.

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.

The Data Center segment primarily includes server microprocessors, GPUs, data processing units (DPUs), Field Programmable Gate Arrays (FPGAs) and adaptive SoC products for data centers.
The Client segment primarily includes microprocessors, accelerated processing units (APUs) that integrate microprocessors and graphics, and chipsets for desktop and notebook personal computers.
The Gaming segment primarily includes discrete graphics processing units (GPUs), semi-custom System-on-Chip (SoC) products and development services.
The Embedded segment primarily includes embedded microprocessors, GPUs, FPGAs, adaptive SoC products, and Adaptive Compute Acceleration Platform (ACAP) products.
From time to time, the Company may also sell or license portions of its IP portfolio.
All Other category primarily includes certain expenses and credits that are not allocated to any of the operating segments. Also included in this category are acquisition-related intangible asset amortization expense, stock-based compensation expense, acquisition-related costs and licensing gain.
 
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.
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.

Nope, Client is CPU+chipset
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).

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!

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".

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.
 

PSman1700

Legend
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.
 
Those numbers are shipped by IHVs, aren't they?
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.
 
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
 
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Remij

Veteran
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 million 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
:love:
 

Jawed

Legend
I'm just wondering which company is most guilty of:


you know, incentives and all that.
 
Those aren't the only customers. So that, at best, is only the partial truth.
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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