Quoting the whole sentence makes it much worse. Your claiming AMD make a 350% increase in net income every year not from cpu sales but from selling gpu's to oem's at a much higher price than msrp since gpu's dont have a msrp I can only assume the msrp your refering to is the msrp of a graphics card.
Nah, you're making a bunch of assumptions to put the statement - which I need to remind was made after an "
In my opinion" prefix - in a completely different context than originally intended.
I never suggested AMD doesn't make money out of CPU sales (
lol), nor did I suggest a specific threshold above which they're selling their GPUs to OEMs.
I suggested that they're selling the GPU chips to the OEMs at a higher price than initially planned in November 2020, and I have good reason to think as such.
Early this year their expected YoY revenue growth for fiscal 2021 was 37%:
Yet we're seeing how they're on their way to achieve a growth that is massively above the predicted 37%:
They already made $7.3B in H1 2021, a period where they had made $3.7B in 2020. That's a 97% growth. They'd need to have 0% YoY growth in Q3 + Q4 2021 to reach those predicted 37%, which seems obvious to me that it isn't realistic.
What would you say is the main driver for the higher-than-expected growth?
- Datacenter CPUs and GPUs: orders for those are usually made almost a year in advance. I doubt there were many surprises there;
- Automotive: same as Datacenter CPUs+GPUs, Cezanne +
Navi 23 on Teslas are most definitely the result of a contract made in 2020;
- Consumer CPUs: Semiconductor production generally couldn't ramp up in 2021, and their CPUs have been selling at MSRP for months;
- Console SoCs: Semiconductor production generally couldn't ramp up in 2021, prices per-SoC are locked under multi-year contracts
- Van Gogh in Steam Deck: we have good reason to believe Van Gogh was originally intended to go into a premium Surface device from Microsoft, and at a much higher price point. It appears in roadmaps as "
Premium Form Factors" and the Deck starts at $399.
- Consumer GPUs: Semiconductor production generally couldn't ramp up in 2021,
but they're all selling at 2 to 3x the MSRP.
Feel free to throw in your opinion on the matter, though.
. 
