The AMD Execution Thread [2007 - 2017]

Status
Not open for further replies.
I think AMD really wanted these (p)reviews to only display their chip's strength as a low end gaming solution. They are better than the Intel IGP, and these APUs are GPU limited in games so the CPU isn't closely examined.
 
What will it take for AMD to have a serious turn around? What markets need they target? What do they need to drop? What partnerships do they need to foster? What emerging markets are they primed to leap on, if not turn into a profitable business? Worse case, what kind of buyout do they need from a different player to become relevant long into the future?

I was never an "AMD fanboy" but I have purchased some AMD hardware in the past and quite like the ATI products I have had (not to mention the Flipper and Xenos GPUs in my consoles) so from a nostalgia perspective and someone who likes the GPU division the swift spiral AMD is on is kind of sad. I would like to see them succeed because some of their ideas, like Fusion, are nice concepts. It just seems they have been slow to execute and don't have the market clout to make a big splash with some of their advantages (e.g. what if 2 years ago they were pushing out HSA with beefier GPUs).

I dunno, the thread is depressing! Especially since the folks at AMD (just like those at Intel and NV I have talked with) are sincerely nice people and I wish them all the best.
 
What will it take for AMD to have a serious turn around?

I think the xbox and ps4 could turn it around , we have to wait and see if either of them are really using amd cpus. However if they are then amd should be able to get alot of optimised software for their hardware and it could really help them out.

Other than that , I don't think its the chip designs that are the problem but the fabs . They are over a generation behind intel on that front and i'm not suer what they can do. Trinity is a great all around chip , I have no doubt in my mind that on 22nm it would be the victor over ivybridge
 
I think the xbox and ps4 could turn it around , we have to wait and see if either of them are really using amd cpus. However if they are then amd should be able to get alot of optimised software for their hardware and it could really help them out.

Other than that , I don't think its the chip designs that are the problem but the fabs . They are over a generation behind intel on that front and i'm not suer what they can do. Trinity is a great all around chip , I have no doubt in my mind that on 22nm it would be the victor over ivybridge

On 22nm, Trinity could afford a much better GPU, but it wouldn't do wonders for its CPU, just a 15~25% clock boost, maybe. It wouldn't help with memory bandwidth either.
 
Well, Trinity has appeared at newegg. $129 for the A10, which is fairly competitive. No idea why they were so secretive about it.
 
If AMD is smart, they're not going to use Jim Keller to improve Steamroller, they'll use him to improve Jaguar. The contraction in the PC market seems to point to this as being the better move.
 
Keller is heading the group, so he's not playing the role of a widget that gets applied to a specific project. His most recent experience seems to be a best fit for Jaguar's successors, but the products AMD has in the 20-130 W realm are in need of attention and direction as well.
It doesn't appear AMD is situated such that success in Jaguar's successors is enough.
 
And the PC market is not contracting. Plus, the lucrative server market, which mostly relies on relatively high-power designs, is still growing quite healthily.
 
It may not be contracting in absolute terms, but it seems like it will be contracting in its revenue share of total computing devices, especially consumer devices. Trends seem to point to this:

http://www.informationweek.com/hardware/desktop/ultrabook-sales-underwhelm-initially/240008326

AMD is serious about servers as evidenced by its purchase of SeaMicro, but consumer devices are a still a very important part of both Intel and AMD's revenues. Yes, I was referring to Jim Keller's experience from designing the A6 for Apple.
 
i miss high end amd parts. Why can't we get a newer cpu without the gpu in the high end desktop area. I'd love to replace my bulldozer with a much cooler trinity that is clocked higher and doesn't have a gpu wasting space.
 
It may not be contracting in absolute terms, but it seems like it will be contracting in its revenue share of total computing devices, especially consumer devices. Trends seem to point to this:

http://www.informationweek.com/hardware/desktop/ultrabook-sales-underwhelm-initially/240008326

AMD is serious about servers as evidenced by its purchase of SeaMicro, but consumer devices are a still a very important part of both Intel and AMD's revenues. Yes, I was referring to Jim Keller's experience from designing the A6 for Apple.

Let's see what those figures look like at the end of the year, after the release of Windows 8 and Christmas.

i miss high end amd parts. Why can't we get a newer cpu without the gpu in the high end desktop area. I'd love to replace my bulldozer with a much cooler trinity that is clocked higher and doesn't have a gpu wasting space.

It's called Vishera and it's coming this month. I don't know if it's really going to be a meaningful upgrade over Bulldozer, but I guess if you can sell the latter, you might get a nice performance boost for a fairly small amount of money.
 
It may not be contracting in absolute terms, but it seems like it will be contracting in its revenue share of total computing devices, especially consumer devices. Trends seem to point to this:

http://www.informationweek.com/hardware/desktop/ultrabook-sales-underwhelm-initially/240008326

AMD is serious about servers as evidenced by its purchase of SeaMicro, but consumer devices are a still a very important part of both Intel and AMD's revenues. Yes, I was referring to Jim Keller's experience from designing the A6 for Apple.

Ultrabooks aren't representative of the PC market as a whole. Otherwise in the past one could have said the PC market was rapidly dwindling due to the lackluster sales of Windows slate/tablet devices.

The PC market is still in growth mode. Overall share will obviously decrease depending on what other devices you add to it.

For example using completely made up numbers with no relevance to reality...

If PC's sold 900 million units while Apple computers sold 100 million units then PC's would have 90% share. Throw in mobile devices into the equation at say 200 million units and suddenly the PC share is only 75%.

Share is interesting but rather meaningless is determining whether a market sector is growing or shrinking.

Let's take that above example again and say the year after PC sales rise to 1.2 billion. Apple computers rise to 150 million. Mobile devices rise to 500 million.

Growth in all segments, but PC shares dropped further to ~65% despite strong growth.

Regards,
SB
 
Yeah, it's like saying the chinese population shrinks because of a baby-wonder in India, which is ridiculous. And it'd be rather pointless to make a growth program to secure your relative rank - there is really nothing constructive and meaningfull you can do to "stop" relative contraction - and I'm not sure there exist a sane motivation to do so (just wanting to be the biggest seller in X belongs into my quote category).
 
Yeah, it's like saying the chinese population shrinks because of a baby-wonder in India, which is ridiculous. And it'd be rather pointless to make a growth program to secure your relative rank - there is really nothing constructive and meaningfull you can do to "stop" relative contraction - and I'm not sure there exist a sane motivation to do so (just wanting to be the biggest seller in X belongs into my quote category).

My point here is that there's opportunity cost for traditional PC makers to keep investing in what they're doing over supplying parts for more disruptive gadgets. This is obviously better for AMD since it just can't compete in the PC supply chain w/ Intel and can leverage its superior mobile core design and low idle wattage GPUs doing something besides just laptops. It's also better for Intel since it's well past the point of diminishing returns for its investment traditional PC CPU designs, and it could put its fabs to better use making higher margin parts.
 
Last edited by a moderator:
My point here is that there's opportunity cost for traditional PC makers to keep investing in what they're doing over supplying parts for more disruptive gadgets. This is obviously better for AMD since it just can't compete in the PC supply chain w/ Intel and can leverage its superior mobile core design and low idle wattage GPUs doing something besides just laptops. It's also better for Intel since it's well past the point of diminishing returns for its investment traditional PC CPU designs, and it could put its fabs to better use making higher margin parts.

Both AMD and Intel are investing in mobile architectures (Bobcat/Jaguar, Atom, Intel's recent digital radio announcements, etc.) but as far as I'm aware, margins are much lower in the handheld market than they are in the PC world, let alone servers. And competition is so rough that I don't see them increasing any time soon.
 
AMD today announced their Third Quarter Results, revenue for the third quarter ended September 29, 2012 and is expected to decrease approximately 10 percent compared to Q2. The company previously forecasted third quarter 2012 revenue to decrease 1 percent, plus or minus 3 percent, sequentially.

The fall in revenue is directly related towards a number of issues but primarily a “challenging macroeconomic environment,” as the company states in his report.

The challenging macroeconomic environment that AMD denoted obviously are product demand, low average selling prices for Trinity APUs which have been launched cheaper than expected (again due to demand). Next to all that there has been an inventory write-down of roughly $100 million, due to lower anticipated future demand for certain products.

Simply put, it is not going well with AMD, the pending Microsoft Windows 8 OS release has a negative effect on demand for PCs and related products as well. Very simply put, lots of you guys are waiting and thus delaying the purchase of a new PC until Microsoft Windows 8 debuts. We can only hope that things will pick up for them and with the pending releases within the A-Series, the FX series update and Hondo APUs with hopefully a big hit for them on the Sea Islands GPU release in early 2013.
Source
 
Ouch, painful numbers. If the general market weakness is true, it will be hard for Nvidia to escape some of that as well.

Markets are not reacting very friendly today. At a round $2B market cap, Nvidia can easily buy AMD with cash/short term investments on-hand. ;)
 
Very simply put, lots of you guys are waiting and thus delaying the purchase of a new PC until Microsoft Windows 8 debuts. We can only hope that things will pick up for them and with the pending releases within the A-Series, the FX series update and Hondo APUs with hopefully a big hit for them on the Sea Islands GPU release in early 2013.
Yup, sure, we are waiting for 200$ Radeon HD 8970. If that happens and they are able to produce enough to satisfy the demand, then everything will be fine.
 
Status
Not open for further replies.
Back
Top