FY21 guidance doesn't seem that great to me. Q1 looks good and all, but where is the revenue growth in H2? I suppose that they are very supply constrained, I would expect better otherwise considering their current x86 CPU leadership and other things...
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Bondrewd
Veteran
W-hat.
Their CAGR is like 20% projected but FY21 is already guided 37%.
What.
That doesn't automatically win them slots in things-that-make-money.
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Deleted member 13524
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Shortly after presenting their most profitable FY ever, Puget Systems had this to say about AMD today:
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Deleted member 2197
Guest
"Most of the GPU revenue for the company comes from its semi-custom division that manufactures the Xbox Series X|S and PS5 consoles"
Erm, where exactly did they get their data from?
How would a products without discrete GPU bring most of their GPU revenue, when it's not even reported in the same category? They're talking about CPU & GPU being a bit bigger than NVIDIAs gaming, but consoles aren't part of that number.
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Deleted member 2197
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Yes, I saw that link and read it too, did you? It doesn't say literally anything like that. In fact, consoles aren't mentioned at all.
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Deleted member 2197
Guest
Do you have access to the BMO report (paywall)?
Report below is based on same Paywalled BMO report? Claims nvidia took some market share from amd. If this is true it's probably because amd chose to use more wafers for cpu's?
https://www.barrons.com/articles/nvidia-amd-stocks-51622660098
https://www.barrons.com/articles/nvidia-amd-stocks-51622660098
No, do you? The linked Barron's article doesn't mention what was claimed. Burden of proof is on the one making claims, not the one questioning them.
If anything it looks like it's just stuff HardwareTimes pulled out of their ass to get some extra filling for the article.
DegustatoR
Legend
Or because Ampere is better suited for GPU mining.
The performance of the Mobile RDNA2 was well behind expectations considering the node and power advantages of AMD hardware. And we now appear to have something happening behind the public view with the release of the mobile RDNA2.
1) Nvidia is apparently responding by re-enabling their monopolistic GPP program this time around on Laptops, in China mainland, to disincentivize manufacturers from choosing RDNA2.
2a) We have the laptop used to promote AMD Advantage, the G15, penalizing the R6800M performance in excess of 15% by not allowing the GPU to write directly to the laptop monitor. In order to bypass the iGPU, you need to connect an external monitor.
2b) The same laptop, appears to be using Ram with the same primary timings as the competing models, but with worse secondary and terciary sub-timmings. When they switched the Ram to have the same specs as the other laptops, performance increased a further 15%.
The above information needs confirmation and does not yet consitute proof of wrong doing or just incompetence from neither Nvidia or Asus. People are checking it.
But I also have to point out that the both accusations above, are not new tactics, and have indeed been deployed in the recent past.
1) Nvidia is apparently responding by re-enabling their monopolistic GPP program this time around on Laptops, in China mainland, to disincentivize manufacturers from choosing RDNA2.
2a) We have the laptop used to promote AMD Advantage, the G15, penalizing the R6800M performance in excess of 15% by not allowing the GPU to write directly to the laptop monitor. In order to bypass the iGPU, you need to connect an external monitor.
2b) The same laptop, appears to be using Ram with the same primary timings as the competing models, but with worse secondary and terciary sub-timmings. When they switched the Ram to have the same specs as the other laptops, performance increased a further 15%.
The above information needs confirmation and does not yet consitute proof of wrong doing or just incompetence from neither Nvidia or Asus. People are checking it.
But I also have to point out that the both accusations above, are not new tactics, and have indeed been deployed in the recent past.
Bondrewd
Veteran
It's just laptop things.
Laptop things.
Laptop things.
Oh hell yes nVidia is kneecapping China ODMs to death, yes.
No this isn't related to ASUS fuckup.
Also notice the 6700M missing from the actual laptops.
Lol.
Nothing to notice there, AMD said outright when they announced these that RX 6700M's are coming in a bit later than 6600M and 6800M (shipping now vs coming soon)
Bondrewd
Veteran
Yes but WHY.
It's just a basic N22 chop.
Because yields are good, there's chip shortage and they make more selling them as 6800s? Better to milk it for a while when they can.
Bondrewd
Veteran
Nope.
They're making very little if any money on mobile dGP.
At all.
Can't milk shite with 1 design that's available basically nowhere.
DavidGraham
Veteran
Seems raw Radeon shipped volume dropped significantly throughout 2020, which goes against AMD's story of the situation being demand exceeding supply. They ARE primarily supply constrained.
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