Still waiting on revenue breakdown and projections.
On Earnings call Lisa Su stated that Navi would be delivered in Q3 and that key production milestones achieved on Rome with their biggest OEMs. Rome production shipments in Q2, launch in Q3.
AMD is all about H2 and Q2 guidance is also well below Q2 2018. So Q3 has to be > 2B as Q4 for AMD is generally lower than Q3.
I don't believe that last statement is true anymore with the new way AMD does their accounting. I believe 4Q should be highest revenue quarter now.
So no 7nm launches before Q3. Could be like September?
if they plan on early Q3. they will state it. Companies when they mention a Quarter generally means end of it rather than early part. We will see for sure.Q3 starts in July.
Nothing about Ryzen??On Earnings call Lisa Su stated that Navi would be delivered in Q3 and that key production milestones achieved on Rome with their biggest OEMs. Rome production shipments in Q2, launch in Q3.
Nothing concrete about Navi either.Nothing about Ryzen??
Yes, sure, Vivek. As we look through 2018, we're pretty pleased with our progress on EPYC, and coming off of the fourth quarter, actually, it was a fairly strong fourth quarter for us and the fact that we've doubled the number of units for our server business. And when you look at that mix, it is more cloud-weighted. So we had some large deployments that went online here in the fourth quarter, and that was positive for us.
That being said though, we're making nice progress in the Enterprise and HPC side of the business too. We've had a number of wins in the quarter as well as going into 2019. So as we look into 2019, I would expect that the early Rome deployments will also be cloud-based. We'll be the first ones, but we have a strong set of enterprise platforms, and as I mentioned earlier, it's the breadth of the OEM platforms that gives us good confidence that we're going to a broader set of workloads and having broader coverage in the market.
In terms of share assumptions, we'll have to see how the market and the year play out, but I think what we've said before is that, after reaching the mid-single digit market share in the fourth-quarter 2018, we would expect it would take another four to six quarters to reach 10% market share. And I think we're still in that range.
Yeah, they are being vague on purpose. As you intimate, a 7nm Ryzen announcement is the only card left for creating some serious Computex buzz.Nothing concrete about Navi either.
They're throwing a Computex keynote for a reason.
Navi disclosure would probably make people go ballistic.7nm Ryzen announcement is the only card left for creating some serious Computex buzz.