AMD posted another monster quarter with strong Q2 guidance. More to follow.
With this growth rate, Intel will be facing a different beast in two years time.For the full year 2022, AMD now expects revenue to be approximately $26.3 billion vs. $25.45B consensus, an increase of approximately 60% over 2021, up from prior guidance of approximately 31%, driven by the addition of Xilinx and higher server and semi-custom revenue. AMD expects non-GAAP gross margin to be approximately 54% for 2022, up from prior guidance of approximately 51%.
I wonder what the total comes to if TSMC's revenue from AMD is added in.If both Intel and AMD's full year guidances are accurate, then AMD will close with ~1/3 of Intel's yearly revenue and higher gross margins.
Other way around, Xilinx inference IP being used inside CPUs.On the Earnings call... I think I heard them say something about a Xilinx inferencing chip that uses AMD CPUs will be released in the first half of 2023.
Thanks, I'll have to rewind the call once it's done to re-hear that.Other way around, Xilinx inference IP being used inside CPUs.
Okay, gave it a second listen... here's the quote:Other way around, Xilinx inference IP being used inside CPUs.
They do say "objects in mirror are closer than they appear".With this growth rate, Intel will be facing a different beast in two years time.
By end of 2024, AMD will be crossing of 50B Yearly revenue.
Isn't that kind of the rub though? Their margins are going up because they are jacking up prices but the client volume is probably not going up that much. But as long as TSMC remains super expensive serving the low end isn't going to work.Just think If AMD hadn't had such limited supplies from TSMC, forcing them to pretty much abandon the entry-level / low-end of the market over the last few years
That will change in time. Right now, concentrating on the high end, mostly server, allows them to make a LOT of money and gain marketshare and mindshare. The lower end will come as MFG costs drop, and they will when things stabilize.Isn't that kind of the rub though? Their margins are going up because they are jacking up prices but the client volume is probably not going up that much. But as long as TSMC remains super expensive serving the low end isn't going to work.
AMD always needed some big enough business section that is able to hide the exact numbers in semi custom from Microsoft and Sony (as they could deduce each other's numbers using their own otherwise). Server had to do that so far, Xilinx works as well now and is a better fit for semi custom anyway.Woah, they are going to change the names of there revenue segments. That's big, because everyone has been picking at AMD to split out server from their enterprise and embedded segment.
That's what I mean, the costs won't be dropping, at least as long as they fab at TSMC. Obviously it's not a problem right now but I do think there is a limit to their price hikes.That will change in time. Right now, concentrating on the high end, mostly server, allows them to make a LOT of money and gain marketshare and mindshare. The lower end will come as MFG costs drop, and they will when things stabilize.
What I mean, is after more CPU's convert to 5nm and below, 7nm will get cheaper, and the lower end chips can be made to use that resource, and it will get cheaper in time.That's what I mean, the costs won't be dropping, at least as long as they fab at TSMC. Obviously it's not a problem right now but I do think there is a limit to their price hikes.
Right, if I had to guess I think consoles falls under the Gaming segment now, which includes Radeon (Ryzen went to the Client segment), so they'll still have the ability to shield the console revenue between MS and Sony.AMD always needed some big enough business section that is able to hide the exact numbers in semi custom from Microsoft and Sony (as they could deduce each other's numbers using their own otherwise). Server had to do that so far, Xilinx works as well now and is a better fit for semi custom anyway.
TSMC is so popular right now that N7/N6 getting cheaper is going to take awhile.What I mean, is after more CPU's convert to 5nm and below, 7nm will get cheaper, and the lower end chips can be made to use that resource, and it will get cheaper in time.
Yes, but by then maybe marketshare will be 50/50 with Intel (2-3 years ?? or more) and the heat will be on. Even if they have to go elsewhere. They will need cheap CPUs then. Now they are just rolling in dough.TSMC is so popular right now that N7/N6 getting cheaper is going to take awhile.
Thanks for the edit, already wanted to ask where you took the hint from that AMD would want to split the business areas like this. Seems sensible that way indeed. Though I'm not perfectly sure they'll indeed use that separation for the numbers in the future earnings calls.Right, if I had to guess I think consoles falls under the Gaming segment now, which includes Radeon (Ryzen went to the Client segment), so they'll still have the ability to shield the console revenue between MS and Sony.
Edit: Yep, consoles are a part of the Gaming segment now (see below). Looks like Xilinx revenue gets sprinkled in across all segments, depending on where it was used.
View attachment 61023
They got a long way to go on that. I think the only thing you can say right now is that client ASPs are way higher than Intel's.Yes, but by then maybe marketshare will be 50/50 with Intel (2-3 years ?? or more)
Well, lets just say that for the next year or so, AMD will do nothing but gain marketshare, mindshare and $$$. That seems kind of certain. And there have been some inexpensive CPUs coming lately (the 5700x ? and others). Time will tell. Nobody can argue they are on a roll, and Intel is NOT.They got a long way to go on that. I think the only thing you can say right now is that client ASPs are way higher than Intel's.
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