Even though this is off topic I want to show that AMD has a much better clue about the industry and technology than some ordinary person on the internet.
AMD's gpu business decreased a second time since 2010. How have they "a much better clue about the industry and technology than some ordinary person on the internet" when their business failed to grow?
Actually AMD's graphics division revenue has reduced because of some strategic decisions. AMD has definitely lost market share in mobile discrete graphics. But AMD has also stopped chasing low volume OEM mobile discrete graphics design wins upto 50,000 units. AMD said this clearly in their Q4 2012 earnings call. AMD also is completely focussed on APUs and sees the trend where the low end of the mobile discrete graphics market will get eaten away by CPU integrated graphics.
nVidia's Geforce business is up 15% over the last year. AMD's whole graphics business is down 15% from last year.
AMD's processor business is down over 30% from last year. AMD is eating nothing, they got eaten by Intel and nVidia.
With Haswell and Kaveri and future CPU/APUs those cheap entry level discrete GPUs which come with GDDR3 and are found in the USD 600 notebooks will gradually disappear. Nvidia has gained a lot of mobile market share but its clear that these are going to be of no use in the long run as Intel and AMD are going to devote more die space to GPU power, use stacked DRAM and kick the guts of the entry level GPUs.
"In the long run"? Like it will happen with SB and Llano? Or with IB and Trinity? Next year we see 20nm which will give another 50%+ perf/watt boost. Right now a GT640m is 50-100% faster than IB and 30-70% faster than Trinity. Haswell will only catch up with the second slowest offering from nVidia.
Discrete GPUs below USD 80 -100 in the desktop space will also eventually disappear. While this is happening over the next couple of years AMD will see its game console and embedded revenue increase significantly starting from Q4 2013 when its expected to hit 20% of total AMD revenues. This is expected to grow to 40% by 2015 which is the time by which the next gen consoles will be in full throttle. AMD has wrapped the GPU on all 3 consoles this gen and the CPU on two of them (Xbox next and PS4). So AMD has clearly reduced its exposure in the mobile discrete GPU market and has increased its presence in the console market. And for people who forget the last generation has lasted 7 - 8 years. Xbox 360 - Nov 2005 to Nov 2013. PS3 - Nov 2006 to Nov 2013. So AMD is all set to keep milking the console wins till 2020. Over this period the discrete GPU will become a niche product. the discrete GPU market would still exist but would be half its current size or even one fourth.
You have absoluty no clue how the marktet will evolute over the time.
The discrete market will not shrink - thx to china, brazil, india...
there used to be a time when sound cards, LAN controllers, USB controllers all used to be sold as separate PCBs. Now everything is integrated into the motherboard and CPU. Today we don't even think about these peripheral chips. there are still sound cards used by professionals and enthusiasts. But the vast majority of consumers now use whats integrated into the motherboard and CPU. thats going to be the case with discrete GPUs. You will still have users buying USD 500 graphics card for multi monitor and new ultra resolutions like 4K. But the overall discrete GPU market will shrink to a fraction of its current size.
And why has the discrete markt grown over the last years when the bottem would be enough? IB is as fast as a high end card from 8 years ago. An yet we have much faster chips.
You know what is funny that even tablets will have a much higher resolution than notebooks. Good luck to drive a notebook with 1080p+ with an integrated gpu.
Nvidia sees this and thats why they have gone with Tegra and are looking at their own CPU design codenamed Denver by 2014 or 2015. The desktop and mobile discrete Geforce cannot fund future GPU research. The GPU tech has to it finds its way into SOCs in phones, notebooks, desktops and then as stand alone discrete GPU products in servers, workstations and high end gaming desktop/notebooks.
nVidia's desktop and notebook business did $846 millions, AMD's compute solution with CPUs and APUs did $829 millions.
Explain me: How can AMD fund future R&D, when their main business is going down? Their Opex is $450 millions per quarter but yet their graphics business is only bringing $320 millions.
But i know: Embedded system will be at 20% at the end of the year - with magic. :hmm:
I guess i know more over the market than AMD. And that even as an "ordinary person on the internet"- :awe: