AMD CEO talks of long-term turnaround

[erunion]

Considering the additional BOM cost of HBM memory and the mandatory AIO cooler for the Fury-X, I don't see how AMD can afford to execute their usual tactic of rapidly dropping a new product's MSRP to significantly lower levels upon discovering that it is a relative failure in the marketplace...

Everything points to AMDs plan for Fiji was to sell a premium product like Titan, but slightly cheaper. (Remember those $850 price rumors?)

Of course, 980ti torpedoed that. So now Fury X carries a premium name without the price tag(or performance) to match.

 

[svenge]

Everything points to AMDs plan for Fiji was to sell a premium product like Titan, but slightly cheaper. (Remember those $850 price rumors?)

Of course, 980ti torpedoed that. So now Fury X carries a premium name without the price tag(or performance) to match.

It took AMD 8 years to torpedo the premium "FX" moniker (FX-51: Sept 2003, FX-8150: Oct 2011). At least now they've learned how to kill a brand (Fury) much more efficiently than ever before!

 

[showb1z]

No, it's not. It didn't change the competitive landscape so there is no chance it will improve AMD fortunes on the market.

Still 3 Fiji SKU's coming. All this doom and gloom is ridiculous.

 

[mrmt]

Still 3 Fiji SKU's coming. All this doom and gloom is ridiculous.

Yes, AMD is the company of the future, and it will always be.

 

[Shehriazad]

People don't seem to have gotten the message that Fury X was a failure...after all it was sold out within minutes to hours in most places (and its' numbers were supposedly greater than 980 Ti at launch, so that can't be it).

Again...not all is fine with AMD...but to me Fury X seems like a pretty successful launch even if the performance is so-so.


And their real version for the masses is yet to come and looks more promising than the Fury X ever did. (Of course we are speaking about Nano)

 

[AtenRa]

Yes, AMD is the company of the future, and it will always be.

Nice of you to acknowledge that AMD drives the innovation all this years

 

[JDG1980]

Interesting that the alleged statement from Lisa Su isn't given in the form of a direct quote. I suspect there was an important qualifier that somehow got dropped. Perhaps something like "We plan to exit the commodity PC business because of its volatility." That's a possibility because it would basically be a reiteration of what she already said at Financial Analyst Day, that AMD wants to get out of the low end.

 

[mrmt]

Interesting that the alleged statement from Lisa Su isn't given in the form of a direct quote. I suspect there was an important qualifier that somehow got dropped. Perhaps something like "We plan to exit the commodity PC business because of its volatility." That's a possibility because it would basically be a reiteration of what she already said at Financial Analyst Day, that AMD wants to get out of the low end.

I think Lisa Su was spot on in her remarks. Consumer business is something that demands scale, lots of scale, and AMD currently sorely lacks that. In face of this it makes sense to focus on smaller niches, where scale is not a primary success factor.

 

[mrmt]

after all it was sold out within minutes to hours in most places (and its' numbers were supposedly greater than 980 Ti at launch, so that can't be it).

Source?

 

[nemesismk2]

Still 3 Fiji SKU's coming. All this doom and gloom is ridiculous.

i agree because i also think all the doom and gloom is ridiculous. i have always used amd cpu and always will. i am a long term amd fan who has owned these amd cpu:-

amd 386 dx 40mhz
amd 486 dx4 100mhz
amd k6 200mhz
amd k6 II 333mhz
amd k6 II 550mhz
amd duron 750mhz
amd duron 900mhz
amd athlon 1.3ghz tbird
amd athlon xp 1700 palomino
amd athlon xp 1700 tbred b
amd athlon xp 2500 barton
amd athlon xp 2500 barton mobile
amd sempron 2200
amd sempron 2800
amd sempron 3100
amd sempron 3400
amd athlon64 3400
amd athlon64 3000
amd athlon64 3500
amd athlon64 4000
amd athlon64 x2 4200
amd athlon64 opteron 180
amd athlon ii x2 240
amd athlon ii x2 270
amd athlon ii x4 645
amd athlon ii x3 455
amd fx 4300
amd fx 8350

the only none amd cpu has been:-

cyrix 166mhz
cyrix m2 233mhz
cyrix m2 333mhz

intel pentium 75mhz

 

[dark zero]

Seems that AMD is preparing to being themselves sold to someone else.It's the end... They are quiting the market.
And seems that is not a good news for NVIDIA since they are alone and Intel could start to nerf them since they have no competition.
Year, they can lose up to 2 generations, but at last nVIDIA might lose due no supporting.
Maybe that explains why nVIDIA is moving to other markets.

 

[ShintaiDK]

i have always used amd cpu and always will.

So in short you will buy AMD nomatter how it performs or anything else. Just because it got an AMD logo on it.

I hope you can see the issue yourself.

 

[ShintaiDK]

I think Lisa Su was spot on in her remarks. Consumer business is something that demands scale, lots of scale, and AMD currently sorely lacks that. In face of this it makes sense to focus on smaller niches, where scale is not a primary success factor.

Its quite clear AMD dont have the volume for either CPU or GPU to be profitable with the R&D requirements there is to be competitive.

The CPU division is dead and the GPU division is on a rollercoster downhill.

Semicustom today is half the company.

 

[Creig]

Do you really think this managememt should have any credibility regarding performance estimates after fiji?

Do you really think Nvidia should have any credibility regarding published specs after the GTX 970?

 

[mrmt]

Do you really think Nvidia should have any credibility regarding published specs after the GTX 970?

No, they don't. More important, their predictions regarding ARM and GPGPU fizzled.

 

[ShintaiDK]

Do you really think Nvidia should have any credibility regarding published specs after the GTX 970?

It doesnt matter how you turn it. GTX970 is business wise a superb product. Steam numbers etc also backs this up.

Then we can talk about other things. But for the company and stock holders. Its an undeniable great success.

 

[frozentundra123456]

Nice of you to acknowledge that AMD drives the innovation all this years

Too bad they aren't driving marketshare, performance, or profits.

 

[DrMrLordX]

So in short you will buy AMD nomatter how it performs or anything else. Just because it got an AMD logo on it.

I hope you can see the issue yourself.

With all due respect, I think this sort of commentary goes too far. If people want to support a company, it's best for our community if they just put their money where there mouth is and use the ownership experience to provide positive assistance to other forum users wherever possible.

We don't need a whole lot of fanboy posting that disrupts threads and otherwise causes problems in the CPU forum (or VC&G forums or any of its subforums). Based on a brief review of his posting history here at AT, it doesn't look like nemesismk2 is a disruptive user at all.

Brand loyalty is real, and it isn't always something we should examine in a negative context.

As far as Su's comments go, AMD has already reduced their presence in the PC market by simply losing market share. Look at what products they'll have between now and Q3 2016 on the desktop: FX chips and Kaveri refresh. And that's all. What you see from AMD on the desktop today is what AMD will be probably selling one year from now. The only product lineup changes we'll see between now and Zen will involve Carrizo and Carrizo-L, and we have no idea how far those will proliferate.

Otherwise, they have roadmaps with products covering about every market segment they're in today to whatever extent. We see Stoney Ridge, Bristol Ridge, Summit Ridge covering mobile/low end, desktop, and high-end desktop/workstation/server respectively. Are they just gonna make Stoney Ridge and Bristol Ridge disappear (for the most part)?

 

[Gikaseixas]

With all due respect, I think this sort of commentary goes too far. If people want to support a company, it's best for our community if they just put their money where there mouth is and use the ownership experience to provide positive assistance to other forum users wherever possible.

We don't need a whole lot of fanboy posting that disrupts threads and otherwise causes problems in the CPU forum (or VC&G forums or any of its subforums). Based on a brief review of his posting history here at AT, it doesn't look like nemesismk2 is a disruptive user at all.

Brand loyalty is real, and it isn't always something we should examine in a negative context.

Great post
I don't get the hate. He buys what he thinks suits his needs the best, it's his money.

 

[Gikaseixas]

GTX970 is business wise a superb product. Steam numbers etc also backs this up

Address the context please, he was talking about Nvidia's credibility, not it's sales success.

 

[ShintaiDK]

Address the context please, he was talking about Nvidia's credibility, not it's sales success.

It is the context. Its business.

JHH can pretty much get away with it because in the end of the day, it had no impact on the business and GTX970 sells like hotcakes even today. LS however cant, because she didnt deliver to the stockholders what she promised and AMD will continue its free fall.

 

[Headfoot]

No, it's not. It didn't change the competitive landscape so there is no chance it will improve AMD fortunes on the market.

$550 air cooled Fury isnt out yet nor is Fury Nano. You're jumping the gun. Fury X may have been a dud. Fiji itself may not be depending on the two remaining releases.

 

[Creig]

It is the context. Its business.

JHH can pretty much get away with it because in the end of the day, it had no impact on the business. LS however cant, because she didnt deliver to the stockholders what she promised and AMD will continue its free fall.

Huh? So Nvidia can lie about hardware specs and it's okay with you as long as it sells well?

Wow... I'm not sure you should be chiding other people for blind support of a company. Kinda screams "double standards".

 

[mrmt]

Address the context please, he was talking about Nvidia's credibility, not it's sales success.

Nvidia did a poor job in finding new markets, but a very good job in monetizing all the opportunities they had on the GPU market. As a result the market doesn't have high hopes for them but know that they will have plenty of cash to milk for the foreseeable future.

The GTX 970 is just a reminder that we have to take all Nvidia info with substantial quantities of salt, just like investors will take all Nvidia new market forecasts with salt too, but from a business POV it was a non-issue. The GTX 970 is a very good product and is selling rather well, plus the tech sites that could give Nvidia some heat didn't push the issue too hard, so Nvidia will basically get away with it.

The 300 series fizzle is a rather more complicated issue. Lisa Su said that it would allow AMD to turn around its GPU business and would also make AMD regain some share. The lackluster performance of the rebrands and of Fury X on top of the uncompetitive pricing won't allow it.

 

[mrmt]

Huh? So Nvidia can lie about hardware specs and it's okay with you as long as it sells well?

Wow... I'm not sure you should be chiding other people for blind support of a company. Kinda screams "double standards".

Nvidia lied to their consumers but since the press and consumers didn't push the matter too hard it will be forgotten soon, while AMD lied to their investors and creditors, and they won't take this matter lightly.