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AMD Now "Verging On Irrelevancy" Analyst Says

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sangyup81 said:
I love my AMD products but man, that lawsuit settlement with Intel that resulted in the Global Foundries split off isn't looking good at all! 12 million APUs is great but it should have been more. The demand was there but production couldn't keep up and those lost units of potential sales will never come back.
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I'm sure they'll ship more as GF fixes their issue with getting good Llano yields. Bobcat is doing fine as of now when it comes to that.

I don't think it'll be too bad of a loss because early next year they'll be releasing the Trinity APU, and with that come new laptops. They already had Llano for testing the 32nm process, so Trinity shouldn't suffer any major yield issues (they've already had fully working samples ever since a month or so ago).
 
LOL_Wut_Axel said:
I'm sure they'll ship more as GF fixes their issue with getting good Llano yields. Bobcat is doing fine as of now when it comes to that.

I don't think it'll be too bad of a loss because early next year they'll be releasing the Trinity APU, and with that come new laptops. They already had Llano for testing the 32nm process, so Trinity shouldn't suffer any major yield issues (they've already had fully working samples ever since a month or so ago).
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I see the Trinity customers as different people since I figure 2 years is as short as it comes when it comes to large numbers of people upgrading their machines. Who knows, maybe those people who didn't get the bobcat or llano will go AMD 2 years later.

GloFo can try as hard as they want when it comes to fixing their issues but the real solution for AMD may be using TSMC for some of their CPUs as well.
 
LOL_Wut_Axel said:
Best arguments I've ever heard, right here. "I'm ignorant about sales figures or the market, so that means it hasn't done well."

FYI, AMD has shipped 12 million Fusion APUs according to figures from Q3 2011. They've been on the market since Q1 2011, which means in 3/4 of a year alone they've shipped 12 million of them. Gotta love people that try to put down AMD any chance they get. Just so you know, Bulldozer (which DOES suck) isn't where most of their money comes from, nor does its failure mean an impending doom for AMD. Just because you're an enthusiast and Intel has the best Performance and Enthusiast market CPUs doesn't mean AMD sucks.
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I wasnt putting down AMD. I actually said they had attractive products in Llano and Bobcat, but I thought the use being put to them that I was seeing in local big box stores was not correct. And I also dont see how you can say I was not correct in what I saw in my local retailer unless you went to the same store and saw what was on the shelves. I made a very limited statement that in the big box stores in my local area, intel still has a lot more product on the shelves than fusion or bobcat. And I never said AMD was doomed. By the same token I dont think they are ever going to make big profits and see their stock reach the 30 dollar or more level that is in their heyday. I think they will just limp along sometimes losing money and sometimes making a small profit.
 
I guess not. They always come back despite the fact that they have been losing money in droves over the years. I wonder who in their right mind finances AMD again and again when they very often are not profitable. It's like dumping money into a barrel without a bottom.
 
boxleitnerb said:
I guess not. They always come back despite the fact that they have been losing money in droves over the years. I wonder who in their right mind finances AMD again and again when they very often are not profitable. It's like dumping money into a barrel without a bottom.
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As long as they service their Debts, people will lend them money.
 
sandorski said:
Then obviously they can still meet the criteria for financing.
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For how much longer?

The next 3 to 4 months are critical for AMD, as it is unlikely that the current performance gap/product desirability to Intel, will remain as it currently is(and one can make their own assessments here), with Intel to start zooming away with the release of Haswell.

So soon, things are going to get much worse for AMD's competitive position(s).
 
Intel is already competing with itself in the high end with X79 and Z77 and nVidia can get away with releasing their mid-range card as high end with a price tag to match.
 
AdamK47 said:
Intel is already competing with itself in the high end with X79 and Z77 and nVidia can get away with releasing their mid-range card as high end with a price tag to match.
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So true. Did Nvidia ever finally release Big Kepler? An Intel is just dragging out the LGA2011 releases like mad. A year behind the mainstream microarchitecture? Yeah, somebody is feeling like they can take their sweet time there.

Analysts were expecting AMD’s revenue to hit $1.38 billion, but according to AMD’s latest announcement it could come in at less than $1.3 billion. Gross margin will also be lower than expected 31 percent versus 44 percent.
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😱 Holy crap, 10% drop on revenue and those gross margins are absolutely abysmal. They can't keep operating as a for-loss business, the economics just don't work out in the end 🙁
 
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Idontcare said:
So true. Did Nvidia ever finally release Big Kepler? An Intel is just dragging out the LGA2011 releases like mad. A year behind the mainstream microarchitecture? Yeah, somebody is feeling like they can take their sweet time there.



😱 Holy crap, 10% drop on revenue and those gross margins are absolutely abysmal. They can't keep operating as a for-loss business, the economics just don't work out in the end 🙁
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Intel just have the g2120(t) in the sub i3 ivy bridge out as well, and AMD can still compete with them it that lower end market so I'm not so sure AMD can be blamed as much as they are for other companies perceived 'laziness'.
 
sandorski said:
Then obviously they can still meet the criteria for financing.
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Nope. Is the last couple of years they have issued new shares twice in order to raise funds. They diluted their stock value by 25%.

If AMD can raise further lines of credit at this point it will be on very unfavorable terms.
 
Idontcare said:
So true. Did Nvidia ever finally release Big Kepler? An Intel is just dragging out the LGA2011 releases like mad. A year behind the mainstream microarchitecture? Yeah, somebody is feeling like they can take their sweet time there.
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I don't think big kepler was ever meant for consumers/enthusiasts. Considering the absolutely horrible yields that nVidia was suffering from while AMD wasn't impacted, you'd figure it's likely a good thing nVidia never released it in the first place. They're asking a lot of TSMC with their current architecture. That many CUDA cores and with clocks that high it's no wonder they fell back a couple of months.

This generation it seemed like nVidia pushed too hard and AMD played it conservatively. I think it was smart on AMD's part. Just look at the 20%+ overclocks people are managing from practically every reference card. Better to release it with no issues than ask for far too much and get hit by delays again (something they know all too well from their CPU division). It's going to be interesting to see the figures for 2012 when IDC release their numbers. One thing's for certain, whatever the market share we know that discrete GPU sales are down yet again 😛
 
Idontcare said:
So true. Did Nvidia ever finally release Big Kepler? An Intel is just dragging out the LGA2011 releases like mad. A year behind the mainstream microarchitecture? Yeah, somebody is feeling like they can take their sweet time there.



😱 Holy crap, 10% drop on revenue and those gross margins are absolutely abysmal. They can't keep operating as a for-loss business, the economics just don't work out in the end 🙁
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Big Kepler, GK110, will be released this year as a high marking K20 chip. GK104 will be used to serve us gamer peasants 🙂

Also, yeah, I see no point to LGA 2011 in the consumer desktop space. Why should I buy an outdated SNB-E when I can get a shiny new IVB? It'll be even worse with IVB-E v.s. HSW.
 
Idontcare said:
An Intel is just dragging out the LGA2011 releases like mad. A year behind the mainstream microarchitecture? Yeah, somebody is feeling like they can take their sweet time there.
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How do you think it feels to be an architect in the server space? Since Intel flipped the delivery order, I've had to sit and think things like, "well, it sure would be nice to buy sandybridge for this project, but that's not available yet". We didn't get the real SB Xeons until mid may this year. That's a year and a quarter after the consumer space. WTF.
 
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LOL_Wut_Axel said:
I'm sure they'll ship more as GF fixes their issue with getting good Llano yields. Bobcat is doing fine as of now when it comes to that.

I don't think it'll be too bad of a loss because early next year they'll be releasing the Trinity APU, and with that come new laptops. They already had Llano for testing the 32nm process, so Trinity shouldn't suffer any major yield issues (they've already had fully working samples ever since a month or so ago).
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Were are you getting your information. Or are we going to continue BS . I can play that Game really well. But I normally play with guidelines . Like only some utuber would believe. Not anyone who thinks properly
 
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