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AMD Q1 2015 Earnings - 23 cents a share loss, to exit dense server (SeaMicro)

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mrmt said:
Did desktops fall 70%+ like AMD CPU sales?
Click to expand...

Considering AMD's marketshare in Desktops versus Laptops, obviously they were going to weather the brunt of the stalled sales for Desktops.

Perhaps you haven't noticed the recent death of TigerDirect retail stores, CompUSA, Future Shop or Radio Shack. Desktops aren't selling in enough volume to sustain brick and mortars, either. Desktops were AMD's core focus for years -- now they are scrambling to find other markets.
 
MiddleOfTheRoad said:
Considering AMD's marketshare in Desktops versus Laptops, obviously they were going to weather the brunt of the stalled sales for Desktops.

Perhaps you haven't noticed the recent death of TigerDirect retail stores, CompUSA, Future Shop or Radio Shack. Desktops aren't selling in enough volume to sustain brick and mortars, either. Desktops were AMD's core focus for years -- now they are scrambling to find other markets.
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IIRC AMD revenue mix was revenly split between desktops and notebooks, so as much as the desktop drop should affect AMD more than it would affect Intel, the drop cannot be attributed to the desktop alone. AMD should have lost a sizable market share on the notebook market, especially on the bottom market with the cat family.
 
mrmt said:
IIRC AMD revenue mix was revenly split between desktops and notebooks, so as much as the desktop drop should affect AMD more than it would affect Intel, the drop cannot be attributed to the desktop alone. AMD should have lost a sizable market share on the notebook market, especially on the bottom market with the cat family.
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The Cat Cores are exactly how AMD has increased its x86 marketshare for the past 2 years.... The Semi-Custom cats are what are keeping the lights on in Sunnyvale, but the margins stink (which is why revenue is down).

http://www.pcworld.com/article/2148620/game-consoles-spur-amds-x86-processor-market-share.html
 
MiddleOfTheRoad said:
The Cat Cores are exactly how AMD has increased its x86 marketshare for the past 2 years.... The Semi-Custom cats are what are keeping the lights on in Sunnyvale, but the margins stink (which is why revenue is down).

http://www.pcworld.com/article/2148620/game-consoles-spur-amds-x86-processor-market-share.html
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Uhh..."margins stink" doesn't necessarily lead to "revenue down."

No. AMD's PC/server businesses shrank faster than the console business grew; this has nothing to do with margin.

Where margin comes in is in the company's blended gross profit margin percentage, which is down from low-to-mid 40's to low 30's.
 
Scholzpdx said:
That is so naive. Don't be a monopoly apologist. They'll kill old hardware off with software. That's it.
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Nah, those days are long gone brother.

ARM will step up to the plate, or someone else will. The world's too far dependent on Windows-based machines to let one big company decide when upgrades happen.

This isn't 1998.
 
AMD seems to have been taking losses for a very long time now. Is there a chance they could go under if this keeps continuing for a few more years?
 
Sonikku said:
AMD seems to have been taking losses for a very long time now. Is there a chance they could go under if this keeps continuing for a few more years?
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Losses aren't really an issue, at least not losses as defined by most accounting including wallstreet accounting. What actually matters is cashflow. Now in AMDs case, it also appears that there are significant cashflow issues as well that could be detrimental.
 
cbn said:
Do you mind spec'ing that system out?
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$355,95 or $320,95 AR with 2x 4GB 2400MHz memory and 240GB SSD. You can upgrade to A10-7850K any time and double your performance if you wish.
Obviously you can go lower than that but that is a nice cheap Slim SFF entry-level HTPC that can play the vast majority of games at 720p and has a nice video playback and good upgradability.

2wm2794.jpg
 
AtenRa said:
$355,95 or $320,95 AR with 2x 4GB 2400MHz memory and 240GB SSD. You can upgrade to A10-7850K any time and double your performance if you wish.
Obviously you can go lower than that but that is a nice cheap Slim SFF entry-level HTPC that can play the vast majority of games at 720p and has a nice video playback and good upgradability.

2wm2794.jpg
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Where is your copy of windows?

Edit: I wont get into an argument with you about that 7400K, but a dual core apu may play the "vast majority of games", but certainly will be very limited in any modern somewhat demanding game.
 
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frozentundra123456 said:
Where is your copy of windows?

Edit: I wont get into an argument with you about that 7400K, but a dual core apu may play the "vast majority of games", but certainly will be very limited in any modern somewhat demanding game.
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If you dont have a spare Win 7 you can change the SSD with a 2.5" 250GB at $39,99. That will lower the cost by $50 to a total of $270,75.

Then you can add $100 for the Win 8.1 64bit license making the total at $370. 😉

As for the A6-7400K, It can play most of the latest AAA games at 720p.

http--www.gamegpu.ru-images-stories-Test_GPU-Action-Grand_Theft_Auto_V_-fps.jpg


http--www.gamegpu.ru-images-stories-Test_GPU-Retro-Need_for_Speed_Most_Wanted_-test-nastr-ar_fps.jpg
 
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AtenRa said:
If you dont have a spare Win 7 you can change the SSD with a 2.5" 250GB at $39,99. That will lower the cost by $50 to a total of $270,75.

Then you can add $100 for the Win 8.1 64bit license making the total at $370. 😉
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That's actually a pretty reasonable setup. :thumbsup:
 
Maybe someone has pointed this out before, but Intel is using its size and expertise to put their x86 chips everywhere, just to keep ARM PC from becoming something competitive; to maintain the x86 Windows / Linux PC dominance. (Yes, I know this is obvious.)

And AMD indirectly benefits from having the PC market skewed towards x86.

So AMD needs the clout of Intel, and starts to slot products if they can provide something competitive.

http://www.pcworld.com/article/2888...il-prices-features-match-better-cto-says.html
 
AtenRa said:
Anyone thinking that AMD will sell 20nm Console SOCs at lower margins than they sell 28nm SOCs is greatly mistaken.

AMD will go to 20nm only when they will be able to sell at lower price than what they sell today(28nm) but at the same time at least keeping those low margins they have today. This way both AMD and MS/Sonny will benefit, AMD will get higher volume lower GODs(thus higher income) and MS/Sonny will get lower GODs and increase Volume (thus higher Income).

What you and others suggest here is that AMD will go to 20nm and in the process they will loose both revenue and income when they should increase both. No company will do that, you dont transfer to a new node unless you get higher margins than what you had before, or higher volumes but keeping the same margins or both.

People here are talking about Moore's Law constantly but they dont seem to really understand what it is all about.
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There is typically a step program based on node and or benchmarks. Remember when the xBox failed to sell as well as MS had hoped? MS tried to get out of their contractual obligation to pay at x rate until y benchmark was reached with Nvidia. MS wanted to accelerate the contract and pay less per chip before they met shipment numbers.

So it is entirely possible MS and Sony will be reaping the rewards of smaller nodes more than AMD. These console contracts front load benefits for the supplier up front. On the back end when shipments are increasing due to age of the console and price reductions. I could see margins decrease while volume picks up.
 
Scholzpdx said:
By far the most commonly used. Are you trying to hint at something?
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By far? By whom exactly. For Windows, MS's tools are significantly more common, even for game devekopment. For Mac OS, it's LLVM. For the Linuxes it's gcc. Icc doesn't have much marketshare.
 
Sonikku said:
AMD seems to have been taking losses for a very long time now. Is there a chance they could go under if this keeps continuing for a few more years?
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There is always a chance. There have companies that were in better financial shape that still decided to shut down / liquidate due to investor pressure.
 
Arachnotronic said:
Uhh..."margins stink" doesn't necessarily lead to "revenue down."

No. AMD's PC/server businesses shrank faster than the console business grew; this has nothing to do with margin.
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You can't be serious. You really think the $10 AMD makes on a each console chip is more lucrative for them versus when they used to sell a single Opteron chip for $1500. Lower margins = revenue down / lower.

They produced 25+ million cat core APU's for the PS4 alone -- Show me the money. It's next to nothing.
 
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