AMD Q2 Result.

[Phynaz]

And you base that claim on what info?

AMD saying they won't be profitable in the foreseeable future.

They don't have the volume to turn a profit on those chips.

 

[MiddleOfTheRoad]

Just like FX "owns" perf/dollar to this day?

Nope. AMD is still actually competitive in GPU's. We're talking about brand new DirectX 12 / Vulkan products.

Their CPU lineup is in desperate need of the Zen update. The instruction set/architecture on FX is now ancient.

 

[MiddleOfTheRoad]

Fury X is inferior to Geforce GTX980 Ti and priced the same (actually more because 980 Ti is cheaper now). Try harder.

Give me a break. You keep cherrypicking the Fury X to push a specific narrative. The heart of the market is with mainstream cards like the Radeon R7 360, R7 370 or R9 380 -- which are excellent at their respective price points.

 

[MiddleOfTheRoad]

It's official... Nintendo signed for AMD. We have a dark generation incomming.

RIP Nintendo.
And MS needs to be wise and leave the dying console market. PC gaming with keyboard and mouse is the future.

Uh, Nintendo signed on with AMD chips (ATi) back in 2001. Everything since the Gamecube has had AMD graphics.

 

[dark zero]

Uh, Nintendo signed on with AMD chips (ATi) back in 2001. Everything since the Gamecube has had AMD graphics.

And Gamecube ended to be a flop. Also it was ATI. ATI won with Nintendo Wii

 

[Phynaz]

FTFY, see how that works?

It was correct as I wrote it.

 

[ShintaiDK]

The heart of the market is with mainstream cards like the Radeon R7 360, R7 370 or R9 380 -- which are excellent at their respective price points.

Didnt we hear the same story about the 200 series? What happend? Oh right, a marketshare crash from 35% to 22.5% thats tiill only goes one way fast, and thats downwards.

 

[dark zero]

Didnt we hear the same story about the 200 series? What happend? Oh right, a marketshare crash from 35% to 22.5% thats tiill only goes one way fast, and thats downwards.

That was different due bitcoiners around the place... And BTW, what happened with the bitcoin? It ended to dissapear it seems.

 

[Arachnotronic]

Didnt we hear the same story about the 200 series? What happend? Oh right, a marketshare crash from 35% to 22.5% thats tiill only goes one way fast, and thats downwards.

Honestly, given how aggressively priced the Radeon 200-series cards were, I was a bit surprised that they continued to bleed share like this given the strong perf/$ ratios of these cards. NVIDIA is cleaning up in gaming notebooks, though, so if mix is shifting from desktop to gaming-oriented laptop this could help explain it. NVIDIA is also a more recognizable/trusted brand than AMD in gaming, which probably also contributed.

 

[mrmt]

Honestly, given how aggressively priced the Radeon 200-series cards were, I was a bit surprised that they continued to bleed share like this given the strong perf/$ ratios of these cards. NVIDIA is cleaning up in gaming notebooks, though, so if mix is shifting from desktop to gaming-oriented laptop this could help explain it. NVIDIA is also a more recognizable/trusted brand than AMD in gaming, which probably also contributed.

One interesting bit is that AMD managed to turn the high end segment, traditionally a high margin segment into a low margin segment because of HBM, so even if they sell a lot of Fury cards it won't help them too much. AMD reverse Midas touch is reaching new heights.

 

[MiddleOfTheRoad]

And Gamecube ended to be a flop. Also it was ATI. ATI won with Nintendo Wii

And the best selling Nintendo home game console in their entire history, the Wii, had an AMD GPU.
The fastest selling Xbox of all time, the Xbox One, has an AMD APU.
And the fastest selling game console of all time, the Playstation 4, has an AMD APU.

ATi is the same company as AMD (they merged), Get a clue.

 

[Abwx]

Apparently it goes for financials like it goes for technical once the usual experts step in a thread, to summarize it s all authoritarive statements to better cancel the void of the argumentation, most striking is that there s never a single relevant number that appear, if there s a number at all.

Costs are discussed without anybody having the slightest clues about the components actual costs, and indeed, is it a surprise, there s no numbers, not even one with a modest 200% error margin...

 

[MiddleOfTheRoad]

Didnt we hear the same story about the 200 series? What happend? Oh right, a marketshare crash from 35% to 22.5% thats tiill only goes one way fast, and thats downwards.

I never personally felt that way about the 200 series. I always felt that most of the lineup were just too power hungry/hot to be practical.

 

[Fjodor2001]

Well that certainly has improved. I think nVidias models are more hot and noisy these days.

 

[mrmt]

I never personally felt that way about the 200 series. I always felt that most of the lineup were just too power hungry/hot to be practical.

so now that AMD cards is even more power hungry with the 300 series, throwing perf/watt out of the window, they have a chance?

 

[Phynaz]

Apparently it goes for financials like it goes for technical once the usual experts step in a thread, to summarize it s all authoritarive statements to better cancel the void of the argumentation, most striking is that there s never a single relevant number that appear, if there s a number at all.

Costs are discussed without anybody having the slightest clues about the components actual costs, and indeed, is it a surprise, there s no numbers, not even one with a modest 200% error margin...

A lot of words.....to say nothing.

 

[Abwx]

A lot of words.....to say nothing.

That s as relevant as the discussions i read here, and as much on point...

Otherwise about previsions with actual numbers you can put this one in your sig if you want :

http://forums.anandtech.com/showpost.php?p=37564409&postcount=65

It wont take long before we know who are the experts here, although i m still waiting for people to take some risks and provide their expected outlooks for the case that interest us, set apart doom/gloom i see no estimations for the current quarter, be it in revenue, eventual income, margins, resulting stock value etc...

 

[Phynaz]

Outlook: AMD will continue to operate in the red for the foreseeable future. Intel will continue to earn billions for the foreseeable future.

The above is according to the companies themselves, and I see no reason to suspect they have it wrong.

 

[Fjodor2001]

What's the foreseeable future? 3 months, 1 year, 3 years...?

Also, it could happen that some AMD products sell well and with profit, others not. In addition, they have fixed costs like R&D to consider, no matter of sales. We don't know what products those costs are attributed to, but most of it will be for future products.

Therefore you cannot just look at AMD's net result and conclude that they are making a loss on every current product they are selling.

 

[ShintaiDK]

I never personally felt that way about the 200 series. I always felt that most of the lineup were just too power hungry/hot to be practical.

And its only gotten worse since.

 

[Fjodor2001]

And its only gotten worse since.

 

[ShintaiDK]

You forgot power consumption, on purpose.

 

[Abwx]

And its only gotten worse since.

You know that you are posting non sense, but nevermind, the show must go on...

You forgot power consumption, on purpose.

It s obvious that for your very case going Nvidia rather than AMD you ended paying to the former the few energy saving, and as a consequence had to live in the cold to get back this loss...

 

[Fjodor2001]

You forgot power consumption, on purpose.

Yes, because my point was to prove that noise level and temperature is in fact lower on the 300 series. Much better than on the 200 series, and often better than nVidias options.

So in that regard you were wrong.

The power consumption is higher though, so you're correct on that.

 

[ShintaiDK]

You know that you are posting non sense, but nevermind, the show must go on...



It s obvious that for your very case going Nvidia rather than AMD you ended paying to the former the few energy saving, and as a consequence had to live in the cold to get back this loss...

How is the marketshare again?

Oh right, AMD got hammered into the ground the last year and it continues.