AMD Q2 Result.

[Abwx]

How is the marketshare again?

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

AMD underestimated the grip that their competition as over the reviewing sites, hence they were viral marketed with the results you know.

All sites are mandated to follow scrupulously Nvidia s reviewing guide if they want to keep receiving test gear, AMD on the other hand has been too much tolerant and as a result reviews are done according to Nvidia imposed settings and games.

You can see clearly this trend at Hardware.fr with their reviewer even creating deffamatory metrics wich are used only with AMD GPUs and never with Nvidia s...

Perhaps you ll understand better the surprisingly moderate tone of Ryan Smith in his reviews, that s a hint that the guy is crawling through corporates pressures and want to stay in good terms with everybody, others will not be as cautious and will jump on a corrupted bandwaggon, ask legitreviews, Techreport and others such sites with selected and very few games...

 

[ShintaiDK]

AMD underestimated the grip that their competition as over the reviewing sites, hence they were viral marketed with the results you know.

All sites are mandated to follow scrupulously Nvidia s reviewing guide if they want to keep receiving test gear, AMD on the other hand has been too much tolerant and as a result reviews are done according to Nvidia imposed settings and games.

You can see clearly this trend at Hardware.fr with their reviewer even creating deffamatory metrics wich are used only with AMD GPUs and never with Nvidia s...

Perhaps you ll understand better the surprisingly moderate tone of Ryan Smith in his reviews, that s a hint that the guy is crawling through corporates pressures and want to stay in good terms with everybody, others will not be as cautious and will jump on a corrupted bandwaggon, ask legitreviews, Techreport and others such sites with selected and very few games...

I expected you to play that card. Even tho as invalid as it is. It doesnt explain the OEM situation.

As always its just one excuse after the other. Never AMDs fault.

 

[Abwx]

I expected you to play that card. Even tho as invalid as it is. It doesnt explain the OEM situation.

As always its just one excuse after the other. Never AMDs fault.

Oems have nothing to do with perception, they follow suite.

As for excuses we ll see on the coming quarters, i dont think that Lisa Su is the kind of people that is unreactive, she has already used a few shill sites as guinea pigs to show the others that AMD is done with their stealth viral marketing, check the tones in the Furys reviews, there s quite a change in the tune, although a lot have trouble quiting their old habits.

 

[mrmt]

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

In AMD's case that's five quarters, until Zen's launch. They will launch no new products while the competition will, and the console revenue should experience a small drop, so whatever is left of their competitive position now will be even further degraded by the end of Q316, that's about it in terms of operating results.

 

[AtenRa]

In AMD's case that's five quarters, until Zen's launch. They will launch no new products while the competition will, and the console revenue should experience a small drop, so whatever is left of their competitive position now will be even further degraded by the end of Q316, that's about it in terms of operating results.

There are new Desktop APUs (excavator) coming next year before ZEN release and new GPUs. Also two new semicustom products will start shipping in H2 2016.

 

[cytg111]

As always its just one excuse after the other. Never AMDs fault.

As always its just one accusation after the other. Always AMDs fault.

Pot, meet Kettle.

 

[ShintaiDK]

As always its just one accusation after the other. Always AMDs fault.

Pot, meet Kettle.

Who else do you blame? Those making better products?

 

[Genx87]

AMD underestimated the grip that their competition as over the reviewing sites, hence they were viral marketed with the results you know.

All sites are mandated to follow scrupulously Nvidia s reviewing guide if they want to keep receiving test gear, AMD on the other hand has been too much tolerant and as a result reviews are done according to Nvidia imposed settings and games.

You can see clearly this trend at Hardware.fr with their reviewer even creating deffamatory metrics wich are used only with AMD GPUs and never with Nvidia s...

Perhaps you ll understand better the surprisingly moderate tone of Ryan Smith in his reviews, that s a hint that the guy is crawling through corporates pressures and want to stay in good terms with everybody, others will not be as cautious and will jump on a corrupted bandwaggon, ask legitreviews, Techreport and others such sites with selected and very few games...

It has been one giant conspiracy against AMD for a decade. That is, according to AMD fans. In the real world AMD has delivered sub par parts the market has been rejecting at higher and higher rates.

 

[Abwx]

It has been one giant conspiracy against AMD for a decade. That is, according to AMD fans. In the real world AMD has delivered sub par parts the market has been rejecting at higher and higher rates.

Ask the sites that were delivered FCAT gear by Nvidia without aknowledging it, ask thoses sites where is this gear currently and why it s not used anymore.

But of course, it s all invention of mine, isnt it, as are the Nvidia slides that staunchly and viral marketedly downplayed AMD when Hawai was launched.

Those trolls didnt say that their cards that all reject air inside the case will throttle as much if not more than AMD s cards while overeating the rest of the PC contrary to what was brought by an exhausting fan on a card..

Heck, Hardware.fr got them throttling in open setting once they added a second card....

Their tricks may work with gullible readers or fans but certainly not with whom has the slightest and most basic enginering training.

 

[Abwx]

In the real world AMD has delivered sub par parts the market has been rejecting at higher and higher rates.

In real world it is years that Intel is selling CPUs that are good only for office use..

By lacking the gaming capability they prove to be products totaly inadequate for the consumer market, they are corporate PCs CPUs that ended depressing the consumer market where the needs are different and are not covered by what are actually niche products imposed by a monopoly to the consumers..

In a familial PC no Intel CPU can rival an AMD APU when it comes to actual utility....

 

[NTMBK]

In real world it is years that Intel is selling CPUs that are good only for office use..

By lacking the gaming capability they prove to be products totaly inadequate for the consumer market, they are corporate PCs CPUs that ended depressing the consumer market where the needs are different and are not covered by what are actually niche products imposed by a monopoly to the consumers..

In a familial PC no Intel CPU can rival an AMD APU when it comes to actual utility....

Or, you know, just add a graphics card.

 

[frozentundra123456]

Or, you know, just add a graphics card.

Exactly, and it is not like an AMD apu is a powerful gaming platform on its own. For instance in undoubtedly the biggest game of the year, AMD's most powerful APU cannot even play Witcher 3 at 30 FPS *average*, not mimimum, low settings, at a measly 800p. (per game.gpu). But I am sure that it is due to some nVidia and intel dirty tricks that consumers are not rushing to buy this for their gaming needs.

 

[Abwx]

Or, you know, just add a graphics card.

Vast majority of PCs are sold without dGPU and consumers wont add a dGPU, often it s not even possible given the formats shrinking continualy...

And then, where would be the perf/Watt advantage (only in pure CPU usage...) much hyped by some people here, all of a sudden power doesnt count..?.

Truth is that most PCs sold are unfit for the very people they are targeting, hence the need of continual viral marketing to offset what could become damaging for Intel s marketshare should people grasp that they are buying corporate PCs in disguise.

Their marginal CPU better perf/Watt is useless for the average consumers pure CPU tasks and in combined GPU/CPU use both perfs and perf/Watts of those chips are mediocre, so what are they really usefull for set apart for artificialy inflating Intel s gross margin..??..

 

[Genx87]

Ask the sites that were delivered FCAT gear by Nvidia without aknowledging it, ask thoses sites where is this gear currently and why it s not used anymore.

But of course, it s all invention of mine, isnt it, as are the Nvidia slides that staunchly and viral marketedly downplayed AMD when Hawai was launched.

Those trolls didnt say that their cards that all reject air inside the case will throttle as much if not more than AMD s cards while overeating the rest of the PC contrary to what was brought by an exhausting fan on a card..

Heck, Hardware.fr got them throttling in open setting once they added a second card....

Their tricks may work with gullible readers or fans but certainly not with whom has the slightest and most basic enginering training.

Nvidia downplayed AMD's Hawaii launch? Somebody call the press! This is unheard of tactics, a competitor downplaying the competition!

Anyways when endless excuse for why AMD has imploded is "conspiracy", it is time to get some fresh air. AMD has imploded because AMD has failed to deliver products the market desires.

 

[Genx87]

In real world it is years that Intel is selling CPUs that are good only for office use..

By lacking the gaming capability they prove to be products totaly inadequate for the consumer market, they are corporate PCs CPUs that ended depressing the consumer market where the needs are different and are not covered by what are actually niche products imposed by a monopoly to the consumers..

In a familial PC no Intel CPU can rival an AMD APU when it comes to actual utility....

The consumer market that wants more than a word processor buys an add in graphics card. The APU is a product without a market imo. Yes people want a fluid interface. But if they want to game they will buy a more powerful add in card. So intel doesnt need to have great graphics performance to dominate the market. They just need to deliver enough to make the interface fluid. They have done that for a long time.

And when people buy an add in graphics card Intel has the CPU of choice to power it.

 

[Genx87]

Exactly, and it is not like an AMD apu is a powerful gaming platform on its own. For instance in undoubtedly the biggest game of the year, AMD's most powerful APU cannot even play Witcher 3 at 30 FPS *average*, not mimimum, low settings, at a measly 800p. (per game.gpu). But I am sure that it is due to some nVidia and intel dirty tricks that consumers are not rushing to buy this for their gaming needs.

Absolutely. Nvidia viral marketed the crap out of AMDs APU so much it caused the performance to not be worthy of mention in Witcher 3.

 

[Genx87]

Vast majority of PCs are sold without dGPU and consumers wont add a dGPU, often it s not even possible given the formats shrinking continualy...

And then, where would be the perf/Watt advantage (only in pure CPU usage...) much hyped by some people here, all of a sudden power doesnt count..?.

Truth is that most PCs sold are unfit for the very people they are targeting, hence the need of continual viral marketing to offset what could become damaging for Intel s marketshare should people grasp that they are buying corporate PCs in disguise.

Their marginal CPU better perf/Watt is useless for the average consumers pure CPU tasks and in combined GPU/CPU use both perfs and perf/Watts of those chips are mediocre, so what are they really usefull for set apart for artificialy inflating Intel s gross margin..??..

Or "gasp" the majority of consumers are fine with Intel graphics performance for the games they play. If they want something more powerful they will buy an add in card.

 

[Abwx]

The consumer market that wants more than a word processor buys an add in graphics card. The APU is a product without a market imo. Yes people want a fluid interface. But if they want to game they will buy a more powerful add in card. So intel doesnt need to have great graphics performance to dominate the market. They just need to deliver enough to make the interface fluid. They have done that for a long time.

And when people buy an add in graphics card Intel has the CPU of choice to power it.

Perhaps you should look at the statistics, this would spare you some useless text lines and get your post being on point....

Most people use a dGPU, the one at hand, for games.

And even the bolded is not on point, 80% of the sold dGPU need only a basic CPU, preferably with enough cores as proved by the Pentium G3258 fail...

Well, fail for the buyers, for Intel that was a smart move to get all thoses people mandatory upgrading rather sooner than later....

 

[Phynaz]

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

Both companies have provided varying amounts of guidance for the rest of the year.

for 2015 in total:

AMD - We will not be profitable.
Intel - sales are expected to fall by 1%

Do you have anything showing that Carrizo will ship in sufficient volume to be profitable this year?

 

[Phynaz]

In real world it is years that Intel is selling CPUs that are good only for office use..

By lacking the gaming capability they prove to be products totaly inadequate for the consumer market, they are corporate PCs CPUs that ended depressing the consumer market where the needs are different and are not covered by what are actually niche products imposed by a monopoly to the consumers..

In a familial PC no Intel CPU can rival an AMD APU when it comes to actual utility....

Yet AMD has about 2% market share. It seems Intel has it right and AMD has the wrong product.

In other words the vast majority of the PC buying public disagrees with you.

 

[Abwx]

Do you have anything showing that Carrizo will ship in sufficient volume to be profitable this year?

Not to make it an Intel/debate but if you were asked last year in the same month if Core M would provide some revenue to Intel for the rest of the year i have no doubt that you would had answered positively..

We know what occured and there s not much debate left on this matter, as to AMD besting Intel in time to market for a similar product it s impossible to be sure 100% at this point, but there s a relevant thread with some infos and all hints point to AMD having no trouble to deliver the product in quantities.

The eventual little delay from some OEMs has apparently one of them as cause, namely HP, that seems to have a stronger offering at launch, and this could had well drained most of the early production..

In other words the vast majority of the PC buying public disagrees with you.

They dont disagree, they are not well informed, about the same way tons of people are buying Intel s stock despite it s dwindling continously...

 

[Genx87]

Perhaps you should look at the statistics, this would spare you some useless text lines and get your post being on point....

Most people use a dGPU, the one at hand, for games.

And even the bolded is not on point, 80% of the sold dGPU need only a basic CPU, preferably with enough cores as proved by the Pentium G3258 fail...

Well, fail for the buyers, for Intel that was a smart move to get all thoses people mandatory upgrading rather sooner than later....

This comes off as sour grapes. AMD has failed to deliver a product people want to buy. You can create conspiracy theories as to why the market doesnt like AMD, or call the market stupid. But at the end of the day the market has spoke. AMD is not what it wants.

 

[Abwx]

AMD has failed to deliver a product people want to buy. You can create conspiracy theories as to why the market doesnt like AMD, or call the market stupid. But at the end of the day the market has spoke. AMD is not what it wants.

Lol, consumers want so much Intel that this latter had to throw bns to get AMD out of the mobile market, you should explain us that people didnt want AMD s Mullins because, well, Intel was supposedly better with a disaster of a product...

 

[AtenRa]

This comes off as sour grapes. AMD has failed to deliver a product people want to buy. You can create conspiracy theories as to why the market doesnt like AMD, or call the market stupid. But at the end of the day the market has spoke. AMD is not what it wants.

AMD doesnt sell tons of APUs not because the market doesnt want the product but because AMD doesnt have the money and power to sell them.

Even when Athlon was faster than Pentium 4, Intel was selling more P4 than AMD were selling Athlons. Dont tell me the market wanted P4s

You dont need to have the best product if you own the market by rebates

Even if AMD had the ultimate product tomorrow it would not increase its market share substantially because Intel would simple give higher rebates.

 

[Genx87]

AMD doesnt sell tons of APUs not because the market doesnt want the product but because AMD doesnt have the money and power to sell them.

Even when Athlon was faster than Pentium 4, Intel was selling more P4 than AMD were selling Athlons. Dont tell me the market wanted P4s

You dont need to have the best product if you own the market by rebates

Even if AMD had the ultimate product tomorrow it would not increase its market share substantially because Intel would simple give higher rebates.

When AMD had the Athlon their market share grew to their capacity. So yes, the market reacted favorably to a product that was great.