AMD upcoming financials

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Feb 19, 2009
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Realistically who would buy Faildozer instead of the i-core-meaningless?? Low end intel stuff is relatively cheap, the price difference isnt huge.
 

Keysplayr

Elite Member
Jan 16, 2003
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Yes that must be why their financials are down.

It couldn't have anything to do with their lack of much on the CPU side, especially servers, which are down to something like 5% marketshare now. Nope, their uncompetitive CPUs have nothing to do with it.

:rolleyes:

Perhaps both divisions played a part, don't you think? Roll your eyes at that.
 
Feb 19, 2009
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Perhaps both divisions played a part, don't you think? Roll your eyes at that.

We won't know until they release detailed numbers.

I have a hunch its faildozer. They have NOTHING competitive not even on perf/$ let alone horrible perf/w on desktop CPUs.

Mobile space at least they compete very well there.
 

Keysplayr

Elite Member
Jan 16, 2003
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We won't know until they release detailed numbers.

I have a hunch its faildozer. They have NOTHING competitive not even on perf/$ let alone horrible perf/w on desktop CPUs.

Mobile space at least they compete very well there.

I guess in the end it really doesn't matter if it's Bulldozer or not.
 

sontin

Diamond Member
Sep 12, 2011
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Mobile space at least they compete very well there.

But it looks that nobody wants their tech.
Here in germany i can't buy one notebook with Cape Verde and only a few with Trinity. That's nothing in compare with Ivi Bridge and GK107.
 
Feb 19, 2009
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But it looks that nobody wants their tech.
Here in germany i can't buy one notebook with Cape Verde and only a few with Trinity. That's nothing in compare with Ivi Bridge and GK107.

I guess someone's buying them all cos Llano was hammered, supply couldn't keep up with demand.

I think my next laptop is going to be an APU one. I want a laptop that can run games okay, but not big huge, or hot and noisy like most with discrete graphics.. and definitely not intel only. Are there more ppl like minded? Probably heaps.
 

Skurge

Diamond Member
Aug 17, 2009
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But it looks that nobody wants their tech.
Here in germany i can't buy one notebook with Cape Verde and only a few with Trinity. That's nothing in compare with Ivi Bridge and GK107.

Yeah, apart from being a lousy desktop GPU. In the mobile space GK107 was a slam dunk.
 

KompuKare

Golden Member
Jul 28, 2009
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However bad BD is, aside from peak power (idle is actually very good for BD, Llano and Trinity) surely there is no such thing as bad product just a badly priced one... And there BD failed big time especially at its launch price.

But AMD's recent designs seem to be wasting transistors for no apparent reason. With a bit more work a 32nm Stars could easily have been competitive.

On the graphic side, they seems to have similar mistakes with the 28nm updates. What does Cape Verde use its 1.5 billion transistor budget for if it is only as fast as the 1.04 billion Juniper? I know it is limited with its 128-bit bus but since 28nm runs cooler and uses less power surely they could have come up with something competitive with Barts (1.7 billion 40nm)?

Not that GK107 (or at least the DDR3 which is all I’ve seen benched) is any better. Surely using the increased transistor from process shrinks and having little (nothing) to show for it is bad design.

Staying with 28nm graphics, while Tahiti is a good design having to compete against GK104 with a compute-heavy design must hurt - not to mention having a much more expensive PCB and 384-bit bus. Obviously they were surprised that Nvidia would segment their cards and cut compute to radically on their gaming cards.

For the next gen cards, it would probably make sense for them to take a few leaves out of NV’s book and try making an overclocked Pitcairn type design although it might be a bit late at this stage.
 

Homeles

Platinum Member
Dec 9, 2011
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On the graphic side, they seems to have similar mistakes with the 28nm updates. What does Cape Verde use its 1.5 billion transistor budget for if it is only as fast as the 1.04 billion Juniper? I know it is limited with its 128-bit bus but since 28nm runs cooler and uses less power surely they could have come up with something competitive with Barts (1.7 billion 40nm)?
No... your comparison is rather flawed.

Firstly, your assertion that Cape Verde is "only as fast as Juniper" is patently false. Cape Verde is significantly faster than Juniper -- at launch, the 7770 was 26% faster than the 5770 (a statistically significant number), and driver improvements have widened this gap even more.

Second, Juniper was focused solely on gaming. Cape Verde is far more compute oriented. Your claim that Cape Verde is lacking in gaming efficiency compared to Juniper is a bit of a no-brainer. However, Cape Verde wrecks Juniper in compute.

Third, that memory bus difference is very significant.

Finally, the 7770 is closer to being a successor to the 5670 and 6670 than to the 5770 and 6870. This doesn't have much to do with your argument, but I feel it should be stated. A lot of people have expressed disappointment with Cape Verde because it doesn't perform much better than the 5770 given its price, and also because of the common misconception that the 7700 parts are the successor to the 5700 parts. AMD's rebranding of the 57xx parts to 67xx is likely to blame for this, but the reality of the manner is that Barts was the successor to Juniper, and Pitcairn is the successor to Barts. The problem with the 7700 family is the price -- not the performance, as it destroys the 5670 and 6670 (its closest relatives) in performance.
 

KompuKare

Golden Member
Jul 28, 2009
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Second, Juniper was focused solely on gaming. Cape Verde is far more compute oriented. Your claim that Cape Verde is lacking in gaming efficiency compared to Juniper is a bit of a no-brainer. However, Cape Verde wrecks Juniper in compute.

The real problem then is that (almost) no gamer wants compute and I do wonder who useful it will ever be in a budget card like that.

Now AMD's strategy depends on GPUs with compute and APUs having something more compelling than gaming, but until that bears fruition (if ever) AMD has to be willing to sell their compute-orientated cards for the kind of prices their gaming performance commands or to put in another way: if compute features have added say 25% to the die space of Southern Islands chips AMD has to be willing to eat the cost of that 25% die space because people do not want to pay extra for it (so basically are like NV with Fermi this round).
 

blackened23

Diamond Member
Jul 26, 2011
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Okay, I don't get the point of this thread. Nobody knows the specific reason of what happened and why, it is all speculation. Not specifically pointing anyone out but honestly it just seems like this thread is dedicated to nvidia fanbois gloating over their arch nemesis not doing as well as they have in the past.

Sorry, thats just the way I see it. Nobody knows what role the GPU division played, nobody knows what caused this. Nobody here is a market expert. This type of post has happened repeatedly quarter after quarter in the same fashion, same sarcastic tone, same thinly veiled attempt at gloating over their arch nemesis struggling to find their footing. Whatever.:rolleyes:
 
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Idontcare

Elite Member
Oct 10, 1999
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Okay, I don't get the point of this thread. Nobody knows the specific reason of what happened and why, it is all speculation. Not specifically pointing anyone out but honestly it just seems like this thread is dedicated to nvidia fanbois gloating over their arch nemesis not doing as well as they have in the past.

Sorry, thats just the way I see it. Nobody knows what role the GPU division played, nobody knows what caused this. Nobody here is a market expert. This type of post has happened repeatedly quarter after quarter in the same fashion, same sarcastic tone, same thinly veiled attempt at gloating over their arch nemesis struggling to find their footing. Whatever.:rolleyes:

Point of the thread? Step back a few more paces and lets start with "Okay, I don't get the point of this forum."

If you can arrive at a satisfactory answer to that enigma then you will have either answered your question regarding the merits of this thread's existence, or you will rightly begin to question your reasoning's for investing your time in reading and responding to a thread like this one in the first place...think about it ;)
 

AnandThenMan

Diamond Member
Nov 11, 2004
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This type of post has happened repeatedly quarter after quarter in the same fashion, same sarcastic tone, same thinly veiled attempt at gloating over their arch nemesis struggling to find their footing. Whatever.:rolleyes:
You can really tell the real enthusiasts from the trolls IMO. Trolls want a certain company to fail and die, they don't care how or why or what the market consequences will be. So for example when AMD is struggling and their financials are looking grim, out come the usual suspects with their gleeful gibberish. It's been said so many times that it has probably lost all impact, but healthy competition really IS needed, why would anyone in their right mind wish for the likes of AMD to disappear?
I hope AMD doesn't take ATI down with them.
ATI no longer exists, if AMD goes down, the former IP known as ATI goes with it.

BTW, if you want to see a company tanking, take a look at this. Down 97%, is this a mistake? o_O
 

NIGELG

Senior member
Nov 4, 2009
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Kick them when they are down and gloat.It amazes me that there are still extreme people who seem to want a monopoly in GPU'S AND CPU'S.IF AMD dies we all pay....except those of us who get free stuff.

So let's hope that AMD can claw their way back to making sustainable profits OR maybe someone competent can buy them over.
 

KompuKare

Golden Member
Jul 28, 2009
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Kick them when they are down and gloat.It amazes me that there are still extreme people who seem to want a monopoly in GPU'S AND CPU'S.IF AMD dies we all pay....except those of us who get free stuff.

So let's hope that AMD can claw their way back to making sustainable profits OR maybe someone competent can buy them over.

Judging by Intel's prices or rather the amount of segmented SKUs they have, I think 'we' are all already paying. ('We' since I refuse to spend $200 on a 2500K/3570K and none of the non-K Intel CPUs appeal.)
 

HurleyBird

Platinum Member
Apr 22, 2003
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They shouldn't have pushed back bobcat development. It's their one real standout product, but they've been leaving it to collect dust.
 

Meghan54

Lifer
Oct 18, 2009
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While the drop in revenue is not good, I don't think their margins dropped drastically. And in light of that, I wouldn't be suprised if AMD manages a small profit this qtr. Very small, like under $20M, but a profit.

You have to remember, last qtr's drastic $758M loss was almost all due to the final $703M payment for "release" from their GF fab contract. Most of the rest of the loss was due to the acquisition and restructuring costs for SeaMicro.

I wouldn't be surprised to see AMD post a smallish profit instead of a pure loss this qtr.
 
Feb 4, 2009
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Pure speculation here, I wonder if apple will buy them. Apple needs to spend some of its war funds. Personally buying Samsung might be smarter.
 

Keysplayr

Elite Member
Jan 16, 2003
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Kick them when they are down and gloat.It amazes me that there are still extreme people who seem to want a monopoly in GPU'S AND CPU'S.IF AMD dies we all pay....except those of us who get free stuff.

So let's hope that AMD can claw their way back to making sustainable profits OR maybe someone competent can buy them over.

Do not want AMD to die per se. Just want them taken over, hostily if need be, and infused with some really money and some real management. I just hope whoever it is doesn't wait too long.
 

Siberian

Senior member
Jul 10, 2012
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As a PC gamer I could never recommend their video cards and it's a shame what happened to Bulldozer.

Although I don't know how much they get out of the high end.
 

Keysplayr

Elite Member
Jan 16, 2003
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Pure speculation here, I wonder if apple will buy them. Apple needs to spend some of its war funds. Personally buying Samsung might be smarter.

Apple needs all the money they've got to carry out Steve Jobs' last wish to destroy and utterly crush all things Android.
 
Feb 4, 2009
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Apple needs all the money they've got to carry out Steve Jobs' last wish to destroy and utterly crush all things Android.
Hence they should buy Samsung. Crush #1 Android manufacturer, get a panel/TV division, plus all the other Samsung crap and patents.
 

acx

Senior member
Jan 26, 2001
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Hence they should buy Samsung. Crush #1 Android manufacturer, get a panel/TV division, plus all the other Samsung crap and patents.

Samsung Group is larger than Apple and is probably not looking to sell out Samsung Electronics.