News AMD's Q2 2022, yet another quarter of revenue growth

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moinmoin

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Jun 1, 2017
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but those kind of margins were barely viable when AMD was nearly bankrupt.
That's completely backward. When one is close to bankruptcy it's not margins that keep the company afloat (even high margins of nothing are still nothing after all), it's the steady payments for day to day business that does that. Semi custom business did just that in the time AMD essentially had no competitive products for sale. Its semi custom business as a service was the only business actually working, without it AMD really could have shut down.

How about when TSMC 7nm wafers were super scarce?
Due to its steady volume the semi custom business ensured that AMD had a long time business relation with TSMC going already way before Zen 2 was moved to N7. AMD's closeness to TSMC likely is only comparable to Apple's and MediaTek's. If that didn't exist Zen 2 likely would have been delayed with GloFo 7nm and much later on N7, and the steady volume ramp on TSMC nodes since would be much smaller and slower as AMD wouldn't be a proven customer yet.
 

DisEnchantment

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Mar 3, 2017
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Due to its steady volume the semi custom business ensured that AMD had a long time business relation with TSMC going already way before Zen 2 was moved to N7. AMD's closeness to TSMC likely is only comparable to Apple's and MediaTek's. If that didn't exist Zen 2 likely would have been delayed with GloFo 7nm and much later on N7, and the steady volume ramp on TSMC nodes since would be much smaller and slower as AMD wouldn't be a proven customer yet.
Because of the continuity of console business, it is guaranteed that next gen consoles will go AMD. There is no way any other architecture can run those PS5 and XBOX games out of the box, perhaps only for the ones where installation is online,
But most console gamers with tons of DVDs would not be able to use them a next gen non AMD based console, because all those precompiled shaders on their DVDs won't work.
Otherwise the tons of catalog on XBox and PS5 would need shader recompilation or would need to use dynamic recompilation, which for a budget oriented console with crippled CPU cores would be horrible.
The good side effect is that a lot of game developers have to think about ensuring their stuffs run well on the AMD GPUs
The other thing is that there is a business running games in the cloud environment for things like XCloud etc.

Perhaps for the gen after the next things could change if at all.
 

DAPUNISHER

Super Moderator CPU Forum Mod and Elite Member
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Because of the continuity of console business, it is guaranteed that next gen consoles will go AMD. There is no way any other architecture can run those PS5 and XBOX games out of the box, perhaps only for the ones where installation is online,
But most console gamers with tons of DVDs would not be able to use them a next gen non AMD based console, because all those precompiled shaders on their DVDs won't work.
Otherwise the tons of catalog on XBox and PS5 would need shader recompilation or would need to use dynamic recompilation, which for a budget oriented console with crippled CPU cores would be horrible.
The good side effect is that a lot of game developers have to think about ensuring their stuffs run well on the AMD GPUs
The other thing is that there is a business running games in the cloud environment for things like XCloud etc.

Perhaps for the gen after the next things could change if at all.
AMD is also dominating the exploding handheld console market.
 

DAPUNISHER

Super Moderator CPU Forum Mod and Elite Member
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I'd rather call it handheld PC market. It being an extension of the PC market (with all the existing solutions to build on) makes it easy to enter for all the players joining the bandwagon in right now.
Good point, that is more concise.
 

Leeea

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Apr 3, 2020
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Indeed, really underlines how badly Intel has messed up. Failing to deliver on both the server part and gpu had really really hurt them. Seeing the state of Arc is a shock. I expected much, much better execution. Pat needs to get his company in order or he’s done.
Pat is Intel's only hope.

If they dump Pat they are done as the dominate semi-conductor manufacturer. Short term profits vs long term vision. Yes, they are coasting on market penetration right now, but AMD and others are eating that cake very fast.

The days Intel had a foundry node advantage are over. There design house needs to go head to head with Apple, AMD, Nvidia, Google, Amazon, and every other company jumping into the party.
 

sandorski

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Oct 10, 1999
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It seems new Linux version will contain EPYC specific tuning, and if these gains will be not reflected on Intel side, too, then it seems that AMD could further extend its competitiveness in the server space.


Nice. One Off Topic observation though: I swear to the Universe that Linux Users either don't understand User Experience or they are hellbent on making things as difficult as possible. The freakin microscopic Font size.
 

Timorous

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Oct 27, 2008
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AMD says in the 10Q that the Client ASP increased by 35% (!) but did have an 8% unit shipments decrease.

FYI: All those people who think Zen 4 is going to be the same price or cheaper.

I think it will be around the same price give or take because that makes it easier to get people on AM5 and then with Zen 5 and or Zen 6 you can increase prices a bit and since people don't need to buy new motherboards they are more willing to accept it because switching to an equally performing Intel platform will be more expensive due to motherboard cost.
 

moinmoin

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maddie

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Jul 18, 2010
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AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

ASP?

Should be more than 2X Intel (30/13) in server.
 
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Abwx

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Apr 2, 2011
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ASP?

Should be more than 2X Intel (30/13) in server.

2.5x Intel s ASP is somwhat a lot, AMD also sell low cost solutions with as few as 12-16 cores.

That being said, and according to numbers published recently by both firms, AMD has roughly 25% of the marketshare in value.

Some researchers who have more accurate numbers for the last trends put it at roughly 30% for the end of Q2, at this level, and soaring, they will be definitly entrenched in this market.
 
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Hitman928

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AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...


I believe the discrepancy comes because Mercury Research has no data for sales that happen direct from AMD. This would include hyperscalers, like Amazon and Microsoft, which is a market AMD currently has a much stronger presence in than classic enterprise sales.
 
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KompuKare

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Jul 28, 2009
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AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

In other words: Intel are willing to almost give their away chips to prevent AMD getting a critical Marketshare.

Which the reported figures for the last quarter sort of show, with Intel's server margins nosediving.
 
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