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.but those kind of margins were barely viable when AMD was nearly bankrupt.
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.How about when TSMC 7nm wafers were super scarce?
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,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.
AMD is also dominating the exploding handheld console market.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.
Have you look at all the other handhelds using AMD APUs hitting the market? There are a ton of them, seriously, read up on it.Not really because of the Switch. But the Steam Deck is doing decently.
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.AMD is also dominating the exploding handheld console market.
Good point, that is more concise.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.
Pat is Intel's only hope.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.
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.
An Early Look At AMD EPYC Performance Gains On Linux 6.0 - Phoronix
www.phoronix.com
Have you look at all the other handhelds using AMD APUs hitting the market? There are a ton of them, seriously, read up on it.
Did your magic 8 ball give you the lottery numbers too? I will leave it at I strongly disagree with your prognostication.The Deck is the only one that is going to do any kind of volume though.
Swearing is not allowed in the tech forums.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.
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.
Right, got it, soon we'll know.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.
You don't need to increase prices on the top end for the ASP to increase if you're decreasing the amount of the rest instead.FYI: All those people who think Zen 4 is going to be the same price or cheaper.
Yup. They are happy to let Intel cater to that segment.but we've reduced our exposure there." 🤓
This only works once supply outpaces demand. Once this changes, they will have to expand lower margin products to grow sales.Yup. They are happy to let Intel cater to that segment.
ASP?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...
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CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden
Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.www.computerbase.de
ASP?
Should be more than 2X Intel (30/13) in server.
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...
![]()
CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden
Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.www.computerbase.de
In other words: Intel are willing to almost give their away chips to prevent AMD getting a critical Marketshare.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...
![]()
CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden
Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.www.computerbase.de
