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Intel Q3: Revenue up 19%

Abwx

Diamond Member
Apr 2, 2011
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DCG up 26% YoY, now that's an EPYC ramp
With 1% lower ASP, wich mean that they made big and quasi unlawfull kickbacks to retain people from buying AMD gear, to compensate the margin loss they increased clients CPUs prices, so called shortages is just a cover...
 
Mar 10, 2006
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With 1% lower ASP, wich mean that they made big and quasi unlawfull kickbacks to retain people from buying AMD gear, to compensate the margin loss they increased clients CPUs prices, so called shortages is just a cover...
DCG platform ASP was up 10% y/y.
 

Hitman928

Diamond Member
Apr 15, 2012
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Wow, very impressive. I think this shows that AMD/intel aren't fighting a zero sum game, at least not in the way people think. The broad server TAM is expanding and new markets are opening up. That huge tax rate cut certainly helped the bottom line as well.
 
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Abwx

Diamond Member
Apr 2, 2011
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DCG platform ASP was up 10% y/y.
Y/Y is irrelevant as they started their kickback trick in 2018, hence the sequential -1% ASP.

Since they adressed only about 2% of the market (the marketshare increasement targeted by AMD) with kickbacks this imply that said kickbacks were as much as 50% since 2% of the market did "cost" them 1% of their whole DCG ASP.
 
Mar 10, 2006
11,715
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Y/Y is irrelevant as they started their kickback trick in 2018, hence the sequential -1% ASP.

Since they adressed only about 2% of the market (the marketshare increasement targeted by AMD) with kickbacks this imply that said kickbacks were as much as 50% since 2% of the market did "cost" them 1% of their whole DCG ASP.
o_O
 

Abwx

Diamond Member
Apr 2, 2011
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A 1% move in DCG ASP sequentially could also just mean that they shipped a slightly poorer mix of products compared to last quarter, or it could mean that a sub-segment that traditionally uses lower ASP products grew a little bit faster sequentially than the ones that use higher ASP products, but the year-over-year figure is what matters here.
They had a mix with new and significantly higher priced products for the 8000 and 6000 series, so your explanation doesnt hold, so far you d be hard pressed to find DCG prices decreasing in the past, even with mature products and flat demand, here we have more expensive products, higher demand, but lower prices..?
 
Mar 10, 2006
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They had a mix with new and significantly higher priced products for the 8000 and 6000 series, so your explanation doesnt hold, so far you d be hard pressed to find DCG prices decreasing in the past, even with mature products and flat demand, here we have more expensive products, higher demand, but lower prices..?
Not hard pressed at all. In Q1 2018, Intel reported unit volumes down 2% and ASPs down 3% sequentially, but up 16% and 7% year-over-year.

https://s21.q4cdn.com/600692695/files/doc_financials/2018/Q1/Q1-2018_EarningsRelease-FINAL.pdf

The trend you want to look at is year-over-year and year-over-year ASPs were up.
 

Abwx

Diamond Member
Apr 2, 2011
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Not hard pressed at all. In Q1 2018, Intel reported unit volumes down 2% and ASPs down 3% sequentially, but up 16% and 7% year-over-year.

https://s21.q4cdn.com/600692695/files/doc_financials/2018/Q1/Q1-2018_EarningsRelease-FINAL.pdf

The trend you want to look at is year-over-year and year-over-year ASPs were up.
One more time Y/Y is irrelevant because in Q1 2017 there were no Epyc, so they increased prices in the first quarters of 2017 and once Epyc started to gain a few something they halted their price hike, hence the sequential lower ASP from Q4 17 to Q1 18, and from then despite 10k$ CPUs and a new line up prices didnt rise...

Edit : Intel "culture" is easy to decode, and their CFL 8C launch event just proved that they didnt change a iota from their usual habits..
 
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CHADBOGA

Platinum Member
Mar 31, 2009
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One more time Y/Y is irrelevant because in Q1 2017 there were no Epyc, so they increased prices in the first quarters of 2017 and once Epyc started to gain a few something they halted their price hike, hence the sequential lower ASP from Q4 17 to Q1 18, and from then despite 10k$ CPUs and a new line up prices didnt rise...

Edit : Intel "culture" is easy to decode, and their CFL 8C launch event just proved that they didnt change a iota from their usual habits..
Less Conspiracy Theory nonsense please, and just acknowledge how hard it is to break into the Server market due to the extreme conservatism of CTO's, hence why ARM and others, continues to be a multi-year failure in this arena.
 

Abwx

Diamond Member
Apr 2, 2011
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Less Conspiracy Theory nonsense please, and just acknowledge how hard it is to break into the Server market due to the extreme conservatism of CTO's, hence why ARM and others, continues to be a multi-year failure in this arena.
No conspiracy theory but established facts, like the contra revenues about wich i once asked in this forum if someone else than AMD was impacted, so far i got no answer, i guess that circa 2004 you would have said the same thing about Intel s fraudulous behaviour..

AMD is not ARM, their product is more than competitive and doesnt require any porting ISA wise, so why should CTOs decide for Intel s 80% higher cost at same perfs?.

Are they that much incompetent, i mean would you buy a CPU that has 4/10% lower perf in FP/INT and wich cost twice as much while being inferior security wise.?..
 
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Olikan

Platinum Member
Sep 23, 2011
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DCG up 26% YoY, now that's an EPYC ramp
With 1% lower ASP, wich mean that they made big and quasi unlawfull kickbacks to retain people from buying AMD gear, to compensate the margin loss they increased clients CPUs prices, so called shortages is just a cover...
Eh... from Amd Q3 report:
"In server, we delivered our third straight quarter of strong double-digit percentage sequential revenue and unit shipment growth."
 
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Abwx

Diamond Member
Apr 2, 2011
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Eh... from Amd Q3 report:
"In server, we delivered our third straight quarter of strong double-digit percentage sequential revenue and unit shipment growth."
This can mean 15%, that s strong double-digit, but that doesnt appear in the published revenues unless
these Epycs are sold at slaughtered prices..
 

Abwx

Diamond Member
Apr 2, 2011
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Nice that Apple is saving their bacon with a gazzillion modem orders. ;-)
Intel s modem is not the most advanced, so they undoubtly crushed the price close to production cost as it s very important for them to keep a foot in the phone market after the past debacle, better a 10$, if not less, modem than nothing..


I would be surprised if it were that low.
It can be sorted with complementary numbers that are console sales.
Overall the server dept does not produce enough revenue to self sustain itself and is litteraly financed by the DT and mobile segment. t
Those "strong double-digit" should amount to something like 50M$ more revenue at best, actualy their only hope to make a breakthrough is to offer a solid 20% uplift over EPYC while having Intel being stuck with their current product portfolio, wich could happen next year :



https://www.computerbase.de/2018-08/intel-roadmap-cooper-lake-ice-lake/
 
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DrMrLordX

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Apr 27, 2000
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Intel s modem is not the most advanced, so they undoubtly crushed the price close to production cost as it s very important for them to keep a foot in the phone market after the past debacle, better a 10$, if not less, modem than nothing..
I had heard that Intel's latest modems sold to Apple generated maybe $17 in revenue per unit?
 

jpiniero

Diamond Member
Oct 1, 2010
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Intel s modem is not the most advanced, so they undoubtly crushed the price close to production cost as it s very important for them to keep a foot in the phone market after the past debacle, better a 10$, if not less, modem than nothing..
It has nothing to do with price (although Apple I'm sure is getting a good deal). It's all about Apple not wanting to do business with Qualcomm despite their modems being far better. There's rumors that Apple will take the modem in-house eventually and could possibly switch to MediaTek in the interim.
 

BigDaveX

Senior member
Jun 12, 2014
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I seem to remember someone saying in a thread earlier this year that Intel and the enthusiast market were always a bit of a marriage of convenience, and that Ryzen was like the latter's one true love coming back into town and showing them everything they had missed and more besides.

To continue that analogy, it looks as if Intel has just demonstrated they have a whole bunch of sugar daddies (and/or sugar mommies) still in reserve.
 
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Aug 11, 2008
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I seem to remember someone saying in a thread earlier this year that Intel and the enthusiast market were always a bit of a marriage of convenience, and that Ryzen was like the latter's one true love coming back into town and showing them everything they had missed and more besides.

To continue that analogy, it looks as if Intel has just demonstrated they have a whole bunch of sugar daddies (and/or sugar mommies) still in reserve.
Dude, they are both just pieces of silicon, get a grip.
 
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IntelUser2000

Elite Member
Oct 14, 2003
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Of note, Notebook volumes were up 8% and Desktop 1% (with an Desktop ASP up of 10%). Plus it looks like an extra $500M in revenue from the iPhone modem. I don't know why they put the modem in CCG, but they have.
I don't think the 500 million increase is all due to the modem. It may be closer to 400 million if you consider the whole adjacency w/o modem grew 10%. The platform part(so PC) went up nearly 11%. There must be increased spending overall with IT. Probably due to lower taxes.
 

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