-
We’re currently investigating an issue related to the forum theme and styling that is impacting page layout and visual formatting. The problem has been identified, and we are actively working on a resolution. There is no impact to user data or functionality, this is strictly a front-end display issue. We’ll post an update once the fix has been deployed. Thanks for your patience while we get this sorted.
mind share can translate to marketshare; AMD gains x86 marketshare
- Thread starter monstercameron
- Start date
Umm, I may be totally off base on this one, but doesn't this quote:
Indicate that their laptop/desktop/mobile efforts actually lost market share to Intel? Of course there is the confounding effect that Intel is expanding into mobile so you can't immediate make comparisons just on laptop and desktop (and Intel is really expanding into the x86 tablet market which has essentially heretofore been non-existant), but it seems to me like given the above quote that excluding consoles (which have nothing to do with mindshare=marketshare) they're becoming more marginalized in other segments. I don't have the numbers that would allow for an apples to apples comparison.
Indicate that their laptop/desktop/mobile efforts actually lost market share to Intel? Of course there is the confounding effect that Intel is expanding into mobile so you can't immediate make comparisons just on laptop and desktop (and Intel is really expanding into the x86 tablet market which has essentially heretofore been non-existant), but it seems to me like given the above quote that excluding consoles (which have nothing to do with mindshare=marketshare) they're becoming more marginalized in other segments. I don't have the numbers that would allow for an apples to apples comparison.
Last edited:
ShintaiDK
Lifer
Correct. AMD is still in freefall in the PC segment. And they may be below 10% PC share before year end.
Unfortunately Bulldozer isn't as efficient an architecture as is needed given AMD's significant disadvantage in access to cutting-edge process nodes. If you want to compete with a CPU build on a better process you need a better architecture not worse. Sadly I feel that AMD big core CPUs are done for 🙁 Why wouldn't they announce the successor to Excavator if it weren't the case? I think they have pretty much given up on Bulldozer and are betting the farm on the Cat family and what's puzzling to me generic ARM solutions.
Yuriman
Diamond Member
Generic ARM solutions cost next to nothing to design... because they're basically already designed. Doesn't take much of an R&D budget to pair an off-the-shelf ARM design with a proprietary GPU and interconnect.
AMD is betting on HSA.
frozentundra123456
Lifer
Yea, I agree. If you subtract the 4 percent from the console chips, which even AMD counts in the graphics segment I believe, they are like 2% down from last year.
Even then with all the hoopla about the console wins, they account for only 4% of the PC market, so basically a drop in the bucket, and a low margin one at that.
monstercameron
Diamond Member
A solution to the efficiency would be a smaller process node and also the fx chips are competitive, I don't know why so many decry its performance, when it performs well with optimized/multithreaded software.
Also steamroller has been improved, so a 4 module steamroller based fx with high enough clocks would be even better at 14nm.
4% definitely isn't a drop in the bucket because of how bit the bucket is. This is important for AMD, as even if it is low margin it can allow the R&D cost of chip design to be spread over more chips, improving the financials of the entire company. It's a wonderful shot in the arm for them, but they still need to execute in the rest of their segments.
piesquared
Golden Member
Nice. So as consoles continue to grow, and new products hit the market, AMD's x86 market share continues to go up. That's good news!
Leyawiin
Diamond Member
Market share is market share regardless of the vehicle its delivered by. BTW, think your crystal ball is a little cracked.
frozentundra123456
Lifer
You said it yourself. It is a very unbalanced chip. Competitive in multithreaded, but very uncompetitive in lightly threaded and single threaded tasks, which, despite what AMD supporters wish for, is still a very important metric. All the while using more power.
As to what will come at 14nm, who knows what or when we will see it. I dont think there is even a 14nm FX officially on the AMD roadmap.
DominionSeraph
Diamond Member
No it isn't. If you started putting 8088's in alarm clocks and car ECUs you'd have an explosion in the x86 market, but the fact they're x86 wouldn't mean anything.
Check your fanboyism: If AMD were to go on to win the PS5 and Xbox... er... Two, but with ARM designs, would you count that sudden loss in x86 market share as being relevant?
Consoles are their own ecosystem.
Last edited:
Ouch, so much for the fanboy title. I wonder what are the real numbers without consoles included. 😛
monstercameron
Diamond Member
I don't see how this is a "fanboy" title [that is what the ; is for] but anyway, I was under the impression that apus were counted under the graphics division.
Saving this quote for when Intel starts shipping their Quark/Edison SKUs.... if they come to ship then to anything at all really :whiste:
So now consoles cant count into marketshare, any other dubious "rule" the blue folks wanna add while we are at it?
Yes, you are correct. Console sales are accrued in the GPU division.
If you purge the console sales, the drop they experienced in their CPU division (around 10%) is close to what you'll verify if you compare Q113 CPU sales (751MM) to Q114 (663MM). Those two percent in revenue should be caused by a slightly reduction in ASP, and changes in the product mix (they are selling more Kabini and APU than Visheras).
If anything, the title of the thread is wrong. Mind share isn't making AMD to gain market share on the x86 market. If anything, this might even backfire on AMD. This is the smallest generational leap in console history.
AtenRa
Lifer
Total x86 market share means all x86, including Tablets, Smart phones, Embedded and Consoles.
The data isn't the problem, it is the analysis. Both that PC World blog post and the OP seem to be drawing conclusions that are questionable.
AtenRa
Lifer
The OP only quoted the actual data, he didnt even made a commend.
On the other hand, you and others discarded the actual data.
The fact remains that AMD gained x86 market share with the help of the console sales, something that Intel didnt managed even with 5 millions Tablet sales.
And if AMD lost desktop/laptop market share, Intel suffered loses as well because even 5million tablet sales didnt help them retain their market share.
So why people react negatively only for AMD when in fact they raised their x86 market share but on the other side Intel lost market share?? 🙄
Intel didn't lose anything, since they aren't competing in the particular segment of x86 sales that watered down the statistics.
AtenRa
Lifer
They lost total x86 market share,
Also, their Q1 2014 PC Client group Revenue declined Q to Q and YoY. PC market volume is decreasing Year over Year and both Intel and AMD suffers from that, it's not a secret. It is the very reason Intel is trying to force it self in the Mobile market after all.
the last thing I want to see is AMD in worse shape than they are right now, so consoles giving them some good news is great, like many I thought it was almost certain that consoles would not use x86 at some point,
but GPU and consoles excluded, you look at what they are offering and it's pretty sad, where is Opteron? AM3+ is frozen and hard to justify, Fm2+ (Kaveri) is not a good product because of pricing, availability and performance (not enough over Richland, also 128bit DDR3 is a bottleneck, OpenCL relevance is low), and about Kabini, I'm not sure if Kabini is going to have a much bigger impact compared to the old Bobcat things, let's wait and see.
but GPU and consoles excluded, you look at what they are offering and it's pretty sad, where is Opteron? AM3+ is frozen and hard to justify, Fm2+ (Kaveri) is not a good product because of pricing, availability and performance (not enough over Richland, also 128bit DDR3 is a bottleneck, OpenCL relevance is low), and about Kabini, I'm not sure if Kabini is going to have a much bigger impact compared to the old Bobcat things, let's wait and see.