mind share can translate to marketshare; AMD gains x86 marketshare

Page 2 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
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.

Lets see,
http://seekingalpha.com/article/214...sses-q1-2014-results-earnings-call-transcript

1 : where is Opteron ??
In our dense server business, revenue also increased sequentially. This was highlighted by Verizon's ongoing deployment of AMD's SeaMicro-based dense servers that are powering the world's largest public cloud solution. The dense server market is projected to be approximately 25% of the overall server market by 2019. And we intend to lead this transition with our unique fabric technology and 64-bit processors.
2: Fm2+ (Kaveri) is not a good product because of pricing availability and performance.
In our personal computing business, our mobile APU unit shipments increased sequentially in the first quarter as our customers prepared to introduce notebooks powered by our newest Beema and Kaveri APUs.
In the desktop channel, we continue to build momentum in the upper part of our portfolio as we enrich our product mix. Our high-end A8 and A10 APUs had a second straight quarter of record unit shipments. We continue to build a stronger desktop portfolio, ramping our high-end Kaveri APU and introducing our first low-powered socketed APU for the desktop channel this past quarter. We expect these APUs will drive revenue growth in the coming quarters.

Yes they need to do better but they are far better than 2013. And the next three Quarters will only get better.
 

Idontcare

Elite Member
Oct 10, 1999
21,110
59
91
Consoles should count, pretty sure Intel and others counted Intel's Xbox processors in the total global tally of x86 processors back in 2001.

But it doesn't make sense to react to the absolute numbers as if they mean something in and of themselves. Market segments mean something, and market share of those market segments mean something.

So be sure to focus on the right thing here.

Intel has zero market share in consoles, x86 or otherwise. AMD has considerable marketshare, and it just so happens to be x86 based. Intel isn't likely to be increasing their console market share in the near future, AMD is.

That's what matters to those companies, their employees, and their shareholders.
 
Aug 11, 2008
10,451
642
126
Well it all depends on how you spin it. The article could just as easily been entitled "amd enters new markets but loses more PC market share".

Overall, I think the article is comparing apples to oranges, and gives a misleading impression.
 

Gikaseixas

Platinum Member
Jul 1, 2004
2,836
218
106
x86 processors are the driver here
AMD was able to ship more of them thanks to console sales. If Intel had a design win there, things would be even.
Intel does not get anything in that area because they don't sell CPU's for consoles, simple.

Intel is king in servers, it boosts Intel's numbers greatly too. Never saw people saying this is wrong because it's not a PC and blah blah. OP only posted a link and used the link's words but still gets attacked. WOW
 
Last edited:

mrmt

Diamond Member
Aug 18, 2012
3,974
0
76
Intel is king in servers, it boosts Intel's numbers greatly too. Never saw people saying this is wrong because it's not a PC and blah blah. OP only posted a link and used the link's words but still gets attacked. WOW

As IDC pointed out, it doesn't matter for AMD shareholders whether the money is coming from as long as it keeps coming, and this is what the number posted by the OP means, that AMD is selling more chips. However, that number does not reflect AMD position in the consumer market, as the OP is trying to imply with his "mind share" thing, and this is why he got attacked.
 

sm625

Diamond Member
May 6, 2011
8,172
137
106
60947.png


The problem is that there are still too many benchmarks that look like this. The i5-2500k is two generations old now. And the brand new AMD architecture still cannot compete with it, nor could it even if it was shrunk to 14nm and clocked to 5.5GHz. It is just out of reach. Kaveri still cannot outperform even a first gen i5-750. That is a serious problem. Not only that, but the brand new kaveri still struggles against an ancient 45nm phenom at some tasks. A company cannot do this and expect to gain marketshare. If they are indeed actually gaining any market share, it is solely due to trash being shoveled out onto unsuspecting buyers in the form of disgustingly slow kabini chips that will only serve to hasten the demise of the PC. Once somebody gets hoodwinked by one of those kabini systems, that is going to be it for them. They will never buy another PC. They will use their phone, because it will be faster.
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
60947.png


The problem is that there are still too many benchmarks that look like this. The i5-2500k is two generations old now. And the brand new AMD architecture still cannot compete with it, nor could it even if it was shrunk to 14nm and clocked to 5.5GHz. It is just out of reach. Kaveri still cannot outperform even a first gen i5-750. That is a serious problem. Not only that, but the brand new kaveri still struggles against an ancient 45nm phenom at some tasks. A company cannot do this and expect to gain marketshare. If they are indeed actually gaining any market share, it is solely due to trash being shoveled out onto unsuspecting buyers in the form of disgustingly slow kabini chips that will only serve to hasten the demise of the PC. Once somebody gets hoodwinked by one of those kabini systems, that is going to be it for them. They will never buy another PC. They will use their phone, because it will be faster.

Your comparison is flawed.

AMD APUs are not competing directly in CPU performance with Core i5. They are competing against Intel's Core i3.
Also technically, a single Kaveri Module provides more throughput than an Intel SB/IB/HW core in most cases (except in AVX2).
 

Gunbuster

Diamond Member
Oct 9, 1999
6,852
23
81
Where did you pull this "Mindshare" PR speak headline from? The implication is someone bought a Xbox One and then researched who made the CPU, and then ran out and bought a Laptop/Tablet/PC with an AMD X86 chip? Yeahhhhh I bet from the 5 million Xbox units sold that scenario has happened less than ten times.
 

Enigmoid

Platinum Member
Sep 27, 2012
2,907
31
91
Your comparison is flawed.

AMD APUs are not competing directly in CPU performance with Core i5. They are competing against Intel's Core i3.
Also technically, a single Kaveri Module provides more throughput than an Intel SB/IB/HW core in most cases (except in AVX2).

Yeah, the a10-7850k competes based on performance with the i3's. However, at its current price it is most definitely competing with lower end i5's.

At the SAME frequency a single kaveri module provides about the same throughput as a haswell core with hyperthreading.
 

NTMBK

Lifer
Nov 14, 2011
10,297
5,289
136
Yeah, the a10-7850k competes based on performance with the i3's. However, at its current price it is most definitely competing with lower end i5's.

At the SAME frequency a single kaveri module provides about the same throughput as a haswell core with hyperthreading.

It's a bit of a tough proposition- while the CPU is between an i3 and an i5, the GPU is significantly better than anything from Intel in the same price range. But how much does that matter to the average user? I don't know. *shrug* I know that the HD2000 in my girlfriend's PC is enough to handle internet, videos, etc just fine on a 1080p display.
 

DominionSeraph

Diamond Member
Jul 22, 2009
8,386
31
91
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?

Thanks for admitting you're a partisan. Never put someone on ignore after one post, but you've admitted your bias and thus inability to add anything useful to the conversation.

http://forums.anandtech.com/profile.php?do=ignorelist
PPB
 

GreenChile

Member
Sep 4, 2007
190
0
0
Market share is not a very useful metric in this case because it gives the appearance, at first glance, that AMD is taking business from Intel. The reality is that the overall market got bigger. AMD was the only contender in this expansion. Good for AMD but also not bad for Intel because they didn't actually lose any sales to AMD.

The same can be said as Intel enters the mobile arena. Any gains in market share will not necessarily come at AMD's expense. Arm vendors will be the losers in that case but if you only look at x86 market share then you could be fooled into thinking Intel is winning market share from AMD.
 

Lepton87

Platinum Member
Jul 28, 2009
2,544
9
81
They will never buy another PC. They will use their phone, because it will be faster.

I don't see smartphones getting close to PCs in performance anytime soon, not with such a low TDP constraint, even current phones throttle like crazy in any demanding task. They are not even close to an already slow kabini. They can get close but I don't think phones will ever be faster then PCs, even netbooks, because of heat and battery life, who's going to make a phone that would discharge in a matter of minutes at full load?