PC Sales basically flat in Q3

[frozentundra123456]

Yea, nothing bad is ever amd's fault. It is always the software is not written correctly or the benchmarks are rigged or someone is being paid off.

There might be reason for amd to be upset about contra revenue in tablets, but does anyone with any rational thought believe Intel is buying off servers, big core mobile, and desktops too? And those segments are where the bulk of their sales and especially revenue come from.

 

[Abwx]

Yea, nothing bad is ever amd's fault. It is always the software is not written correctly or the benchmarks are rigged or someone is being paid off.

There might be reason for amd to be upset about contra revenue in tablets, but does anyone with any rational thought believe Intel is buying off servers, big core mobile, and desktops too? And those segments are where the bulk of their sales and especially revenue come from.

So in short it is forbidden for them to try to enter the mobile market.?.
They must absolutely make money in the segment you quoted never mind that mobile is a growing segment...?..

If we are to follow your logic we, customers, are Intel s property, that is, we are not allowed to buy an AMD equiped mobile device, we must abide by Intel s will to buy their crappy BT even if that means inferior perfs and experience.

Intel is doing anti competive practices in a market where AMD has very good offerings, that is, where intel is not competitive they will use fraudulent methods, you can be sure that if AMD next gen CPUs is ultra competitive in the markets you re branding as their bulk ones we ll witness intel starting such tactics in these markets as well, mark my words in the waiting of their 2015-2016 Skybridges, K12 and Zen.

 

[frozentundra123456]

Is it really worth the energy to hate a company so much?

 

[Vesku]

Intel's rebate program is mainly focused at the point of manufacture in China. I don't think any country's trade and regulation bodies are going to rush complaints. It took a couple of years for the Chinese solar panel subsidies to enter dispute IIRC. With sales flat and given Intel's revenue and shipments I do think this is another indication AMD will not be posting a good Q3.

 

[Abwx]

Is it really worth the energy to hate a company so much?

Is pointing anti competitive behaviours being hateful ?.

Or is this due to some brand preference that dont stand any critic, justified or not.?

Notice that if AMD had no mobile offering we would hear some people saying that they didnt manage to adapt themselves to new X86 markets, but no, rather the same ones will try to exonerate Intel from their despicable practices, that is, denouncing thoses practices is hate, of course, it s so much convenient to use straws when one is short of arguments, also if AMD was to use such methods it would be of course despicable as well, it s just that they traditionaly are ethical contrary to their competitor and cant be criticised on this front.

Intel's rebate program is mainly focused at the point of manufacture in China. I don't think any country's trade and regulation bodies are going to rush complaints. It took a couple of years for the Chinese solar panel subsidies to enter dispute IIRC. With sales flat and given Intel's revenue and shipments I do think this is another indication AMD will not be posting a good Q3.

They can legaly be sued anywhere where subsided products are sold, that is, about in any country.

Edit : From AMD docs we know that Mullins, the tablet and netbooks dedicated chip, was fabbed at GF during summer 2013 and its perfs were known in september 2013 by all OEMS that received samples, and hence also known by Intel, no wonder that they announced their contra revenues scheme in november of the same year, Mark Papermasters at the time did publicly said what was known since a month or two, ARM was a pitifull pretense to not aknwoledge that Intel was afraid of a soon to come superior product, besides they branded BT as a high end chip for said market, wich doesnt bode with the Android pretense..

“AMD aims to deliver a set of platforms in the first half of next year that will outperform the competition in graphics and total compute performance in fanless tablets, 2-in-1s and ultrathin notebooks.”

Read more: http://wccftech.com/amd-unveils-bee...rail-2014-apu-roadmap-revealed/#ixzz3GB7pYmdE
​

And they delivered :

http://techreport.com/review/26377/a-first-look-at-amd-mullins-mobile-apu

It s just that in november 2013 :

http://files.shareholder.com/downlo...58B8-403F-B0E8-16E114CFF0E8/2013_IM_Smith.pdf

Contra revenues and Bt being a high end chip...
Quite in line with the Android claims....

 

[CHADBOGA]

Intel is doing the heavy lifting for AMD in the Android market, by making x86 a player.

This should be appreciated by those with a high affinity for AMD.

 

[VengenceIsMine]

http://www.gartner.com/newsroom/id/2869019

Sales were basically flat from last year. The ominous -15% for "Others" looks bad for AMD though; since the Top 5 plus Apple are rather pro Intel. Still looks like most of the growth is Corporations buying Windows 7 replacements for the old XP machines, and that is obviously pro Intel as well.

Considering that Broadwell didn't ship and that Bay Trail whitebox tablets have just started shipping in #'s in China and Asia, this was pretty much of a given. Haswell is over a year old, Bay Trail is a year old and the platform cost is too high for devices under $250 without contra revenue. Both these things change in the next 90 days which should make things somewhat different though it will be Q1 before Broadwell ships in enough volume to make a difference.

 

[Abwx]

Intel is doing the heavy lifting for AMD in the Android market, by making x86 a player.

This should be appreciated by those with a high affinity for AMD.

But prices of X86 mobile items is not really a problem, thoses plateforms doesnt manage to fight ARM items because of the relatively low performances in a few domains, principaly GPU wise as thoses devices are also used to do some games, and in this respect BT bring nothing compared to the ARM based products while its CPU perfs are not that much better to make them irrelevant, actualy only Mullins has a clear advantage in this respect, hence Intel s plan to thwart it in the waiting of Cherry Trail wich will have a little better CPU perfs and much better GPU perfs, curious isnt it, that they will put the effort on the GPU mainly, this say that AMD has the right product to be competitive in this market, 50-100$ more is peanuts if the device is that good.

 

[Haserath]

Intel had another 'best-ever' quarter despite giving away free atoms:
http://techreport.com/news/27211/intel-touts-best-ever-revenue-record-shipments-for-q3

Not looking good for AMD.

 

[VirtualLarry]

Intel had another 'best-ever' quarter despite giving away free atoms:
http://techreport.com/news/27211/intel-touts-best-ever-revenue-record-shipments-for-q3

Not looking good for AMD.

Looking forward to the fourth quarter, Intel expects revenue to fall in the $14.2-15.2 billion range with gross margin between 62% and 66%. That would be up from $13.8 billion revenue and a 62% margin for the same quarter a year ago.

Is that GM including Contra Revenue? GM up, despite CR? That's pretty amazing.

Edit: Intel lost $1B on mobile:
http://forums.anandtech.com/showthread.php?t=2404051

 

[DrMrLordX]

Who do you think lost sales in a flat market when Intel was up 15%? Via?

Probably not Via, as their volumes are too low. I was under the impression that AMD's volumes were too low for them to account for such a drop in shipments also. The numbers available don't really seem to add up, unless Intel is reporting numbers that are framed differently than Gartner's data. Intel may be including certain shipments not tracked by Gartner in the PC category, or they may be excluding some laptop categories . . . hard to say without knowing how Intel categorizes their shipments.

 

[witeken]

Is that GM including Contra Revenue? GM up, despite CR? That's pretty amazing.

Edit: Intel lost $1B on mobile:
http://forums.anandtech.com/showthread.php?t=2404051

Yes it is. The cost or CR is about 1-2 points or so.

 

[DrMrLordX]

Okay, so looking at AMD's market share in 2Q14 reveals that AMD has a 15% x86 desktop marketshare. Unless AMD's desktop sales collapsed completely to the point that they sold absolutely nothing, the cited -15.5% change in desktop shipments by "other" can not be hung around AMD's neck to any great extent.

 

[Phynaz]

All of the companies, including Dell, that showed positive earnings according to Gartner offer products featuring AMD processors. Why would anyone automatically assume that "other" applies to AMD?

Turns out it did apply. It wasn't rocket science.

 

[jpiniero]

Yeah, they did do better than expected. One thing that Gartner doesn't cover is the consoles of course. But as you can see the CPU business is in freefall.

 

[Sweepr]

Edit: wrong thread.

 

[DrMrLordX]

Uh.

17 mil operating loss for the desktop/gpu division is bad, but that doesn't account for a 15.5% drop in shipments of PCs from "other" in Q3. That literally can not be AMD alone. A reduction in shipments like that would have constituted all of AMD's desktop market share (actually, more than that, since Gartner doesn't count consoles).

Overall the numbers were pretty good for them. It's pretty obvious that they are going to be shifting more heavily towards the embedded sector, since that's where they seem to be gaining traction. Bad for us desktop enthusiasts, I guess, but in the end, AMD's gotta make money somehow.

 

[mrmt]

Maybe I spent too much time on meetings today but I'm really not getting why you guys are trying to correlate an OEM chart with Intel market share without knowing the mix breakdown of the OEMs. AMD indeed lost market share to Intel but by no means you can get how much with OEM numbers.

 

[Phynaz]

Uh.

17 mil operating loss for the desktop/gpu division is bad, but that doesn't account for a 15.5% drop in shipments of PCs from "other" in Q3. That literally can not be AMD alone. A reduction in shipments like that would have constituted all of AMD's desktop market share (actually, more than that, since Gartner doesn't count consoles).

Overall the numbers were pretty good for them. It's pretty obvious that they are going to be shifting more heavily towards the embedded sector, since that's where they seem to be gaining traction. Bad for us desktop enthusiasts, I guess, but in the end, AMD's gotta make money somehow.

Why are you talking about the operating loss? This thread is about sales.

Total revenue was down from with last year when they didn't have record setting console shipments to boost sales. If revenue is down, console sales are way up, where does the leave the PC business?

In the tank, that's where.

 

[DrMrLordX]

Maybe I spent too much time on meetings today but I'm really not getting why you guys are trying to correlate an OEM chart with Intel market share without knowing the mix breakdown of the OEMs. AMD indeed lost market share to Intel but by no means you can get how much with OEM numbers.

Hey! Thanks. You put it better than I did.

Now that AMD has released their numbers, we don't need to extrapolate information anyway.

 

[DrMrLordX]

Why are you talking about the operating loss? This thread is about sales.

Total revenue was down from with last year when they didn't have record setting console shipments to boost sales. If revenue is down, console sales are way up, where does the leave the PC business?

In the tank, that's where.

The operating loss was too small to account for the alleged reduction in sales.

 

[VirtualLarry]

It's not illegal to sell your product at a loss.

It is if you do it to hurt the competition. It's called "dumping", and is illegal in most civilized countries.

 

[Phynaz]

Larry, you should look up the definition of words and concepts before you misuse them. Intel and AMD are both US companies, therefore dumping cannot occur.

Dumping refers to import and export.

 

[Phynaz]

The operating loss was too small to account for the alleged reduction in sales.

What alleged reduction? Did you bother to read their income statement? There's nothing alleged about it.

 

[Abwx]

Larry, you should look up the definition of words and concepts before you misuse them. Intel and AMD are both US companies, therefore dumping cannot occur.

Dumping refers to import and export.

You can be condemned in any country where you re doing business if you re breaching the local laws in this matter, i thought that the EU exemple was insightfull enough for everybody, here it is forbidden to sell at a loss without administrative autorisations that are given only on a case by case basis.