ShintaiDK
Lifer
- Apr 22, 2012
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Common console sales seasonality.
Any source for that? All I've seen is that console sales are expected to peak next near:Hmmmm no. IIRC AMD already stated that the peak of the console sales revenue, as it should. On this type of contract the selling price goes down with the time.
Any source for that? All I've seen is that colsole sales are expected to peak next near:
http://hothardware.com/news/amd-con...16-with-current-generation-bowing-out-in-2019
Also, I suppose the price AMD pays per die goes down over time too, affecting AMD's profit positively.
No like Mantle did and soon DX-12.
Yea, those mantle games have sure taken over the market. There must be at least 10 or so now, out of the thousands of games available.
While multi threaded work is becoming better with newer software, single thread performance is very important and will remain so in foreseeable future. If AMD's Zen really brings 40% improvement over excavator, it'll be around haswell cores in performance and that is quite competitive.
Any source for that? All I've seen is that console sales are expected to peak next near:
Also, I suppose the price AMD pays per die goes down over time too, affecting AMD's profit positively.
So no source? Just a guess from you based on what is common.It's SOP on the industry. Whenever you hire a IDM or IHV to manufacture hardware for you the price on the first year will not be higher or even the same than the price on, let's say, the third or fifth year.
So the fact that console sales will peak in the third or fourth year doesn't mean that revenue to component suppliers such as AMD will peak around the same time. In fact, given a node shrink, revenue tends to be much lower around that time frame.
It's not who is "dumb" or not. It's just how the contracts have been set up, which we don't know anything about.And do you think Sony and Microsoft are dumb enough to leave this for AMD? This is why selling price goes down as the time goes, because costs also go down.
It's SOP on the industry. Whenever you hire a IDM or IHV to manufacture hardware for you the price on the first year will not be higher or even the same than the price on, let's say, the third or fifth year.
So the fact that console sales will peak in the third or fourth year doesn't mean that revenue to component suppliers such as AMD will peak around the same time. In fact, given a node shrink, revenue tends to be much lower around that time frame.
And do you think Sony and Microsoft are dumb enough to leave this for AMD? This is why selling price goes down as the time goes, because costs also go down.
So no source? Just a guess from you based on what is common.
You should check the Q115 quarter transcript, where you can read that ASP prices will go down during this year (and if you read between the lines in 16, 17, 18....). Sometimes it pays off to go beyond wccftech.
ASP != Total Revenue.Check the Q115 transcript, where Lisa Su says that ASP for console chips is going down this year.
It's you who made the original claim that AMD's revenue from console sales already has peaked, so the burden of evidence is upon you. So far you've failed to prove that you claim is true.Let's see... you pull an assumption out of thin air, that >>AMD console business<< will peak in the third or fourth year, which is simply a distortion of what Lisa Su said, which is that the peak in >>in terms of units sold<< for consoles is around the third or fourth year, and *you* want me to prove something?
It's you that must prove that AMD console business will be different from every single other console deal out there and will improve YoY beyond the second one, but I suggest you improve your comprehension skills first.
It's you who made the original claim that AMD's revenue from console sales already has peaked, so the burden of evidence is upon you. So far you've failed to prove that you claim is true.
AMDs Semicustom business is down ~100M$ last 9 months in their results using Q3 as latest marker.
AMDs Semicustom business is down ~100M$ last 9 months in YoY compare in their results using Q3 as latest marker.
1797M$->1698M$.
So we are looking at a 150-200M$ drop for the entire 2016 most likely.
Ehm no,
Enterprise, Embedded and Semi-Custom group Revenue declined in 2015 vs 2014. Console APU Revenue (Semi-Custom) increased in 2015.
We have to see with the Q4 and year result. I dont see anything in their statements pointing to a growth.
They have already said 2015 is the best year for the Semi-Custom segment.
It's SOP on the industry. Whenever you hire a IDM or IHV to manufacture hardware for you the price on the first year will not be higher or even the same than the price on, let's say, the third or fifth year.
So the fact that console sales will peak in the third or fourth year doesn't mean that revenue to component suppliers such as AMD will peak around the same time. In fact, given a node shrink, revenue tends to be much lower around that time frame.
How many times do we have to go around this block with the same people? You're not going to get anywhere with the deniers, they wouldn't believe a standard manufacturing contract if their own mother had written it.
That would be odd, because it doesn't match shipments of PS4/Xbox One. If anything 2014 was a better year. Also backing up financials. So they had to have an explosion in sales in Q4 to make this possible.
VGChartz Front Page said:Millions of hardware units sold. As of 12th December 2015