"Embedded/Semi-Custom on-track to be 20% of revenue by Q4-13"
I understand we are supposed to read that and just assume that is a good thing, but is it really?
It is easy to get embedded revenue to be 20% of overall revenue, just keep shrinking the revenue you get from "traditional computing" and voila, your embedded revenue as a percentage of overall revenue is growing!
"Embedded/Semi-Custom on-track to be 20% of revenue by Q4-13"
I understand we are supposed to read that and just assume that is a good thing, but is it really?
It is easy to get embedded revenue to be 20% of overall revenue, just keep shrinking the revenue you get from "traditional computing" and voila, your embedded revenue as a percentage of overall revenue is growing!
That was my first thought, too.
And if that makes you profitable is it bad or good ?? embedded have huge margins thus higher profits. Im not saying thats what will happen, just a thought.
That's not the kind of upgrade I am talking about. The server guys in the audience know well what I am referring to and how it impacts their purchasing decisions when it comes to the confidence they have in their supplier's maintaining a continuing presence in same marketspace for after-sales support and so forth.
There is a reason AMD's server market share is as low as it is, don't fault me for recognizing that reality nor the reality of why companies have a vested interest in clouding the future of their product lineups.
If mindshare and market momentum were not a factor in motivating sales then marketing would not have invested as much as it did into JFAMD's compensation package to have him busy himself making blogs and PR videos for a product that wasn't purchasable at the time.
You act like what I am touching on is impossible or irrelevant, AMD's own spending says otherwise. If there wasn't a psychological need for customers to think that AMD will be in the big-core server market indefinitely then there would not be a need to show such roadmaps to analysts and customers in the first place.
AMD is trying to avoid Nokia's fate, Nokia announced Symbian support was going away in the future only to watch market demand for their still supported Symbian phones completely dry up in the channel. Nokia did right by the customer, letting them know the lay of the land, but did not do right by their shareholders who got socked in the gut. AMD is doing the opposite, and good for them.
If nVidia's Volta will have stacked on chip in 2016 then it's likely AMD will be pushing for the same thing. Imagine an APU with several GB of 1TB/s memory shared between the CPU/GPU. That would directly solve any bandwidth problems and allow AMD to put absurd amounts of GPU performance on chip.
Assuming there isn't some massive overheating issue and assuming AMD can survive that long...
And if that makes you profitable is it bad or good ?? embedded have huge margins thus higher profits. Im not saying thats what will happen, just a thought.
Actually, I'm pretty sure that AMD is still developing an Excavator CMT core:
1) They will need to update Kaveri. I think desktop/laptop x86 APUs will be important to AMD's survival. After Excavator, AMD may be able to bring out an evolution of the Jaguar line to take over (basically, they've already forked that line, and they can just extend that in the future and have a suitable replacement).
2) Even a small portion of the server market could still be valuable to AMD, so long as their costs go down enough to make it a profitable segment.
So they probably are not deceiving customers at all. It just the EX isn't going to show up till 2015 at the earliest (on 20nm, or if a miracle occurs, 14XM).
AMD is also targeting emerging markets better, so they may be able to expand the server market and get some growth that way. Sadly, they won't be taking in huge margins like Intel, anything > 50% is a big deal for AMD.
This is an optimistic assessment, it depends on world wide economic growth. If that doesn't happen, CH11 will determine AMD's product line future.
And if that makes you profitable is it bad or good ?? embedded have huge margins thus higher profits. Im not saying thats what will happen, just a thought.
Since when? You seem to confuse certain parts of the segment. I dont think the Raspberry Pi for example got huge margins.
Since when? You seem to confuse certain parts of the segment. I dont think the Raspberry Pi for example got huge margins.
14XM isn't applicable to AMD, it is intentionally limited to mobile chips.
This is where AMD will really meet a brick-wall because customers of TSMC who use TSMC's 20nm will be able to get the half-node FinFET shrink to 16nm across all devices, but customers of GloFo won't be able to do the same for 20nm -> 14XM.
So AMD will get to continue to pay for exclusivity waivers or abandon certain marketspaces.
I think of it sort of like trickle charging a battery (on the design side), the thing that they won't be able to slowly build up to, I would think, would be the masks, production integration and, re-spins (which would a killer for AMD).As for excavator...as much as I want AMD to stay in the big-core race I can't help but think that is the worst thing they could do to themselves and their efforts to make inroads elsewhere.
Dividing up R&D dollars, spreading themselves ever thinner and thinner, is a recipe for getting nothing done across the board.
^ No room for Excavator unless AMD wants to stay on the left-side. Doing "all of the above" is not financially feasible.
Im talking about x86 embedded
The Celeron G540 can be had as embedded x86 as example.
Why dont you show the high margins? Is it real or just made up?
http://www.amd.com/us/Documents/RSeries_ProductBrief.pdf
AMD R-464L
Part # : RE460LSIE44HJE
CPU Core frequency : 2.3/3.2 GHz
iGPU :AMD Radeon HD 7660G
686MHz/
497MHz
TDP : 35W
http://avnetexpress.avnet.com/store...=-1&storeId=500201&listIndex=-1&page=1&rank=6
84-$272.2200
100+-$264.8600
I believe everyone will agree that those are high margines
Oh the cherry picking again.
And how much of their embedded shipments does that fit? And how many are cheap Bobcats?
You simply took a single product (Highest priced you could find I guess.) and generalized it for the entire segment.
If im not mistaken, it says they saving 20M per quarter(80M per year) by cutting off spending's for future R&D (SOI etc). It is exactly what we were talking in the other thread.
Considering that the parts have been available since 2Q2012 (according to the linked AMD document), and that AMDs revenue has been tanking since then... yeah, the shipments seem to be unimportant. For embedded it's probably the same story as for the rest of AMDs lineup: best solution for a very small percentage of use cases, otherwise pretty useless compared to the competition.Oh the cherry picking again.
And how much of their embedded shipments does that fit? And how many are cheap Bobcats?
You simply took a single product (Highest priced you could find I guess.) and generalized it for the entire segment.
AMD's involvement and interest in stacked memory solutions is well-documented:If nVidia's Volta will have stacked on chip in 2016 then it's likely AMD will be pushing for the same thing. Imagine an APU with several GB of 1TB/s memory shared between the CPU/GPU. That would directly solve any bandwidth problems and allow AMD to put absurd amounts of GPU performance on chip.
Assuming there isn't some massive overheating issue and assuming AMD can survive that long...
AMD must have hired new graphic designers for their marketing department. My eyes aren't bleeding after reading that press deck.
Well I like the "modern UI," so that might be why I like it.They hired someone who really really likes the Windows8 "metro" motif.
AMD R-268D
Part # : RE268DDEC23HJE
Dual Core
CPU Core frequency : 3.0/2.5 GHz
iGPU :AMD Radeon HD 7420G
640MHz/
470MHz
TDP : 35W
http://avnetexpress.avnet.com/store...=-1&storeId=500201&listIndex=-1&page=1&rank=2
1-$121.4300
25-$118.0600
100+-$114.8600
For reference,
AMD Trinity A4-5300 on newegg = $54,99
Considering that the parts have been available since 2Q2012 (according to the linked AMD document), and that AMDs revenue has been tanking since then... yeah, the shipments seem to be unimportant. For embedded it's probably the same story as for the rest of AMDs lineup: best solution for a very small percentage of use cases, otherwise pretty useless compared to the competition.
Why are you comparing a 35W FS1r2 (Mobile) chip with a 65W FM2 (Desktop) chip?
Also you can easily find a cheaper place:
http://www.pcsuperstore.com/products/11797626-AMD-RE268DDEC23HJE.html
$96.32
Why dont you show the high margins? Is it real or just made up?
You asked for it, I gave you the products
The die of the AMD embedded R-series is the same Quad core Trinity that used in the desktop parts.
So when the Desktop part (same die, dual core product) sells for $55 and the embedded product (same die, dual core product) sells for $96.32 and up, then you have huge margins and more profits.
I dont believe is that difficult to understand.
AMD's involvement and interest in stacked memory solutions is well-documented:It's not surprising. Without going to stacked memory they'd be completely uncompetitive in the standalone GPU space. But bring that tech to an APU and AMD might finally have an advantage over Intel (short of Intel actually starting to produce competitive graphics components which in that timeframe isn't impossible either).
That is the slowest chip you can buy in a 35W bin. I would be surprised if it's binned for voltage at all.Its different binning. 35W vs 65W. You are simply being manipulative now.
Its different binning. 35W vs 65W. You are simply being manipulative now.
Its different binning. 35W vs 65W. You are simply being manipulative now.