AMD Q2 Result.

[mrmt]

I'm wondering why you aren't posting quotes from The Register here like you did in the Intel thread. Maybe you just forgot, I'll post them for you.

Shocking, but I think the Oscar should go to Stacy Rasgon.

 

[dark zero]

I am assuming that AMD is dead. Eventually nVIDIA will leave the Pc sector and moves to the ARM área where they are wasting a golden chance. Their Tegra X1 is a very good chip and with some improvements they can really dare to fight Intel.


Also and sadly, I am fearing that HBM won't become mainstream if AMD dies too soon. That would make nVIDIA being alone and won't know where to go. Intel would put the eDram as the new standard.

AMD could survive... If it weren't for the debts. This generation is the Last for the consoles BTW. XBOX one is not selling what they were expecting and seems that thje desition to play the games on PC just killed the MS adventure on consoles.
Sony is full with problems and despite the console sector is the most profitable, they won't assure that this continues. When AMD dies, Sony just can return to Power PC again.
And as for Nintendo... Poor N. They will get hit the worst since their console might be short lived due AMD inminent death. They might need to rethink what they will do... This will be a big failure incomming and to make it worse there are rumors that they can't even be better than PS4.

In fact AMD ends giving more problems to the competitors and only one big winner who is Intel.

And actually siding with the US and Israel government just gave them inmunity against any anti-monopoly law. Maybe they might get banned in China, but anyways. They still will have other markets. Intel is the ultimate winner if AMD ends bankrupt.

 

[TeknoBug]

The reason why I got back into console with the XB1 and PS4 was due to games I can no longer get on PC mainly Madden and NHL, however with the way EA are treating those two particular series, I might just sell the two consoles. And prices of games in Canada has gone up twice in the past year, I can't really afford $90 after taxes on a basic non-deluxe game too often right now however I live near the US border and can get the same game for $63 after tax ($75 CAD).

I'm hoping AMD can hold on and come back with Zen/Carrizo, if AMD is out of the desktop/mobile department, prices of Intel will go up, and in GPU prices of Nvidia will go up as well until they pull out for mobile.

 

[dark zero]

The reason why I got back into console with the XB1 and PS4 was due to games I can no longer get on PC mainly Madden and NHL, however with the way EA are treating those two particular series, I might just sell the two consoles. And prices of games in Canada has gone up twice in the past year, I can't really afford $90 after taxes on a basic non-deluxe game too often right now however I live near the US border and can get the same game for $63 after tax ($75 CAD).

I'm hoping AMD can hold on and come back with Zen/Carrizo, if AMD is out of the desktop/mobile department, prices of Intel will go up, and in GPU prices of Nvidia will go up as well until they pull out for mobile.

Actually if AMD quits, nVIDIA quits in one or two generation more due Intel. It's like two bullies taking down the weak red haired nerd and after that the big bully would use their influences to make the life of the other bully impossible.

BTW it's harder and harder to find even a laptop with NVIDIA dGPU. All I find are only pure Intel machines.

And admit the defeat. AMD is dead and seems that the console makers are preparing measures.. No info about the CPU of the next gen consoles, so definately they will go AMD less. And I said about MS inminent leaving of the console market.

 

[Phynaz]

Shocking, but I think the Oscar should go to Stacy Rasgon.

He's the only Analyst that has the balls to take them to the mat. The others would ask a direct question, get a non-answer and just say "thank you".

 

[mrmt]

He's the only Analyst that has the balls to take them to the mat. The others would ask a direct question, get a non-answer and just say "thank you".

Yeah, and in doing that he cowed Lisa into admiting she's not confident on Carrizo growth estimates she gave at the beginning of the Q&A. Who are the clowns doing sales forecast for AMD, and who are the clowns writting the Q&A for AMD execs?

 

[dark zero]

If Carrizo fails, Zen fails.
If HBM failed, Artic Island is DOA.

So... Nintendo Nx MUST be the Last failure AMD will have before dissapears from the console market.
Screw Nintendo games. If their SW(games) is not good enough... Better to prepare to be mobile and on PC. That is the future.

 

[Fjodor2001]

In case you haven't noticed AMD isn't really being forthcoming and germane in their performance estimates of the products they have in the labs, let alone of a product that they do not have taped out yet, so I would refrain from these pie-in-the-sky estimates if I were you, and we're not even getting on the small details like the subpar foundry partner of them.

Nearly none of the tech companies release detailed performance info much in advance these days. E.g. Intel doesn't do it. So that AMD doesn't do that either does not say much about Zen's performance.

Given the lack of interest from the server crowd on Zen, I would not have high hopes for Zen. If anything AMD is not being able to convince the server guys that Zen will be all they are claiming it will be, so if the guys having privileged info on Zen are not lining up for it, so shouldn't we have expectations as high as yours.

What "server guys" are you talking about? And where have they displayed a lack of interest in Zen?

 

[mrmt]

Nearly none of the tech companies release detailed performance info much in advance these days. E.g. Intel doesn't do it. So that AMD doesn't do that either does not say much about Zen's performance.

What "server guys" are you talking about? And where have they displayed a lack of interest in Zen?

Do you think big companies like Amazon, Facebook, Microsoft, Google and others get the same information as you, as in the same time frame as you? No, they don't.

 

[Fjodor2001]

In that case with a 95W TDP limit. Then we talk 3Ghz area. Maybe even below.

So lets wait and see. Who knows, Zen may not even get released with the current development.

Well that's on par with Intel 8 core CPUs, so I don't see the problem.

Also, when not using all 8 cores it can turbo to much higher frequencies.

 

[Fjodor2001]

Do you think big companies like Amazon, Facebook, Microsoft, Google and others get the same information as you, as in the same time frame as you? No, they don't.

I've never claimed that. But where have they displayed a lack of interest in Zen?

 

[mrmt]

And where have they displayed a lack of interest in Zen?

Let me rephrase the question and maybe you'll understand better: Who in the industry has demonstrated any interested in Zen so far, let alone a commitment to build a line of products around it? It's a server product, not a desktop product, you have to plan a lot more before launching a server product.

 

[Fjodor2001]

Let me rephrase the question and maybe you'll understand better: Who in the industry has demonstrated any interested in Zen so far, let alone a commitment to build a line of products around it? It's a server product, not a desktop product, you have to plan a lot more before launching a server product.

I think none in the industry has expressed their opinion on Zen in any way, which is expected. They are likely waiting to see what the final product will be like, and certainly they are also under NDA so they cannot talk about it anyway.

But let me tell you this: If Zen is even close to being competitive when released, those companies will jump over all it. Because they are dying for a second source and some bargaining power when buying x86 servers. Nobody likes to be a customer in a monopoly market.

 

[Sweepr]

Let me rephrase the question and maybe you'll understand better: Who in the industry has demonstrated any interested in Zen so far, let alone a commitment to build a line of products around it? It's a server product, not a desktop product, you have to plan a lot more before launching a server product.

To illustrate this:

...there are reports that certain customers are cancelling their orders of current-generation Intel Xeon-powered supercomputers in anticipation of machines based on “Skylake” chips. For example, the U.K.’s Met-office wants “Purley”-based supercomputers because of higher performance and energy efficiency.

Purley should be out around the same time if not later and there's already interest in it.

 

[Burpo]

http://goparallel.sourceforge.net/16-petaflop-supercomputer-on-hold-to-wait-for-skylake-xeon/

 

[mrmt]

I think none in the industry has expressed their opinion on Zen in any way, which is expected. They are likely waiting to see what the final product will be like, and certainly they are also under NDA so they cannot talk about it anyway.

They did, the fact that you cannot hear it is another issue. Oh, and AMD has actually 0 partnerships for interconnect development (you are aware of AMD deficiencies in this area, aren't you?), so whatever they are saying about HPC is certainly vapourware.

 

[MiddleOfTheRoad]

Maybe even higher...

Seriously, do you believe in your own sayings or is it just to post something..?.

I can't imagine anyone actually believing what he says, including ShintaiDK himself.

I mean seriously.... A person calling Carrizo sales a trainwreck before it actually is available for sale. Massive FUD to the bitter end.

 

[dark zero]

No one is caring AMD and soon the console makers or ditch AMD and return to Power PC or leaves the market.

 

[TeknoBug]

No one is caring AMD and soon the console makers or ditch AMD and return to Power PC or leaves the market.

PowerPC? No. ARM? maybe

 

[Abwx]

To illustrate this:



Purley should be out around the same time if not later and there's already interest in it.

What i read is that they expressed disinterest for Intel s current Xeon line in light of what could eventualy be released.

That said i think that AMD might have the edge in efficency up to 3GHz at least thanks to GF iteration of SSung process, numbers are significantly better than Intel s current process, it would be ironic to see AMD get the perf/watt advantage due to process....

 

[dark zero]

PowerPC? No. ARM? maybe

ARM is WAY weaker than even MIPS. So going Power is not crazy.. They know that going Intel x86 is practically giving the Source code of the games to run flawlessly on PC and that is the worst option posible.
MS is returning to the Pc and ditching the Xbox due the big failure of this generation. Is better an Intel Pc than a capped AMD or nVIDIA console.

 

[Soulkeeper]

I was reading centaur/via's new website for laughs yesterday.
If they are to be believed the company is doing the best it's ever done.

"We have the fastest design cycle in the industry, with new designs going from concept to completion in about 9 months (1/3 the time of our competitors)."

"... the #2 chipset maker in the world after Intel, has positioned us to be the dominant force ..."

"VIA is the world’s second-largest supplier of core logic chipsets, x86 processors, and communications/networking chips."

 

[MiddleOfTheRoad]

Not that high compared to Nintendo Wii and to make it worse, Xbox 1 and WiiU are not selling well. The only way AMD enters on green numbers is to enter to the Mobile area.

What world are you living in?

REALITY CHECK: Xbox One and PS4 sales are running 60% higher than the previous generation.

http://www.technobuffalo.com/2015/02/16/ps4-xbox-one-sales-are-60-percent-bigger-than-previous-gen/

Just because Nintendo flopped is because of their own bungled approach to the current generation. Analysts have been predicting the death of the game console since the 16 bit era -- but gamers will always buy new hardware for each new generation. Whether it is a "game console" or evolves into something else in 20 years is anyone's guess. But there will always be a platform for video games -- because it is a massive industry now bigger than Hollywood or the music industry. $60 Billion in sales each year.... and still growing.......

http://finance.yahoo.com/blogs/dail...e-bigger-than-movies-and-music-171225174.html

 

[Ferzerp]

Everything Zen? I don't think so.

 

[dark zero]

I was reading centaur/via's new website for laughs yesterday.
If they are to be believed the company is doing the best it's ever done.

"We have the fastest design cycle in the industry, with new designs going from concept to completion in about 9 months (1/3 the time of our competitors)."

"... the #2 chipset maker in the world after Intel, has positioned us to be the dominant force ..."

"VIA is the world’s second-largest supplier of core logic chipsets, x86 processors, and communications/networking chips."

Actually VÍA has no debts unlike AMD and to make it worse...
VIA has an alliance with the Chinese government and has the x86/ARM hybrid project.
If nVIDIA makes an alliance with them they can win a lot.
Windows 10 could use the hybrid computing somewhat and it would be a blessing for VIA. Something like HSA, but instead it would be a cross architecture with real CPU cores.
Also they are at 28 nm and seems that they are moving to 14 nm soon.
Finally they are doing an x86 Octa Core too.

The flaw? Still using Pentium 4 tech and still having problems entering at Octa.