AMD Q2 Result.

[Phynaz]

Too bad people couldn't keep it civil. I guess I was expecting too much from the Internet.

 

[Abwx]

Your post calling me a troll has been reported.

Btw, your sense of humor is broken.

You can report as much as you want, you were of bad faith on this one, i posted a link of existing products with Carrizo but you still had to troll the thread by suggesting that this was a paper launch...

Either you listen and respond to arguments or you are just derailing the thread, almost everybody else was in point...

 

[Soulkeeper]

Too bad people couldn't keep it civil. I guess I was expecting too much from the Internet.

I already regret posting to this thread
These kinda threads hardly ever go anywhere positive.
It's easier to just ignore them.

 

[pablo87]

I doubt the CFO will be taking another trip to Abu Dhabi this year.

 

[Dribble]

Subtract the console sales and it's massive losses and massive decline. There is nothing else coming out with any hope of changing that till Zen which looks like it's going to come to late, and chance are it won't be good enough to compete with Intel anyway.

It's perhaps reached the stage now where there's no guarantee AMD will be producing PC cpu's+gpu's pretty soon. You'd have to be a little brave to buy one now because you might have no support for it in a years time.

 

[Arachnotronic]

Without consoles, I'm not sure AMD would be able to survive at this point.

 

[erunion]

Without consoles, I'm not sure AMD would be able to survive at this point.

In hindsight, the console deals was a deux ex machina for AMD. A golden parachute to fund a transformation to a sustainable business.

Also in hindsight, the opportunity was wasted. AMD continues to bleed cash with no post PC strategy in sight.

 

[Abwx]

Surely that next year some enthusiasts will be content with the promised 8C Zen but it will be actualy a defeat for those customers..

They ll have a 8C/16T that will perform like a 16C Piledriver Opteron instead of 8 Excavator modules that would surely have 25% less IPC individualy but for a grand total of 30% more throughput than the 8 dual threaded Zen cores, i hope that they ll keep the CMT design at least for mobile purposes as Excavator just proved that it s the most efficient uarch for this segment.

 

[Sweepr]

Without consoles, I'm not sure AMD would be able to survive at this point.

Makes you wonder how far they will go to get the next console contracts.

 

[mxnerd]

It's sad to see AMD has nothing to compete with Intel or ARM. It seems AMD will become VIA in CPU and probably Matrox in graphics in the next few years.

 

[Arachnotronic]

In hindsight, the console deals was a deux ex machina for AMD. A golden parachute to fund a transformation to a sustainable business.

Also in hindsight, the opportunity was wasted. AMD continues to bleed cash with no post PC strategy in sight.

No, they have a post-PC strategy; it's "let's become a server processor design house...and also keep making PC processors. Oh, and semicustom!"

So instead of competing with Intel in PCs, they get to compete with Intel in servers...while also trying to compete with Intel in PCs...

Yeah, so basically it's just the same playbook as before.

 

[jji7skyline]

I predict that the Windows 10 rebound will be bigger than some people expect. The number of clients I've talked to who are excited about having the start menu back are numerous. And of course the gamers are excited about DX12.

 

[mrmt]

At least current AMD management is honest enough to say that they don't have a clue of what it's going to happen in the near future.

ed: Btw, more cuts are incoming. Soon.

 

[dark zero]

Even with consoles who are a dissaster, AMD is practically dead.

Has nothing to offer and is better to die now in order to avoid the console makers to scam them big time.

Consoles better go to exclusively Intel and if they make an ET and crashes the industry, well... An industry crash is wanted in this moment seeing really bad games are being made.

Btw, time to stock with AMD products since they die in 2016 and it will be museum pieces.
And BTW preparig to stocking Intel Celeron and Pentium since when AMD dies, the Core chips might become way more expensive and the Atom chips will be the new low tier.

 

[FearfulSPARTAN]

Even with consoles who are a dissaster, AMD is practically dead.

Has nothing to offer and is better to die now in order to avoid the console makers to scam them big time.

Consoles better go to exclusively Intel and if they make an ET and crashes the industry, well... An industry crash is wanted in this moment seeing really bad games are being made.

Btw, time to stock with AMD products since they die in 2016 and it will be museum pieces.
And BTW preparig to stocking Intel Celeron and Pentium since when AMD dies, the Core chips might become way more expensive and the Atom chips will be the new low tier.

Thats a dark way of looking at it but I guess its in your name . But no I think Amd lasts at least one more year and then when their products come out we will see if they can secure enough cash to keep going but im not too hopeful honestly. But even if Amd dies I dont think intel chips will go up that high at least not in the short term.

 

[dark zero]

Thats a dark way of looking at it but I guess its in your name . But no I think Amd lasts at least one more year and then when their products come out we will see if they can secure enough cash to keep going but im not too hopeful honestly. But even if Amd dies I dont think intel chips will go up that high at least not in the short term.

Oh boy.. You don't how a monopoly works.. Also since no one will sell x86 at cheap prices... Definately Intel would put the Core chips on a premium price and make the Atoms the new mainstream. And seeing that the customers will accept everything since they are the monopoly, well...

 

[IlllI]

I was reading something yesterday that mentioned intel roadmap was to have 7nm chips by 2019. my first thought was i wonder if amd will still be around by then. i don't know how they are going to turn things around. this is as bad as it has ever been for their company.

 

[MisterMac]

@MiddleofTheRoad:

Given that AMD themselves cannot even dream of a break-even next quarter - and over half their revenue is now Consoles...

If we ignore the AMD Bears (you know who ) - How can you not say that AMD is in relatively large trouble considering Carrizo has to have an unparalleled level of design wins comparing to recent history(5 years) to even dent Q3 earnings?

There's been doom and gloom for 5 years on this forum which is tiring - but 5 years later aren't we seeing the beginning of the end now?

 

[krumme]

I doubt the CFO will be taking another trip to Abu Dhabi this year.

I think we will get cheaper core 15w tdp ultrabooks this fall

 

[AtenRa]

Desktop/Laptop decline will stop in Q3 onwards.

Win 10 and DX-12 will stimulate sales for both CPU/APUs and dGPUs in Desktop and Mobile for AMD, Intel and NVIDIA.

And just to point out that Carrizo volumes are very low in Q2 to have a meaningful affect in the Revenue.

 

[NTMBK]

Bad times. The bottom has fallen out of their small APU sales, pretty clearly- revenues are way down and yet ASP is up, even with their price drops on the big APUs. Intel's pretty resoundingly taken that market back with their Bay Trail Celerons, and AMD doesn't have anything new in that market segment. Their 20nm shrinks are dead, thanks to Globalfoundries screwing up (again).

This year was always going to be rough, but... owch. I just hope they can hold on long enough to get Zen out the door.

 

[ShintaiDK]

No, they have a post-PC strategy; it's "let's become a server processor design house...and also keep making PC processors. Oh, and semicustom!"

So instead of competing with Intel in PCs, they get to compete with Intel in servers...while also trying to compete with Intel in PCs...

Yeah, so basically it's just the same playbook as before.

This is the classic arrogance or incompetence by the management at AMD. They have no idea where they fit in, but they want to be at the best place.

We dont need anymore examples that AMD is a goner in the traditional segments. Yet they refuse to let them go and they keep burning cash and reserves. They bet the house on Zen. Zen a product that may or may not end up being released. But one this is sure, when they do, AMDs PC revenue will be much lower than it is today. After the console contracts they should have moved all R&D away from PC. Zen and Fiji belongs nowhere.

 

[ShintaiDK]

I predict that the Windows 10 rebound will be bigger than some people expect. The number of clients I've talked to who are excited about having the start menu back are numerous. And of course the gamers are excited about DX12.

There is a massive caverat. And its that Windows 10 is not only a free update, but also one that is ditributed via the internet. Those that traditionally would buy a new PC for a new Windows version wont.

And even then, what does AMD have to offer? Nothing. It s not like anything changes from today.

 

[ShintaiDK]

This year was always going to be rough, but... owch. I just hope they can hold on long enough to get Zen out the door.

But what would Zen do? It sports nothing that says it can turn anything around. It needs an outright miracle to not be another hopeless ROI failure.

 

[NTMBK]

But what would Zen do? It sports nothing that says it can turn anything around. It needs an outright miracle to not be another hopeless ROI failure.

A new architecture, a new process node which is much closer to Intel's latest, and hopefully a return to competitive CPU performance and perf/W. It's got to do better than the current outdated Piledriver garbage, that's for sure.