AMD Q4 2013 result. 1.59B$ revenue, 5.3B$ for the year

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Fox5

Diamond Member
Jan 31, 2005
5,957
7
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My point still stands: They will have a deficient CPU design, and the only good thing they have is their GPU part that might help accelerate some workloads, but not all. Once you move to more conventional workloads, AMD deficiencies will be highlighted again.

And assuming that HSA will ever take off, given that HSA is an open standard, what prevents someone from outspending AMD in designing and get a better CPU and better GPU, and better HSA performance? That's right, nothing. So even if HSA succeeds, there won't be much market for them.

Intel basically already had.

For compute performance, Intel's design are neck and neck with AMD, and the edram they have on Iris Pro is likely to be a huge advantage. Not to mention that Intel's gpus have been "fused" to their cpus for far longer than AMD's.
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
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True about Jaguar in consoles- I was mainly talking about Temash, sorry. Its complete lack of CPU turbo (a step backwards from Bobcat!) crippled it in low-power performance. Can you imagine if Bay Trail had no turbo and was limited to 1.5GHz?

Hopefully some console SoCs will be made at GloFo, yes, but AMD still need someone to make a process suitable for high performance CPUs. I don't think either GloFo or TSMC has anything on their roadmap which would make a high performance desktop CPU feasible- there's a reason why Carrizo is going down to a 65W TDP... Being free from GloFo doesn't help them compete with Intel if they don't have a better alternative to jump to.

And a Playstation 4.1 sounds like a terrible idea! D: As Sega demonstrated in the 90s, fragmenting your console user base is a bad move...

One of my girl kids have a quad temash 11.6 notebook something like 1450. I think it turbos quite a bit. But having an effective turbo is just difficult technology to master. Intel does it. Amd dont. I think close integration of design and production play a big part here.
 

mrmt

Diamond Member
Aug 18, 2012
3,974
0
76
Management prior made a statement of a minimum balance of 700m. Whatever bs they said about cpu marketshare they reached that important goal and then some.

They made a statement of 1.1 billion for a comfortable operation, while 700 million being the very minimum to operate. They only reached that comfortable level only after starting to use the short term debt line.

They also stated that they are on track to reach the WSA commitments, and they weren't even ramping up Kaveri. And we didn't get a WSA commitment by now, as they did they would in Q313.

So I think they don't deserve the A+ grade here, maybe a C.
 
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SammichPG

Member
Aug 16, 2012
171
13
81
Please no. I don't want to go back to the bad old days of Pentium II pricing.

With that pricing I give a couple of years before the market shifts heavily towards ARM even in segments where it doesn't compete atm.
Chromebooks sales are a heavy hint of what people really need from a computer, if Intel tries to gouge the market it'll be their doom.
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
My point still stands: They will have a deficient CPU design, and the only good thing they have is their GPU part that might help accelerate some workloads, but not all. Once you move to more conventional workloads, AMD deficiencies will be highlighted again.

And assuming that HSA will ever take off, given that HSA is an open standard, what prevents someone from outspending AMD in designing and get a better CPU and better GPU, and better HSA performance? That's right, nothing. So even if HSA succeeds, there won't be much market for them.

Hsa is important for amd because its what makes it possible to get mlre use of the gpu and thereby leverages on amd strenght. The rest will be arm derivatives for the more cpu (read better: serial) tasks.

Its what they are going for. For obvious reasons. And hsa adoption via java on the mobile is progressing. Pretty brilliant strategy for what they have at their disposal imho.

What would you do instead?
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
They made a statement of 1.1 billion for a comfortable operation, while 700 million being the very minimum to operate. They only reached that comfortable level only after starting to use the short term debt line.

They also stated that they are on track to reach the WSA commitments, and they weren't even ramping up Kaveri. And we didn't get a WSA commitment by now, as they did they would in Q313.

So I think they don't deserve the A+ grade here, maybe a C.

I am not the one investing in that casino. As for the label i dont give a damn. History shows its just cheating less informed customers. We all know the most prime examples of that. The shareprice is what it is.

As for the wsa and the communication about that its more internal communication and negotiating. Its hard to derive anything from it. Its part of the wonderfull marriage with mubadala. Nothing new or surpricing.

What i wonder is how analyst dont see how hard amd would be hit in a declining market with a weak mid and high end for consumers and no server sale. They are tanking. The upside beeing their new strategy. Without it they would have bailed.

Damn fine management. They earn the "survival under extreme bad situation" medal. Known as SUEBS.
 

mrmt

Diamond Member
Aug 18, 2012
3,974
0
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What would you do instead?

In the past or now?

In the past I would have killed Bulldozer circa 2009 and going for a shrunk K10, on top of that would have extreme focus on Bobcat, not trying to bring it upwards but bringing it down. AMD did a very nice job in placing bobcat in the huge gap between Intel to product lines, but instead of bringing it down towards the mobile space, they just improved the chip enough to let it stay on the same market bracket. As the gap closed, the chip become less of a success than it was before.

Today? Probably would go get Nvidia's bacon. There's plenty of profits to be made in the workstation market, and that market won't go away any sooner. But in order to do that they would need to improve their software suport to enterprise levels, which it seems they can't.

Cheaper, smaller scope and less time to mature than HSA.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
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14nm process node, 10, 7 and 5nm following at a constant pace after 14nm with high yields, and other manufacturing advances? Haswell, Broadwell, Skylake and Cannonlake, Crystal Well, gen8 and gen9, Atom with Silvermont, Bay Trail, Merrifield, Moorefield, Goldmont, Broxton, SoFIA, Quark and other Internet of Things stuff, SSDs, chipsets, 450mm wafers, III-V semiconductors?

Nice list
 

krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
In the past or now?

In the past I would have killed Bulldozer circa 2009 and going for a shrunk K10, on top of that would have extreme focus on Bobcat, not trying to bring it upwards but bringing it down. AMD did a very nice job in placing bobcat in the huge gap between Intel to product lines, but instead of bringing it down towards the mobile space, they just improved the chip enough to let it stay on the same market bracket. As the gap closed, the chip become less of a success than it was before.

Today? Probably would go get Nvidia's bacon. There's plenty of profits to be made in the workstation market, and that market won't go away any sooner. But in order to do that they would need to improve their software suport to enterprise levels, which it seems they can't.

Cheaper, smaller scope and less time to mature than HSA.

At the time bd taped out meyers was dead.
At the time production was running and the high freq was not reached most of the cost was sunk.
Besides llano as a beefed up k10 was not impressive either. Jaguar 2ghz class performance to put it into perspective and very low freq.

Rr have executed strategy more or less since day one.

As for nv beacon vs hsa its an interesting choice. Aparently they are gunning for the far future and to be an important player.

Actually it pans out their way untill now. Already q3 it was evident they chose the right way and could execute it. We will see. It more clear in hindsight. Lol.
 

Fjodor2001

Diamond Member
Feb 6, 2010
3,939
411
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Intel basically already had.

For compute performance, Intel's design are neck and neck with AMD, and the edram they have on Iris Pro is likely to be a huge advantage. Not to mention that Intel's gpus have been "fused" to their cpus for far longer than AMD's.

Intel are missing HSA, hUMA and stacked DRAM.

The history of when GPUs were fused does not matter so much, what's important is the current state and what will happen going forward.
 

AtenRa

Lifer
Feb 2, 2009
14,003
3,361
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Not to mention that Intel's gpus have been "fused" to their cpus for far longer than AMD's.

First Intel single die CPU + iGPU was with the SandyBridge in January 2011.

First AMD single die CPU + iGPU was Llano in June 2011.

So, only 6 months apart is not that much as you thought it was.
 

ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
Intel are missing HSA, hUMA and stacked DRAM.

HSA is stillborn and got 0 apps.

hUMA...still nothing seen.

Stacked DRAM? In what product? Intel will deliver stacked memory before AMD with KL. When will AMD deliver? It will not be the next GPU nor Carizzo.

There's making an unpopular point, being a contrarian, and being a troll. You've become the latter, which isn't something we're going to put up with.
-ViRGE
 
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Fjodor2001

Diamond Member
Feb 6, 2010
3,939
411
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HSA is stillborn and got 0 apps.
hUMA...still nothing seen.
The first already available, the second soon available. Both soon to be utilized going forward.

The trend is clear; CPUs are not getting much faster from one generation to the next, GPUs are. You need to adapt to that and utilize GPUs for other tasks than pure graphics in the best way possible. Intel is late to the party.
Stacked DRAM? In what product? Intel will deliver stacked memory before AMD with KL. When will AMD deliver? It will not be the next GPU nor Carizzo.
KL is not mainstream. When will we see it in Intel mainstream products?
 
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ShintaiDK

Lifer
Apr 22, 2012
20,378
145
106
The first already available, the second soon available. Both soon to be utilized going forward.

The trend is clear; CPUs are not getting much faster from one generation to the next, GPUs are. You need to adapt to that and utilize GPUs for other tasks than pure graphics in the best way possible. Intel is late to the party.

KL is not mainstream. When will we see it in Intel mainstream products?

You can start by telling me when we see it in AMD products. Since you made the claim. I already told you when the first Intel products ship. And we known when the first nVidia products will roughly ship.

What HSA app is there? And I wouldnt expect HSA to do more than the usual CUDA, OpenCL apps. So what difference will HSA actually make? Zero? AMD waste so much resources in betting on the wrong horse. Simply because they think they can replay the only single success they had with the K8.

And you seem to forget how limited the GPU usage is. Xeon Phi is a classic example on how your estimation of progress is wrong as well.
 
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Feb 19, 2009
10,457
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Nothing new for years already, AMD's CPU division is a disgrace. If not for APUs, they wouldn't even be around anymore. Intel obsoleted AMD's FX lines a long time ago.
 

JDG1980

Golden Member
Jul 18, 2013
1,663
570
136
Nothing new for years already, AMD's CPU division is a disgrace. If not for APUs, they wouldn't even be around anymore. Intel obsoleted AMD's FX lines a long time ago.

The FX-6300 is a pretty good deal. It beats out Intel's offerings at that price point in most benchmarks (Intel does still win in single-threaded benchmarks and in power consumption). And you can overclock it, which you can't do with a modern i3.

Also, the entire FX line supports ECC RAM, which Intel's i5 and i7 chips do not. (i3 does, but only if you pair them with a workstation board using the C-series chipset, and these tend to be feature-bare and more expensive.) For a mid-range workstation where you would like the extra reliability of ECC, an 8-core FX could be a better choice. This is why I went with the FX-8350 in my recent build. (It helped that I was able to get it for $149.99 on sale, plus got $40 off the motherboard at the same time. Micro Center rocks.)
 

mrmt

Diamond Member
Aug 18, 2012
3,974
0
76
The FX-6300 is a pretty good deal. It beats out Intel's offerings at that price point in most benchmarks (Intel does still win in single-threaded benchmarks and in power consumption). And you can overclock it, which you can't do with a modern i3.

FX6300 is a die salvaged chip operating in an ancient platform. It's also a very big chip from the kind of market bracket it sells. Not a good product for AMD, that's for sure.
 

monstercameron

Diamond Member
Feb 12, 2013
3,818
1
0
FX6300 is a die salvaged chip operating in an ancient platform. It's also a very big chip from the kind of market bracket it sells. Not a good product for AMD, that's for sure.

then it only goes to show how overpriced intel parts are if an ancient, huge, not a good product from amd can compete with intel's brand spanking new products.

keep on trolling :whiste:
 
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