AMD Q414 results

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NTMBK

Lifer
Nov 14, 2011
10,269
5,134
136
Intel only moved to 50+% graphics with an extremely dense 14nm node. AMD is doing that since the first APU on the 32nm node.

Actually they also did it with Haswell GT3.



Of course the major difference is that Intel also offers CPU heavy die. It would be like if AMD offered a 3/4 module APU with a tiny cut back GPU alongside their current offerings... which I know plenty of people on this forum would like to see.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
APUs and SoCs seem like the ideal solution for the laptop market, where total power consumption is king and thermal limits mean that the bandwidth bottleneck is not so pronounced..

Yes, if the memory is going to be the DDR3 1600 speed typically used by OEMS, then having a lower speed iGPU means the memory is not as much of a bottleneck as it would be with the full speed desktop.

However, I noticed the lowest price A10-7300 on Newegg is still using 4GB RAM (ie, single channel) although I'm sure a second stick could be added.

P.S. Here is the list of Kaveri APU laptops on Newegg ---> http://www.newegg.com/Product/Produc...0%282.20GHz%29 (Notice the HP Kaveri laptops all use 4GB, but Dell and Lenovo went with 8GB on the models listed. Acer has one Kaveri laptop with 4GB RAM and a second listed with 6GB RAM)
 
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AtenRa

Lifer
Feb 2, 2009
14,003
3,361
136
Actually they also did it with Haswell GT3.



Of course the major difference is that Intel also offers CPU heavy die. It would be like if AMD offered a 3/4 module APU with a tiny cut back GPU alongside their current offerings... which I know plenty of people on this forum would like to see.

With broadwell, Intel transforms in to a "GPU manufacturer" and people here hopping for a GPU-Less APU from AMD. :whiste:

Funny that all Broadwell Mobile APUs so far (unless im missing something) are only Dual Cores and 2+3 iGPU die area makes it a GPU with two CPU cores.





Edit: IRIS PRO also has the eDRAM die that have to be added to the overall die size.

 
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III-V

Senior member
Oct 12, 2014
678
1
41
With broadwell, Intel transforms in to a "GPU manufacturer" and people here hopping for a GPU-Less APU from AMD. :whiste:

Funny that all Broadwell Mobile APUs so far (unless im missing something) are only Dual Cores and 2+3 iGPU die area makes it a GPU with two CPU cores.
You know quad core Broadwell is coming, right? Just checking.

Anyway, I think a lot of people's issue with how much AMD spends on GPU area is that AMD would be better off shaving that portion down a bit and pocketing the cash, or lowering prices. But people here aren't terribly fond of iGPs, regardless of brand.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
With broadwell, Intel transforms in to a "GPU manufacturer" and people here hopping for a GPU-Less APU from AMD. :whiste:

Remember Intel has a node advantage (so they have the xtor budget to make large iGPUs happen easier) and Intel doesn't have a dGPU business for those larger iGPUs to compete against.

Also realize Intel has a stronger position in mobile where that larger iGPU might pay off for certain niches.

Another issue for AMD (beyond Intel) I have to consider is the prevalence of Kaveri laptops being deployed with single channel memory (ie, one 4GB stick). See post #303. How much of that from HP and Acer will continue with Carrizo is something to think about? If Carrizo happens to hit the budget category too much and comes with a single 4GB stick what is the average consumer going to think of its graphics performance?
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
Would OEMs be interested in it though.

You mean the 3/4 module APU with tiny iGPU NTMBK mentioned in post #301?

Here are a few factors to consider:

1.) Will Zen be late or on time?
2.) Will Zen be a true desktop performance CPU or something optimized for mobile?
3.) What die configurations will Zen come in? (iGPU less, with tiny iGPU or with large iGPU?)
4.) How soon could AMD ready a 3/4 module APU with tiny iGPU? (I personally would want the die to be based on 3 module APU with tiny iGPU for desktop.)
5.) How does AMD handle the WSA commitment in order to make big cores based on smaller die (ie, tiny iGPU) an incentive? Right now, as has been mentioned in previous posts AMD is paying for wafers they don't need anyway.
 

Idontcare

Elite Member
Oct 10, 1999
21,118
59
91
Given the money Intel has tossed at GPUs, very poor. The return on investment is horrid but luckily for Intel their CPUs are strong. If Intel had about the same CPU performance as AMD their products would be terrible. Put another way, Intel highly subsidizes their GPU development from the success of CPUs, AMD doesn't have this luxury.

That is a fair point. Intel's ROI on graphics certainly took a hit with the Larrabee fiasco (although they are successfully pivoting that into Xeon Phi).

However I would frame your statement, one that I agree with by the way, a little differently.

My perspective on this topic is that AMD overextended themselves in ways that ultimately led to undermining their strategic vision and efforts. Ultimately they had no business attempting to make the giant leap they made, it wasn't financially sound or prudent for them to take such a large risk versus pursuing risky strategic plans that they could afford in the event it didn't pan out.

That is what Intel does. Yes the absolute dollar volume on their risky projects (McAfee, Itanium, Larrabee) might be larger than AMD's, but at the same time the risk was contained and small enough as to never put the entire livelihood of the company (and its shareholders) at risk of collapsing the way AMD's risk appetite did.

Intel takes risks, sometimes large risks, but doesn't over-reach or over-extend themselves in taking those risks. AMD did the opposite and their shareholders have paid the price ever since.

AMD just losing more and more money means less money for product development which means continued dwindling revenues. I do not want to see the graphics division dragged down with the failures of AMD's executives.

Very true. Here is AMD's annual R&D expenditures, having peaked in 2008 at $1.85B and since steadily declined to $1.1B in 2014.



^ AMD is now operating at the same R&D budget level they had in 2004, 10 years ago, when all they had to focus those R&D dollars on was the K8 and K10.

Now compare AMD's R&D to Intel's R&D budget:


Intel isn't contracting, which bodes well for their shareholders and their customers.

Intel is large, so we expect that, but perhaps what is even more striking is to look at Nvidia's R&D budget versus AMD's:


Not only has AMD's R&D contracted, but they investing in future products to a lesser extent than even Nvidia
 

jpiniero

Lifer
Oct 1, 2010
14,845
5,457
136
You mean the 3/4 module APU with tiny iGPU NTMBK mentioned in post #301?

Can you fit that in a laptop? AMD's worst mistake is spending way too much on ATI, but the second worst is making a desktop focused chip (Bulldozer) at a time when the market was heading mobile and then of course totally bungling it.

I still think Zen is cancelled, but I imagine it won't be much different from K12 except you will have to pay the x86 tax and a density loss to somewhat improve clock speeds.
 

cbn

Lifer
Mar 27, 2009
12,968
221
106
Can you fit that in a laptop? AMD's worst mistake is spending way too much on ATI, but the second worst is making a desktop focused chip (Bulldozer) at a time when the market was heading mobile and then of course totally bungling it.

If the hexcore with tiny iGPU works in FM2+ then I don't see why it couldn't go in a laptop.

P.S. One thing I feel AMD needs to do is reduce overlap in their desktop line-up. Currently, Kaveri and other FM2 processors overlap with parts of AM3+, AM1 and dGPU. If AMD eventually launched a hexcore on FM2+, I'd imagine it would have to replace Kaveri on FM2+ as well as AM3+. Then AMD would have two sockets left, FM2+ and AM1 neither overlapping with each other or dGPU.
 
Mar 10, 2006
11,715
2,012
126
That is a fair point. Intel's ROI on graphics certainly took a hit with the Larrabee fiasco (although they are successfully pivoting that into Xeon Phi).

However I would frame your statement, one that I agree with by the way, a little differently.

My perspective on this topic is that AMD overextended themselves in ways that ultimately led to undermining their strategic vision and efforts. Ultimately they had no business attempting to make the giant leap they made, it wasn't financially sound or prudent for them to take such a large risk versus pursuing risky strategic plans that they could afford in the event it didn't pan out.

That is what Intel does. Yes the absolute dollar volume on their risky projects (McAfee, Itanium, Larrabee) might be larger than AMD's, but at the same time the risk was contained and small enough as to never put the entire livelihood of the company (and its shareholders) at risk of collapsing the way AMD's risk appetite did.

Intel takes risks, sometimes large risks, but doesn't over-reach or over-extend themselves in taking those risks. AMD did the opposite and their shareholders have paid the price ever since.



Very true. Here is AMD's annual R&D expenditures, having peaked in 2008 at $1.85B and since steadily declined to $1.1B in 2014.



^ AMD is now operating at the same R&D budget level they had in 2004, 10 years ago, when all they had to focus those R&D dollars on was the K8 and K10.

Now compare AMD's R&D to Intel's R&D budget:


Intel isn't contracting, which bodes well for their shareholders and their customers.

Intel is large, so we expect that, but perhaps what is even more striking is to look at Nvidia's R&D budget versus AMD's:


Not only has AMD's R&D contracted, but they investing in future products to a lesser extent than even Nvidia

What's more troubling is that AMD doesn't seem to "admit" that they need to downsize their investments. They still plan to play in PCs against Intel, in servers with both ARM/X86 (against Intel and the hordes of better-funded ARM players), and in GPUs against the increasingly-powerful NVIDIA.

They even feed their investors a line of BS about how they're "protecting R&D" when you can very clearly see in the financials that R&D spend is taking a big whack.

AMD needs to focus, IMHO.
 

Idontcare

Elite Member
Oct 10, 1999
21,118
59
91
What's more troubling is that AMD doesn't seem to "admit" that they need to downsize their investments. They still plan to play in PCs against Intel, in servers with both ARM/X86 (against Intel and the hordes of better-funded ARM players), and in GPUs against the increasingly-powerful NVIDIA.

They even feed their investors a line of BS about how they're "protecting R&D" when you can very clearly see in the financials that R&D spend is taking a big whack.

It is proof that they know how critical and imperative a healthy R&D pipeline is to their future and for the shareholders. Otherwise they'd paint a product roadmap narrative that wasn't filled with aspirations of what they aim to accomplish with their stretched ever-more-thinly R&D dollars.

I suspect it is just one big scramble inside, which is why we see so much turnover in management as well as the abrupt transitions in those management changes (Rory gone in a snap meeting with BoD, etc). Lots of chaos, perfect for entropy creation but not so great for getting PV work done.
 
Mar 10, 2006
11,715
2,012
126
It is proof that they know how critical and imperative a healthy R&D pipeline is to their future and for the shareholders. Otherwise they'd paint a product roadmap narrative that wasn't filled with aspirations of what they aim to accomplish with their stretched ever-more-thinly R&D dollars.

I suspect it is just one big scramble inside, which is why we see so much turnover in management as well as the abrupt transitions in those management changes (Rory gone in a snap meeting with BoD, etc). Lots of chaos, perfect for entropy creation but not so great for getting PV work done.

PV?
 

III-V

Senior member
Oct 12, 2014
678
1
41
What's more troubling is that AMD doesn't seem to "admit" that they need to downsize their investments. They still plan to play in PCs against Intel, in servers with both ARM/X86 (against Intel and the hordes of better-funded ARM players), and in GPUs against the increasingly-powerful NVIDIA.

They even feed their investors a line of BS about how they're "protecting R&D" when you can very clearly see in the financials that R&D spend is taking a big whack.

AMD needs to focus, IMHO.
I just want a clear desktop roadmap. They need to come clean on how their R&D pipeline has been affected. If they could tell people "Okay, we're doing X, Y and Z. We're no longer doing A, B, and C. We expect X, Y, and Z to bring in D revenue, we expect to earn E profit." And if there is no end to their woes in sight, they need to just file for bankruptcy already, restructure, tear up that WSA, and target on a market that they can actually profit in.
 

jpiniero

Lifer
Oct 1, 2010
14,845
5,457
136
And if there is no end to their woes in sight, they need to just file for bankruptcy already, restructure, tear up that WSA, and target on a market that they can actually profit in.

Again, they can't (at least now) because they would lose the x86 license.
 

Phynaz

Lifer
Mar 13, 2006
10,140
819
126
That is a fair point. Intel's ROI on graphics certainly took a hit with the Larrabee fiasco (although they are successfully pivoting that into Xeon Phi).

However I would frame your statement, one that I agree with by the way, a little differently.

My perspective on this topic is that AMD overextended themselves in ways that ultimately led to undermining their strategic vision and efforts. Ultimately they had no business attempting to make the giant leap they made, it wasn't financially sound or prudent for them to take such a large risk versus pursuing risky strategic plans that they could afford in the event it didn't pan out.

That is what Intel does. Yes the absolute dollar volume on their risky projects (McAfee, Itanium, Larrabee) might be larger than AMD's, but at the same time the risk was contained and small enough as to never put the entire livelihood of the company (and its shareholders) at risk of collapsing the way AMD's risk appetite did.

Intel takes risks, sometimes large risks, but doesn't over-reach or over-extend themselves in taking those risks. AMD did the opposite and their shareholders have paid the price ever since.



Very true. Here is AMD's annual R&D expenditures, having peaked in 2008 at $1.85B and since steadily declined to $1.1B in 2014.



^ AMD is now operating at the same R&D budget level they had in 2004, 10 years ago, when all they had to focus those R&D dollars on was the K8 and K10.

Now compare AMD's R&D to Intel's R&D budget:


Intel isn't contracting, which bodes well for their shareholders and their customers.

Intel is large, so we expect that, but perhaps what is even more striking is to look at Nvidia's R&D budget versus AMD's:


Not only has AMD's R&D contracted, but they investing in future products to a lesser extent than even Nvidia

Hey IDC, I'm going to put you on the spot. I'm really interested in what you think the answer is for AMD.

Monday morning you're President, CEO and Chairman of AMD. What's your strategy?

Thanks!
 

Vesku

Diamond Member
Aug 25, 2005
3,743
28
86
I think the best thing AMD could start doing is have timely product refreshes. It's the most likely way of actually creating decent relationships with some OEMs. Perhaps that's why Lisa Su likes the embedded industry, more tolerant and sometimes even desiring of long lived SKUs.
 
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