AMD reports Q3 earnings

[piesquared]

Bad times ahead for AMD. BD was about as abysmal as it gets.

You need to say that two more times and click your heals together or you'll be in Oz forever.

 

[zlejedi]

Trinity is the product to watch. AMD's APU strategy seems to be a good one (and is working), but it isn't sustainable unless they can refresh their products effectively.

On HardOCP, I saw a poster who got rid of an Athlon 631 (one of the gimped Llanos) for an FX-4100 complaining that the FX-4110 was slower than the Athlon. That doesn't bode well for the Trinity refresh. But maybe we'll end up surprised.

I think Trinity won't be in as good position as Llano is currently.

With Llano you have 32 nm integrated GPU+CPU competing against separate 32nm intel CPUs and nvidia 40nm GPUs.
Trinity will be against - 22nm Ivy Bridge and later Haswell and 28nm nvidia GPUs.

 

[NostaSeronx]

I think Trinity won't be in as good position as Llano is currently.

With Llano you have 32 nm integrated GPU+CPU competing against separate 32nm intel CPUs and nvidia 40nm GPUs.
Trinity will be against - 22nm Ivy Bridge and later Haswell and 28nm nvidia GPUs.

You mean

With AMD's Llano you have 32nm sub-$140 APUs competing against Intel's Sandy Bridge with 32nm sub-$210 APUs

With AMD's Trinity you have 32nm sub-$X APUs competing against Intel's Ivy Bridge with 22nm sub-$X APUs

Don't forget there is an integrated GPU in SB and IB

 

[nemesismk2]

Sometimes I forget how small AMD is. Revenue of $1.7B is comparatively tiny

I wish the business I was working for was making $1.7b because then they could of paid me more lol

 

[frozentundra123456]

I don't think they are getting pushed down the market, they are making huge gains in that market they are aiming at which is a pretty important market for revenue. and are introducing some pretty cool new technology in the next few months which look to revolve around mobile. The big one's are Trinity on the APU side and GCN on the GPU side.

AMD are very much on the cutting edge of semiconductor design, i'd expect the combination of AMD and ATi to really throw a punch, in the not too distant future.

http://semiaccurate.com/2011/10/27/amd-far-future-prototype-gpu-pictured/

You're kidding right?? I have no problem with ATI. They make competitive products that have better performance per watt in most cases than nVidia.

I would hardly call AMD on the cutting edge of semiconductor design. I would say they are barely surviving by catering to the low end segment. And if the result of their "cutting edge" research is Bulldozer, I will pass. I wlll admit they are ahead on the APU front, but I think that is not the fantastic success that a lot of AMD fans make it out to be. It has a place in the mobile market, but for desktops it just doesnt make sense to me. And they will have to improve a lot in that area too when Ivy Bridge comes out at 22nm, using less power and having improved graphics as well.

 

[SlowSpyder]

wait til the next quater report comes in and the full BD shit hits the fan.

I honestly do not know how much that will hurt them. AMD probably makes a lot of money on server, mobile, and OEM big box sales. Picture members of your family going to Best Buy and seeing a cheaper computer with more cores, or a cheaper laptop with the same size display, etc. Enthusiasts are educated on what's what, most people price shop and don't care if Sandy Bridge can overclock 4.6GHz and be faster than Bulldozer.

 

[sm625]

The broader S&P 500 has outperformed AMD by over 40% the last couple months. That is no small feat!

 

[Nemesis 1]

That wouldn't change the fact that they had big gains in the market that counts, mobile. Especially the part they are betting on the most, the APU. Looks like AMD got it right.





It sure will

What % of the mobile market Did AMD have at end of second qt? What % did Intel Have ,


Lets say AMD had 10% market in mobile . If you increase that by 35% its not that big of gain . That would have left intel with 90% Without ARM figures.

Which is a greater gain 35% of 10% market share Or 10% of 90% market share . As you will find out soon AMD did not gain market share on intel . They only increased there Own share of a growing market.

As you can see here all amd did was stop the bleeding for a time . Whats 35% of 2 . Whats 35% 100. You guys all know this but ya keep playing silly word games

http://www.eweek.com/c/a/Desktops-a...Share-Due-to-Sandy-Bridge-IHS-iSuppli-692064/

 

[zlejedi]

You mean

With AMD's Llano you have 32nm sub-$140 APUs competing against Intel's Sandy Bridge with 32nm sub-$210 APUs

With AMD's Trinity you have 32nm sub-$X APUs competing against Intel's Ivy Bridge with 22nm sub-$X APUs

Don't forget there is an integrated GPU in SB and IB

I was talking about mobile side since for desktop Llano is more of sad joke and you would be much better with SB pentium and discret GPU.

 

[Arachnotronic]

I use AMD stock for quick gains, but I'm not sure I'd ever do a long term investment with them.

This quarter AMD pocketed me $300! That's enough to buy a Bulldozer! xD

 

[Farmer]

You're kidding right?? I have no problem with ATI. They make competitive products that have better performance per watt in most cases than nVidia.

I would hardly call AMD on the cutting edge of semiconductor design. I would say they are barely surviving by catering to the low end segment. And if the result of their "cutting edge" research is Bulldozer, I will pass. I wlll admit they are ahead on the APU front, but I think that is not the fantastic success that a lot of AMD fans make it out to be. It has a place in the mobile market, but for desktops it just doesnt make sense to me. And they will have to improve a lot in that area too when Ivy Bridge comes out at 22nm, using less power and having improved graphics as well.

Why? Because of their recent flops? It's as much about luck as it is about design know how. Given their minimal resources compared to Intel, I'm very surprised they have the market share that they do.

People here tend to forget the Athlon-Athlon64 era so quickly, or perhaps they were just too young then.

 

[StrangerGuy]

Why? Because of their recent flops? It's as much about luck as it is about design know how. Given their minimal resources compared to Intel, I'm very surprised they have the market share that they do.

People here tend to forget the Athlon-Athlon64 era so quickly, or perhaps they were just too young then.

AMD had a golden opportunity back then because Intel screwed up with Netburst. With post C2D Intel, it will never happen again.

 

[frozentundra123456]

Why? Because of their recent flops? It's as much about luck as it is about design know how. Given their minimal resources compared to Intel, I'm very surprised they have the market share that they do.

People here tend to forget the Athlon-Athlon64 era so quickly, or perhaps they were just too young then.

Believe me, I bet I was a lot older than you when the Athlon 64 era happened. And BTW, my first real gaming computer was an XP 2600 with an ATI card. So once upon a time, I considered myself an AMD supporter. And even after AMD purchased ATI and sold off their foundaries, and took on so much debt,I supported them because I thought Fusion "would be the future". But it is still compromised by poor CPU performance and not quite good enough graphics, especially on the desktop.

Admittedly it is somewhat attractive in thin/light netbook type computers such as the
HP dm1z, but that is about the only place I would consider purchasing one.

I realize that AMD has less resources than Intel, but I dont think the market really cares about that. What counts is who makes the best best chip for the money for the performance one needs, and at the moment that is from Intel, and I dont really see it changing. I know that sounds harsh, but AMD is a business and must compete as such.

Edit: And I dont agree with the luck comment at all. It is the job of a company to hire the people to design and produce a chip that has the desired performance. What are they supposed to do, put 10 different designs into a hat and draw one out and hope they get lucky?

 

[Arg Clin]

wait til the next quater report comes in and the full BD shit hits the fan.

It won't matter much. AMD are making their CPU money off the Llano and Zacate segments.

 

[piesquared]

You're kidding right?? I have no problem with ATI. They make competitive products that have better performance per watt in most cases than nVidia.

I would hardly call AMD on the cutting edge of semiconductor design. I would say they are barely surviving by catering to the low end segment. And if the result of their "cutting edge" research is Bulldozer, I will pass. I wlll admit they are ahead on the APU front, but I think that is not the fantastic success that a lot of AMD fans make it out to be. It has a place in the mobile market, but for desktops it just doesnt make sense to me. And they will have to improve a lot in that area too when Ivy Bridge comes out at 22nm, using less power and having improved graphics as well.

YOU'RE kidding right? There was a little blurb on the ticker tape a few years ago about AMD buying ATi, I assumed you were aware of that. AMD IP = AMD IP, including silicon interposer and stacked memory.

BTW, APU (ala Fusion) has always been AMD's focus, and saying desktop is more important than mobile is about 5 years behind the current market trend.

Glad to see so many hyping intel's 22nm process, depending on when they get it fixed it'll be hard to meet even the mediocre claims of brilliance.

 

[frozentundra123456]

That wouldn't change the fact that they had big gains in the market that counts, mobile. Especially the part they are betting on the most, the APU. Looks like AMD got it right.





It sure will

I tried to find the overall sales figures for the mobile market, but somehow couldnt. The 35% increase talked about by the AMD spokesman is a step in the right direction for sure.
However, I still dont know how much of an inroad they are making in the total market share. I mean going from 10 to 13.5 percent or even 20 to 27 percent is a 35 percent increase but they still could have way less total market share than Intel, which is my feeling, but I could not find the numbers to back it up. But again, it is a promising step.
And like I said even more important is if they can continue to gain (or even hold the gains they have made) versus the new chips coming out from Intel.

 

[quest55720]

I tried to find the overall sales figures for the mobile market, but somehow couldnt. The 35% increase talked about by the AMD spokesman is a step in the right direction for sure.
However, I still dont know how much of an inroad they are making in the total market share. I mean going from 10 to 13.5 percent or even 20 to 27 percent is a 35 percent increase but they still could have way less total market share than Intel, which is my feeling, but I could not find the numbers to back it up. But again, it is a promising step.
And like I said even more important is if they can continue to gain (or even hold the gains they have made) versus the new chips coming out from Intel.

All I know before LLANO and Brazos there were hardly any mobile computers at my local best buy with AMD processors. After LLANO and Brazos there are many more AMD powered mobile computers. I think it will only get to be more and more as the holidays near. The A series are in the sweet spot IMO for the laptop market. The LLANO and Brazos are the only laptops/netbooks I recomend to friends and family. The only exceptions would be a top of the line gaming notebook or ultra light notebook that needs more performance that brazos can deliver. Hopefully AMD can get the A-series in to the 11-14 in markets soons.

 

[frozentundra123456]

All I know before LLANO and Brazos there were hardly any mobile computers at my local best buy with AMD processors. After LLANO and Brazos there are many more AMD powered mobile computers. I think it will only get to be more and more as the holidays near. The A series are in the sweet spot IMO for the laptop market. The LLANO and Brazos are the only laptops/netbooks I recomend to friends and family. The only exceptions would be a top of the line gaming notebook or ultra light notebook that needs more performance that brazos can deliver. Hopefully AMD can get the A-series in to the 11-14 in markets soons.

I am not disputing what you are saying, but my local best buy has very few Llano laptops. Dont really know why this is. Maybe supply problems or it varies by region or even store to store. Mine had a few E350 15.6 in laptops and a couple of Llanos. One of the Llanos was a toshiba for less that 500.00 which looked like a good deal. The other Llano was over 600.00, I think, which is too expensive for this platform.

Unfortunately, they had a lot of atom netbooks (ugh) and no Brazos netbooks at all, which is too bad because that is where I think this belongs instead of in full size (15.6") laptops.

Incidentally, they had a pentium sandy bridge dual core for sale this week for 299.00. I am sorely tempted.

 

[Nemesis 1]

You're kidding right?? I have no problem with ATI. They make competitive products that have better performance per watt in most cases than nVidia.

I would hardly call AMD on the cutting edge of semiconductor design. I would say they are barely surviving by catering to the low end segment. And if the result of their "cutting edge" research is Bulldozer, I will pass. I wlll admit they are ahead on the APU front, but I think that is not the fantastic success that a lot of AMD fans make it out to be. It has a place in the mobile market, but for desktops it just doesnt make sense to me. And they will have to improve a lot in that area too when Ivy Bridge comes out at 22nm, using less power and having improved graphics as well.

I agree . But after the crap AMD pulled with BD I won't even think about buying from them . If NV reverts back to old self same applies to them . Than I will be stuck with whatever comes with haswell. If Intel pulls another P4d hype and lazybee. I will just keep what I have at the time .

 

[Nemesis 1]

YOU'RE kidding right? There was a little blurb on the ticker tape a few years ago about AMD buying ATi, I assumed you were aware of that. AMD IP = AMD IP, including silicon interposer and stacked memory.

BTW, APU (ala Fusion) has always been AMD's focus, and saying desktop is more important than mobile is about 5 years behind the current market trend.

Glad to see so many hyping intel's 22nm process, depending on when they get it fixed it'll be hard to meet even the mediocre claims of brilliance.

It is fixed and if intel is only half right about what 22nm brings to the table it will be a great cpu. In the mobile market it will be great with better than llano apu performance.

 

[Nemesis 1]

I tried to find the overall sales figures for the mobile market, but somehow couldnt. The 35% increase talked about by the AMD spokesman is a step in the right direction for sure.
However, I still dont know how much of an inroad they are making in the total market share. I mean going from 10 to 13.5 percent or even 20 to 27 percent is a 35 percent increase but they still could have way less total market share than Intel, which is my feeling, but I could not find the numbers to back it up. But again, it is a promising step.
And like I said even more important is if they can continue to gain (or even hold the gains they have made) versus the new chips coming out from Intel.

They don't need to gain all they need is less debt and a growing market . Arm is the wild card in AMDs future. Intel from the top arm from the bottom and Windows 8 making x86 a none important factor so far as monopoly.

 

[frozentundra123456]

YOU'RE kidding right? There was a little blurb on the ticker tape a few years ago about AMD buying ATi, I assumed you were aware of that. AMD IP = AMD IP, including silicon interposer and stacked memory.

BTW, APU (ala Fusion) has always been AMD's focus, and saying desktop is more important than mobile is about 5 years behind the current market trend.

Glad to see so many hyping intel's 22nm process, depending on when they get it fixed it'll be hard to meet even the mediocre claims of brilliance.

Nothing in your post makes sense to me. First, of course I was aware of AMD purchasing ATI. That was one of the points of the post, that even though many people criticized the purchase as paying too much and taking on too much debt, I supported it because I thought Fusion would be worth it. If you want to be picky, then I will rephrase what I said. I have no problem with AMD graphics cards. They are competitive and use less power than comparable nVidia cards. That is obviously what I meant. And I cant believe you didnt understand that. Too bad you cant say the same for their CPUs.

Secondly, I never said anywhere that the desktop is more important than the mobile area. I dont know how by any stretch of the imagination you read that into my post. I did say that Fusion is more suited for the mobile space than for the desktop, where you can get better CPU performance from Intel and far better graphics performance from an 80.00 discrete card from nVidia or ATI, oops, meant AMD.

Thirdly, I wasnt aware of major problems with Intels 22nm process. Yes Ivy Bridge has been delayed slightly, but nothing compared to Bulldozer. And Intel has been producing 32nm CPUs for what, almost 2 years now. Global Foundaries is just starting to produce 32nm and apparently are having more problems than Intel on 22nm.

 

[piesquared]

What % of the mobile market Did AMD have at end of second qt? What % did Intel Have ,


Lets say AMD had 10% market in mobile . If you increase that by 35% its not that big of gain . That would have left intel with 90% Without ARM figures.

Which is a greater gain 35% of 10% market share Or 10% of 90% market share . As you will find out soon AMD did not gain market share on intel . They only increased there Own share of a growing market.

As you can see here all amd did was stop the bleeding for a time . Whats 35% of 2 . Whats 35% 100. You guys all know this but ya keep playing silly word games

http://www.eweek.com/c/a/Desktops-a...Share-Due-to-Sandy-Bridge-IHS-iSuppli-692064/

cpu-integrated-mobile

intel 43.5M 81.9% -4.1% vs. q2

amd 9.6M 18.1% +4.1% vs. q2

http://www.investorvillage.com/smbd.asp?mb=476&mn=224193&pt=msg&mid=11104856

Sure about that?

 

[paperfist]

I can't believe AMD apologetics are still using that lame old "no one buys CPUs more expensive than X dollars" argument. It's one thing cheaper CPUs sells much more but it's an another thing when you have NOTHING to sell at $300+ at all.

With the way PC gaming is going that niche market you are referring to is even more niche. If you were a manufacturer would you be selling $300 parts on the desktop side?

 

[StrangerGuy]

With the way PC gaming is going that niche market you are referring to is even more niche. If you were a manufacturer would you be selling $300 parts on the desktop side?

If you are Intel would you be stupid enough not to charge $300+ to willing buyers even if that is a low volume product?

At least Intel has the (simple) choice, but AMD has none.