News AMD's Q2 2022, yet another quarter of revenue growth

[Hans de Vries]

https://d1io3yog0oux5.cloudfront.net/_a051691c8bc164a5b184163c88b3648d/amd/db/778/6877/file/AMD+Q2%2722+Earnings+Slides_8.2.22.pdf

 

[DAPUNISHER]

Because of the continuity of console business, it is guaranteed that next gen consoles will go AMD. There is no way any other architecture can run those PS5 and XBOX games out of the box, perhaps only for the ones where installation is online,
But most console gamers with tons of DVDs would not be able to use them a next gen non AMD based console, because all those precompiled shaders on their DVDs won't work.
Otherwise the tons of catalog on XBox and PS5 would need shader recompilation or would need to use dynamic recompilation, which for a budget oriented console with crippled CPU cores would be horrible.
The good side effect is that a lot of game developers have to think about ensuring their stuffs run well on the AMD GPUs
The other thing is that there is a business running games in the cloud environment for things like XCloud etc.

Perhaps for the gen after the next things could change if at all.

AMD is also dominating the exploding handheld console market.

 

[AtenRa]

The way Datacenter increases, it will reach the same revenue of current Client segment in almost one year from now but with way higher margins.

 

[jpiniero]

AMD is also dominating the exploding handheld console market.

Not really because of the Switch. But the Steam Deck is doing decently.

 

[DAPUNISHER]

Not really because of the Switch. But the Steam Deck is doing decently.

Have you look at all the other handhelds using AMD APUs hitting the market? There are a ton of them, seriously, read up on it.

 

[moinmoin]

AMD is also dominating the exploding handheld console market.

I'd rather call it handheld PC market. It being an extension of the PC market (with all the existing solutions to build on) makes it easy to enter for all the players joining the bandwagon in right now.

 

[DAPUNISHER]

I'd rather call it handheld PC market. It being an extension of the PC market (with all the existing solutions to build on) makes it easy to enter for all the players joining the bandwagon in right now.

Good point, that is more concise.

 

[Leeea]

Indeed, really underlines how badly Intel has messed up. Failing to deliver on both the server part and gpu had really really hurt them. Seeing the state of Arc is a shock. I expected much, much better execution. Pat needs to get his company in order or he’s done.

Pat is Intel's only hope.

If they dump Pat they are done as the dominate semi-conductor manufacturer. Short term profits vs long term vision. Yes, they are coasting on market penetration right now, but AMD and others are eating that cake very fast.

The days Intel had a foundry node advantage are over. There design house needs to go head to head with Apple, AMD, Nvidia, Google, Amazon, and every other company jumping into the party.

 

[leoneazzurro]

It seems new Linux version will contain EPYC specific tuning, and if these gains will be not reflected on Intel side, too, then it seems that AMD could further extend its competitiveness in the server space.

An Early Look At AMD EPYC Performance Gains On Linux 6.0 - Phoronix

www.phoronix.com

 

[sandorski]

It seems new Linux version will contain EPYC specific tuning, and if these gains will be not reflected on Intel side, too, then it seems that AMD could further extend its competitiveness in the server space.

An Early Look At AMD EPYC Performance Gains On Linux 6.0 - Phoronix

www.phoronix.com

Nice. One Off Topic observation though: I swear to the Universe that Linux Users either don't understand User Experience or they are hellbent on making things as difficult as possible. The freakin microscopic Font size.

 

[jpiniero]

Have you look at all the other handhelds using AMD APUs hitting the market? There are a ton of them, seriously, read up on it.

The Deck is the only one that is going to do any kind of volume though.

 

[DAPUNISHER]

The Deck is the only one that is going to do any kind of volume though.

Did your magic 8 ball give you the lottery numbers too? I will leave it at I strongly disagree with your prognostication.

 

[lobz]

Nice. One Off Topic observation though: I swear to the Universe that Linux Users either don't understand User Experience or they are hellbent on making things as difficult as possible. The freakin microscopic Font size.

Swearing is not allowed in the tech forums.

 

[jpiniero]

AMD says in the 10Q that the Client ASP increased by 35% (!) but did have an 8% unit shipments decrease.

FYI: All those people who think Zen 4 is going to be the same price or cheaper.

 

[Timorous]

AMD says in the 10Q that the Client ASP increased by 35% (!) but did have an 8% unit shipments decrease.

FYI: All those people who think Zen 4 is going to be the same price or cheaper.

I think it will be around the same price give or take because that makes it easier to get people on AM5 and then with Zen 5 and or Zen 6 you can increase prices a bit and since people don't need to buy new motherboards they are more willing to accept it because switching to an equally performing Intel platform will be more expensive due to motherboard cost.

 

[maddie]

AMD says in the 10Q that the Client ASP increased by 35% (!) but did have an 8% unit shipments decrease.

FYI: All those people who think Zen 4 is going to be the same price or cheaper.

Right, got it, soon we'll know.

 

[moinmoin]

FYI: All those people who think Zen 4 is going to be the same price or cheaper.

You don't need to increase prices on the top end for the ASP to increase if you're decreasing the amount of the rest instead.

https://twitter.com/x/status/1554585051052052481

"Some parts of the PC market are price sensitive like the low end, but we've reduced our exposure there." 🤓

 

[igor_kavinski]

but we've reduced our exposure there." 🤓

Yup. They are happy to let Intel cater to that segment.

 

[maddie]

Yup. They are happy to let Intel cater to that segment.

This only works once supply outpaces demand. Once this changes, they will have to expand lower margin products to grow sales.

 

[TheELF]

Yup. They are happy to let Intel cater to that segment.

Yes, amd is very happy to let intel make all of the moneys.
AMD doesn't have the volume to make money from low end because they have to give all of their low end stuff to the console makers and are barely getting any money from it, they are not happy about losing that money.
Increasing revenue by not making money doesn't work if you can't outlast your competition.
Even with the last two quarters being bad for intel they are still on the status quo of net income of the super high demand times while AMD already lost about 10% even though they have record quarters.

AMD Net Income 2010-2024 | AMD

AMD annual/quarterly net income history and growth rate from 2010 to 2024. Net income can be defined as company's net profit or loss after all revenues, income items, and expenses have been accounted for. <ul style='margin-top:10px;'> <li>AMD net income for the quarter ending...

www.macrotrends.net

Intel Net Income 2010-2024 | INTC

Intel annual/quarterly net income history and growth rate from 2010 to 2024. Net income can be defined as company's net profit or loss after all revenues, income items, and expenses have been accounted for. <ul style='margin-top:10px;'> <li>Intel net income for the quarter...

www.macrotrends.net

• AMD net income for the twelve months ending June 30, 2022 was $3.130B, a 8.91% decline year-over-year.
• Intel net income for the twelve months ending June 30, 2022 was $19.105B, a 2.96% increase year-over-year.

 

[itsmydamnation]

This Intel loss really has a bee in your bonnet ,

 

[coercitiv]

This Intel loss really has a bee in your bonnet ,

IT'S NOT A LOSS!!! /s

 

[Abwx]

AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden

Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.

www.computerbase.de

 

[maddie]

AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden

Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.

www.computerbase.de

ASP?

Should be more than 2X Intel (30/13) in server.

 

[Saylick]

ASP?

Average sale price.

 

[Abwx]

ASP?

Should be more than 2X Intel (30/13) in server.

2.5x Intel s ASP is somwhat a lot, AMD also sell low cost solutions with as few as 12-16 cores.

That being said, and according to numbers published recently by both firms, AMD has roughly 25% of the marketshare in value.

Some researchers who have more accurate numbers for the last trends put it at roughly 30% for the end of Q2, at this level, and soaring, they will be definitly entrenched in this market.