AMD is losing market share to Nvidia in the discrete GPU market while falling further behind Intel in the PC processor field. AMD is likely to suffer from a record low share of both markets in the first quarter of 2016, according to industry sources.
Demand for standalone graphics cards has already been sluggish given a weak PC market, and the market for standalone grahics cards continues to decline. In the already-shrinking market, AMD's rival Nvidia has eaten away at its market share, the sources indicated. AMD's discrete GPU market share has also been hurt by falling shipments of its own PC processors, the sources said.
In the PC processor market, AMD's gap behind Intel has widened. And it remains uncertain whether AMD's next-generation Zen architecture can help the company make a comeback, industry sources noted. The Zen processor architecture will be introduced in high-end desktops like gaming PCs and servers, and the first Zen products are unlikely to arrive until the fourth quarter of 2016. Zen probably will not help AMD regain its PC share, but Intel may feel pressure when bargaining with PC firms, the sources said.
In the standalone GPU segment, AMD will have to ensure that the launch of its Polaris architecture will be on schedule, the sources suggested. Any delays of the launch or performance issues could interrupt its way to recovery, the sources said.
AMD expects shipments of Polaris architecture-based GPUs to begin in mid-2016. AMD reportedly will use the 14nm LPP process from Samsung/Globalfoundries for its upcoming Zen CPUs and Polaris GPUs.
If I understand your intention any potentially bad news about AMD is a good news for you and those who share similar views.
Btw, it's really strange that so many people on this planet need to hate someone/something to be able to live.
A record low in their CPU marketshare? I know they haven't been doing so hot for a while, but that seems doubtful. If memory serves, around 1995-96 or so they were actually behind both Intel and Cyrix in overall marketshare, so I'm sure there's been even worse times for them than now.
I'm wondering how quickly Intel will roll out KabyLake up and down its product line?
Coz if KabyLake comes out in Q3, AMD's already weak position in CPU's will get even worse, so I would expect either Q3 or Q4(if Zen arrives very late in Q4) will be their worst Qtr from a CPU perspective this century.
I think you remember wrong.
I'm wondering how quickly Intel will roll out KabyLake up and down its product line?
Coz if KabyLake comes out in Q3, AMD's already weak position in CPU's will get even worse, so I would expect either Q3 or Q4(if Zen arrives very late in Q4) will be their worst Qtr from a CPU perspective this century.
Maybe I'm missing something, but Sweepr seems like the kind of person that's enthusiastic about hardware, and hardware news in general. They may bat for Intel more often, but you've got to realize that you calling them out is equally hypocritical to any biases they may have.If I understand your intention any potentially bad news about AMD is a good news for you and those who share similar views.
Btw, it's really strange that so many people on this planet need to hate someone/something to be able to live.
Maybe I'm missing something, but Sweepr seems like the kind of person that's enthusiastic about hardware, and hardware news in general.
If I understand your intention any potentially bad news about AMD is a good news for you and those who share similar views.
Btw, it's really strange that so many people on this planet need to hate someone/something to be able to live.
You're definitely missing something: threads like this one are created with purpose of bashing AMD and nothing else.
Yes, I agree that he's enthusiastic about Intel, however a bit too much IMHO.
How does that disprove what he said? Not only is that revenue and not CPU market share, but it's the wrong timeframe. K6 launched in early 97, but prior to that K5 was a bit of a disaster.
I'm wondering how quickly Intel will roll out KabyLake up and down its product line?
Coz if KabyLake comes out in Q3, AMD's already weak position in CPU's will get even worse, so I would expect either Q3 or Q4(if Zen arrives very late in Q4) will be their worst Qtr from a CPU perspective this century.
Those two events, Zen roll out and the debut of Intel 10nm, are the two that will decide the market for 2017.
Also about the polaris in mid 2016....other rumors have it that first Polaris laptops will actually ship in April. So at least in the mobile market they might kick it off early.
We don't have any specs at this moment, but it's a rebrand. The next-gen FinFET products have not yet been announced, and AMD will want to do that themselves.
The bulk of AMD revenue in the end of the 90's weren't CPU, but RAM. That said, it's a sad state of affairs that AMD GPU + CPU business today is smaller than AMD revenues in the 2000's. Intel in comparison grew 40% from the 2000 peak.
If it goes anywhere below $1.80 before the Polaris release....I'll buy a bunch...because it can only go up from there...really hoping that the shares drop a bit more in the meantime. Even IF they go broke...it's not gonna be in 2016/17.
SO yes.....do me a favor and have it drop to record low for a few days.
Also about the polaris in mid 2016....other rumors have it that first Polaris laptops will actually ship in April. So at least in the mobile market they might kick it off early.
The article refers to market share not share price. Also if you think that AMD stock has nowhere to go but up from $1.80, why are you worrying about $0.10 or so per share?
If it goes anywhere below $1.80 before the Polaris release....I'll buy a bunch...because it can only go up from there...really hoping that the shares drop a bit more in the meantime. Even IF they go broke...it's not gonna be in 2016/17.
SO yes.....do me a favor and have it drop to record low for a few days.
Also about the polaris in mid 2016....other rumors have it that first Polaris laptops will actually ship in April. So at least in the mobile market they might kick it off early.