DigiTimes: AMD market share may hit record low in Q1-16

[Shaun_Brannen]

You're priceless:
Disagree with someone's opinion and you think that respective user should be banned.

Coming from a barely 100+ post newbie, too..... For the win.

Ha, you think this is my only account or something? That's cute :wub:

Listen, no matter how hard you're trying to fool yourself, you're not a "middle of the road" opinion kind of person... in fact, it seems that your pride of being "moderate" on these things has made you quite the AMD hardliner. People like AtenRa, for example, show passion for AMD, without being completely immutable, unlike yourself. To be truly moderate, you need to be able to swallow your pride, and admit when you are wrong when you are wrong.

That is a skill I have not once noticed you to be in possession of. We're here to have a discussion, and that falls apart when we get people such as yourself that have no interest in having a discussion, but instead to just force your views on everyone else, and take everyone else's views as being forced upon you.

I wish I didn't have to attack you, but you're not leaving me with a choice. You're being permitted to speak, when you crap on thread upon thread. It's tiresome, to say the least, and users have been permanently banned for less.

insulting other members is not allowed
Oh, and I found your other account III-V, and this one is banned permanently, and the other will be infracted.
Markfw900

 

[VirtualLarry]

Ha, you think this is my only account or something? That's cute :wub:

and users have been permanently banned for less.

Yes, they have been. So have they for having multiple accounts. Have a nice day!

 

[Azuma Hazuki]

Hah, yeah, JUST reported him for that one just now. That, and for trying to get people to respect his (non-existent) authori-tah :sneaky:

 

[Shaun_Brannen]

Yes, they have been. So have they for having multiple accounts. Have a nice day!

Nevermind, looks like they actually do have the rules posted somewhere... they're just tucked away where nobody would look.

Hah, yeah, JUST reported him for that one just now. That, and for trying to get people to respect his (non-existent) authori-tah :sneaky:

Wow, look at you, tough guy. No real balls to contribute to a discussion... you just come in like a worthless vulture.

The world needs less people like you.

 

[Azuma Hazuki]

"Tough girl," thanks, and the way you're acting here I suspect I'm old enough to be your mother. You just signed your own account's death warrant.

Besides, balls are fragile and vulnerable. Want something tough? Grow a vagina: THOSE things take a pounding, bleed monthly, and keep on trucking! I oughtta know.

 

[Shaun_Brannen]

"Tough girl," thanks, and the way you're acting here I suspect I'm old enough to be your mother. You just signed your own account's death warrant.

Besides, balls are fragile and vulnerable. Want something tough? Grow a vagina: THOSE things take a pounding, bleed monthly, and keep on trucking! I oughtta know.

Believe me, I do know. I have a lot of sympathy for women. I am not sure why in the world you are bringing this up, though. Sorry for assuming you were male.

And actually, I am acting like an adult. You see, adults aren't afraid to call others out on their BS. Most adults today, quite frankly, are too timid and cowardly, and allow others to be pushed around without speaking up, or allow themselves to be pushed around, without fighting back. Most adults are really children, in this sense.

So yeah, I'm calling you out, like any adult should. There's no reason to attack me in the manner that you did, as it serves no purpose other than to make you feel better about yourself. If you actually were confident and secure with yourself, and a decent human being, it wouldn't have occurred to you to have done that.

Do you know why I know these things? Because I used to be that way too.

 

[Azuma Hazuki]

Okay, big man. Sit tight and wait for the inevitable mod hammer. I've got the popcorn...

 

[Markfw]

Okay, big man. Sit tight and wait for the inevitable mod hammer. I've got the popcorn...

Yes, this account was permabanned, and the other III-V was given a 2 point infraction. And yes we are watching him now. IP permaban may be in the future.

 

[Arachnotronic]

Lots of drama in this thread.

So, about AMD's "record low" market share...I think AMD's CPU share will continue to plunge at least until Zen hits. At that point the performance/power figures will tell us if AMD has an attractive solution for enthusiasts on its hands or not.

In GPU land, Polaris could be a "game changer" if AMD beats NVIDIA to 14/16nm GPUs, but let's see what NV has up its sleeve first. NVIDIA is probably staying quiet because they don't want to Osborne their current dGPU lineup, whereas AMD basically has nothing to lose (and a stock price to prop up) so it is drumming up hype around Polaris.

 

[Arachnotronic]

The article mentions sources like 10 times. Lol.
Is this crap a product of a Odesk bidding contest ?
Man it takes Andrei 200 times more time to do a proper review and benchmark of a new cpu than this rambling speedy robot stuff. Google could do it better. Even toms

You appear to be confused about the differences between fact reporting and in-depth product testing. There's not much "in-depth" here, DigiTimes is just trying to report the facts from the trenches.

 

[Flash831]

Lots of drama in this thread.

So, about AMD's "record low" market share...I think AMD's CPU share will continue to plunge at least until Zen hits. At that point the performance/power figures will tell us if AMD has an attractive solution for enthusiasts on its hands or not.

In GPU land, Polaris could be a "game changer" if AMD beats NVIDIA to 14/16nm GPUs, but let's see what NV has up its sleeve first. NVIDIA is probably staying quiet because they don't want to Osborne their current dGPU lineup, whereas AMD basically has nothing to lose (and a stock price to prop up) so it is drumming up hype around Polaris.

They might, but I'm not sure.
I think AMD in Q1 2016 will reach their lowest point for (I hope) a low time:

1. They are selling more notebook CPU's, and hopefully Carrizo and Bristol Ridge will be offered in better packages (SSD, IPS, etc) so that trend might continue. AMD has had a hard time competing in mobile environments, so just having a product somewhat capable might be enough to "hold the line" until Zen.
2. Bristol Ridge and AM4 will hopefully give incitament for users to upgrade from AM3 and FM2.
3. AMD has had a very small market traction in the notebook GPU-market. I think that those numbers with Nvidia having 80% market share are counting in all Nvida notebook GPU's. Having a Polaris GPU for the Notebook market might turn the market around.
4. The economic meltdown of China and the high USD is also not helping AMD selling their products. But with time China will stabilize, and the dollar will drop compared with other currencies.

 

[mrmt]

1. They are selling more notebook CPU's, and hopefully Carrizo and Bristol Ridge will be offered in better packages (SSD, IPS, etc) so that trend might continue. AMD has had a hard time competing in mobile environments, so just having a product somewhat capable might be enough to "hold the line" until Zen.

AMD has no cost advantage over Intel, and with 14nm chips reaching the bottom of the market AMD share is poised to shrink, not grow. Trash silicon doesn't fetch a big share on any consumer market, maybe with exception of Greece.

 

[frozentundra123456]

Well, in mobile, I think the question is whether AMD is actually selling more laptops in the final market, or if they are just shipping more to OEMs and clogging the inventory pipeline, as they seem to be inclined to do. Carizzo does not seem a terrible mobile chip though, and I think there is a fairly large group of consumers that might buy Carizzo-L or Atom laptops based on price alone.

 

[Abwx]

Their mobile APUs sales increased by 30% last quarter, and this is not due to Carrizo-L since this latter was already existent under the Beema denomination at lower prices than its "replacement".

So it s Carrizo wich sell very well, indeed HP laptops, wich were the main available offering, were constantly in short supply during Q4 15 before Lenovo and other brands had a more substancial offering.

 

[NTMBK]

This is some solid forum drama here guys, 7/10. *popcorn*

Not really surprising if AMD market share drops even further- ever since Bulldozer, AMD's CPUs have been in a holding pattern, shipping minor revamps of the same architecture without addressing its core (heh) problems. They need Zen to perform solidly, or they're finished.

 

[Arachnotronic]

Their mobile APUs sales increased by 30% last quarter, and this is not due to Carrizo-L since this latter was already existent under the Beema denomination at lower prices than its "replacement".

Um, what?

Computing and Graphics segment revenue was $470 million, up 11% sequentially, primarily due to higher notebook processor sales.
• Client processor sales increased sequentially and chipset sales were flat sequentially.
• Client average selling price (ASP) increased sequentially driven by a richer mix of
notebook processor sales and decreased year-over-year due to a lower notebook
processor ASP.
• GPU ASP increased sequentially and year-over-year, primarily due to a higher channel
ASP.

http://phx.corporate-ir.net/Externa...yfFBhcmVudElEPTUyMTQ3OTF8Q2hpbGRJRD02MDcxNjE=

Looks like they dropped price on Carrizo in order to move product, and I don't see any justification for your +30% increase here.

 

[Abwx]

Um, what?

http://phx.corporate-ir.net/Externa...yfFBhcmVudElEPTUyMTQ3OTF8Q2hpbGRJRD02MDcxNjE=

Looks like they dropped price on Carrizo in order to move product, and I don't see any justification for your +30% increase here.

Looking at the laptops prices it made no doubt that HP got a huge rebate from the start since they are by far the biggest customer and that they intend to use this chip even more, prove is that they already sell A10-8780P laptops.

As for the source of the 30% it is here :

http://jonpeddie.com/publications/market_watch/

AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased 4.3% from the previous quarter, AMD’s shipments were up 30.3% in notebooks.

We are talking volumes of course.

 

[svenge]

As for the source of the 30% it is here :
http://jonpeddie.com/publications/market_watch/
We are talking volumes of course.

That's not how it works. When one mention sales without any additional qualifier, that always means revenue and not volume of units sold.

It's a good thing that Arachnotronic called you on your BS, lest someone not familiar with your tactics take it at face value.

I know times are tough for the ADF, but that kind of obfuscation really isn't helping your cause.

Member callouts are not allowed. The last two lines should not have been here, the first is fine as it is your opinion/view. -Shmee

 

[AtenRa]

Um, what?



http://phx.corporate-ir.net/Externa...yfFBhcmVudElEPTUyMTQ3OTF8Q2hpbGRJRD02MDcxNjE=

Looks like they dropped price on Carrizo in order to move product, and I don't see any justification for your +30% increase here.

Revenue of Computing and Graphics Group up by 11% (CPUs + APUs + dGPUs)

ASP up

And you say they dropped Carrizo prices ??? How do you know Carrizo price was down and not the CPUs or the dGPUs ??

 

[Abwx]

That's not how it works. When one mention sales without any additional qualifier, that always means revenue and not volume of units sold.

It's a good thing that Arachnotronic called you on your BS, lest someone not familiar with your tactics take it at face value.

I know times are tough for the ADF, but that kind of obfuscation really isn't helping your cause.

Member callouts are not allowed. The last two lines should not have been here, the first is fine as it is your opinion/view. -Shmee

Lol, how could it be revenue..?..

That s the quantities of APUs and GPU sold irrespective of price, JPD has no mean to measure the amount of money it represent..

Are they talking of revenue, lol :

Total discrete GPU (desktop and notebook) shipments increased 6.57% from the last quarter

Or :

The report contains the following content:

• Major suppliers: Detailed data-on the shipments of AMD, Intel, Nvidia, and others.
• Financial results for the leading suppliers: Analysis of the quarterly results of the leading GPU suppliers

For the financials you have to pay to get the datas, and still, you wont have the revenues for each segment, only the CPU/GPU manufacturers have those datas.

So much about tough time, what appears is that AMD grabbed some mobile segment marketshare and also total marketshare from Intel...

AMD’s shipments of desktop heterogeneous GPU/CPUs, i.e., APUs, for desktops decreased 4.3% from the previous quarter, AMD’s shipments were up 30.3% in notebooks.

Intel’s desktop processor embedded graphics (EPGs) shipments increased from last quarter by 6.1%, and notebook processors decreased by -1.7% increased 0.7% from last quarter.

For 2015, the 4th quarter saw a 2.4% increase from last quarter, and was above the ten-year average of -3.4%.

 

[Dresdenboy]

That's not how it works. When one mention sales without any additional qualifier, that always means revenue and not volume of units sold.

JPR mentions "shipments" and "M units".

 

[Phynaz]

Looking at the laptops prices it made no doubt that HP got a huge rebate from the start since they are by far the biggest customer and that they intend to use this chip even more, prove is that they already sell A10-8780P laptops.

AMD is offering rebates to OEMs?

 

[MiddleOfTheRoad]

Lots of drama in this thread.

So, about AMD's "record low" market share...I think AMD's CPU share will continue to plunge at least until Zen hits. At that point the performance/power figures will tell us if AMD has an attractive solution for enthusiasts on its hands or not.

In GPU land, Polaris could be a "game changer" if AMD beats NVIDIA to 14/16nm GPUs, but let's see what NV has up its sleeve first. NVIDIA is probably staying quiet because they don't want to Osborne their current dGPU lineup, whereas AMD basically has nothing to lose (and a stock price to prop up) so it is drumming up hype around Polaris.

I tend to agree with you. I think AMD's CPU marketshare will continue to slip. I suspect that their GPU marketshare has finally stabilized though. If you've got enough power supply, Radeons are generally the cheapest way (at least IMO) to game at most price points.

 

[AtenRa]

AMD is offering rebates to OEMs?

He probable means discount.

 

[Sweepr]

AMD Servers: New error allows user to take over the entire server, to be fixed with microcode update

There's a new microcode update for the Opteron processor family based on the nearly 3.5-year-old Piledriver deploy architecture. This should include an error fixing any resulting potential vulnerability discovered in late February.

While the error is very difficult to exploit, The Register describes the problem, a user can take over the entire server in the worst case. AMD has quickly recognized the problem and 6000832 and 6000836 narrowed the error on the microcode versions, a patch will be made ​​available from this day partners, the solvent completely the problem, said an AMD spokesman.

www.computerbase.de/2016-03/amd-opteron-microcode-patch-fuer-fehler-in-piledriver-cpus