Tried comparing SB vs BD lately?
Even 45nm Intel chips can compete with 28nm AMD chips.
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By far the main reason AMD is so far behind Intel in performance/watt and absolute performance is because they are stuck on 28nm node while Intel is soon to transition to 14nm with Broadwell. Let's see how Intel's CPUs would have been had AMD been at 14nm node and Intel was stuck at 28nm with GloFo. :sneaky:
That s not true..
Buy a BT at regular price and you ll receive four other with a 320$ check, the first is ventilated on regular PC sales while the rest is written under so called contra revenue accounts, that s just a matter of accounts manipulation, i thought that you knew more about all this given that you re writing articles.
All in all it s blatant anti competitive practices that take their toll in AMD s revenues.
I m starting to questionning your competence, seriously, have you the sense of $ numbers..?.
AMD s whole RD is 1.1bn/year and you think that BT, wich is a Kabini like CPU, would cost double AMD s whole budget..?.
Truth is that each chip is delivered with about 80$ subsides, otherwise ther wouldnt be BT tablets that cost at retail the same as the BOM, that is, less than 100$.
http://techreport.com/news/27130/hp-new-intel-powered-win8-1-tablet-costs-99
http://techreport.com/news/27125/chinese-vendor-preps-81-tablet-with-bay-trail-and-windows-8
Exactly. And so did 2013. It filters big time to other areas than what we strictly consider mobile. And it doesnt have to be much to alter eg beema market. 200-300m a year should do it and there is easily crosseffect larger than that. Looking at bt -15% ipc deficit plus flat down non comparable graphics to beema it makes sense to battle it the usual way. Why not, its strategy used all over each day and it works fine.
I think more in detail than that its a topic for another thread imo so i will stop it here.
Tried comparing SB vs BD lately?
Even 45nm Intel chips can compete with 28nm AMD chips.
Since his primary function was diversification and restructuring, now that he has completed most of these aspects, its time for engineers to lead the company and execute on new designs. RR is not an engineer so in terms of long-term vision, he would not have been able to succeed without Lisa Su. Since she understands technology/engineering a lot better than he does, she is more capable than he is for being the CEO at this time.
Exactly. It doesn't seem that people realize Rory is a turnaround specialist. His job when he is brought into a company is to keep them from going under and then to set them up for future success. He is extremely talented in this role. He has done this at AMD and did this at Lenovo prior. He isn't the exec that sticks around until he retires. There is no surprise in this announcement. He fulfilled his role and now it's time for him to move on.
By far the main reason AMD is so far behind Intel in performance/watt and absolute performance is because they are stuck on 28nm node while Intel is soon to transition to 14nm with Broadwell. Let's see how Intel's CPUs would have been had AMD been at 14nm node and Intel was stuck at 28nm with GloFo. :sneaky:
They dont even sell them, they have to give money with them, the amounts published make no doubt about it, 40 millions chips to be shipped with 4bn losses, that s 100$ per chip, the RD cost is at most 500 millions, wich put the net loss at 85$/chip, that is, 80$ subsides + 1 chip.
I can tell you they sell them around $5-$6 and then they give back $2-3, OEMs are doing a party dancing around the fire for more BayTrail SoCs to fall from the sky.
Let's hope Lisa Su is a magician.
The 4 billion numbers include a huge R&D bill, totally unrelated to contra-revenue. Contra-revenue alone is 1 billion.
Tried comparing SB vs BD lately?
Even 45nm Intel chips can compete with 28nm AMD chips.
Let's hope Lisa Su is a magician.
The 4 billion numbers include a huge R&D bill, totally unrelated to contra-revenue. Contra-revenue alone is 1 billion.
How did 32nm Bulldozer fare against 32nm Sandy Bridge?
I stand by my point. Intels war with arm in mobile trying to enter mobile, is as a sideeffect killing off Beema. Not that it matters much as big cores sucks big time, buts its an effect never the less.
Yes its unrelated to the contrarevenue but not to the entire BT development - where you can distribute cost a long stretch as you like.
I stand by my point. Intels war with arm in mobile trying to enter mobile, is as a sideeffect killing off Beema. Not that it matters much as big cores sucks big time, buts its an effect never the less.
That is the point I was making. This obvious rush-job could be as much of a disservice to her as it could be to AMD.
There are things one gains, such as knowledge and wisdom, that come from experience. It is not a simple matter of hitting key job milestones to register on a resume and all of a sudden you know how to do the job you are suddenly promoted to do (Peter principle).
It is great that she is the perfect candidate for the job, and it is awesome that she has the job. But if she is 9 months away from being prepared to take on the duties and responsibilities of the job, well then she is as screwed as the rest of AMD if that is that case.
The world is full of examples of CEO's who rushed into the position as quickly as possible only to then crash and burn (personally as well as the company they commanded), not so many are the counter-examples.
She have shown results inside Amd )). This is no surprice.
For the embedded business she is the perfect candidate rushed or not. She is trustworthy because she knows what she is talking about. She is the kind of person you want to make big deals with. Exactly in that respect she is head and shoulders above other executives including nv and Intel. She is fit for amd future market position.
Before Bay Trail people would probably laugh at the idea of $100 Windows tablets / $200 Windows notebooks. It enabled a whole new class of low-end Windows / Android x86 devices with fairly good performance and respectable battery life. Thank god consumers don't have to wait for Mullins design wins to buy a cheap and decent x86 mobile device.
An ant has no quarrel with a boot. That's all I have to say about Beema/Mullins and contra-revenue.
Head and shoulders above JHH and Krzanich; "thou doth protest too much" Seriously krumme, you can't be serious. Lisa Su hasn't proven yet that she has the depth of either or the success of Jen-Hsun Huang (even Krzanich still has more to prove).
Yeap, but the boot here is the billions of ARM processors sold every year. Intel already started feeling the boot weight on its shoulders and trying to react by buying its way in to the ARM market. Lets see how dip in the pocket they are willing to put their hands on and bleed Billions each year just to get mobile market share.
Tried comparing SB vs BD lately?
Even 45nm Intel chips can compete with 28nm AMD chips.
The difference from x86 hometurf to arm, shows the difference between beeing number 1 or 2/3/4... Its gigantic, and thats the big learning from this market. How important it is for a company to be number 1 in what they do. Its so obvious here, and the financial consequences so severe if not beeing nr 1 at what you do.
AMD forward on, needs to find its own markets where it can be number one, not trying everything like they still do, looking from the outside. The restructuring might give us some insight here but something radical needs to be done imo.