3% client operating margins.
There's more to it than that - 3% operating margins doesn't allow you to develop relations with OEMs the way that you'd want.That isn't what the link says. It's says AMD isn't producing chips in the volumes big OEMs want.
Intel has a negative operating margin. For different reasons surely, but they can get design wins out quickly when they launch.Quarterly earnings reports.
Like @Heartbreaker said, the tweet is about not being able to supply enough chips to the OEMs. They’ve not proved themselves capable of doing so and the OEMs are wary. That’s on AMD more than the OEMs. AMD hasn’t been planning their inventory well enough leading up to their launches to give their partners confidence. They clearly need to work on that. They offer the best product on the x86 side as of right now, they should be able to get more design wins. Something is holding them back and it’s their inventory management. The OEMs would gladly put more of AMDs chips in if they are compelling and available in volume.That s excuses from those big OEMs, if it was that difficult to order those chips then the Minisforum, Geekom and other Ayaneo wouldnt even get a single chip.
Beside they cant be fabbed overnight, so if they dont order them early enough in vast numbers for sure that they will lack the necessary inventories if there s a big demand, and AMD doesnt want to shed money in fabbing random quantities and be left with unsold chips that they would be forced to sell at razor margins.
Not in client. It's 30% for Intel vs 3% for AMD.Intel has a negative operating margin. For different reasons surely, but they can get design wins out quickly when they launch.
This is what has perplexed me. AMD's mobile offerings have been better than Intel's for years, yet they only have 15-20% marketshare in laptops.They offer the best product on the x86 side as of right now, they should be able to get more design wins.
Intel has a negative operating margin. For different reasons surely, but they can get design wins out quickly when they launch.
Like @Heartbreaker said, the tweet is about not being able to supply enough chips to the OEMs. They’ve not proved themselves capable of doing so and the OEMs are wary. That’s on AMD more than the OEMs. AMD hasn’t been planning their inventory well enough leading up to their launches to give their partners confidence. They clearly need to work on that. They offer the best product on the x86 side as of right now, they should be able to get more design wins. Something is holding them back and it’s their inventory management. The OEMs would gladly put more of AMDs chips in if they are compelling and available in volume.
I find this absolutely perplexing. Would think after enough time they'd get their heads together and sort this out. One are where they definitely can learn from Intel's example. Billions on the table, yeesh.
AMD do their planing in function of the OEMs orders, it work this way for any business, why should they be any different.?.
There s an arabic saying that state that whoever want to do something will find a way, and whoever want to do nothing will find an excuse, and that s exactly what those OEMs are doing, they are not difficult to decode.
When Phoenix launched they didnt order any big quantity because they bought Intel s kool aid that MTL would do a killing and hence waited for this chip to be delivered, untill they realised that it was somewhat mediocre, at wich point they started to use Hawk Point to some extent.
Now with Strix Point being released we ll see how they ll react, currently Asus has an exclusivity for one or two months, previously it was Lenovo and before them HP, that s why you dont see other designs than Asus these days, they ll be launched once this timely exclusivity is over.
Why are they doing exclusive arrangements? They have the leverage of being the better CPU/GPU designer; makes no sense, put out high quality designs with every manufacturer. They should have the pick of the litter when it comes to the top designs. The OEMs have the performance data for both vendors. They have to see that AMD is more compelling. They’d only be hurting themselves, and AMD by not releasing products. Intel is not in the position at this juncture to be able to pull shenanigans on the down low.You think Intel might just have something to do with that? They literally had built their entire business for decades around screwing things up for AMD with OEMs and with them putting Gelsinger in as CEO, he openly said things that seemed to point to them going back to their business dealings. Plus, Intel has hardly been some shining beacon, be it their multiple chipset related issues, or their current chip issues. And, Intel also fell victim to similar issues with AIB partners that had been biting AMD for years, showing even Intel can't entirely stop some of that stuff.
Why are they doing exclusive arrangements? They have the leverage of being the better CPU/GPU designer; makes no sense, put out high quality designs with every manufacturer. They should have the pick of the litter when it comes to the top designs. The OEMs have the performance data for both vendors. They have to see that AMD is more compelling. They’d only be hurting themselves, and AMD by not releasing products. Intel is not in the position at this juncture to be able to pull shenanigans on the down low.
Like @FlameTail said AMD has like 20% marketshare on the client side while having the better overall product for the past few years. They should’ve made a dent into Intel’s marketshare by now.
I just hear excuses on behalf of AMD. And it literally goes against what the tweet was conveying. The tweet specifically states that OEMs aren’t willing to go all in on orders to AMD because they don’t have confidence that their volume can be fulfilled. How is that the OEMs fault?
Guess that it s long years of back doors arrangements that are still going on in some inertia , just look at Dell who had only 3% of their laptops using AMD, all the rest was equipped with the ultra outdated RPL line.
If AMD can't pull it, Qualcomm would be worse.I find this absolutely perplexing. Would think after enough time they'd get their heads together and sort this out. One are where they definitely can learn from Intel's example. Billions on the table, yeesh.
That's because Phoenix is too expensive. And yet AMD's margins are garbo.
Quite the contrary, it was cheap, that s the OEMs who were greedy and were selling it at premium prices to fill their pockets, otherwise such prices slash wouldnt be possible, think about it, how much did they pay for the chip if this laptop can end at such a price..?..
Lenovo ThinkPad P14s Gen 5 with 120Hz OLED, 64GB RAM and AMD Ryzen 7 Pro is 60% off right now
Lenovo has introduced a significant discount on the OLED version of the ThinkPad P14s Gen 5, which also features the AMD Ryzen 7 Pro 8840HS and massive 64GB of RAM as well as a 1TB M.2 SSD.www.notebookcheck.net
I would, if I hadn't just got a 6950 (or 6850 ???) Lenovo laptop for around the same price, 16 gig ram !Your average consumer isn't spending that much, even at 60% off.
Your average consumer isn't spending that much, even at 60% off.
I'm still waiting for those laptops. There's like 10 times more X Elite laptops to choose from. I'm not sure what they are doing...MLID was saying Strix Point will have massive volume when it's released. It's been more than a month since the release, and there's only been a few Asus laptops so far. Usual MLID bs.
The usual AMD stupidity. No designs.I'm still waiting for those laptops. There's like 10 times more X Elite laptops to choose from. I'm not sure what they are doing...
I'm still waiting for those laptops. There's like 10 times more X Elite laptops to choose from. I'm not sure what they are doing...
The usual AMD stupidity. No designs.
If it was Intel's fault then they would have also have been able to stop SDX. But curiously Qualcomm pulled it off.
It's safe to say AMD is at fault. I suspect it is low order quantities and pricing related. Which isn't TSMC's fault, again Qualcomm uses the same process and can apparently order enough to make OEMs happy.
Now with Strix Point being released we ll see how they ll react, currently Asus has an exclusivity for one or two months, previously it was Lenovo and before them HP, that s why you dont see other designs than Asus these days, they ll be launched once this timely exclusivity is over.
Ehh, I think that depends heavily on the who's buying it. Lunar Lake with 16GB will be as fast or faster for the types of stuff that most users do, while offering much better battery life.There s a 1TB SSD, 2.8k OLED and moreover 64GB RAM, at 1079$ that s for sure more interesting than a 16GB LNL at same price.
Ehh, I think that depends heavily on the who's buying it. Lunar Lake with 16GB will be as fast or faster for the types of stuff that most users do, while offering much better battery life.