Black day of AMD • HWzone
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The black day of AMD

The Sunnyvale chipmaker presents particularly dismal quarterly results, with a large revenue drop and a loss of 180 million. Do the Fury will save her, before it's too late?

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It did not really surprise anybody, considering that AMD declared and warned about it two weeks ago, but it's still not pleasant to see one of the two x86 chips (sorry, VIA) and one of the only two video card keys we have left, Presents an economic situation Which is quite difficult to describe in any way other than 'crash'.

In the second quarter of the year 2015, broke A personal negative record close to a decade when it made less than $ 1 billion - more than $ 1 million, which is a fall of 941 percent compared to revenue in the second quarter of 35. The lower revenues also signaled the bottom line, with a net loss of 2014 $ 1 million, which joins a net loss of 181 $ 1 recorded In the first quarter of 2015.

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All the latest financial reporting contains very few bright spots, but when you look specifically at the domain of processors and video cards for the home market - you find that the situation is particularly difficult, with a loss of 147 million (!) Based on meager 379 million revenue. In other words - the vast majority of the money he loses Comes from the home market, which accounts for only 40 of the company's revenues. For comparison, just a year ago, in the same quarter the same entry into the household products division 828 million, lost in the bottom line 6 million only.

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In fact, if not the chip business for enterprise applications and the custom chips (those on the Xbox One and PlayStation 4 consoles) that maintain easy profitability and more or less stable revenue - it's likely that Would have reached the point of collapse (or point of sale to another company).

Could AMD abandon the home market?
A small bright spot in AMD's financial reporting is a hint of a third win of its custom chip in a future product - when The prevailing assessment Is that it is the future Nintendo NX console

Does AMD's future continue to be in real danger, much more than we have expected to date? With the new Zen architecture Is at least a year away from commercial products to the enterprise-enterprise market, and at least a year and a half from the home market, it seems that the company's main opportunity to get back to normal (as much as possible) is through its new graphics cards, The Radeon Fury cards To the high market, which has relatively higher profitability. The Fury X models And the Fury launched can be competitive, They will need to pull out some more "ace" to ensure that revenue continues to go beyond the launch months, where buzz and limited quantities do their job.

According to the latest reports in the next month we will see AMD also launching the The Hidden Radeon R9 NanoAnd we have no choice but to hope that he will stand up to the grandiose declarations of - and will be a significant and unique reinforcement of the company's graphic processing line.

The product that will save the company? In about a month we will find out
The product that will save the company? In about a month we will find out


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13 תגובות

  1. Sad, sad….
    We wish AMD to return to its best days and become a worthy competitor to Intel and nVidia.

  2. What AMD needs to do, in my opinion, at least in terms of the home processor market, is to lower its APU processors a little and maybe worry about lowering motherboard prices (or, alternatively, worrying about lucrative "bundles" of motherboards and processors). By and large, the AMD APU processors of the A8 and A10 series are better than the Pentium G processors and most Intel Core i3 processors (at least those of the current generation), so if they are priced correctly AMD can penetrate the home processor market at least ( Its low). I personally would disable all weaker processors and designate the production bars for the A8 and A10 processors (unless there is an actual requirement for the weaker APU processors).

  3. You can, but only with a laugh. :)

    AMD needs to break through the performance mantle in the APU market, as Anvidia did in performance / watt with Maxwell, I'm really not up to it, but I'm quite surprised that today there is no such solution that really tackles at least graphic accelerators in this particular aspect, 8 years after buying ATI.

  4. There is a response to particularly powerful graphics cores built into the processor, but not from AMD.

  5. You can, but only with a laugh. :) AMD need to break through the performance mantle in the APU market, as Anvidia did in performance / watt with Maxwell, I'm really not up to it, but I'm quite surprised that today there is no such solution that really tackles graphic accelerators in this particular aspect, 8 years after buying ATI.

    For the built-in cores that are not performing, they lack the graphics core bandwidth, cores that should be attached to GDDR5 work with standard DDR3 and more in conjunction with the processor and this greatly limits performance, may sometime seem to work with a dedicated HBM memory for the graphics core, but probably not soon.

  6. AMD is gradually becoming a company that develops APU / GPU for consoles - this is its main lucrative side, all the rest in long-term losses (there is an article by the site about it). Anything unrelated to it should be sold to other companies to focus on. AMD simply fails to take control of these 3 fronts at the same time (consoles, processors, GPUs).
    On the top market of processors they have given up, in the upper market of the GPU they also fail to lead with preferential technology (HBM).
    The AMD name may also go with the GPU and not with the consoles but they seem to have to "separate and govern" to continue to exist over time.

  7. Don't know why to rush and crown it as such that gave up the CPU to the performance market. ZEN and samples in 14NM is something that is happening these days, along with a AM4 residency that will be ready for action next year.
    There is a plan for this, there is development and there is a budget. How good will the product be? Well…

  8. I think it's too soon to close the sign on AMD.
    Remember, AMD has some UAE who owns most of the company's shares.
    If this is true then AMD has at least some serious backing in oil.

  9. RIGHT] [COLOR = # 333333] GlobalFound
    It is indeed a

    
    
    GlobalFoundries. As for AMD, I personally bought shares, not that I'm sure ZEN will be great, just the huge potential it has, Intel currently has a market share of 99% on servers, and these are products with exceptionally large profits, enough that AMD will penetrate the market, and even take a few percent of the pie, the situation The company's financials will change immediately. And anyway there will be hype before the processors come out, so the stock will probably rise above its level now. 
    
    
    * Not for the faint-hearted, the stock is known for its volatility.

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