Graphics market share not looking good for AMD - down to just 18%?

[Frick]

This might have been said, but AMD seriously did a mistake when doing those super low end systems, like the laptop I'm currently typing on which has a E1-6010 APU in it. It's slow, which is not so strange as it's a 1.35Ghz dual core and it's a €200 laptop, but what will happen in a case like this? Someone buys it cheap, realizes it is, with all the bloatware, ads on the web etc, actually not a functioning computer. Or it's functioning, but it's ... painfully slow. The only branding it has is Lenovo and AMD. If they buy something new they'll get something more expensive and end up with something Intel and they'll say "I had something AMD and it was soooo slow but this new thing is much nicer" which we know is not strange, but the consumer will see it as an AMD fault. The new system is a Lenovo and it's much faster and it has an Intel something in it. That's how many people think (and no, it's not even stupidity, just disinterest).

Intel got away with the Atoms because they're ubiqutous.

EDIT: Not to mention even I am super confused with the mobile naming schemes AMD has. Intel's are confusing too, but AMD is even worse.

 

[yesyesloud]

This might have been said, but AMD seriously did a mistake when doing those super low end systems, like the laptop I'm currently typing on which has a E1-6010 APU in it. It's slow, which is not so strange as it's a 1.35Ghz dual core and it's a €200 laptop, but what will happen in a case like this? Someone buys it cheap, realizes it is, with all the bloatware, ads on the web etc, actually not a functioning computer. Or it's functioning, but it's ... painfully slow. The only branding it has is Lenovo and AMD. If they buy something new they'll get something more expensive and end up with something Intel and they'll say "I had something AMD and it was soooo slow but this new thing is much nicer" which we know is not strange, but the consumer will see it as an AMD fault. The new system is a Lenovo and it's much faster and it has an Intel something in it. That's how many people think (and no, it's not even stupidity, just disinterest).

Intel got away with the Atoms because they're ubiqutous.

EDIT: Not to mention even I am super confused with the mobile naming schemes AMD has. Intel's are confusing too, but AMD is even worse.

I'm typing on an A10-5750M laptop (acer) and it's awesome, I paid about €350 for it a couple of years ago.

E-series mobility APUs are serious crap though...

 

[arbiter]

I'm typing on an A10-5750M laptop (acer) and it's awesome, I paid about €350 for it a couple of years ago.

E-series mobility APUs are serious crap though...

Yea i know someone has a 17inch e series laptop. My god that cpu is slow, his laptop i think was 1-2 years old when i last messed with it and my laptop is like 8-10 years old and my cpu in my laptop is faster. AMD e series vs Intel Core Duo (core 1 not core 2)

 

[Hawkstream]

NVIDIA's market cap is 11.49B
AMD market cap is 1.38B

AMD will stay around but we are kind of talking apples and oranges in terms of the two companies. Its more likely that AMD will be purchased by someone. Maybe Apple or Sony.

Edit" actually MS may buy them - http://www.kitguru.net/components/a...erested-to-buy-advanced-micro-devices-source/

 

[yesyesloud]

God, not ms... I hope qualcomm takes over amd if it comes to that

 

[ShiBDiB]

View attachment 67526

NVIDIA's market cap is 11.49B
AMD market cap is 1.38B

AMD will stay around but we are kind of talking apples and oranges in terms of the two companies. Its more likely that AMD will be purchased by someone. Maybe Apple or Sony.

Edit" actually MS may buy them - http://www.kitguru.net/components/a...erested-to-buy-advanced-micro-devices-source/

You could look at it another way tho. The reason for the disparity in the market cap is because of the performance of the business. AMD hasn't performed well in CPU or GPU markets in years. They have their loyalists that continue to buy the products but in all reality they've been a step behind intel and nvidia for awhile now. A company that can't compete will die, just because AMD is smaller (because they've been "shit") doesn't protect them from that reality.

 

[yesyesloud]

Oh, no one had looked at it the easiest way yet. thnx

 

[ValenOne]

And?
That doesn't actually contradict what I said about AMDs entry level/low-end discrete GPU sales being eroded by their (and Intel's) APU sales to a greater extent than those of its competitor in the same discrete market.

If you're saying that AMD hasn't generated significant APU sales in the last two years to affect the discrete graphics market then you'll have a hard time reconciling how AMD managed to shed 68% of its discrete market (units shipped) while their APU sales increased. Indeed, AMD's desktop APU unit sales increased 25% last quarter, while during the same period discrete sales dropped from 2.54 million to 1.69 million.

Perhaps AMD is clearing their TSMC built chips and getting ready for GoFlo fab'ed GPUs.

 

[HumanSmoke]

Perhaps AMD is clearing their TSMC built chips and getting ready for GoFlo fab'ed GPUs.

What GloFo (yes, its GloFo. GoFlo sounds like a feminine hygiene product) GPUs ? and when are you expecting them?
So you're saying AMD has been clearing inventory for the last two years? If that's the case then they are in much worse position than even the analysts think because they will be reducing TSMC orders and clearing inventory through 2018 , y'know, since TSMC is contracted to fab AMD's Arctic Islands GPUs on their 16nmFF+ node

While securing a portion of Apple's A9 chip orders, TSMC with its 16nm FinFET node has also obtained orders from AMD, Avago, Broadcom, HiSilicon Technologies, LG Electronics, MediaTek, Nvidia and Xilinx

and...

Next year, AMD will reportedly contract TSMC to build the high-end models of its Arctic Islands family of chips using 16nm process, and Globalfoundries to make the low-end types using 14nm process.

For AMD's sake I hope you're wrong. If your assumption is that AMD is reducing TSMC orders for a high-end series that hasn't even begun production is correct, the company may as well just concentrate on semi-custom console chips and save themselves and us from a slow death.

 

[ValenOne]

What GloFo (yes, its GloFo. GoFlo sounds like a feminine hygiene product) GPUs ? and when are you expecting them?
So you're saying AMD has been clearing inventory for the last two years? If that's the case then they are in much worse position than even the analysts think because they will be reducing TSMC orders and clearing inventory through 2018 , y'know, since TSMC is contracted to fab AMD's Arctic Islands GPUs on their 16nmFF+ node

and...


For AMD's sake I hope you're wrong. If your assumption is that AMD is reducing TSMC orders for a high-end series that hasn't even begun production is correct, the company may as well just concentrate on semi-custom console chips and save themselves and us from a slow death.

Against "Globalfoundries to make the low-end types using 14nm process."

 

[FordGT90Concept]

If AMD can put out 14nm processors in 2016, there is still hope that AMD can be competitive again; however, the likelihood that GloFo doesn't deliver is very good and the window of opportunity is small because Intel will push to 10nm in 2017 (at the earliest).

 

[HumanSmoke]

Against "Globalfoundries to make the low-end types using 14nm process."

Which doesn't contradict what I just said - I believe I just included the same information regarding GloFo supplying 14nm low end GPUs
It also doesn't bolster your argument that AMD has supposedly been dropping orders for the past two years to clear inventory for low end parts in 2016.

Perhaps AMD is clearing their TSMC built chips and getting ready for GoFlo fab'ed GPUs.

If you're saying that AMD hasn't generated significant APU sales in the last two years to affect the discrete graphics market then you'll have a hard time reconciling how AMD managed to shed 68% of its discrete market (units shipped) while their APU sales increased.

You're saying that AMD started cutting GPU orders in 2013 because Zen was arriving 3 years later*? Even though it is common knowledge, and well documented that, AIBs refused to take more AMD product because it wasn't selling.

AMD's graphics card market share took a hit towards the end of last year with consumers choosing to lean more towards Nvidia. The underlying narrative for that trend has been consumer preference for newer products from Nvidia, such as the highly popular GeForce GTX 970, rather than AMD's equivalently-priced offerings.
With a disappointing year drawn to a close for AMD its partners are bracing for a shaky first half to 2015 before things improve. Digitimes report that AMD add-in board partners (AIBs) have reduced their orders of AMD GPUs to prevent inventory build-up.

Not sure if you're attempting to re-write history, or making an attempt at AMD fantasy fan fiction. There's some pretty decent plot holes either way.


*(Zen isn't slated to arrive in any form until mid-Q1 2016 - which is AMD-speak for Q2 or Q3 on recent evidence)

 

[Vayra86]

Honestly, (roadmap) slides are worth just about as much as game developer release dates.

I've stopped looking at them, they worked OK until 22nm but no more. The only thing you can count on these days are official product announcement notations / inventory updates from suppliers.

And AMD even manages to fool them, looking at Fury/Nano. So yeah Smaller nodes are a b*tch.

 

[micropage7]

AMD like to add features and features but like forgot to give some better performance than their competitor

if MS really buy them, i hope MS would give some performance boost

 

[yogurt_21]

God, not ms... I hope qualcomm takes over amd if it comes to that

like we'd ever be that lucky. They only double their performance while reducing overall battery impact each year. Then they're like "we just made it possible for you to play on your phone twice as long while the device itself is twice as fast. Did you all notice? No? Apple and Samsung get the credit again? Sigh..."

But seriously Qualcomm with an X86 license is a PC wet dream...which is exactly why Intel will never let it happen. Qualcomm is big enough to absorb AMD's debt without jeopardizing itself while still being able to compete with Intel. A combination that haunts Intel's nightmares.

No the Microsoft buyout is more likely and then we'd see AMD become a subsidiary of their Xbox division. And microsoft will be all like "Gaming PC? wtf is a Gaming PC?, and bing will automatically start auto correcting it to XboX"

 

[64K]

bing will automatically start auto correcting it to XboX"

That's funny.

 

[qubit]

Just as it's looking all doom and gloom for AMD, I see this article that tells of AMD selling 20% of itself to an investment company, which might be the shot in the arm that it needs:

www.fudzilla.com/news/processors/38694-private-equity-to-get-20-percent-of-amd

 

[FordGT90Concept]

I don't see that as a good thing; there are always strings attached.

 

[qubit]

Of course there are, but it might just get them out of this death spiral they're in.

 

[FordGT90Concept]

I...highly...doubt...it...

Zen is really the only thing on the horizon that can stop the "death spiral." Even if it were epic, I think "too little, too late" is inevitable.

 

[the54thvoid]

Of course there are, but it might just get them out of this death spiral they're in.

When you sell a large chunk (of a struggling company) to a private investor, that is a very telling moment.

I'm not doom and gloom about AMD but this does change things. Here come the asset strippers.

 

[qubit]

I...highly...doubt...it...

Zen is really the only thing on the horizon that can stop the "death spiral." Even if it were epic, I think "too little, too late" is inevitable.

Personally, I wouldn't write AMD off if they started being managed properly, as other companies, much more on the brink have been rescued this way. Just my opinion, though. I don't think anyone knows for sure, so time will tell.

When you sell a large chunk (of a struggling company) to a private investor, that is a very telling moment.

I'm not doom and gloom about AMD but this does change things. Here come the asset strippers.

No don't say that! Unfortunately you could be right.

 

[siluro818]

Yeah well I don't know how it always happens, but when I start looking for a new card, which is usually in the ~200 euro range, AMD always have had the better offer, all the way back to a certain GeForce 2, which was the last NVidia hardware I've ever used.
My next is going to be R9 380 and considering that a good Freesync display (like that 27" Iiyama I'm gonna get) is under 400 euro, compared to similar G-syncs which are priced well above 700 (seriously wth is wrong with these ppl?) it is a total nobrainer.
I really couldn't care less about the whole "who has the biggest dick" competitions *shrugs*

 

[FordGT90Concept]

G-sync is proprietary. Probably $200-300 of that purchase price is going straight into NVIDIA's wallet. That frames out why NVIDIA is rolling in cash where AMD isn't. NVIDIA makes a fortune off of brand loyalty.

 

[ZenZimZaliben]

I just have to be petty and say "itodaso!!!"

http://www.thestreet.com/story/1328...oft-buyout-report.html?puc=yahoo&cm_ven=YAHOO

You wanted to know whats different this time. Well their stock is in the garbage can and as I an many stated AMD is in prime buyout position. Nail - Coffin.