Friday, April 30th 2021
AMD Earnings Call: GPU Production is Ramping and Mobile GPUs are Set to Arrive Later This Quarter
The current supply of graphics cards has been very tight all over the world. Starting with the launch of the latest Radeon RX 6000 series of GPUs based on RDNA 2 architecture, AMD has found itself in big trouble when it comes to supply of the silicon, compared to the demand that exists for these new GPUs. We have discussed that many times in the past and saw that it represents a problem spanning everyone involved in getting the silicon chips to the hands of consumers. On Tuesday, April 27th, AMD held its Q1 2021 earnings call and webcast, where the company executives talked about the company's future, underlying problems, and ways of addressing them.
Among many topics covered in the call, AMD's President and CEO, Dr. Lisa Su, has talked about the GPU supply. According to Dr. Su, the company is ramping the production of its Radeon graphics cards, adding that the mobile Radeon GPU lineup is lurking. Here is a full quote from the earnings call.
Source:
AMD Q1 2021 Earnings Call Transcript
Among many topics covered in the call, AMD's President and CEO, Dr. Lisa Su, has talked about the GPU supply. According to Dr. Su, the company is ramping the production of its Radeon graphics cards, adding that the mobile Radeon GPU lineup is lurking. Here is a full quote from the earnings call.
Dr. Lisa Su—AMD Q1 2021 Earning CallAnd we're well-positioned for further growth as we have tripled our commercial notebook design wins with the largest OEMs this year. In graphics, revenue increased by a strong double-digit percentage year over year and sequentially, led by channel sales growth as revenue from our high-end Radeon 6000 GPUs more than doubled from the prior quarter. We introduced our Radeon 6700 XT desktop GPU with leadership 1440p gaming performance in March and are on track for the first notebooks featuring our leading-edge mobile RDNA 2 architecture to launch later this quarter. We expect Radeon 6000 Series GPU sales to grow significantly over the coming quarters as we ramp production.
34 Comments on AMD Earnings Call: GPU Production is Ramping and Mobile GPUs are Set to Arrive Later This Quarter
Free fall.
Most people already lost interest in this, GPU's have become an expensive component that makes sense only for professionals and miners.
Seems like the issue was them not having enough money for R&D, but with the massive success of Ryzen they sorted that out750 Ti from early 2014 is selling for more than its launch MSRP right now :p
AMD still needs to be bought out through and with a influx of a few hundred Billion to bring them to complete fruition, they have some great products that are overtly competitive but a lack of capital to push their tech beyond the market share they have clawed into. It sucks for them honestly, so many unprofitable years and lack of resources that a great management team and awesome core staff have managed to make work, but a lack of capital to push the pendulum to the other side. Imagine if they had all the 7nm and production room they could handle, they could sink two whole production runs of Intel hardware and a single one of Nvidia. They could become market dominant for once in the last decade.
If they keep up their hard work for another few years with winning products they might be close enough.
Architecturally though, AMD has indeed made large strides.
I personally wouldn't touch a 3070 with a ten foot pole. 8GB of VRAM is not enough. In case anyone is unaware, Windows 10 shows actual VRAM usage (not allocation) in the task manager and has done so for a year now.
Nobody drops support for existing hardware the way Apple does.
Nobody spends a decade and a half delivering under-powered hardware the is not upgrade-able the way Apple does.
Nobody redesigns software with disregard to current user workflow the way Apple does.
Apple - a fashion statement for non-users
This is fast going to Turing Super timing: when it gets a bit more acceptable, its already old news. Part of that is due to limited VRAM.Apple found a way to set itself apart and still apparently does. Software/hardware integration is the key word. Using the stuff, I can see both its merit and the drawbacks/limitations. Its good there is actual choice in the matter. I like Windows for its flexibility too. But this is a topic on none of that, right?
Did you mistake the A in AMD for fruit?
Outperforms 8 cores and close to 10 cores , sure you don't want to charge your product the same $ 320 as the Intel 10700K?