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.
Dr. Lisa Su—AMD Q1 2021 Earning Call
And 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.
Source: AMD Q1 2021 Earnings Call Transcript
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34 Comments on AMD Earnings Call: GPU Production is Ramping and Mobile GPUs are Set to Arrive Later This Quarter

#26
olymind1
1d10t
Yes, I saw that. Just wondering where he got the idea blaming a certain company in such a situation. MSRP means nothing since last year. The other keyword is "lately," so I'm expecting it has something to do with recent hardware launch, in this case Rocket Lake.
Maybe lately is not the right word.. current situation means epidemic + mining fever, i understand there is shortages, but that is not time when the price increase started, but with RDNA1, there were none of those 2 issues.
Posted on Reply
#27
king of swag187
Frank_100
Given the way Apple has treated their customer base for the last 25 years, it is hard to believe this company is still in business.

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
The part about dropping support.... are you joking?
Posted on Reply
#28
coozie78
Let's hope this is at least a dim light at the end of the tunnel.
Maybe this new Chia craze will take some of the heat off the GPU market-albeit at the cost of SSD supply-and may
further help us currently well shafted gamers get hold of some of that juicy, tasty hardware that for most
of us is little more than dreamware.

The only good news is that the CPU side seems to have finally started to clear up with both
Intel and AMD parts now widely available with-in particular AMD-supply and pricing reaching
some level of normality.
FYI the 5900X is finally <>£520 and in stock, while the 5800/5600 have been pretty well available for several months.
Posted on Reply
#29
Turmania
I have no faith in both Amd and Nvidia about their gpu statements concerning manufacturing and availability. Probably once again, we will see a pr announcement concerning retailers how to sell GPU's...
Posted on Reply
#30
medi01
JAB Creations
Currently the largest impediment for AMD is Apple still sucking up a large portion of 7nm.
Why do people think that Apple is larger a customer for TSMC than AMD?
AMD orders CPU chips, gargantuan GPU chips, insane number of console APUs.

While Apple only orders overpriced overhyped junk, part of which isn't even 7nm (M1 is 5nm).
AleksandarK
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.
Not this bovine feces again, same rumors had "AMD only to ship a couple of thousands of 6700XT to EU", several weeks later, Mindfactory alone sells more than that in a single week (a single German retailer.
coozie78
Let's hope this is at least a dim light at the end of the tunnel.
Turmania
I have no faith in both Amd and Nvidia about their gpu statements concerning manufacturing and availability.
Crypto is a Ponzi Scheme at worse, Financial Bubble at best.
Currently fueled by more and more users onboarding the doomed train.
(we have 6000+ crypto "coin" types at this point)

There is no fix to planetary level silliness, that GPU manufacturers could be asked to provide.
Posted on Reply
#31
sepheronx
Raendor
Dunno, I certainly don't enjoy Radeon software and they're lacking in terms of the features compared to nvidia. I'd jump off 6800xt and would've sttled even for 3070 if I could catch one for normal price in a heartbeat.
I got both - 3070's and a 6800xt. I also have a 3080 headed my way.

I will say this - the 3070's are a solid performer and if you were able to get them at MSRP here in Canada (like I said), they were the better deal over AMD cards. Here, 3070's were average about $800 after taxes in MSRP and the 6800xt's are about $1300 after taxes.

But, that said, the 6800xt's are a beast. Their performance is amazing and I can actually play games at 4K. The 3070's can as well but mostly require DLSS to make them playable.

Just wait for Fidelity FX super resolution to see how well it works out which can really help further.
Posted on Reply
#32
coozie78
medi01
Why do people think that Apple is larger a customer for TSMC than AMD?
AMD orders CPU chips, gargantuan GPU chips, insane number of console APUs.

While Apple only orders overpriced overhyped junk, part of which isn't even 7nm (M1 is 5nm).


Not this bovine feces again, same rumors had "AMD only to ship a couple of thousands of 6700XT to EU", several weeks later, Mindfactory alone sells more than that in a single week (a single German retailer.



Crypto is a Ponzi Scheme at worse, Financial Bubble at best.
Currently fueled by more and more users onboarding the doomed train.
(we have 6000+ crypto "coin" types at this point)

There is no fix to planetary level silliness, that GPU manufacturers could be asked to provide.
Yep, as the saying goes: You can't fix stupid.
Still, it'll be nice to retire my venerable GTX1080Ti at some point.
I'm just not holding my breath.
That said, I'm really trying NOT to swap out my 3900X for a 5900X-Yes, I know it's expensive but I do a fair amount of hobby rendering and the prospect of taking <>25% off the render times is making my debit card nervous.
Very, very nervous.
Posted on Reply
#33
Raendor
sepheronx
I got both - 3070's and a 6800xt. I also have a 3080 headed my way.

I will say this - the 3070's are a solid performer and if you were able to get them at MSRP here in Canada (like I said), they were the better deal over AMD cards. Here, 3070's were average about $800 after taxes in MSRP and the 6800xt's are about $1300 after taxes.

But, that said, the 6800xt's are a beast. Their performance is amazing and I can actually play games at 4K. The 3070's can as well but mostly require DLSS to make them playable.

Just wait for Fidelity FX super resolution to see how well it works out which can really help further.
Well, my 6800XT midnight black cost me only the official msrp, which was 670 EUR at the time. If 3070 or 3080 was available at advertised 519 and 719 EUR msrp - then I’d go nvidia for sure, but that’s the problem - you can’t get them (almost) for these.
Posted on Reply
#34
medi01
Raendor
6800XT midnight black cost me only the official msrp, which was 670 EUR at the time. If 3070 or 3080 was available at advertised 519 and 719 EUR msrp - then I’d go nvidia for sure
How often do you upgrade your GPUs?
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