Did you even listen to what he actually said? Unvalidated Review BIOSes and perhaps just a dodgy chip....these sort of things happen and claiming it's an inherent SKU wide CPU issue at this stage is just hyperbole.
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AMD on the road to recovery.
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Did you even listen to what he actually said? Unvalidated Review BIOSes and perhaps just a dodgy chip....these sort of things happen and claiming it's an inherent SKU wide CPU issue at this stage is just hyperbole.
Here is another interesting quote from the Linus 3900X & 3700X Review.
"Take in the moment because for the first time in over a decade, AMD is essentially on top of the consumer CPU race"
https://www.youtube.com/watch?v=z3aEv3EzMyQ
"Take in the moment because for the first time in over a decade, AMD is essentially on top of the consumer CPU race"
https://www.youtube.com/watch?v=z3aEv3EzMyQ
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AMD Ryzen Overtakes Intel Core CPUs Market Share In Major Asian Pacific Markets
https://wccftech.com/amd-ryzen-and-intel-core-cpu-market-share-report/
"According to Danawa Research, a firm run by Danwa which is one of the biggest retailers in South Korea, the volume of AMD Ryzen CPUs sold exceeded that of Intel Core processors just a few days after the new Ryzen 3000 chips became available on store shelves."
"The other breaking news comes from BCN Ranking, who round up data from major outlets in Japan, who report that the AMD Ryzen CPUs have managed to overtake Intel’s share and now stand at 50.5% versus Intel’s 49.5%."
https://wccftech.com/amd-ryzen-and-intel-core-cpu-market-share-report/
"According to Danawa Research, a firm run by Danwa which is one of the biggest retailers in South Korea, the volume of AMD Ryzen CPUs sold exceeded that of Intel Core processors just a few days after the new Ryzen 3000 chips became available on store shelves."
"The other breaking news comes from BCN Ranking, who round up data from major outlets in Japan, who report that the AMD Ryzen CPUs have managed to overtake Intel’s share and now stand at 50.5% versus Intel’s 49.5%."
crickey
BCN Report: AMD Makes up 68.6% of Direct CPU Sales in Japan, Gaining in Pre-builts
https://www.tomshardware.co.uk/amd-sales-japan-direct-cpu-market-share,news-61315.html
"The results are pretty telling: In Japan, AMD has 68.6% of direct CPU sales this July and 14.7% in pre-builts in June."
"The Ryzen 3000 processors seem to have further accelerated AMD's pace because its direct CPU sales made up only 46.7% last June."
https://www.tomshardware.co.uk/amd-sales-japan-direct-cpu-market-share,news-61315.html
"The results are pretty telling: In Japan, AMD has 68.6% of direct CPU sales this July and 14.7% in pre-builts in June."
"The Ryzen 3000 processors seem to have further accelerated AMD's pace because its direct CPU sales made up only 46.7% last June."
crickey
The nightmare for Intel is not necessarily even Ryzen 3000 but the cheap as hell Ryzen 2000 CPUs that continue to sell extremely well judging by Amazon best sellers lists. Combine the two and you get dominance like the above.
For the coup de grace AMD just needs to tackle hard the mobile market (because desktop and server they will do real damage in terms of market share).
Intel's losses are AMD's gains....
https://seekingalpha.com/news/3483411-google-data-center-switching-amd#email_link
https://seekingalpha.com/news/3483411-google-data-center-switching-amd#email_link
Associate
Will be interesting to see how all this has played out in AMD's financials later today. I imagine they will be fairly optimistic in the outlook for the next quarter.
The outlook is poor according to WCCFTECH, Q3 2019 revenue is expected ~$1.8B, instead of ~$1.95B. https://wccftech.com/amd-meets-earnings-estimates-but-stock-drops-on-poor-outlook/
AMD won't make money out of DIY CPU sales, that's for sure. They need to address their weakest segments:
"Where pundits may criticize the company is in market share. Improves margins and cash to debt positions are excellent and certainly are crucial to its long term success, AMD simply must continue to grow its revenue at a quicker pace. Mobile shipments in laptops and OEM desktop CPU volumes are still poor and despite EPYC starting to gain momentum, it is most likely still <3 percent of the market when it comes to the data center."
This reading neglects the 20% year over year growth excluding semi custom (mostly consoles) in the guidance. Semi custom has done worse than expected bringing the overall guidance down but everything else is doing very well and has at least met expectations, I imagine more people are waiting for next year's PS5 and XBOX Scarlett than AMD thought. This semi custom problem should be corrected next year.
This is just the Q2 earnings report and doesn't include Ryzen 3000 revenue, but guidance for the remaining quarters is based on just 3 weeks of Ryzen 3rd gen sales with Epyc Rome yet to launch and semi custom skewing the results (it was announced today that Epyc Rome is to be released on the 7th of August which is really good news). Things still look hopeful to me.
Soldato
Ryzen is great CPU,but Intel has integrated graphics even on its 8 core CPUs. Hence for performance laptops Intel has a clear advantage here as the laptops can switch to integrated graphics,and AMD is still stuck at 4C/8T which is not really high anymore. Also the same can be said for OEM desktop sales,as Intel can sell 6C CPUs in OEMs desktops using the integrated graphics.
Soldato
Mindfactory Report July 2019
The launch of the new Ryzen 3000 series has had a noticeable impact to say the least with 80% of all CPU's sold being AMD ones!
And meanwhile, in the reality:
AMD has agreed to settle and pay $12.1M for false advertising of its CMT in the Bulldozer CPUs.
"AMD Inks $12.1M Deal In Computer Chip False Ad Row Law360 (August 26, 2019, 3:44 PM EDT) --
Consumers who say Advanced Micro Devices falsely advertised certain computer chips as (AMD Bulldozer FX 8-Core CPU) having eight "cores" when the products actually had fewer told a California federal court on Friday that they have inked a proposed $12. 1 million settlement deal with the multinational semiconductor giant AMD . The consumers said the settlement, reached after almost four years of litigation, marks an excellent result for the case. At trial, the consumers' best-case scenario would have been a verdict of about $60 million, so the value of the $12. 1 million proposed deal represents more than 20% of the maximum they could have obtained at trial, the consumers said."
https://www.law360.com/consumerprot...inks-12-1m-deal-in-computer-chip-false-ad-row
It looks like more class-action lawsuits are upcoming:
GLOBALFOUNDRIES Files Patent Infringement Lawsuits Against TSMC In the U.S. and Germany https://www.globalfoundries.com/new...ent-infringement-lawsuits-against-tsmc-us-and
"AMD Inks $12.1M Deal In Computer Chip False Ad Row Law360 (August 26, 2019, 3:44 PM EDT) --
Consumers who say Advanced Micro Devices falsely advertised certain computer chips as (AMD Bulldozer FX 8-Core CPU) having eight "cores" when the products actually had fewer told a California federal court on Friday that they have inked a proposed $12. 1 million settlement deal with the multinational semiconductor giant AMD . The consumers said the settlement, reached after almost four years of litigation, marks an excellent result for the case. At trial, the consumers' best-case scenario would have been a verdict of about $60 million, so the value of the $12. 1 million proposed deal represents more than 20% of the maximum they could have obtained at trial, the consumers said."
https://www.law360.com/consumerprot...inks-12-1m-deal-in-computer-chip-false-ad-row
It looks like more class-action lawsuits are upcoming:
GLOBALFOUNDRIES Files Patent Infringement Lawsuits Against TSMC In the U.S. and Germany https://www.globalfoundries.com/new...ent-infringement-lawsuits-against-tsmc-us-and
Associate
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Meanwhile in actual non-cherrypicked reality -
That looks pretty healthy to me! You really are an obsessive AMD hater!
AMD Captures 23% Of The Cell Phone Market In One Deal
https://seekingalpha.com/article/4288448-amd-captures-23-percent-cell-phone-market-one-deal
https://seekingalpha.com/article/4288448-amd-captures-23-percent-cell-phone-market-one-deal