AMD on the road to recovery.

humbug · 29 Apr 2019 at 18:01

AMD's CPU's are leaching a chunk of revenue from Intel.

https://seekingalpha.com/article/4257679-amd-q1-earnings-second-half

4K8KW10 · 7 May 2019 at 15:30

"Summit is the current reigning champion in the supercomputer world, with 200 petaFLOPS of performance... All told, Frontier should be able to deliver over 7x the performance of Summit, and is expected to be the fastest supercomputer in the world once it’s activated."

Frontier Supercomputer: Cray and AMD to Build 1.5 Exaflop Machine

humbug · 7 May 2019 at 15:55

4K8KW10 said:
"Summit is the current reigning champion in the supercomputer world, with 200 petaFLOPS of performance... All told, Frontier should be able to deliver over 7x the performance of Summit, and is expected to be the fastest supercomputer in the world once it’s activated."

Frontier Supercomputer: Cray and AMD to Build 1.5 Exaflop Machine

This machiene costs $600m To build, a lot of that will go to AMD.

Aside from the money, this is a massive feather in AMD's cap, the kudos on their hardware being at the heart of the worlds most powerful computer, it will help AMD's midshare.

4K8KW10 · 9 May 2019 at 14:47

humbug said:
This machiene costs $600m To build, a lot of that will go to AMD.

Aside from the money, this is a massive feather in AMD's cap, the kudos on their hardware being at the heart of the worlds most powerful computer, it will help AMD's midshare.

Let's hope so. Last time when something like this happened back in 2012, things didn't go well...

humbug · 9 May 2019 at 15:05

4K8KW10 said:
Let's hope so. Last time when something like this happened back in 2012, things didn't go well...

Well no, back then AMD couldn't get their superior products into vendors because Intel were paying them not to use AMD, back then Intel could do that, these days if Intel tried to keep AMD out of everything it would bankrupt them over night because this space has grown massively since then, even Dell are making AMD based servers this time.

The difference now is AMD are getting this products into vendors, that's what this is.

4K8KW10 · 9 May 2019 at 18:00

humbug said:
Well no, back then AMD couldn't get their superior products into vendors because Intel were paying them not to use AMD, back then Intel could do that, these days if Intel tried to keep AMD out of everything it would bankrupt them over night because this space has grown massively since then, even Dell are making AMD based servers this time.

The difference now is AMD are getting this products into vendors, that's what this is.

Not quite, actually. AMD had the Bulldozer-based products back then. Now they have very competitive Zen products but you never know if intel won't release something and put AMD in the pursuit for anything competitive again. I meant the sign of the act itself.

Users can buy Bulldozers for office machines, why not. Users cann't buy Bulldozer-based servers.

humbug · 9 May 2019 at 18:02

4K8KW10 said:
Not quite, actually. AMD had the Bulldozer-based products back then. Now they have very competitive Zen products but you never know if intel won't release something and put AMD in the pursuit for anything competitive again. I meant the sign of the act itself.

Sorry, my mistake, Zen insn't Bulldozer, and they are eating into Intel space with it.

4K8KW10 · 9 May 2019 at 18:25

4K8KW10 said:
AMD Unveils CPU Market Share Statistics – Highest Market Share Since 2014, Captured All Segments Including Server, Desktops, and Notebooks https://wccftech.com/amd-cpu-market-share-highest-since-2013-ryzen-threadripper-epyc/

Slowly rising (and decreasing) in Q119 :confused:

https://wccftech.com/amd-cpu-market-share-desktop-notebook-gains-q1-2019/

humbug · 9 May 2019 at 18:55

What's your point?

4K8KW10 · 10 May 2019 at 00:21

humbug said:
What's your point?

These market share figures are for the current shipments only. They are overall still very weak for AMD, even if at some retailers AMD gets 69% market share for the desktop, while here it is pathetic 17.1% :eek:

smilingcrow · 10 May 2019 at 00:57

4K8KW10 said:
These market share figures are for the current shipments only. They are overall still very weak for AMD, even if at some retailers AMD gets 69% market share for the desktop, while here it is pathetic 17.1%

They are overall moving in the right direction nicely and I can see this accelerating over the next year or two.
What is AMD's all time high for unit share in these three sectors?

I see some people quoting sales from a single online retailer as if that's significant in the overall sales figures.
It's not but it does show that the niche market for home built PCs has firmly embraced AMD and that's very good for mind-share.
The unwashed masses will still be buying Intel mainly.

beany_bot · 10 May 2019 at 07:01

This is a daft thread now. AMD "recovered" ages ago.

LePhuronn · 10 May 2019 at 09:14

beany_bot said:
This is a daft thread now. AMD "recovered" ages ago.

Hardly. They may be a profitable company again, but it's not been for long enough to build mighty coffers. Besides, mind share is still low, CPU sales are only starting to eat into their respective markets, OEMs are only just starting to look at AMD kit, gaming cards are still a long way off.

They may not be going bust today, but their market position is not strong enough to weather any serious storm that comes their way. And even if Zen 2 and beyond utterly crush Intel underfoot for the next few years, it's still going to take a long ass time to cut out significant market share, especially at enterprise level where the money is.

RavenXXX2 · 10 May 2019 at 10:48

beany_bot said:
This is a daft thread now. AMD "recovered" ages ago.

True.

4K8KW10 · 10 May 2019 at 11:14

smilingcrow said:
The unwashed masses will still be buying Intel mainly.

I hope you meant the brain-washed masses will still be buying, yes?
How can IT specialists not be able to get the much cheaper AMD Ryzen CPUs working for their needs, complaining for support, and ultimately buying the more expensive intel processors?

smilingcrow said:
What is AMD's all time high for unit share in these three sectors?

Current:
Servers - 2.9%, Total x86 - 13.3%

Q3-Q42006:
Servers - 24.6%, Total x86 - 25.3% https://www.zdnet.com/article/amd-makes-its-own-market-share-history/

C64 · 12 May 2019 at 20:24

Long term I still don't trust amd for cpus, only cpus ive ever had die on me are amd they'll never ever wash that stain out
never had a single intel die on me

TrixP10 · 12 May 2019 at 22:35

C64 said:
Long term I still don't trust amd for cpus, only cpus ive ever had die on me are amd they'll never ever wash that stain out
never had a single intel die on me

I have been running AMD CPU's for years (286 / 386 / 486 etc.). Running 6 AMD machines now. NEVER had ONE die.
The stain of Intel's corrupt business tactics will NEVER wash out.

Skynet5 · 13 May 2019 at 00:36

C64 said:
Long term I still don't trust amd for cpus, only cpus ive ever had die on me are amd they'll never ever wash that stain out
never had a single intel die on me

You've had multiple cpus die on you? Doing what?

Skynet5 · 13 May 2019 at 00:37

TrixP10 said:
I have been running AMD CPU's for years (286 / 386 / 486 etc.). Running 6 AMD machines now. NEVER had ONE die.
The stain of Intel's corrupt business tactics will NEVER wash out.

I'm with you. Although not had AMD for 10 years...but the previous 16...

Kirby Wurm · 14 May 2019 at 08:25

C64 said:
Long term I still don't trust amd for cpus, only cpus ive ever had die on me are amd they'll never ever wash that stain out
never had a single intel die on me

I bought an onion once. Got it home and it was rotten on the inside. They'll never wash out that stain, never had a single leek deceive me so.