lol..............
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AMD on the road to recovery.
- Thread starter humbug
- Start date
The large hardware retailer Mindfactory in Germany shows record numbers of AMD CPU's sold in September!
Another first for AMD is that their 2600 CPU has now overtaken the 8700k as the biggest seller at Mindfactory
Holy crap AMD have completely flipped it around, that's astonishing
Oh of course it must be, i mean it simply cannot be that people are choosing to buy AMD CPU's instead of Intel, that would be preposterous.
The 8700K is near 3 times more expensive than the 2600, for that massive price difference its 15% better in games, Intel have real competition and yet despite this have gradually pushed the prices up even more these past few months, that's the real reason.
... and with all those things in the 2600's favour the 8700K's numbers have been consistently good even in this last month. You have to be really blinkered if you can not see how that a new Intel CPU launch in October might adversely affect sales in September.
There are even threads in the CPU section with potential buyers of 8700K's been told to wait so why would you just put it all down to AMD's superiority? I love what AMD are doing but I also know how to read a chart and apply it to the context of it's relevant space.
My main playmate gaming group consists of about 5 people, up until about a year ago all of them, including me were Intel, a mixture of Devils Canyon and SkyLake, 4 of us are now Ryzen, the other one Threadripper.
Ryzen has been around for about 18 months, a lot of people have been sitting around waiting to see what Intel are going to do about Ryzen, including some of my gaming playmates, they have seen what Intel's reaction is, yes its to match AMD on core count but at the same time push the prices up, they know the 9800K and 9900K are coming but they also know they are going to be £450 and £550 at least, they are getting tired of Intel constantly jacking prices up and up and up....
Its not just Intel, its Nvidia as well they are getting more and more greedy as it becomes increasingly difficult to keep growing revenue by appealing to new customers, so they stretch brand loyalty to its absolute limits by pushing prices up a lot for not much performance gain.
The fact is the more expensive your products become they less people buy them, AMD are the only ones these days offering a lot more bang for a lot less buck, that shows in the sales figures.
I don't know, he only got it the day before yesterday and i missed him yesterday, his name is @Raumarik
I'm not sure why you quoted me as what you just wrote has little to do with what I wrote. Just to recap: You were having a go at me for suggesting that the 8700k's slightly lower sales in September over August might be in part due not only to the 2600's resurgence but also that a new Intel CPU is due in October.
My reply was purely reinforcing the sensible and impartial notion that sales of a brand of CPU might dip the month before a refresh CPU launch (same for AMD as well).
You're reply, while perfectly anecdotal and I'm in total agreement with is what we refer to as non sequitur.
You might as well have talked about how good the Barton CPU's were (forgive the slight hyperbole but you should get my point)
Look at the chart again, removing your AMD tinted glasses, and rather than just looking at the 2600's meteoric rise, look at the 8700k's numbers; even with the swing to AMD in terms of percentage of total CPU sales, the 8700K sales since May 2018 have steadily increased each month till August and then have taken a slight dip in September, one month before their new CPU launch.
While I'm in total agreement with you and your mates as to Intel practices and short changing us customers, the sales numbers in the last chart should help give some indication as to the consensus view outside of these forums.
Using Language like this "removing your AMD tinted glasses" is what makes your motives obvious, i have had more Intel than i have had AMD, i go where ever my money gets me the best, that right now is AMD.
All Intel have is clock speed, that's it, if 7nm gets Zen 2 to to 4.6Ghz (not at all a stretch over current 4.2Ghz) Intel are down to mid single figure percentage gaming advantage, and that's assuming 0 IPC gain on Zen 2.
Whats happening?
Google game stream service, Intel making noises about 10nm, nothing new, still delayed till 2019 but they are making noises and that alone spooks some people.
https://seekingalpha.com/news/3394533-semi-stocks-trade-catalysts#email_link
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Here... this is Intel's statement, nothing has changed but the mere fact that Intel speaks has some people moving thier money around because they think Intel speaking spells the end for AMD.
https://seekingalpha.com/news/3393776-amd-minus-4_5-percent-intels-10nm-supply-update
https://newsroom.intel.com/news-releases/supply-update/
Its nothing, its a blip by idiots who somehow don't know 10nm was always due to its delay in 2019 and think its some sort of turn-up for Intel, the next financial results, due soon, will push AMD back over $30, its going to be better than expected.
https://seekingalpha.com/news/3393776-amd-minus-4_5-percent-intels-10nm-supply-update
https://newsroom.intel.com/news-releases/supply-update/
Its nothing, its a blip by idiots who somehow don't know 10nm was always due to its delay in 2019 and think its some sort of turn-up for Intel, the next financial results, due soon, will push AMD back over $30, its going to be better than expected.
This high? they have been a lot higher, this is a normalisation of where they should be.
AMD may regain 30% global desktop CPU market share in 4Q18
https://www.digitimes.com/news/a20180925PD204.html
https://www.digitimes.com/news/a20180925PD204.html
With 8 business days still left, AMD is already set for another record breaking month at Mindfactory!
Sales of AMD's 2700X has exploded while the 2600 remains the biggest seller for a second month in row!
Intel's previous top seller, the 8700K continues to fall while the 8068k sees a small sale increase this month.
Wow ok.... this is still happening too...
This is Intel conceding their process leadership.
Cannon Lake will be refactored for 14nm++++++++++ which is delayed until second half of 2019, in other words the years end, maybe, if it doesn't get delayed again.
Running your own fabs is expensive and when you no longer have the market practically to yourself its starts to become unsustainable, AMD sold their fabs more than a decade ago, for this reason.
This is now starting to look pretty serious for Intel.
That is a good question, my hope is AMD continue with low prices in a bid to claw back tones of market share from Intel, it seems to be working.
I think its probably forced, but i know what you mean, i have had conversation with some AMD staffers and they do seem genuine. Robert Halock for example https://youtu.be/vZgpHTaQ10k?t=221
AMD have also been at the receiving end of some really dodgy stuff from nVidia and particulary Intel over a lot of years and i think that has also shaped their attitude and thinking.
They are the underdog and as a personality they do feel more like geeks passionate about their work and the PC enthusiast industry.
This may trigger some people but i feel Intel are much more like soulless accountants and sales men than impassioned engineers, AMD always have been and still are more innovative than Intel, perhaps by need of being the underdogs but IMO AMD are more about thinking outside the box and finding clever solutions to technology problems, i could list examples but i think most know what i'm talking about, 64Bit, First true multicore, integrating the Memory Controller, GDD5 Memory, HBM memory, HSA..... Infinity Fabric, a very clever solution to the problems of very high core count CPU's, and capable, yes Bulldozer was a pile of crap but they dusted themselves down and made a CPU with the same IPC as Intel latest and greatest when the school of thought was there was no way Intels IPC could be touched, no way back for AMD, in fact AMD's SMT is more efficient than Intel's when everyone said; well Intel has the experience with it so how could AMD match it....
Well ok so listed most of it, AMD's capabilities have always been underrated, they are clever guys, they know what they are doing, and they make mistakes, they are human.
AMD plunges 22% on Q3 revenue miss, weak guidance; crypto revenue vanishes
So they missed their targets, however, they still made $102m after tax, which is really good. http://ir.amd.com/financial-information/quarterly-results
For those that don't know the difference between GAAP and Non-GAAP is basically GAAP is an industry standard of calculating profit and Non-GAAP is AMD's way of calculating profit.
So mixed news, Mining has dented their gross taking a little but they are still making a lot of money, this is money in their pockets, $102m of it.
So they missed their targets, however, they still made $102m after tax, which is really good. http://ir.amd.com/financial-information/quarterly-results
For those that don't know the difference between GAAP and Non-GAAP is basically GAAP is an industry standard of calculating profit and Non-GAAP is AMD's way of calculating profit.
So mixed news, Mining has dented their gross taking a little but they are still making a lot of money, this is money in their pockets, $102m of it.
Well, there is a lot of evidence that AMD are selling a lot more Retail CPUs than Intel right now.
For example.
AMD have made $270m pure profit in the last 6 months