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AMD on the road to recovery.

4K8KW10 said:
1 000 000 sales by 170% is lower profits than 2 000 000 sales by 100% :D

The unusually high MSRP levels keep pushing many, many millions of peoples away from spending.
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Ok, I'll rephrase .

Where has AMD upped the msrp of their products from what they was at launch ?
 
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4K8KW10 said:
Why doesn't AMD make more GPU Navi 2x RDNA 2 wafers to satisfy the demand when it sees that there are fundamental problems in the market?
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Ok, I'll rephrase again.

Where has AMD upped the mrsp 170% of their products from what they was at launch ?
 
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4K8KW10 said:
1 000 000 sales by 170% is lower profits than 2 000 000 sales by 100% :D

The unusually high MSRP levels keep pushing many, many millions of peoples away from spending.
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They certainly have.
And "AMD don't want to be seen as the budget brand" any more.

However, there is a wafer shortage so GPUs are way down the list:
Consoles, consoles "because we must"
EPYC
Zen3
GPUs.
From the margins PoV, the consoles should come last but Sony and Microsoft have a sweetheart deal of some kind.
 
MSRP is MSRP, you cannot say to retailers "The Recommended Retail Price is $399" and then charge them $449 for the product.

That $399 MRSP product will be sold to the supply chain for $300, who will add their 15% and sell to retailers for $350, who will add their 15% so it lands at your door for $399.

Why do you think Nvidia never gave the 3080 12GB an MSRP, so they could sell in to the supply chain for whatever the market said they could.


But AMD bad.
 
humbug said:
Why do you think Nvidia never gave the 3080 12GB an MSRP, so they could sell in to the supply chain for whatever the market said they could.
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It's not really supprising Nvidia wanted a bigger piece of the pie considering the vanilla £649 3080 was being sold for double with most of that extra profit going to AIBs / retailers etc.
 
Zarax said:
Pretty healthy margins all over the industry, there is definitely room for some pricing competition!
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That's gross, out of that they have to pay for the lights, people and R&D.

Net Margins, This is what they put in their pocket as profit.

AMD: 22% out of $16.43 Billion
Intel: 28% out of $79 Billion

Nvidia have not yet published but expected results are 32% Net, 67% Gross out of $17.5 Billion revenue

AMD's growth is set to continue through 2022 with an estimated $22 Billion year end revenue and gross margins of 51%. They will probably overtake Nvidia in revenue terms in this year.
 
While on the subject, some interesting info for you.

In 2017, the year the Ryzen 1800X was launched Intel gross margin was 65%,
AMD's was 34%.
In 2016 AMD gross margin was 23% and loosing money hand over fist since 2012.

Today Intel gross margin is 53% and still falling
AMD's is 50% and growing.
 
I'm glad that AMD isn't small and inferior company anymore, they are healthy competition and Intel will have hard times every year, they won't be sloppy and sleepy anymore, and will have to invest more in R&D to create new architecture instead of recycling like skylake and bribe reviews to present their product better than they deserve.
 
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KompuKare said:
Telling is what Zen3's price hike and the wind-down of Zen2 has caused to their desktop share:
TWrmQ29.png
(from the Tom's article: https://www.tomshardware.com/news/intel-amd-4q-2021-2022-market-share-desktop-notebook-server-x86)
Or from the CB article (https://www.computerbase.de/2022-02...t-dank-server-und-notebook-allzeitrekord-auf/):
L0YietC.png

I know they are capacity constrained but not creating something to do with GF's 12nm was entirely AMD's decision.
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You can't put that down to price hikes, AMD's marketshare grew when the price was high and is shrinking now the price is lower.

AMD have a hard limit on how many products they can make, they are jostling about what products they make.
 
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