-
Competitor rules
Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.
AMD's GPU market share drops again, even after the release of Fury X
- Thread starter Broken Hope
- Start date
Caporegime
- Joined
- 18 Oct 2002
- Posts
- 31,182
Caporegime
- Joined
- 9 Nov 2009
- Posts
- 25,657
- Location
- Planet Earth
Really can't believe that AMD have lost 20% marketshare within a year!!! That's just a crazy, crazy loss
Hopefully with a new strong product-line then it'll be just as fast coming back...
The problem is that they need a strong mobile line- up. Their last new laptop GPU was launched in 2012!!!!!
Nvidia is pummeling them there.
Caporegime
- Joined
- 18 Oct 2002
- Posts
- 31,182
Agreed, that's quite poor! They deserve to get hammered in that sector if that's the case. You get out what you put in
Hence the spin off.
They can't sell the CPU side of the business easily without Intels permission or a lengthy court battle. Their options are limited as well given the US governments transfer of technology restrictions, so who would buy it??
I am not sure they could keep the APU without the CPU side of the business and I would not expect them to revert to ATI (essentially what it would be) given the now small market share and the cost of R&D.
Would anybody like to guess/post a link to what the margin on a fury is? I can't see it being anything but small, which might be the reason why they rebadged the 200 series. They has a fixed margin on that product line and might be keeping the fury afloat while it gains traction. However you have to be able to supply them in numbers before that happens. At the moment they are so far from being able to do that.
Really can't believe that AMD have lost 20% marketshare within a year!!! That's just a crazy, crazy loss
Hopefully with a new strong product-line then it'll be just as fast coming back...
I am not sure but not being able to supply a flag ship range of cards will have hit their market share somewhat. Once they are on the shelves then perhaps it will increase a bit. Here's hoping
God forbid people who spend their hard earned money on their hobby.
Don't let the door hit you on your way out.
Its GPU side that is subsidizing everything else hence why when AMD GPU market share drops so does there income, shares and R&D, so the GPU side needs to stay because all of there other products are to weak to hold there own and are even less competitive over all.
AMD APUs sales are losing to Intel, but its AMD Desecrate mobile GPUs that are gaining, so again its still the GPU side which is the strongest.
Last edited:
I am not sure you are right there, it is now the least revenue (379) and largest loosing part of the business (147). Enterprise is now 48% more than graphics n processors....
Edit: Second quarter results
Soldato
- Joined
- 30 Nov 2011
- Posts
- 11,520
they could sell off the graphics side and just licence back what they need for APU, which is what the vast majority of SoC makers do
they did the same with global foundries and look how that turned out... erm, yeah, well
they did the same with global foundries and look how that turned out... erm, yeah, well
Last edited:
But we are not Enterprise, so what does it matter to users in our regards if AMD survive if they dont make a product that sells to our field as it will be no better than them going under because it will still leave us with only Nvidia and Intel selling to us which will effectively make them both a monopoly in regards to us in our field and the consequences that go with it.
If AMD and already stopped making products in our field then the latest Titan, 980Ti, 980 & 970 would be £1200-£1500, £750-£800, £550-£650 & £400-£480.
Last edited:
It matters if your core business is hemorrhaging money to the tune of $147 million loss in the second quarter. there is no sign of a rebound in the 3rd quarter.
At present the embedded side of the business is the part making money. Lumped in with Graphics is CPU's. Accounting wise that is bringing down the revenue as a whole but I cant find anything in the results that separates them out.
AMD need to either spin off graphics for accounting or spin off that part of the business as part of a cost reduction/downsize of the business.
They are stuck. They can't sell CPU either as an on going business or as IP licence, Intel will keep them in the court's for years. So what is left?
We need AMD to prosper but you cant all the time you are loosing money into a black hole. We, as consumers are the only people, both discrete and PC sales who can save AMD. If we choose not to buy their products or can't, they will have to reevaluate their business. That might not include GPU's if the sale price is right.
None of which changes what i said, we need AMD to prosper in our field to effect our field, if they get out now they will never get back in and they will be effectively dead to our market. the reason why we are even discussing AMD is because they are in our field and have an effect on it even for people who dont buy there product and only buy competing products in our field they are still effected which will all go out of the window if AMD dont offer products in our field.
Last edited:
Soldato
- Joined
- 25 Sep 2009
- Posts
- 10,150
- Location
- Billericay, UK
They need new everything, the problems at AMD are many an numerous there lack of new products and designs is a symptom of issues they have. They have never recovered from the poor leadership of Hector Ruiz, who failed to capitalise on AMD's success with the Athlon 64 range instead he paid too much for ATI and now have to spend millions on debt service (interest). After that you had Dirk Meyur who had the correct vision on focusing on mobile and server markets but then gave the consumer Bulldozer and we all know how that turned out. Then Rory Reed came in and was forced into cost cutting to keep the company afloat then that leaves Lisa Su (Dr) who now manages what’s left.
Today all of the above means AMD has had now new high end CPU for the desktop sine the Phenom 2 X6 (the rubbish that was Bulldozer was slower then what it was replacing on first release), no significant Opteron CPU’s since 2012, no new GPU architecture since 2013. It’s top consumer high end motherboard is antiquated there missing all modern features and they done’ even offer PCI 3.0 or SATA 3 without 3rd party support.
You can’t spin of the GPU business, all that money they poured into APU’s means the CPU business and GPU are bound to each other not to mention all the chips they have for the consoles (about the only good thing to come of the APU for AMD). Even if they did split the two businesses, AMD as a whole now is worth a fraction of what AMD paid for ATI back in 2006, both businesses are too small to survive on their own IMO.
+1
Plus they have to sort out there image and marketing.
The GPUs are good but they have been around a long time, users like new and shiny even though the old is keeping up with the new and shiny, users just want new.
I am very vocal on AMD needing to be there in this space, to be able to compete and needing to counter Nvidia. It would be a very very dark day to leave the field open to the likes of Intel and Nvidia alone.
Spinning off graphics to another business would, possibly, inject money and resources into the graphics part of that business. It would, possibly, heat up the market place and push innovation.
If you are unable to ring fence what investment and market share you have then the cause is lost. You cant keep throwing money you don't have at it. It currently has value.
If someone, I have no idea who, were to buy the graphic division off AMD, we would still have that product open to us to buy. If AMD keep hold of it, reduce the money spent on it, it will loose it's value should the day come. They can turn all this around but they need time, products and money. That may just mean us buying another parent branded Fury etc....
Sorry but that just doesn't make sense in regards to AMD and mostly likely any business that bought the GPU side would use it for what they are already doing in there own markets.
Last edited:
If you are servicing $2 billion of debt, making some money in a division worth $580 million a quarter and have a business that could make money if investment was there, you would do what you could to protect it.
They bought ATI for $5.4 billion. they will never see a ROI. Selling it could give them some return at the same time reducing their liabilities. Holding on to it will see it value diminish. Both Nvidia and AMD are in a market that is shrinking. Nvidia are making a shed load of money off the back of AMD. However that market is still going to shrink.
Edited to put in "a quarter".
Last edited:
Soldato
- Joined
- 13 Oct 2006
- Posts
- 8,152
- Location
- Surrey
Yeah you would almost think this is a enthusiast forum
I'm an enthusiast and still don't see the point
Like people that spend £1k on a Titan on release for no reason other than e-peen as the card they already had is only a few % slower in games
Nvidia will be able to shift cards at stupid prices because stupid people will pay for it, simple. I however am happy to pay second hand prices and/or wait
Last edited:
Which gets back to what i said earlier, it would make AMD dead to our market, we all know the market is shrinking but that is the market that we are in and we are not here for the sake of what's good for AMD, NV and Intel, im not here to talk about a company surviving just for the sake of a company surviving, there are millions of companies we could be talking about in that case and there is no reason why AMD should take priority over them in that regards if they dont offer products in our field.
Last edited: