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Dark days, AMD share price at lowest ever.

Wrinkly said:
Vega on it's own is a little pricey, if you ignore the savings gained with Freesync. I still think AMD have some decent GPUs.
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Yes, we need to ignore any Freesync savings, The main point that AMD used to promote Freesync was that it's Free or more accurately a lot cheaper than G-sync, Loads of us here bought into Freesync long before Vega released so we can't be expected to balance any saving we made back then against the overpriced Vega gpu's. That's exactly what Raj Koduri tried to imply on Vega's release and it was one of many things he shouldn't have allowed to happen under his command at RTG.
A decent Vega 64 isn't worth more than £600 but mining messed things up for us gamers. Now the stock isn't selling like it was they will start needing the gamer sales again, Unfortunately RTG will eventually find themselves in a situation where the secondhand market will be flooded with their Polaris & Vega gpu's, It'll be the same for Nvidia with Pascal but Nvidia will be able to combat that because they have a new range of gpu's ready to release, AMD don't.

Thank God for Ryzen.
 
nashathedog said:
Mining is why AMD's done so well with profit & growth, Ryzen too but mainly mining and if like me you've been doing a daily stock watch at various online outlets all year you'd know that sales slowed down months ago. Over the last few months we've had various news outlets claiming there's still a lack of stock when the truth is there hasn't been and now the retailers are slowly accepting that and dropping prices. It started to make me wonder if some etailers were paying sites like WCCF to make articles where they claim there's a lack of stock when there wasn't to keep sales moving.
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The CPU side of things has always dwarfed GPU on the AMD side,especially when both segments used to be reported separately.

https://www.cnbc.com/2018/04/26/amd...akers-new-products-are-a-reason-to-dream.html

"AMD turned in a solid beat and raise to estimates as the company's new Ryzen Desktop CPU, Vega, GPU and Epyc server CPU are gaining traction within their various markets," analyst Kevin Cassidy wrote in a note to clients Thursday. "We continue recommending the AMD shares for the potential upside to estimates driven by adoption of Epyc server CPUs in 2H18."
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A lot of the AMD revenue increase over the last year has been down to increased CPU sales,as it has been happening at every quarter since Ryzen launched.

https://www.nextplatform.com/2018/04/26/the-slow-but-sure-return-of-amd-in-the-datacenter/

One analyst believes AMD's new products will drive a multi-year product cycle for the company.

"Another beat and raise as AMD is executing on all fronts. The Ryzen and EPYC CPU portfolio is starting to inflect with massive design wins in all of the high x86 CPU volume segments in a cycle that may last for several years," Rosenblatt Securities' Hans Mosesmann wrote in a note to clients Thursday.
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http://fortune.com/2018/04/26/amd-cryptocurrency-stock/

We anticipate improving demand and selling prices for AMD’s graphics chips, driven by new Radeon products, and are encouraged by penetration for its Ryzen processors,” analyst Angelo Zino of CFRA Research wrote. “While we see lower blockchain revenue ahead (10% of sales) given industry dynamics, we think investors are underestimating share gain potential of its EPYC server.”

AMD’s forecast for a 50% revenue increase in the second quarter and “mid-20s percent” for all of 2018 incorporated a modest decline in graphics chip demand from miners, CFO Devinder Kumar told analysts. Mining demand accounted for about 10% of such sales in the first quarter, he said.
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So even with reduced demand from miners revenue will still be up massively year on year and that statement is from AMD. Most of their revenue is not from mining,ie,90% from the other markets.

You need to consider AMD didn't ramp up production like they did last time which lead to loads of unsold cards.

Less mining won't help,but the fact is Ryzen is only accounting for 60% of their processor sales ATM,and the APUs with IGPs only launched recently in volume,and that percentage is going up.
 
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CAT-THE-FIFTH said:
The CPU side of things has always dwarfed GPU on the AMD side,especially when both segments used to be reported separately.
https://www.cnbc.com/2018/04/26/amd...akers-new-products-are-a-reason-to-dream.html
A lot of the AMD revenue increase over the last year has been down to increased CPU sales,as it has been happening at every quarter since Ryzen launched.
https://www.nextplatform.com/2018/04/26/the-slow-but-sure-return-of-amd-in-the-datacenter/
http://fortune.com/2018/04/26/amd-cryptocurrency-stock/
So even with reduced demand from miners revenue will still be up massively year on year and that statement is from AMD. Most of their revenue is not from mining,ie,90% from the other markets.
You need to consider AMD didn't ramp up production like they did last time which lead to loads of unsold cards.
Less mining won't help,but the fact is Ryzen is only accounting for 60% of their processor sales ATM,and the APUs with IGPs only launched recently in volume,and that percentage is going up.
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Very good points, Thank God Ryzen's finally here, it must have been a real struggle for AMD before it released. I still think RTG's going to have problems with sales once the secondhand market becomes inundated with ex mining gpu's. They won't have a response to that and Nvidia will, I think Nvidia have purposely held Volta back so that when the bubble bursts and miner's start moving from gpu's to asic's the Pascal cards that hit the secondhand market will be last gen cards as they'll release Volta for the gaming market & all AMD'll be able to do is sit back & watch, That's unless they have something waiting that no-one knows about but I doubt that. The real kick in the nuts will be if Volta supports Adaptive sync. Unlikely but I'm allowed to dream. :D
 
nashathedog said:
Very good points, Thank God Ryzen's finally here, it must have been a real struggle for AMD before it released. I still think RTG's going to have problems with sales once the secondhand market becomes inundated with ex mining gpu's. They won't have a response to that and Nvidia will, I think Nvidia have purposely held Volta back so that when the bubble bursts and miner's start moving from gpu's to asic's the Pascal cards that hit the secondhand market will be last gen cards as they'll release Volta for the gaming market & all AMD'll be able to do is sit back & watch, That's unless they have something waiting that no-one knows about but I doubt that. The real kick in the nuts will be if Volta supports Adaptive sync. Unlikely but I'm allowed to dream. :D
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AMD has 7NM GPUs already in the testing phase for release this year,but it looks like they won't be gaming focused:

https://hothardware.com/news/amd-7nm-finfet-vega-20-testing
 
One area of quick growth has been with the company’s Epyc data-center graphics processing unit (GPU), which has been out for a year. On a conference call, Su said there was no question that data-center sales of Epyc were growing very quickly even though the size of the business now is still small. The CEO said AMD plans to re-invest “heavily” in the business to grow it out over the next four to eight quarters.

“There’s no question that the demand for GPUs in the data center is growing quickly,” Su said on the call. “Our focus on the GPU side is very cloud centric.”
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Vega and Polaris are doing a good job by the looks of things just not for gamers (I presume there talking about Radeon MI25 Accelerators).
 
Freddie1980 said:
Vega and Polaris are doing a good job by the looks of things just not for gamers (I presume there talking about Radeon MI25 Accelerators).
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IDK what are you talking. Vega 64 is a fantastic beast, and can even sip electricity with 1 click. Atm I am gaming at 100fps 2560x1440 all max out in WOT using 130W.
(warm room pointless to use more power with freesync).
 
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Panos said:
IDK what are you talking. Vega 64 is a fantastic beast, and can even sip electricity with 1 click. Atm I am gaming at 100fps 2560x1440 all max out in WOT using 130W.
GTX1080Ti Xtreme needed 330W for 170 fps same game, same res.
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Would be interesting to see actual numbers drawn from the wall there especially in a like performance for performance situation. It sounds like you are comparing the TDP of a 1080ti with power limit disabled (normally 275W) and heavily OC'd against the drawn wattage of a Vega with the core clock backed off very slightly and power profile tweaked (which does bring power consumption of many AMD cards down significantly) which is very misleading. A 1080ti whole system draw at the wall for WOT averages only a little above your 330W figure normally.
 
AIB Pascal, even Reference or 'Founders Edition' Pascal GPU's use more power than nVidia's rated TBP, Intel, AMD, nVidia they all play the same games with TDP ratings, my GTX 1070 has a TDP of 150 Watts, if that was true why the F would it need a 6 pin and an 8 pin which together with the PCIe gives it a power intake of 300 Watts, of course its not pulling that but i don't doubt its scarcely at 150 Watts at 1530Mhz, at 1911Mhz which is its actual out of the box speed its more like 200 Watts.
 
Their CPU division is really delivering and the cadence into 7nm looks like delivering continued growth.

I will have a listen to the earnings call shortly but it would be awesome if we had a breakdown of revenue from CPU vs GPU and Epyc/Enterprise Vs Semi Custom. It is hard to know just how much upside is Ryzen and Epyc and how much damage new Nvidia releases could do to their next two quarters.

There is some incredible opportunity for growth in the next 4-8 quarters.
 
Beren said:
Their CPU division is really delivering and the cadence into 7nm looks like delivering continued growth.
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Nailing 7nm is absolutely crucial for AMD - they can't be making allowances for foundries not delivering they need to hit the ground running with whoever has the best node :s
 
Panos said:
IDK what are you talking. Vega 64 is a fantastic beast, and can even sip electricity with 1 click. Atm I am gaming at 100fps 2560x1440 all max out in WOT using 130W.
(warm room pointless to use more power with freesync).
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Vega64 isn't forcing the competition required it' offers gtx1080 performance but costs hundreds of $'s to manufacture leaving the ultra high end untouched.
 
Well, the AMD stock I bought at the beginning of the year has turned out to be one of my better investments.

Tempted to cash it out and finally get that GPU upgrade....but I might as well hang on for new cards and a bit more appreciation :)
 
Panos said:
IDK what are you talking. Vega 64 is a fantastic beast, and can even sip electricity with 1 click. Atm I am gaming at 100fps 2560x1440 all max out in WOT using 130W.
(warm room pointless to use more power with freesync).
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Exactly. Vega is very efficient and nice when under the proper settings - this is why it makes for so great APUs and mobile chips.
Unfortunately, Raja Koduri screwed its launch completely with that marketing targeting everybody - he could have just said that Vega beats Pascal in compute.
 
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