Manufacturers of components for traditional computers faced with a shift in demand towards mobile devices, and each of them is trying to regroup under new conditions . NVIDIA has long ceased to produce chipsets, and is now focused on graphics solutions and Tegra processors for smartphones and tablets. Intel is trying to push the processors with ARM architecture , AMD announced a new policy that says that by the end of this year, the company will receive up to 20% of the proceeds from custom-configured processor solutions for built-in appliances and mobile devices. However, to focus less on graphics processors AMD is not going, and even promises to release by the end of the year a product called Hawaii with interesting architecture Volcanic Islands.
Goldman Sachs analysts do not tend to exaggerate the success of AMD to equip its developments gaming consoles Sony and Microsoft. These AMD achievements can only partially compensate for the loss of positions in the traditional PC. The entire market of game consoles will bring AMD no more than $ 0.7-1.4 billion a year, and it will have no more than 10% of the proceeds of the PC market. Experts Sanford C. Bernstein said that over the past two years, AMD has lost more than $ 1 billion on its traditional areas of activity. Changing the direction of development will unlikely allow AMD to quickly compensate for these losses.
First , from 31 of the analytical agency, only 16% recommend selling shares of AMD, and the 71% recommended hold. This is not a call to buy, but do not panic. Jefferies experts believe that AMD not only will press Intel in the notebook segment cost $ 300-500 with its CPUs, but also be able to compete with graphics solutions NVIDIA. It is only necessary to avoid delays in the announcement of products and ensure uniformity of their release.