In the previous quarter, AMD was able to significantly improve financial performance. According to the plan, the company increases the share created custom processors among its sources of revenue. First , we are talking about chips for game consoles - to update this year, PlayStation and Xbox have provided AMD with new orders.
While the company is trying to interest customers with stories about the next generation of products in the face of processors Beema and Mullins , and there are no signs of emergence in 2014 of the new processors class FX, if you do not talk about the faster models Vishera. According to analysts at Bernstein Research, in the current quarter, AMD will have to significantly increase the cost of the payment orders Globalfoundries, which produces processors for the company. Under existing arrangements, AMD has for the year to pay the contractor $ 1.15 billion, even if the appropriate number of processors it is not necessary. Over the past three quarters was paid $ 746 million, this means that for the last quarter payment of $ 404 million is significantly more than in any of the previous quarters of the year.
It would seem that, given the increasing demand for traditional processors in the fourth quarter and the market entry of new generation consoles, AMD should not have any problems with the sale of treasury Globalfoundries processors (included as part of the whole wafer). However, we should consider the fact that at the moment AMD chips for the PlayStation 4 and Xbox are issued by another contractor - TSMC. This means that AMD will end the quarter with a large surplus of x86-compatible processors, released by Globalfoundries. This will not only undermine the financial results of the fourth quarter, but also give rise to the issue of their further sale . Related Products :
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