The study of the annual report, AMD Form 10-K allowed us to study the risks that the company considers to be the key. On more than one hundred pages AMD says about the competitive environment and relationships with partners.
A rare event with participation of AMD avoided a discussion of indifference to the smartphone segment. company considered too competitive to spend limited resources on the development of specialized processors.. However, AMD has to compete with other partners ARM, since the server segment the company is developing a processor and associated ready architecture, and in 2016 can release server processors with the architecture of K12.
For this reason, in the description of the competitive environment AMD mentions threats from other customers ARM. It is noteworthy that the interests of AMD intersect with them in the following market segments: netbooks, tablets, compact desktop systems, set top boxes, dense servers and game consoles.
AMD is quite realistic about the situation on the market of discrete graphics, and NVIDIA considering itself the strongest players in the segment. Increased costs of developing a new generation of graphics virtually makes it impossible for the emergence of a third force in the market.