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AMD believes that virtual and augmented reality Technology are one points of growth


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AMD believes that virtual and augmented reality Technology are one points of growth


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POSTER: computer news   ||   AMD BELIEVES THAT VIRTUAL AND AUGMENTED REALITY TECHNOLOGY ARE ONE POINTS OF GROWTH

DATE:2015-05-06

As planned, the representatives of AMD company met in New York to speak to investors and financial analysts for the purpose of suggestion confidence in the bright future of the developer of processors and graphics solutions.  

As is common in the world of financial analysis, Lisa Su began her story with an assessment of the strengths and weaknesses of AMD business , as well told on the current achievements.  First of all, the head of AMD recognizes that the company is suffering from lethargy global PC market, and it loses its position in the segment of consumer systems, graphics and server products.  Investing here, as recognized Lisa Su, is not well focused.  If we talk about the achievements, then  head AMD considers increasing revenues from custom chips up to $ 2 billion. Annually, strengthening the position of the brand in the segment of finished computers for corporate clients, professional and embedded graphics and gaming solutions.  

In the second half of the year AMD expects seasonal increase in demand for game consoles and PCs, hoping for some stimulating effect on exit Windows 10. In addition, during the second half of this year, the company will offer new products - at least since the last quarterly reporting the conference, we know that a new generation of graphics solutions will be among them.  

This year, AMD expects to achieve stabilization of the PC market, properly prioritize investment in programs to return to profitability in the second half.  In 2016 the company plans to achieve sustainable profitability, to begin deliveries of the new custom chips to increase their market share in the segments of the graphics, the PC and embedded applications.  By the way, the new processors should become one of the engines of growth of AMD market share   in the period.  In the years 2017/2018 aims to increase its market share in the server segment, raise margins and increase cash flow .

AMD has already voiced in  2012 priority directions of development has added the so-called platform immersive.  This will include all of the devices that are in direct contact with the user and can create a sense of immersion in the virtual world.  This component Internet Things, and wearable computers, devices and virtual and augmented reality.  Experts predict that by 2020, these segments together achieved a turnover of $ 60 billion., While the number of corresponding devices will exceed 50 billion Pieces.   

At the same time AMD admits that it will not invest in the development of components for end devices Internet Things, inexpensive processors for tablets and smartphones.  But in the gaming products, the platform immersive and AMD server infrastructure is ready to invest.  Development of high-performance processing cores also remain a priority.  On the technological level of investment will be directed at improving the three-dimensional layout of circuits and the development of new application programming interfaces API.  It should be noted that AMD wants less associated with inexpensive PC, it is ready to spend more on the development of x86-compatible processors and ARM-specialized architectures.  The product range will be simplified in order to unify - the same units can be used in processors for different segments.

Three main development priority: gaming solutions, the platform immersive and server products.  As for games, AMD considers itself a leader in all segments, from devices for the casino to game consoles and PCs.  In the future, an important role in the development of gaming platforms will start to play virtual reality.  The company promises to develop performance CPU and graphics solutions.  The annual amount of revenue in the gaming market may reach $ 3 billion. In this kind of business AMD intends to rely on an army of 1.7 billion. Gamers around the world.

In the segment of platforms with immersive AMD intends to make a component of infrastructure for Internet Things (but not to end client devices), solutions for the visualization of virtual reality, the performance of processors with the x86 and ARM,  graphics computer.  The annual amount of revenue in this area can be up to $ 1.5 billion Right now.

In the segment of servers and data centers, we again see a mention of the Internet things.  This proves once again that AMD are more interested in the corresponding backend infrastructure, not the final consumer devices.  While AMD annual revenue in this area does not exceed $ 300 million., But the company is serious about increasing market share and improving profit margins.

During  report, Lisa Su also tried to share priorities in the short and medium term.  Leading positions in AMD market  now holds in the segment of video game consoles, hardware base for casino and thin client for immersive platforms.  In the near future, AMD is ready to increase its market share in the following segments:  platform for the PC consumer graphics solutions, Virtual reality and augmented reality, digital interactive signs, as well as professional graphics solutions for workstations.  In the medium term, AMD is ready to increase presence in the "cloud" solutions for gaming, servers, telecom equipment, storage systems and supercomputers.

In conclusion of his report, Lisa Su listed strengths of the company in three priority areas of technological development.  In the segment of the new CPUs is the core of x86-based and ARM-architectures, high-performance, energy-efficient and highly scalable platform, as well as the long-term development plan.  In the graphics segment to its benefits AMD considers leadership on the relationship of performance and power consumption, unique solutions for virtual reality, the pace of development of advanced memory type HBM.  Support for the latter, as we know, NVIDIA will introduce only next year, but AMD Fiji will be released next month.  The advantages of their platforms AMD considers a modular design and investment in open source software ecosystem.  


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