A couple of weeks ago, the Taiwanese resource DigiTimes posted a message about the confidence of market participants in the ability of AMD to increase its share in the segment of desktop processors to 30%, but the relevant material did not reach the pages of the site, disappointing many consumers .
But this week, the resource DigiTimes published an interview with AMD CEO Lisa Su , in which forecasts to increase market share were affected. However, the head of AMD refused to "sign" to the expectations of motherboard manufacturers who expect this year to increase the market share of AMD in the segment of desktop processors to 20% in the world, and up to 30% in China. Lisa Su only expressed her hope that with the availability of more affordable processors Ryzen 5 and Ryzen 3 on the market, the sales volumes of the corresponding products will grow.
The day of meeting with analysts is scheduled in May, and the company's management is preparing to please the financiers with a return to profitability this year. The problem of the deficiency of motherboards with socket AM4, according to Lisa Su, should be eliminated in a couple of weeks, when new batches of cards will go to stores after a long sea journey from production sites. However, she admits that with the release of Ryzen 5 it will be necessary to exert efforts to control the situation, since a new wave of demand can provoke another occurrence of motherboards deficit .
AMD is ready to license customers not only its own processor technologies, but also developments in the field of GPU. However, while the head of AMD does not say anything about new customers in this direction. But it makes it clear that in the segment of artificial intelligence technologies and "autopilot" AMD is betting on speeding up calculations with the help of its graphics processors.
Interaction with the contractors for the production of semiconductor products AMD is quite satisfied. Both TSMC and GlobalFoundries ensured a decent output of suitable products (16-nm and 14-nm, respectively). These two companies will be the main partners of AMD in the foreseeable future. To get 7-nm products AMD intends from different contractors.
The server processors Naples with Zen architecture will be presented this quarter, and AMD hopes that it will be able to significantly increase its share in the segment with their help, because now this figure does not exceed one percent, and in the best of times it reached 25%. AMD will also pay special attention to the promotion of GPU-based accelerators in this segment in the current year.