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 - AMD operating result - AMD is very pleased with Polaris announcement results - Among the new AMD customers in custom direction are not just game consoles manufacturers - Wide availability of Zen desktop processors will be only in 2017 -


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POSTER: computer news   ||   AMD OPERATING RESULT

DATE:2016-07-22

AMD results in the second quarter, as always, were quite controversial, but the investor community on the publication of the report responded positively - after the close of trading session on NASDAQ AMD's stock price rose by 7.28%.  Perhaps this is the best indicator of confidence degree   in the company.

The company's revenue in the reporting period exceeded one billion US dollars, amounted to $ 1.027 billion. Operating loss was reduced to $ 8 million., And net income of $ 69 million. All lets talk about profitability at a particular interval.  However, in the last quarter, AMD got the money for the sale of assets of the joint venture to test and packaging of processors in the amount of $ 351 million.  Support was provided by royalties and other joint venture that will develop chips for Chinese servers - amounted to $ 26 million, however, the most significant contribution to improving the financial performance of AMD have video game consoles, which are predominantly formed  58% of revenue..  In this area, revenue increased by 59% compared with the previous quarter.

Talking about the dynamics of total revenue, AMD says it increase by 23% for the quarter and by 9% in the annual comparison.  .  

The decline in demand for desktop processors and chipsets caused decreased unit revenues by 5% compared to the first quarter, to $ 435 million, however, compared to the second quarter  last year, the noticeable increase in revenue by 15% -. Due to increased sales volumes of processors for laptops and graphics solutions.  At the same time as Intel, AMD in the second quarter increased the average selling price of products at the expense of desktop processors, but in the annual comparison, this figure fell "due to" mobile processors, which on average have become cheaper.

The average selling price of AMD graphics processors has remained at the same level with the first quarter  this year, but in the annual comparison has decreased  due to desktop graphics solutions, which have become cheaper.  Total unit within the Computing and Graphics increased the net loss from $ 70 million to $ 81 million. Due to a decrease in revenue.  Dumping clearly goes to the benefit of AMD.

Among the main events of the second quarter, AMD reckons output graphics solutions with Polaris architecture (is it only Radeon RX 480), the beginning of deliveries of hybrid seventh-generation processors for laptops (Bristol Ridge and Stoney Ridge), as well as the demonstration of Summit Ridge processors samples Zen architecture.  The company admitted in passing that will supply their solutions gaming console Xbox One S and future Project Scorpio, which will be released by the end of next year.

 

In the next three years, AMD is going to increase its share of the roar of central and hybrid processors and graphics solutions - in kind, rather than value.  In addition, AMD wants to take a "significant stake" in the segment of server products.

This year the company expects to increase revenues in the interest of unity and reach a positive cash flow.  In the third quarter AMD's revenue is expected to grow by between 15% to 21%.  This will contribute to not only "custom-made" solutions, including products for new customers, but also graphic products.  The rate of profit  remain the same - 31%.  Last year, the latter figure does not exceed 27%, so that the positive trend observed in this area.

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AMD operating result

AMD operating result

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AMD OPERATING RESULT

POSTER: computer news   ||   AMD IS VERY PLEASED WITH POLARIS ANNOUNCEMENT RESULTS

DATE:2016-07-22

Many ordinary people and analysts, of course, were concerned about the outcome of Polaris graphical solutions announcement.  No significant impact on the financial results of the second quarter,  could not have, because the graphics card Radeon RX 480 sold just one month.  However, revenues from the sale of graphic solutions in the second quarter was higher than the traditional seasonal levels.  If not for the decline in sales of desktop processors, the GPU proceeds from the sale would "pull out" performance of the entire sector, and the amount received for the second quarter of funds has not decreased to 5% in sequential terms.

Moreover, as explained CEO Lisa Su , in the first half   proceeds from the sale of graphics processors has increased by "a two-digit number of percent," compared to the same period last year.  

 Radeon RX 480 has allowed AMD to raise the quarterly sales volumes of graphics processors to the highest level since the fourth quarter of 2014.  The outcomes of Polaris announcement,  satisfied AMD, and further release Radeon RX 470 and Radeon RX 460  , including the emergence of Polaris in the notebook segment, must only maintain an upward trend indicators.  By the way, in the segment of professional graphics solutions AMD's revenue is growing for the third consecutive quarter.

The size of the first batch of Radeon RX 480,  was sufficient to saturate the retail chains on the announcement day .  In the future, demand exceeded supply by several, but the company is satisfied with the yield of 14-nm products, and is able to increase the proportion to production volumes.  In the third quarter, demand and supply of Radeon RX 480 must achieve a balance.

Attempting to answer analysts' questions about the intrigues of rival in the graphics market, Lisa Su calmly several times stated that the course announcement Radeon RX 480 is very happy.  

Even a drop in demand for graphical solutions generation Radeon Rx 3xx has not happened.  According to Lisa Su, a generational change takes place very smoothly.  warehouses overstocking occurs.  In the third quarter, AMD revenue move up to 15-21% .

Talk about GPUs Vega before the time Lisa Su refused.  It merely explained that this is a new performance architecture with HBM2 type  memory support.  Details will be announced as the announcement approach  .  From the earliest mention of Vega we know that it will be a product of 2017.

 

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AMD is very pleased with Polaris announcement results

AMD is very pleased with Polaris announcement results

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AMD IS VERY PLEASED WITH POLARIS ANNOUNCEMENT RESULTS

POSTER: computer news   ||   AMONG THE NEW AMD CUSTOMERS IN CUSTOM DIRECTION ARE NOT JUST GAME CONSOLES MANUFACTURERS

DATE:2016-07-22

Graphic division AMD's , of course, tried very hard to make company results in the second quarter look better, but was not able to avoid an increase in operating losses .

But the "custom-made" products AMD pulled the operating break-even.  Analysts quarterly reporting  conference tried to pull out of AMD representatives   names of those three new customers on the "custom" direction, which in the next three years will increase the company's revenue by $ 1.5 billion. Lisa Su openly called only the name of one client, - it is Microsoft, with its game console Project Scorpio, which will be released by the end of 2017.  

Another new order begins to develop AMD in the third quarter  this year, which has already begun.    The only thing that confessed AMD head   - the willingness to offer "custom-made" products outside the segment of video game consoles.  She hinted that AMD would prefer to use in this regard the experience of creating high-performance solutions and "systems on a chip" (SoC).  

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Among the new AMD customers in custom direction are not just game consoles manufacturers

Among the new AMD customers in custom direction are not just game consoles manufacturers

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AMONG THE NEW AMD CUSTOMERS IN CUSTOM DIRECTION ARE NOT JUST GAME CONSOLES MANUFACTURERS

POSTER: computer news   ||   WIDE AVAILABILITY OF ZEN DESKTOP PROCESSORS WILL BE ONLY IN 2017

DATE:2016-07-22

It is often noted that the promise to introduce AMD desktop processors from Summit Ridge Zen architecture should be taken with some reservations before the end of this year.  In particular,  Zen desktop processors  will be presented before the end of this year, about the media availability will be only in 2017.

At today's event, Lisa Su prefers to say that samples of server processors with Zen architecture already working not only in the laboratories of the company itself, but also in advanced systems of its customers.  Samples of such processors have recently started to spread.  It will happen, however, in 2017, as had been repeatedly promised.

AMD is safe to say that in 2017 the processors with Zen architecture   will be prescribed in laptops - we are talking about hybrid products with integrated graphics.  Moreover, AMD does not preclude the creation of server processors with integrated graphics.  They are not only productive computing cores, but  graphics system.  

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Wide availability of Zen desktop processors will be only in 2017

Wide availability of Zen desktop processors will be only in 2017

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WIDE AVAILABILITY OF ZEN DESKTOP PROCESSORS WILL BE ONLY IN 2017

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