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POSTER: computer news || THE OUTCOMES OF POLARIS ANNOUNCEMENT ON AMD MANAGEMENT IS VERY PRETTY
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DATE:2016-10-21
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Independent analysts have predicted a few months ago, that the debut graphic Polaris generation solutions will allow AMD to strengthen its position in the discrete graphics market, but to obtain objective data had to wait for the end of September to see the official statistics. Today, it appears to us in the form of a quarterly report AMD , although the company did not emphasize the successes og Polaris in some figures, limiting emotional and relative performance.
Let's start with the fact that in the current quarter, AMD expects revenue growth from sales of both graphics solutions, and CPUs. Only the seasonal decline in revenue from sales of components for game consoles will cause a general decline in revenues to 15-21%. In the third quarter, "a two-digit number of interest" increased not only the volume of sales of discrete graphics solutions, but also the proceeds from their sale. Revenue from retail sales of graphics processors has reached the maximum values for the period from the beginning of 2014. Similarly, it rose to a record and the average selling price. More than half of the revenue from sales of AMD graphics processors in retail now form generation products Polaris.
Demand for Polaris grew well throughout the geography of the implementation of graphics cards. At the beginning of the quarter AMD even had to increase production volumes, to fight the deficit cards. By the end of the quarter we were able to solve this problem completely. In the fourth quarter expanded Polaris offer graphic solutions in the segment of finished computers.
In the last quarterly conference AMD talked a lot about their successes and ambitions in the segment of professional graphics solutions. In particular, the third quarter of this year was the fourth consecutive period, demonstrated revenue growth from sales of professional graphics solutions. In addition to increasing its market share in the segment of desktops, AMD said the strengthening of positions in the server segment. Radeon graphics now offered by HP Series rack-mount servers and traditional.
By the way, this week reached an agreement with Alibaba in the use of "cloud" systems, the Chinese giant graphics solutions Radeon Pro quarterly conference overgrown with new details. As admitted Lisa Su, in Alibaba system is used generations of products prior to the Vega and Polaris, and the most interesting among the partners is yet to come. Compared to consumer graphics market, this segment offers higher profit margins as admitted Lisa Su. Interest in the AMD graphics solutions on the part of the creators of "cloud" systems is very high, the company expects to succeed. Select Rating : 46190 Rating: 10.0/10 (3 votes cast) The outcomes of Polaris announcement on AMD management is very pretty |
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THE OUTCOMES OF POLARIS ANNOUNCEMENT ON AMD MANAGEMENT IS VERY PRETTY |
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POSTER: computer news || THE NUMBER OF CUSTOMERS IN THE DIRECTION OF AMD CUSTOM-MADE PRODUCTS WILL INCREASE
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DATE:2016-10-21
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From fresh quarterly report AMD , we already know that the proceeds from the sale of "custom-made" solutions company in the sequential comparison grew by 41%, setting a historical record in its absolute value. The company received in the third quarter up to 64% of total revenues from the sale of "custom", server and embedded solutions. Components for game consoles Sony and Microsoft were the main "locomotives" of the trend.
Naturally, during the question and answer session on the quarterly conference AMD management could not ignore the theme "customized" solutions, as analysts were keenly interested in the prospects of the development of this business type . Lisa Su was laconic, traditionally referring to the need to protect the interests of clients. It merely confirmed that as part of the updated Microsoft game consoles and Sony used its "custom" chip manufactured using FinFET-technology. This Xbox One S, "compact" version of the PlayStation 4 and a full-size console PlayStation 4 Pro. Proceeds from the sale of "custom-made" products and production volumes are growing for the third consecutive year. Lisa Su said it is the best proof of the high demand for the AMD graphics solutions on the part of the gaming industry.
In prepared for the event AMD slides twice mentions the intention to involve the use of "custom-made" products of new customers. In addition to Microsoft and Sony, there is a third client, which will present their products in the near future - not later than 2017, apparently. The Japanese manufacturer of consoles has admitted that former Nintendo NX will hit the market under the name of the Switch, and will be based on the NVIDIA Tegra processor. Secondly, Lisa Su said that AMD third customer in this area is not relevant to the market of gaming consoles. The company is in talks with new customers, but will disclose the details as they become available relevant products.
Although AMD actively involved in the production of components for game consoles and enables the growth of the gross proceeds, on the rate of profit is negatively affected - the margin for each "custom" product is minimal. Only AMD successes in the segment of discrete graphics and gaming hybrid processors for notebooks allow the company to maintain the rate of return at 31% in the third quarter.
Reduction of component sales volumes for consoles AMD will reduce revenues in the fourth quarter - by up to 15-21%. However, the head of AMD believes that will be positive, both in terms of revenue and in the number of sold components "in the average year," business dynamics. Select Rating : 46189 Rating: 10.0/10 (4 votes cast) The number of customers in the direction of AMD custom-made products will increase |
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THE NUMBER OF CUSTOMERS IN THE DIRECTION OF AMD CUSTOM-MADE PRODUCTS WILL INCREASE |
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POSTER: computer news || AMD HAS CONFIRMED 16-NM PRODUCTS
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DATE:2016-10-21
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Lump sum payment on a new five-year agreement with GlobalFoundries in the amount of $ 340 million left AMD in the third quarter without net profit . At least talking about the new features in the framework of this agreement, Lisa Su highlighted the presence of AMD alternative sources of orders output - both in the 14-nm process technology, and within a 7-nm process technology. Chapter AMD even made it clear that this is more flexibility in the choice of contractor needs in relation to the 7-nm manufacturing production.
Immediately AMD CEO admitted that the company will order different contractors to release 14-nm and 16-nm products, determining the choice of performers on various factors: the complexity of the product, the terms and the necessary quantity of finished products, as well as considerations of cost optimization. On what 14-nm products for AMD GlobalFoundries produces, we have a pretty good idea: it is GPUs Ellesmere and Baffin Polaris generation , and CPUs Summit Ridge with Zen architecture. Meanwhile, Lisa Su admitted that in the past six months, AMD has adjusted release at the facilities of subcontractors five new products using FinFET-structures. Three of them we have just listed, and all of them are available on the 14-nm technology company GlobalFoundries.
How, then, here are wedged 16-nm AMD products manufacturer which likely remains TSMC? Firstly, in game consoles Sony PlayStation 4 Pro just seen "custom" AMD solutions, which can be produced by TSMC on that same 16-nm technology with FinFET. Here is the fourth "new product with FinFET", mastered by AMD for the past six months. .
According to Lisa Su, clients like Microsoft and Sony do not have much influence on the specifics of the distribution of orders between AMD contractors. It only admitted that the presence of the two contractors at the stage of the launch of five new products FinFET-enabled to provide security of supply, as well as the reduced terms of the development of new technological processes to historically minimal quantities. Select Rating : 46188 Rating: 10.0/10 (3 votes cast) AMD has confirmed 16-nm products |
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AMD HAS CONFIRMED 16-NM PRODUCTS |
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POSTER: computer news || AMD HOPES TO INVEST MORE FUNDS IN THE DEVELOPMENT
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DATE:2016-10-21
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This year, there is a rare AMD quarterly report , so as not to emphasize that despite the need to strictly control operating costs, development of new products, it is not going to save.
The increase in operating expenses in the third quarter, AMD guidance also explains the need to spend money on developing new products. If the fourth quarter operating expenses of the company will amount to the planned $ 350 million., By the end of the year it will spend more than the previous year. On the research and scientific work AMD in the third quarter was spending 19% of revenue, which corresponds to $ 244 million. In absolute terms. Lisa Su analysts admitted that an increase in revenue the company is ready to spend on the development of more funds. At least, if this quarter AMD expects to finish with a net profit, and will be released for the year on a positive free cash flow, increasing the opportunities for expenses will be more. However, Su Lisa promises to approach the issue very reasonably and rationally.
On processors with Zen architecture company places hopes, particularly in the server segment. AMD rate of profit may rise after the decision to fill the market with Zen architecture. Select Rating : 46187 Rating: 10.0/10 (4 votes cast) AMD hopes to invest more funds in the development |
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AMD HOPES TO INVEST MORE FUNDS IN THE DEVELOPMENT |
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