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 Posted: Sat, 20th Oct 2012 10:03 Post subject: 50% of AMD's business won't be focused on PCs |
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http://www.tomshardware.com/news/amd-ultramobile-tablet-apu-cpu,18546.html
| Quote: | Reads idea is to be less vulnerable to those problems, especially because he does not believe that the PC market will return to normal growth for "several quarters". As a result, he is not only reducing AMD's cost, he is also moving away from the PC market as a whole. "40 to 50 percent" of AMD's future business will not be focused on PCs. Instead, he will aim half of AMD's business three areas: At servers, which will leverage AMD's own CPUs, "third-party" CPUs, and will count on SeaMicro's server fabric to provide custom solutions. Another area will be "semi-custom" APUs for the gaming, industrial and communications market and AMD will be aiming its APUs at ultramobile devices. Despite the reduced headcount, Read believes this is possible by reusing its technology across more platforms and by simplifying product development cycles.
Will it work? Your guess is as good as any, but Read says that his recipe will work by Q3 2013. So, he has given himself and the new AMD about a year. If it does not work, AMD will have run out of money and confidence - and potentially beyond repair. |
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| Posted: Sat, 20th Oct 2012 14:15 Post subject: |
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Considering how badly they've fallen behind, in comparison to Intel and nVidia, I'm honestly not surprised AMD would have to resort to other sources. I just hope it works for them, I really do, the thought of losing AMD and having the market utterly controlled and dominated just by Intel and nVidia? Not a fun idea.
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| Posted: Sat, 20th Oct 2012 14:19 Post subject: |
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We really need a competition for nvidia and intel or prices will go crazy next gen
3080 | ps5 pro
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| Posted: Sat, 20th Oct 2012 14:21 Post subject: |
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Yeah, exactly. AMD needs to step up their game and really get back to competing like they used to.
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| Posted: Sat, 20th Oct 2012 14:28 Post subject: |
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Intel has certainly taken a good step forward with the CPUs, but AMD/ATI is still going strong with GPUs.
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| Posted: Sat, 20th Oct 2012 23:58 Post subject: |
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I want the damn FX-8350 to be released already so I can purchase it.... >.<
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Frant
King's Bounty
Posts: 24640
Location: Your Mom
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| Posted: Sun, 21st Oct 2012 00:15 Post subject: |
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| Prefetian wrote: | | I want the damn FX-8350 to be released already so I can purchase it.... >.< |
Vishera? From what I've seen you can expect ~10% higher performance, possibly a little more in highly multi-threaded applications. But we'll know in a week or so when Anandtech and other reputable sites have their NDA's lifted and they can publish their articles.
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
"The sky was the color of a TV tuned to a dead station" - Neuromancer
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Frant
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| Posted: Sun, 21st Oct 2012 00:18 Post subject: |
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| Mister_s wrote: | | Intel has certainly taken a good step forward with the CPUs, but AMD/ATI is still going strong with GPUs. |
Yeah, I reacted at that as well. AMD/ATI is what has been keeping AMD floating. The 6-series were very competitive at competitive prices. The 7-series had top performance (since nVidia was late with their Keplers) but had high prices. Now the 7-series is back in the sweetspot for price/performance again, giving nVidia a run for it's money.
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
"The sky was the color of a TV tuned to a dead station" - Neuromancer
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| Posted: Sun, 21st Oct 2012 01:22 Post subject: |
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Their APU's are doing great, unfortunately that's only a fraction of their market. If they could do what they did with Phenom II again they'd be fine, but dropping the ball like they did with Bulldozer isn't going to help them out.
Then again smart phones and tablets are blowing up right now so they'd be stupid not to push into that market. If they could get their APU's working awesome on smartphones and tablets, they'd corner that market pretty quickly.
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Frant
King's Bounty
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| Posted: Sun, 21st Oct 2012 01:45 Post subject: |
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| SpykeZ wrote: | Their APU's are doing great, unfortunately that's only a fraction of their market. If they could do what they did with Phenom II again they'd be fine, but dropping the ball like they did with Bulldozer isn't going to help them out.
Then again smart phones and tablets are blowing up right now so they'd be stupid not to push into that market. If they could get their APU's working awesome on smartphones and tablets, they'd corner that market pretty quickly. |
I read an article today outlining how Llano had cost AMD massive losses since they couldn't get enough of them into high profile products.
| Quote: | | AMD said its gross margin was down due to writing off $100m in Llano parts. While AMD spent most of last year talking up Llano sales, the chip hasn't been able to get into enough high profile products, with the firm now saying there was "weaker than expected demand" that led to lower average selling prices. |
| Quote: | Read also announced a 15 percent cut in the firm's workforce, which had been widely expected and was leaked last week. Read said the redundancies are part of his plan to cut operating expenses and will occur in the next three months, adding, "Reducing our workforce is a difficult, but necessary, step to take advantage of the eventual market recovery and capitalize on growth opportunities for our products outside of the traditional PC market."
Read did not say which departments will be affected, but given the significant numbers it is likely that many departments and sites will see headcount reductions.
AMD's losses might not be as bad as its 2012 first quarter, however the company can't afford to keep losing money and, more importantly, see its gross margins wither away. AMD desperately needs its Vishera desktop processor, which is set to launch next week, to provide a compelling reason for consumers and system builders to once again consider AMD parts after Bulldozer's disappointing showing. |
Ph'nglui mglw'nafh Cthulhu R'lyeh wgah'nagl fhtagn!
"The sky was the color of a TV tuned to a dead station" - Neuromancer
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| Posted: Sun, 21st Oct 2012 22:28 Post subject: |
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| Frant wrote: | | Prefetian wrote: | | I want the damn FX-8350 to be released already so I can purchase it.... >.< |
Vishera? From what I've seen you can expect ~10% higher performance, possibly a little more in highly multi-threaded applications. But we'll know in a week or so when Anandtech and other reputable sites have their NDA's lifted and they can publish their articles. |
There's a 85% I'm getting it no matter what, it will still be an upgrade for me. ^_^ |
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| Posted: Sun, 21st Oct 2012 23:20 Post subject: |
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Well, at least they acknowledged their defeat (in that specific market) early.
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sausje
Banned
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Location: Limboland, Netherlands
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| Posted: Mon, 22nd Oct 2012 01:31 Post subject: |
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| KillerCrocker wrote: | | We really need a competition for nvidia and intel or prices will go crazy next gen |
Prolly not, as they are the only ones on the market then, they will be limited by law to not abuse it's position 
Proud member of Frustrated Association of International Losers Failing Against the Gifted and Superior (F.A.I.L.F.A.G.S)
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| Posted: Mon, 22nd Oct 2012 02:04 Post subject: |
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Lol Nvidia shits all over your laws !
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| Posted: Mon, 22nd Oct 2012 10:35 Post subject: |
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Intel has proven countless of times in the past that without competition, a company can ask whatever the fuck they want. pre-AMD, Intel was pretty much dormant for years.
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sausje
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Location: Limboland, Netherlands
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| Posted: Mon, 22nd Oct 2012 10:54 Post subject: |
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yeah, but back then the EU didn't existed, and now it does. So they will fine them if they try to abuse their position.
Proud member of Frustrated Association of International Losers Failing Against the Gifted and Superior (F.A.I.L.F.A.G.S)
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| Posted: Mon, 22nd Oct 2012 10:55 Post subject: |
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Why did the EU not exist back then? It wasn't centuries ago.
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Werelds
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| Posted: Mon, 22nd Oct 2012 11:04 Post subject: |
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"pre-AMD" ?
You do realise AMD's been around for 30 years as well now right? Good chance you had one of their 486's back in the early 90's if you had a PC back then, they were more popular for pre-built systems than Intel back then (don't think any Compaq back then came with Intel, I've not seen any at least). In the late 90's K5 wasn't impressive, but K6 did quite fine and then the mighty Athlon/XP era began. It's only since Intel's Core architecture that they've been dominating. AMD dominated before that (although Intel had a lot of major contracts for the P4, with IBM and the likes) and before that they were very competitive.
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sausje
Banned
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Location: Limboland, Netherlands
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| Posted: Mon, 22nd Oct 2012 11:12 Post subject: |
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nothing to see, need something to wake up >.<
Proud member of Frustrated Association of International Losers Failing Against the Gifted and Superior (F.A.I.L.F.A.G.S)
Last edited by sausje on Mon, 22nd Oct 2012 11:16; edited 1 time in total
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| Posted: Mon, 22nd Oct 2012 11:13 Post subject: |
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| Werelds wrote: | "pre-AMD" ?
You do realise AMD's been around for 30 years as well now right? Good chance you had one of their 486's back in the early 90's if you had a PC back then, they were more popular for pre-built systems than Intel back then (don't think any Compaq back then came with Intel, I've not seen any at least). In the late 90's K5 wasn't impressive, but K6 did quite fine and then the mighty Athlon/XP era began. It's only since Intel's Core architecture that they've been dominating. AMD dominated before that (although Intel had a lot of major contracts for the P4, with IBM and the likes) and before that they were very competitive. |
They were present for years, but Intel was dominant in the consumer market by a very very long stretch. The AMD era for me started when they started competing with Intel directly (I'd say around the release of the Athlon 64 CPUs). Without the Athlons, I don't think Intel would invest so much in their Core CPUs.
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sausje
Banned
Posts: 17716
Location: Limboland, Netherlands
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| Posted: Mon, 22nd Oct 2012 11:15 Post subject: |
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| Mister_s wrote: | | Werelds wrote: | "pre-AMD" ?
You do realise AMD's been around for 30 years as well now right? Good chance you had one of their 486's back in the early 90's if you had a PC back then, they were more popular for pre-built systems than Intel back then (don't think any Compaq back then came with Intel, I've not seen any at least). In the late 90's K5 wasn't impressive, but K6 did quite fine and then the mighty Athlon/XP era began. It's only since Intel's Core architecture that they've been dominating. AMD dominated before that (although Intel had a lot of major contracts for the P4, with IBM and the likes) and before that they were very competitive. |
They were present for years, but Intel was dominant in the consumer market by a very very long stretch. The AMD era for me started when they started competing with Intel directly (I'd say around the release of the Athlon 64 CPUs). Without the Athlons, I don't think Intel would invest so much in their Core CPUs. |
Well i do have to kinda agree there, tho intel didn't "dominate" the market with insane prices back then.
| sabin1981 wrote: | | sausje wrote: | | Mister_s wrote: | | Why did the EU not exist back then? It wasn't centuries ago. |
Seems like someone doesn't know history  |
I'm not sure what to tell you Sausage, but the European Union has existed for decades... in its original form since 1951 and the "European Union" term since the start of the 1990s. Back in the early 90s, AMD and Intel were still very much competitive |
I'm reading shit wrong, i just woke up like 5 min ago... 
Proud member of Frustrated Association of International Losers Failing Against the Gifted and Superior (F.A.I.L.F.A.G.S)
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| Posted: Mon, 22nd Oct 2012 11:17 Post subject: |
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Well I "worked" (helping a family friend) in a PC store back then, people thought it was very normal to pay big sums of money for the P3/4. The Athlon CPUs changed that. It's not about what a compnent is worth, it's about what people are willing to pay for it.
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sausje
Banned
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| Posted: Mon, 22nd Oct 2012 11:19 Post subject: |
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Ofc they where more expensive, but to see that little price difference as "abusive"...
Even now, intel is still more expensive then AMD when it comes to processors (tho intel has kinda earned it with their progression so far), but i doubt that prices will go much higher then they are now.
Proud member of Frustrated Association of International Losers Failing Against the Gifted and Superior (F.A.I.L.F.A.G.S)
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| Posted: Mon, 22nd Oct 2012 11:30 Post subject: |
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Did something happen to the AMD team after their Athlon line? They seemed very innovative and talented.
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| Posted: Mon, 22nd Oct 2012 11:32 Post subject: |
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Yeah, they lost a lot of it. If I'm not remembering incorrectly a lot of the old pioneers don't even work for AMD any more.
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Werelds
Special Little Man
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| Posted: Mon, 22nd Oct 2012 11:59 Post subject: |
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Yeah, most of the people that were responsible for the Athlons are gone; a lot of them now work at Qualcomm amongst others (including Eric Demers).
During the P2-P4 era Intel was "dominant" in the sense that they had a lot of big contracts with IBM, Dell, HP and the likes. In most pre-built systems from smaller brands you still got AMD though and like I said, during the 486 era it was AMD who were dominant, mostly due to their contract with Compaq, who probably were *the* dominant manufacturer back then.
I hope AMD will bounce back again, the past 2 decades have been a ping-pong game, it's about time we get a pong back from AMD
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) and Opteron. Holy shit, did I love my AMD procs or what? They were delicious, especially in the face of the P4 hilarity 
