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AMD announced their Q1 2012 earnings last week, which turned out better than the previous numbers suggested. The bad news is that they posted a net loss of $590 million. That does sound pretty bad considering that their gross revenue was $1.59 billion, but there is more to the story than meets the eye. Of course, there are thoughts of “those spendthrift executives are burying AMD again”, but this is not the case. The loss lays squarely on the GLOBALFOUNDRIES equity and wafer agreements that have totally been retooled.
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In non-GAAP terms, AMD actually pulled a $92 million profit for Q1. This shows us that AMD is moving in the right direction in terms of how they are running their company. The big loss was due to the money given to GF, as well as the liquidation of AMD’s stake in that company. In GAAP terms, having a loss of $590 never looks good. But this does appear to be money well spent, and the investment will hopefully pay off in 2013 when AMD releases their 28 nm APUs
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Looking further ahead we see that AMD will slowly phase out their non-GPU enabled CPUs. AM3+ will get a refresh later this summer with a Vishera based unit that will share silicon with server based products. After that though, AMD will be moving towards APUs exclusively. We can assume that they will do the same for the server side and aggressively promote GPGPU and OpenCL applications for these server based APUs. One of AMD’s goals with GCN is to more tightly knit the CPU and GPU together. This will help simplify development, and in moving towards the future with GCN and later graphics technologies, AMD is hoping to carve out a larger marketshare in not only the traditional notebook/desktop/server spaces, but also in the fast growing mobile space. Expect to see AMD start to push out lower TDP products for tablets and eventually units which can fit into handheld devices. The improved Bobcat architecture can theoretically move into those TDP spaces.
AMD Earnings Source
Hope these future gen APUs really work out for AMD and get us back to the very competitive microprocessor market.
Edited by mikezachlowe2004 - 5/1/12 at 7:05pm
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. Last I saw Intel had 93% of that market all sewn up.
