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[Wallstcheatsheet] AMD Sets Its Sights Beyond PCs

post #1 of 105
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Quote:
Enter Rory Read, Jim Keller, Charles Matar, Wayne Meretsky, and two new engineers. AMD has said that it wanted to reduce its dependence on PC sales to only 50 percent of revenue, leaving new technologies to fill in the gap. The company’s new chief executive, Rory Read, moved over from PC-maker Lenovo in 2011 to help improve the company’s efficiency…

Rest of article

I'm going to assume that it will also mean AMD will have an even lesser focus on PC performance. So much for hoping to see a competitive x86 matchup.
    
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post #2 of 105
Why continue fighting a losing battle? Intel already owns most of the CPU market so it's understandable that AMD can't rely on its PC sales. They've already accepted the fact that they can't beat Intel in a good amount of performance tasks so they already set their goals in different directions.
post #3 of 105
Quote:
The new lineup and new expertise can give the company a chance to push its technology into the smartphone and tablet market, which has boomed in popularity in recent years


Why do they insist that the whole smartphone/tablet craze is going to last indefinitely? Phones/tablets won't ever replace pcs so I don't get why they want to shift focus?

headscratch.gif:
post #4 of 105
Quote:
Originally Posted by Cheetos316 View Post

So much for hoping to see a competitive x86 matchup.

You mean like how Intel performance increases have completely stopped since they started focusing on mobile half-way through the Pentium 4s life time? Oh wait...You know, these improvements do scale to full size x86 cores. wink.gif
    
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post #5 of 105
Quote:
Originally Posted by Brutuz View Post

You mean like how Intel performance increases have completely stopped since they started focusing on mobile half-way through the Pentium 4s life time? Oh wait...You know, these improvements do scale to full size x86 cores. wink.gif
Modular and scale-able architecture design is indeed modular and scale-able.

By making small engines more efficient and powerful, you make larger engines more efficient and powerful, vice versa, etc.
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post #6 of 105
From the rumors of next gen console specs, it seems like both the Xbox720 and PS4 will use AMD CPU/GPUs, so AMD will probably shift some of its resources to consoles. All the mobile, consoles, and smartphones don't need very powerful CPUs, so AMD will probably just focus on reducing the power draw of it's current designs. We won't see much performance increase for desktop CPUs for a while.
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post #7 of 105
Quote:
Originally Posted by awdrifter View Post

From the rumors of next gen console specs, it seems like both the Xbox720 and PS4 will use AMD CPU/GPUs, so AMD will probably shift some of its resources to consoles. All the mobile, consoles, and smartphones don't need very powerful CPUs, so AMD will probably just focus on reducing the power draw of it's current designs. We won't see much performance increase for desktop CPUs for a while.

Conversation at AMD:

"Ok, we made our mobile design more efficient."

"Cool. So what will we do for the desktop chips?"

"I dunno, use the same changes we made here, then throw as many more cores and as much clock speed at it as you can with the extra power and thermal headroom"

As Brutuz said, efficiency is efficiency, anything done in mobile helps desktop too.
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post #8 of 105
Quote:
Originally Posted by 5entinel View Post

Why do they insist that the whole smartphone/tablet craze is going to last indefinitely? Phones/tablets won't ever replace pcs so I don't get why they want to shift focus?

headscratch.gif:

In many ways it is already starting. The consumer part of the market is already going tablet. PC sales are getting hit hard because most the market can do everything they can do on their PC on their tablet, and more conveniently. If I want to browse the net, look at facebook, or watch youtube, I can do it from a tablet where ever I happened to be. That is most of the PC market right there. Tablets in a year or two will be able to do most of the things people consider "PC" only now. Consoles rule the gaming market, so it would make sense to focus your efforts there.

The PC market is basically all manufacturer contract. Intel has a stranglehold on basically all business contracts and the prebuilt computer market. AMD won't be able to wrestle it away. Might as well focus on where everything is going, because Intel has control over where it is/was.
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post #9 of 105
Quote:
Originally Posted by frozne View Post

Quote:
Originally Posted by 5entinel View Post

Why do they insist that the whole smartphone/tablet craze is going to last indefinitely? Phones/tablets won't ever replace pcs so I don't get why they want to shift focus?

headscratch.gif:

In many ways it is already starting. The consumer part of the market is already going tablet. PC sales are getting hit hard because most the market can do everything they can do on their PC on their tablet, and more conveniently. If I want to browse the net, look at facebook, or watch youtube, I can do it from a tablet where ever I happened to be. That is most of the PC market right there. Tablets in a year or two will be able to do most of the things people consider "PC" only now. Consoles rule the gaming market, so it would make sense to focus your efforts there.

The PC market is basically all manufacturer contract. Intel has a stranglehold on basically all business contracts and the prebuilt computer market. AMD won't be able to wrestle it away. Might as well focus on where everything is going, because Intel has control over where it is/was.

Well marketshare maybe declining but PC still has a significant portion. Everyone needs a desktop PC and mobile should never replace desktop computers either. Mobile is suppose to complement not supplement.

I personally don't see pc sales hitting full stop anytime soon. It may hit slowdown but it's going to pick up again with the next generation of consoles coming out.

I still think this whole mobile craze is a fad and that will soon pass by us.
post #10 of 105
Quote:
Everyone needs a desktop PC and mobile should never replace desktop computers either. Mobile is suppose to complement not supplement.

The problem is, the PC hasn't evolved. There hasn't been game changing technology increases. The Packard Bell PC I bought 13 years ago looks exactly the same as the PCs today. Everything inside the PC looks exactly the same in the same type of form factor, it has just gotten stronger. The fact that I had a giant rectangular box on my desk 13 years ago and I still have a giant rectangular box on my desk now is ridiculous with how much we have advanced technologically.

I am a fan of PCs, but mobile tech is newer and evolving.
Edited by frozne - 1/24/13 at 5:48am
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