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[VideoCardz]AMD releasing their own DDR memory and SSDs - Page 10

post #91 of 104
Thats before paying employees, taxes, people cashing in on warranties ect.
post #92 of 104
Quote:
Originally Posted by Vonnis View Post

Because Corsair only entered those markets yesterday, right?

And Corsair is in the exact same financial situation as AMD, right?

rolleyes.gif
How are those relevant?

You can't newly join a market and also be a veteran to it, that doesn't make sense. You don't need to be grossly successful to diversify your brand, that's business, so that doesn't make sense either.

Corsair's net income was only $19 million in 2012. It's not really even a risk. It's essentially just a form of advertising that pays you back, really.
Quote:
Originally Posted by PCBuilder94 View Post

Thats before paying employees, taxes, people cashing in on warranties ect.

They made $11 billion in net income...they made 1/5th their total equity in 1 year.
Edited by S.M. - 3/21/13 at 10:19pm
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post #93 of 104
Ex
Quote:
Originally Posted by S.M. View Post

How are those relevant?

You can't newly join a market and also be a veteran to it, that doesn't make sense. You don't need to be grossly successful to diversify your brand, that's business, so that doesn't make sense either.

Corsair's net income was only $19 million in 2012. It's not really even a risk. It's essentially just a form of advertising that pays you back, really.
Exactly, that's what it's about. Capitalism FTW. I'm not being sarcastic either.
post #94 of 104
Quote:
Originally Posted by SCollins View Post

Theres plenty of margin in this market for manufacturers to wiggle a bit, maybe they get a better deal from samsung or other fabs if they buy allot of product. Maybe it is healthy way for them to get a better waffer price.
10% of something is more then 0% nothing.

Intel ought to learn that lesson sometime, and I get the feeling they are in for it in a big way.
The margins for DRAM are non-existent for most. DRAM companies are shifting to LPDDR for mobile and ECC RAM for servers since there is more margins and need. The DRAM market has been consolidating for the last 4-6 years.
Read: http://www.dramexchange.com/WeeklyResearch/Post/2/3320.html

SSD market is rough. It is so easy to enter.... so everyone did. With so much competition, prices have been driven down so it's hard to differentiate yourself unless you have a hand in some part of the SSD process.

That's just margins. You have to consider the economic costs. What else does it cost you to do one thing versus another. AMD will lose focus and have to dedicate already limited resources. They aren't a market leader enough to push branding effectively.

Intel has to maintain a high margin... that's part of the valuation of the company. That 60% is basically a requirement driven by their stock value.
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post #95 of 104
Quote:
Originally Posted by <({D34TH})> View Post

Has anyone noticed the A88X logo on the website?

Looks like a new chipset for FM2 boards to me. thinking.gif
A88X? AMD isn't even keeping A85X for Kaveri? GG,AMD,pulling another FM1 on us again.

More OT, I'm interested in what oem AMD is going to use for their SSD's.
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post #96 of 104
Quote:
Originally Posted by Heavy MG View Post

A88X? AMD isn't even keeping A85X for Kaveri? GG,AMD,pulling another FM1 on us again.

More OT, I'm interested in what oem AMD is going to use for their SSD's.
Uhhh, same socket.

They have a multitude of chipsets on AM3 and AM3+.

From what I have read on HSA, Kaveri should work on A85x. If Kaveri required a new chipset, it would be named A9XX to avoid confusion.
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post #97 of 104
Quote:
Originally Posted by DuckieHo View Post

The margins for DRAM are non-existent for most. DRAM companies are shifting to LPDDR for mobile and ECC RAM for servers since there is more margins and need. The DRAM market has been consolidating for the last 4-6 years.
Read: http://www.dramexchange.com/WeeklyResearch/Post/2/3320.html

GM claims manufacturing cars is a low margin business, I have seen the books, its not
Quote:
SSD market is rough. It is so easy to enter.... so everyone did. With so much competition, prices have been driven down so it's hard to differentiate yourself unless you have a hand in some part of the SSD process.

theres so much margin in the ssd market, its not even funny

Quote:
That's just margins. You have to consider the economic costs. What else does it cost you to do one thing versus another. AMD will lose focus and have to dedicate already limited resources. They aren't a market leader enough to push branding effectively.

I am sure someone at AMD knows how to operate at least a abacus, no company sells product at a loss, unless they need to write down some money for a tax shelter.
Quote:
Intel has to maintain a high margin..

no it doesn't
Quote:
. that's part of the valuation of the company. That 60% is basically a requirement driven by their stock value.

thats a market expectation, and it reality, its going to hurt intel in the long run as the world of intergrated circut manufacutring becomes more about differential design ability and less about fabrication process.
post #98 of 104
Quote:
Originally Posted by SCollins View Post

GM claims manufacturing cars is a low margin business, I have seen the books, its not
theres so much margin in the ssd market, its not even funny
I am sure someone at AMD knows how to operate at least a abacus, no company sells product at a loss, unless they need to write down some money for a tax shelter.
no it doesn't
thats a market expectation, and it reality, its going to hurt intel in the long run as the world of intergrated circut manufacutring becomes more about differential design ability and less about fabrication process.

I remember reading this article a while back:
Quote:
A 120GB SF-2281 SSD uses 128GB of 25nm MLC NAND. The NAND market is volatile but a 64Gb 25nm NAND die will set you back somewhere from $10 - $20. If we assume the best case scenario that's $160 for the NAND alone. Add another $25 for the controller and you're up to $185 without the cost of the other components, the PCB, the chassis, packaging and vendor overhead. Let's figure another 15% for everything else needed for the drive bringing us up to $222. You can buy a 120GB SF-2281 drive in e-tail for $250, putting the gross profit on a single SF-2281 drive at $28 or 11%.

Even if we assume I'm off in my calculations and the profit margin is 20%, that's still not a lot to work with.

Things aren't that much easier for the bigger companies either. Intel has the luxury of (sometimes) making both the controller and the NAND. But the amount of NAND you need for a single 120GB drive is huge.

http://www.anandtech.com/show/4604/the-sandforce-roundup-corsair-patriot-ocz-owc-memoright-ssds-compared

Can you share how the SSD market has huge margins?

I've been wondering how SSD's have gone down in price so much, and I'm not entirely up to date on that front...
Edited by 2010rig - 3/22/13 at 8:24pm
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post #99 of 104
Quote:
Originally Posted by S.M. View Post

Quote:
Originally Posted by Heavy MG View Post

A88X? AMD isn't even keeping A85X for Kaveri? GG,AMD,pulling another FM1 on us again.

More OT, I'm interested in what oem AMD is going to use for their SSD's.
Uhhh, same socket.

They have a multitude of chipsets on AM3 and AM3+.

From what I have read on HSA, Kaveri should work on A85x. If Kaveri required a new chipset, it would be named A9XX to avoid confusion.

Just one on AM3+ actually, unless you count the cheaters who managed to get 790 just barely working. Wasn't intentional, it was just the MB makers being clever.

But yes, with AM*, the only thing that connects to the CPU (besides RAM) is HyperTransport, so you could really use any chipset you like as long as it's compatible with the CPU in question's HyperTransport version. Like those old nVidia chipset boards.
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post #100 of 104
Guys, AMD owns 8.6% of company called Spansion, its a flash memory... I am not a geek so I don't know where is similarity with Flash and DDR memory.
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