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[AMD] AMD Reports 2014 First Quarter Results - Page 4

post #31 of 51
Quote:
Originally Posted by Vagrant Storm View Post

I believe Intel looked at the deal too, but AMD was the only one who could meet the need for the price they were willing to pay...and it is not looking like they are gaining much from it. Though historically I don't think any one made much off console hardware save for Nvidia doing alright on the original Xbox...nothing to jump about though.
But this is why:
Quote:
Besides the console win for AMD is more about better libraries for AMD architecture than for profit.
post #32 of 51
http://ir.amd.com/phoenix.zhtml?c=74093&p=irol-newsArticle&ID=1919886&highlight

Graphics and Visual Solutions segment revenue decreased 15 percent sequentially and increased 118 percent year-over-year driven largely by semi-custom SoCs. GPU revenue increased sequentially and year-over-year due to strong demand for the AMD Radeon™ R7 and R9 family of products.

Operating income was $91 million compared with $121 million in Q4 2013 and $16 million in Q1 2013. The sequential decline was primarily due to decreased revenue from semi-custom SoCs while the year-over-year increase was driven by higher sales of semi-custom SoCs.
GPU ASP increased sequentially and year-over-year driven by the Radeon™ R7 and R9 family of products.

Console business is part of the Graphics segment for them. The console deal is a massive revenue source for AMD.
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post #33 of 51
Not bad by AMD's standards. Now that they seem to have finally paid off just about all of the crap they owe to GF maybe they can get back to making money..... or not.
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post #34 of 51
Quote:
Originally Posted by Usario View Post

Not bad by AMD's standards. Now that they seem to have finally paid off just about all of the crap they owe to GF maybe they can get back to making money..... or not.

"What's money?"

-AMD
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post #35 of 51
Quote:
Originally Posted by Ultracarpet View Post

"What's money?"

-AMD

 

"Real men have fabs"

 

-Hector Ruiz.

   
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post #36 of 51
Quote:
Originally Posted by iamhollywood5 View Post

Even with the mining craze and inflated prices they posted a loss??

High end Tahiti and Hawaii parts are only a small fraction of the company's revenue. Mining does very little to their bottom line, especially when it only resulted in 6 month of retailer price gouging and modestly elevated sales, as far as AMD is concerned.
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post #37 of 51
Quote:
Originally Posted by fateswarm View Post

Whatever happened that was the lowest bid. Nobody cried here. It's a fairytale that NVIDIA supposedly ruined its chances, that's internet gossip. They made an offer, it was the lowest they could, AMD took the peanuts, it's over, back to business as usual.

My post had nothing to do with nvidia or the whole discussion on whether they wanted the console contracts or not. But rest assured, this isn't peanuts ,we are talking about a deal that will net AMD billions in the long run (the same moment that Tegra is bleeding) . Although to be honest, AMD pretty much won by default, since they were able to provide both CPU and GPU - good for them cause without console revenue they would have been in a world of pain,right now.
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post #38 of 51
Quote:
Originally Posted by DzillaXx View Post

Quote:
Originally Posted by fateswarm View Post

Oh they bid. But they wanted money. I guess they didn't care for peanuts.

Or Maybe the fact that Nvidia's performance the last the two generations their graphic cards have been in consoles have been pretty meh. And Nvidia isn't the greatest to work with.

I wouldn't call that fact...When the Xbox360 first came out is was a pretty decent piece of hardware...the PS3 should have even been better, but I don't know if the Cell processor was ever truly fully utilized even to this day. The Xbox and PS2 were definitively awesome hardware when they first launched, though.
Quote:
Originally Posted by Durquavian View Post

Quote:
Originally Posted by Vagrant Storm View Post

I believe Intel looked at the deal too, but AMD was the only one who could meet the need for the price they were willing to pay...and it is not looking like they are gaining much from it. Though historically I don't think any one made much off console hardware save for Nvidia doing alright on the original Xbox...nothing to jump about though.
But this is why:
Quote:
Besides the console win for AMD is more about better libraries for AMD architecture than for profit.

No, that is not why...AMD was just the lowest bidder and their CPU/GPU integration likely sealed the deal. As far as "libraries", AMD probably didn't have much to do with the firmware on the Xbox One and PS4. I haven't heard much detail on this from the MS side, but yeah...they are making a big deal about DX12 on the console so I think that answers that...the PS4 has released a fair amount of info on their firmware/API and none of it sounds like AMD had much to do with the creation of it. No more so than any hardware provider...think along the lines of what Foxconn provides for Apple which isn't much.
Edited by Vagrant Storm - 4/18/14 at 6:10pm
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post #39 of 51
So apparently Dr. Lisa Su thinks that GF's co-opting Samsung's 14nm process is good news for AMD.

http://globalfoundries.com/newsroom/press-releases/2014/04/17/samsung-and-globalfoundries-forge-strategic-collaboration-to-deliver-multi-sourced-offering-of-14nm-finfet-semiconductor-technology
Quote:
“This unprecedented collaboration will result in a global capacity footprint for 14nm FinFET technology that provides AMD with enhanced capabilities to bring our innovative IP into silicon on leading-edge technologies,” said Lisa Su, senior vice president and general manager of Global Business Units at AMD. “The work that GLOBALFOUNDRIES and Samsung are doing together will help AMD deliver our next generation of groundbreaking products with new levels of processing and graphics capabilities to devices ranging from low-power mobile devices, to next-generation dense servers to high-performance embedded solutions.”

Perhaps this will mean that AMD can accelerate their plans for 14nm parts? Probably ARM and Cats. And they're still in the process of restructuring, so there will probably be more costs to cut in the future. Things aren't looking bad for AMD
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post #40 of 51
Well yeah, it does sound good for CPUs. It's needed, that's for sure. Intel is right now a practical monopoly. I've no idea how they even escape anti-trust laws. I suspect it's a combo of the american government not wanting to hurt its children or that AMD is also into it with its x86-64 patents locking everyone else out and possibly Intel is holding back to not make it look too ridiculous. But anyone with a mild interest in CPUs just knows, Intel is practically a monopoly, more blatantly on the high end.
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Overclock.net › Forums › Industry News › Hardware News › [AMD] AMD Reports 2014 First Quarter Results