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Will AMD Pull it Off?

post #1 of 7
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As we embark into 2015, it is hard not to notice a sense of uneasiness about the future that lies ahead for AMD. Of things that were brought to the table by AMD almost a year or more ago, we still have no public Mantle-SDK, no Free-Sync, no architectural refreshes for AM1, AM3+, FM2+, G34, or GPU's. Of course, these things take time, and it is almost completely understandable given the financial circumstances AMD has been in since the release of Bulldozer; R&D spending has dropped significantly, forcing them to heavily refocus their efforts. Looking ahead, though, we can see that the latter half of 2015 to the end of 2016 could possibly be the most important window of time AMD has had since the late 90's when they were at a make or break point of competing with Intel. This is not a call to hate AMD, or spite them for their questionable marketing across the various segments listed above, this is a simple question; will AMD pull it off?

"Everyone has a plan, until they get punched in the mouth" - Mike Tyson. This quote may be overused, but it certainly illustrates a position that AMD has gotten all too familiar with over these last few years. Marketing says one thing, another thing happens. In recent history, those other things have been the likes of Intel releasing Sandy Bridge, or NVidia releasing Maxwell. The CPU and GPU departments are much different, but as AMDs GPU market share drops to all time lows, questions arise. If AMD does not match Maxwell, if GCN 2.0's massive performance improvements do not exist, what are we looking at? Would that not be a very similar situation to AMD pre-bulldozer against Intel? Except the biggest metaphorical difference being there is no new architecture planned. Looking at the CPU division, there is a lot of confidence in Jim Keller and his team, and the somewhat stagnate progression of CPU performance by Intel has certainly left the door open to catch up. Though, even if AMD does catch up in the traditional sense of performance, what weapon is Intel holding in its hands as it crouches around the corner?

Quite often, things work out much differently in real life than they do in theory. The old adage of not putting all your eggs into one basket, though, is one case of theory that seems to be sound advice for reality, at least in business. Rory Read did, somewhat successfully, diversify the revenue streams within AMD. Beyond the revenue streams, though, there lies an odd, almost contradictory, path that the company has been guided into. Last year, in anticipation of bad results, Rory Read told investors there was going to be a very bumpy road until 2016, when AMD's new x86 and ARM architectures would release. This alone is not the end of the world; it is only a portion of their business. The problem arises when everything else that AMD claims it will do, release, and produce gets pushed back and clumped into the same time frame as a release which will, hopefully, save their business from the red numbers it is regularly receiving. AMD seems to be gambling more than running a business, and I hope this does not end up with them being that sorry sap yelling "monkey!" with two chips left on the table.

What Lisa Su does with the business over the next few years will certainly be interesting. Regardless of what happens, it is likely to be a wild ride; I already put my seatbelt on. thumb.gif
Sorry AMD
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Sorry AMD
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post #2 of 7
AMD certainly has some challenges ahead of them, but no different than the position they have been in for the last five years or more. It's not always AMDs offerings. Even when AMD has the better performing part at the better price, most consumers still buy Nvidia because that is the brand they are familiar with.

In all fairness to AMD, Nvidia has had their share of set backs in other areas. Despite the Tegra chips being superior to other mobile offerings, Nvidia has had almost no real success in getting them into mainstream devices.

When it comes down to it, all gamers should be invested in the success of AMD. They are the only competition to Nvidia, driving prices down and forcing both companies to offer better products. Competition is good for everyone. Hopefully AMDs 300 series is competative to what Nvidia has done with the 900 series.
post #3 of 7
Quote:
Originally Posted by Depauville Kid View Post

AMD certainly has some challenges ahead of them, but no different than the position they have been in for the last five years or more. It's not always AMDs offerings. Even when AMD has the better performing part at the better price, most consumers still buy Nvidia because that is the brand they are familiar with.

In all fairness to AMD, Nvidia has had their share of set backs in other areas. Despite the Tegra chips being superior to other mobile offerings, Nvidia has had almost no real success in getting them into mainstream devices.

When it comes down to it, all gamers should be invested in the success of AMD. They are the only competition to Nvidia, driving prices down and forcing both companies to offer better products. Competition is good for everyone. Hopefully AMDs 300 series is competative to what Nvidia has done with the 900 series.

Couldn't agree more. I have been a fan of nvidia ever since my 7970 kinda flaked out but i sure as heck hope the next gpu AMD releases is a monster performer. And for the love of all computers around the world I hope their next cpu is another power house, power consumption can be tossed out the window for all i care but we need some more red power. I find it harder and harder to recommend amd to any gamer or builder who knows half of what their doing just because of the disadvantages at this point in time. (dead am3+ platform) frown.gif
post #4 of 7
Nvidia just released the GTX960. Then, AMD released a presser saying "no new desktop gpu's or mobile apu's until Q2 2015", which means anywhere from April-June.

AMD will release the R9 380 and the lower-end "Trinidad" card somewhere during that time frame but they're getting killed right now. I'm guessing Nvidia will release the GTX 960Ti at the same time those new AMD cards are released.

http://www.techpowerup.com/209135/amd-to-launch-new-gpus-and-apus-only-after-march-ceo.html

As for desktop cpu/apu's go: Zen in 2016 is the rumor. They really should release a Carrizo desktop apu to keep their head above water.

Regardless of who you're a fanboy of: it all boils down to competition for us consumers and so far.....unfortunately there isn't any.
    
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post #5 of 7
I really hope AMD pulls it off. Thanks to AMD I could build my current PC. My laptop died a few months ago and I needed a new PC asap. I looked at Intel for prices, but I couldn't afford any of their CPUs, and then there was AMD with their affordable prices. My PC is not a super machine but it's really decent, I'm a casual gamer and 720p does it for me, and I can run pretty much every game with the highest settings and decent FPS.

I expect something nice from them in the next months or the next year, so I can update my pc a bit. And it's not I hate Intel or nVidia, my first PC had a Pentium 4 with a GeForce 4, also my laptop had Intel CPU, they both have great products but they are always expensive. For the sake of gamers and our wallets, I really hope AMD will offer nice stuff in the future. thumb.gif
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post #6 of 7
tl:dr

If the past decade has been any indication, AMD will continue to lose market share and decline in value as a company.
Better than AMD
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post #7 of 7
well tbh, if AMD doesnt get their act together, i have a feeling nvidia GPU and intel CPU will increase in price as they have no competitors and can practically set the prices to whatever they see fit that'll net them most net revenue, meaning not so good news for pc enthusiasts
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