Overclock.net › Forums › Industry News › Hardware News › [SeekingAlpha] AMD Reports 2015 Third Quarter Results
New Posts  All Forums:Forum Nav:

[SeekingAlpha] AMD Reports 2015 Third Quarter Results - Page 7

post #61 of 79
If AMD don't get their crap together they will be out of business within the next 5-10 years. They need to actually put out products that compete with the market and/or support the stuff that does. OCN scratches their heads why AMD does so poorly, there is the answer regardless if you like the answer or not. Once a companies reputation is tarnished like theirs it is dam near impossible to get it back.
The Raven
(16 items)
 
  
CPUMotherboardGraphicsGraphics
i7-2600K Gigabyte GA-P67A-UD5-B3 EVGA GTX 570 SC EVGA GTX 570 SC 
RAMHard DriveOptical DriveCooling
16GB G.SKILL Ripjaws X 1866 Samsung 840 Pro  iHAS324 - Lite-On DVD-RW Noctua NH-D14 
OSMonitorMonitorKeyboard
Windows 10 ASUS VN248 ASUS VN248 Logitech G510 
PowerCaseMouse
XFX 850W BE SILVERSTONE RV02B-EW Logitech MX518 
  hide details  
Reply
The Raven
(16 items)
 
  
CPUMotherboardGraphicsGraphics
i7-2600K Gigabyte GA-P67A-UD5-B3 EVGA GTX 570 SC EVGA GTX 570 SC 
RAMHard DriveOptical DriveCooling
16GB G.SKILL Ripjaws X 1866 Samsung 840 Pro  iHAS324 - Lite-On DVD-RW Noctua NH-D14 
OSMonitorMonitorKeyboard
Windows 10 ASUS VN248 ASUS VN248 Logitech G510 
PowerCaseMouse
XFX 850W BE SILVERSTONE RV02B-EW Logitech MX518 
  hide details  
Reply
post #62 of 79
The lack of capitalization on their available technology is doing them no favors either. They could have had an APU out a year ago with twice or more of the gaming performance of 7850K... if they wanted to. APU's could take over the low-mid range sector in the future..
post #63 of 79
Quote:
Originally Posted by mtcn77 View Post

AMD is monetizing their HBM prowess, though. Consoles are just the display of their engineering evolution - now at the third iteration(generic>gddr5>hbm).
They have a mature advantage and it is still anyone's guess what Intel can offer Hynix to curtail AMD from literally shunting the entire stacked dram market - 2.5D is superior to 3D due to costs.
Nvidia is also behind for having bet on the HMC bandwagon.

Since nvidia has pascal with HBM2 in tape and test for almost a year now, I doubt they will be behind. It should be ready for 2016 release. And with past experience, I expect them to deliver.

AMD hadn't been able to capitalise anything on HBM.
They promised it will be break nvidia. They promised it will break the market. They promised it will push them way over nvidia. Guess what happened.

Regardless of AMD's experience with HBM, since HBM 2 will be mass produced, and they seems to not have any monetisation on the first batch like WCCF thought, I doubt nvidia will fall because of this.

Consoles wise, I have no idea what you are talking about. Consoles are still old, tech wise. I don't see anything there that gives AMD any benefit tech wise, beside money from selling the APUs.
Main system
(16 items)
 
Editing PC
(8 items)
 
 
CPUGraphicsGraphicsRAM
E5-1680v2 AMD FirePro D700 AMD FirePro D700 64GB 1866mhz 
Hard DriveOSMonitorCase
1TB PCIE SSD OSX 10.10.x Dell U2713H Mac Pro 
  hide details  
Reply
Main system
(16 items)
 
Editing PC
(8 items)
 
 
CPUGraphicsGraphicsRAM
E5-1680v2 AMD FirePro D700 AMD FirePro D700 64GB 1866mhz 
Hard DriveOSMonitorCase
1TB PCIE SSD OSX 10.10.x Dell U2713H Mac Pro 
  hide details  
Reply
post #64 of 79
what happens to a new Fury X if AMD goes down in 6-12 months ? I guess no warranty ? No driver updates for new games ? Is that possible ? what if I want to sell it in 18 months ? Will it have an impact on resale price?
Edited by Klocek001 - 10/25/15 at 2:13am
post #65 of 79
Quote:
Originally Posted by Klocek001 View Post

what happens to a new Fury X if AMD goes down in 6-12 months ? I guess no warranty ? No driver updates for new games ? Is that possible ? what if I want to sell it in 18 months ? Will it have an impact on resale price?

Warranty is up to the reseller and card manufacturer, not AMD. The driver updates would stop of course, which would of course impact people's interest in buying a used card. I doubt that such a scenario would happen. Most likely someone will end up buying the graphics division and keep the support.
Megurine
(15 items)
 
  
CPUMotherboardGraphicsRAM
Core i5 2500K Asus P8Z68-V MSI GeForce GTX 970 HyperX Blu 
Hard DriveCoolingOSMonitor
Vertex 3 Scythe Mugen II Win 10 64 bit Philips BDM4065UC 
MonitorKeyboardPowerCase
BenQ GW2760HS Corsair K60 Super Flower 650W modular Fractal Design R4 
MouseAudioAudio
Logitech G700 Audio pro T8  Creative X-Fi 5.1 
  hide details  
Reply
Megurine
(15 items)
 
  
CPUMotherboardGraphicsRAM
Core i5 2500K Asus P8Z68-V MSI GeForce GTX 970 HyperX Blu 
Hard DriveCoolingOSMonitor
Vertex 3 Scythe Mugen II Win 10 64 bit Philips BDM4065UC 
MonitorKeyboardPowerCase
BenQ GW2760HS Corsair K60 Super Flower 650W modular Fractal Design R4 
MouseAudioAudio
Logitech G700 Audio pro T8  Creative X-Fi 5.1 
  hide details  
Reply
post #66 of 79
I don't think people comprehend how good AMD apu's really are. Take a look at Microsoft's hand held series, they can do everything except only one. One good look at 3D application performance would deliver the message. However would the big players allow such dominance is the question.
AMD is building the biggest on chip dsp processor. If and when it goes online, it will have a Qualcomm size impact, I expect.
The Machine
(14 items)
 
Nexus 7 2013
(11 items)
 
 
CPUMotherboardGraphicsRAM
A10 6800K Asus F2A85-V MSI 6870 Hawx, VTX3D 5770, AMD HD6950(RIP), Sap... G.skill Ripjaws PC12800 6-8-6-24 
Hard DriveOptical DriveOSMonitor
Seagate 7200.5 1TB NEC 3540 Dvd-Rom Windows 7 x32 Ultimate Samsung P2350 23" 1080p 
PowerCaseMouseAudio
Seasonic s12-600w CoolerMaster Centurion 5 Logitech G600 Auzen X-Fi Raider 
CPUMotherboardGraphicsRAM
Quad Krait 300 at 1.5Ghz Qualcomm APQ8064-1AA SOC Adreno 320 at 400mhz 2GB DDR3L-1600 
Hard DriveOSMonitorKeyboard
32GB Internal NAND Android 5.0 7" 1920X1200 103% sRGB & 572 cd/m2 LTPS IPS Microsoft Wedge Mobile Keyboard 
PowerAudio
3950mAh/15.01mAh Battery Stereo Speakers 
  hide details  
Reply
The Machine
(14 items)
 
Nexus 7 2013
(11 items)
 
 
CPUMotherboardGraphicsRAM
A10 6800K Asus F2A85-V MSI 6870 Hawx, VTX3D 5770, AMD HD6950(RIP), Sap... G.skill Ripjaws PC12800 6-8-6-24 
Hard DriveOptical DriveOSMonitor
Seagate 7200.5 1TB NEC 3540 Dvd-Rom Windows 7 x32 Ultimate Samsung P2350 23" 1080p 
PowerCaseMouseAudio
Seasonic s12-600w CoolerMaster Centurion 5 Logitech G600 Auzen X-Fi Raider 
CPUMotherboardGraphicsRAM
Quad Krait 300 at 1.5Ghz Qualcomm APQ8064-1AA SOC Adreno 320 at 400mhz 2GB DDR3L-1600 
Hard DriveOSMonitorKeyboard
32GB Internal NAND Android 5.0 7" 1920X1200 103% sRGB & 572 cd/m2 LTPS IPS Microsoft Wedge Mobile Keyboard 
PowerAudio
3950mAh/15.01mAh Battery Stereo Speakers 
  hide details  
Reply
post #67 of 79
Quote:
Originally Posted by DrFPS View Post

Oct 15.
If someone comes in and buys 85% of the stock in your company. Is it still yours? Its a buy out. @51% they had to pay the poison pill at double the face value of said stock or 34%.

http://www.marketwired.com/press-release/amd-nantong-fujitsu-microelectronics-co-ltd-establish-industry-leading-semiconductor-2064394.htm

Please read it again.
Its AMD and Fujitsu crated new company (1700 workers). New company belongs 85% to Fujitsu and 15% to AMD. AMD will get 371 millions for that and basically it will end in Q1 2016. So this is good deal for AMD.
post #68 of 79
Quote:
Originally Posted by Themisseble View Post

Please read it again.
Its AMD and Fujitsu crated new company (1700 workers). New company belongs 85% to Fujitsu and 15% to AMD. AMD will get 371 millions for that and basically it will end in Q1 2016. So this is good deal for AMD.
Fujitsu will also contribute approximately 4,000 of their task force which is fantastic since assembly lines will be better manned.
The Machine
(14 items)
 
Nexus 7 2013
(11 items)
 
 
CPUMotherboardGraphicsRAM
A10 6800K Asus F2A85-V MSI 6870 Hawx, VTX3D 5770, AMD HD6950(RIP), Sap... G.skill Ripjaws PC12800 6-8-6-24 
Hard DriveOptical DriveOSMonitor
Seagate 7200.5 1TB NEC 3540 Dvd-Rom Windows 7 x32 Ultimate Samsung P2350 23" 1080p 
PowerCaseMouseAudio
Seasonic s12-600w CoolerMaster Centurion 5 Logitech G600 Auzen X-Fi Raider 
CPUMotherboardGraphicsRAM
Quad Krait 300 at 1.5Ghz Qualcomm APQ8064-1AA SOC Adreno 320 at 400mhz 2GB DDR3L-1600 
Hard DriveOSMonitorKeyboard
32GB Internal NAND Android 5.0 7" 1920X1200 103% sRGB & 572 cd/m2 LTPS IPS Microsoft Wedge Mobile Keyboard 
PowerAudio
3950mAh/15.01mAh Battery Stereo Speakers 
  hide details  
Reply
The Machine
(14 items)
 
Nexus 7 2013
(11 items)
 
 
CPUMotherboardGraphicsRAM
A10 6800K Asus F2A85-V MSI 6870 Hawx, VTX3D 5770, AMD HD6950(RIP), Sap... G.skill Ripjaws PC12800 6-8-6-24 
Hard DriveOptical DriveOSMonitor
Seagate 7200.5 1TB NEC 3540 Dvd-Rom Windows 7 x32 Ultimate Samsung P2350 23" 1080p 
PowerCaseMouseAudio
Seasonic s12-600w CoolerMaster Centurion 5 Logitech G600 Auzen X-Fi Raider 
CPUMotherboardGraphicsRAM
Quad Krait 300 at 1.5Ghz Qualcomm APQ8064-1AA SOC Adreno 320 at 400mhz 2GB DDR3L-1600 
Hard DriveOSMonitorKeyboard
32GB Internal NAND Android 5.0 7" 1920X1200 103% sRGB & 572 cd/m2 LTPS IPS Microsoft Wedge Mobile Keyboard 
PowerAudio
3950mAh/15.01mAh Battery Stereo Speakers 
  hide details  
Reply
post #69 of 79
Quote:
Originally Posted by DrFPS View Post

Oct 15.
If someone comes in and buys 85% of the stock in your company. Is it still yours? Its a buy out. @51% they had to pay the poison pill at double the face value of said stock or 34%.

http://www.marketwired.com/press-release/amd-nantong-fujitsu-microelectronics-co-ltd-establish-industry-leading-semiconductor-2064394.htm
You are so bad, that i find it funny. I mean, you did not even tried reading the title of the URL you posted. And do you really believe that AMD would sell 85% for 380 millions ? If AMD is to be bought out, you will be seeing BILLIONS flying.
Desktop PC
(22 items)
 
ASUS ROG G72GX
(6 items)
 
 
CPUMotherboardGraphicsGraphics
AMD FX-8320 ASRock Fatal1ty 990FX Killer Sapphire Nitro+ RX480 Sapphire R9 290 Tri-X 
GraphicsRAMHard DriveHard Drive
XFX RX470 Singlefan Mushkin Redline 996996 2x4GB 2133Mhz Maxtor 6Y080L0 80GB 7200 RPM 8MB Western Digital 160GB 7200RPM 8MB 
Hard DriveHard DriveHard DriveOptical Drive
Maxtor 250GB 7200RPM 8MB Corsair Force LS WesternDigital Blue 500GB 7200RPM 16MB ASUS DVD-RW 
CoolingOSOSOS
ThermalTake Frio Silent 14 Windows 10 Enterprise Linux Mint 17.3 Rosa OphCrack 
MonitorKeyboardPowerCase
ASUS VS228HR Logitech K120 Corsair VS650 ThermalTake View 27 
MouseAudio
Bloody V5 Corsair HS30 Raptor 
CPUMotherboardGraphicsRAM
Intel Mobile Core 2 Duo P8700 G72GX NVIDIA GeForce GTX 260M  Hyundai Electronics  
RAMRAM
Hyundai Electronics  Hyundai Electronics  
  hide details  
Reply
Desktop PC
(22 items)
 
ASUS ROG G72GX
(6 items)
 
 
CPUMotherboardGraphicsGraphics
AMD FX-8320 ASRock Fatal1ty 990FX Killer Sapphire Nitro+ RX480 Sapphire R9 290 Tri-X 
GraphicsRAMHard DriveHard Drive
XFX RX470 Singlefan Mushkin Redline 996996 2x4GB 2133Mhz Maxtor 6Y080L0 80GB 7200 RPM 8MB Western Digital 160GB 7200RPM 8MB 
Hard DriveHard DriveHard DriveOptical Drive
Maxtor 250GB 7200RPM 8MB Corsair Force LS WesternDigital Blue 500GB 7200RPM 16MB ASUS DVD-RW 
CoolingOSOSOS
ThermalTake Frio Silent 14 Windows 10 Enterprise Linux Mint 17.3 Rosa OphCrack 
MonitorKeyboardPowerCase
ASUS VS228HR Logitech K120 Corsair VS650 ThermalTake View 27 
MouseAudio
Bloody V5 Corsair HS30 Raptor 
CPUMotherboardGraphicsRAM
Intel Mobile Core 2 Duo P8700 G72GX NVIDIA GeForce GTX 260M  Hyundai Electronics  
RAMRAM
Hyundai Electronics  Hyundai Electronics  
  hide details  
Reply
post #70 of 79
Quote:
Originally Posted by svenge View Post

Um, they might in Eastern Europe (and perhaps India / China / etc.), but they're largely unsaleable elsewhere. To wit, here's some hard data:

Q2 2015 Graphics market share (including integrated graphics)

INTEL 75.2%
NVIDIA 14.1%
AMD 10.7%


Note that those numbers reflect only consumer x86 processors (i.e. Celeron/Pentium/Core) for Intel, but both x86 APUs and discrete graphics cards for AMD. Another way to picture that number is that Intel sold 5 times as many consumer CPUs than AMD did of their APUs and dGPU cards combined. Also, since NVIDIA doesn't sell x86 chips that means that they sold more discrete GPUs than AMD did APUs and discrete GPUs combined as well. While the above numbers don't cover AMD's AM3+ chips, they also don't cover Intel's Xeon chips either.

As for just x86 market share by itself, AMD had these numbers as of the end of 2014. While the numbers are somewhat stale, they're most likely still accurate since AMD has only released Godavari (i.e. a 28nm Kaveri refresh) and Carrizo (largely MIA in the mobile market) since then; Intel also launched a new 14nm microarchitecture in Skylake during that time frame.

Q4 2014 x86 market share





1.3% of x86 server market share
7.7% of x86 mobile market share
11.7% of x86 desktop market share


rolleyes.gif Proof?

Of course not,because it is a lie.

Here's the true report,and numbers.

http://www.mercuryresearch.com/graphics-pr-2015-q3.pdf
70% Intel
15.7% Nvidia
14 % AMD

So AMD only behind Nvidia less than 2% in total graphics.
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
Amelia
(13 items)
 
Professional
(13 items)
 
RCPC#1
(17 items)
 
CPUMotherboardGraphicsRAM
Phenom II X6 1100t MSI 890FX GD65 MSI Radeon HD5670 GSkill RipjawsX DDR3 PC3 12800 2x4GB CL8 
Hard DriveOptical DriveCoolingOS
WD Black 1TB SATA III Samsung BD Zalman 9900MAX Windows 7 64 Professional 
MonitorKeyboardPowerCase
AOC 22" LED Logitech Kingwin Lazer Platinum 500w Fractal Design R3 
Other
Samsung 470 SSD 128GB 
CPUMotherboardGraphicsRAM
AMD Phenom II X6 960T Asus M4A88T-VEVO Asus Strix R7 370 SuperTalent Perfomance 
RAMHard DriveHard DriveOptical Drive
GSkill Snipers Monster Daytona Seagate Barracuda 500GB 7,200 RPM 16Mb cache Memorex DVD/RW 
CoolingOSMonitorKeyboard
Corsair H60 Windows 8N IBM 9494 19" LCD IBM 
PowerCaseMouseMouse Pad
Corsair GS500 In Win H-Frame Wolfking OCZ Behemoth 
Audio
JBL Creature 
  hide details  
Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Hardware News
Overclock.net › Forums › Industry News › Hardware News › [SeekingAlpha] AMD Reports 2015 Third Quarter Results