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[TT] AMD will reportedly reach record low CPU and GPU market share soon

post #1 of 224
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Quote:
It looks like AMD is about to hit an even rougher patch, with rumors from DigiTimes that "AMD is likely to suffer from a record low share of both markets in the first quarter of 2016", according to their industry sources.

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post #2 of 224
Honestly considering how bad their processors are compared to Intel, I don't see a surprise here. I got an R9 380 mostly cause I don't play in 1080p (yet) and its a damn good upgrade from my old 4770. I'll end up upgrading to nVidia from this, but I don't even recommend AMD processors anymore at all. I built an Intel DDR4 system (with $219 for graphics card) for $750, didn't even look at AMD.
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post #3 of 224
Quote:
Demand for standalone video cards has already been sluggish given a weak PC market, and the market for standalone gra[p]hics cards continues to decline. In the already-shrinking market, AMD's rival NVIDIA has eaten away at its market share, the sources indicated

Yet AMD plan to launch Fury X so close to GDC where Nvidia will present GP100 for the first time.
Could you mess up launches any more?

Atleast it looks like GP104 and AMDs competing Polaris 11 will launch at the same time (June), but unless something change within AMD and they execute products launches better and sync development of products to the competitor, 2016 could be devastating to their GPU business.
AMD are at the edge of how long it is possible to run with losses after losses after losses. I dont think they can afford another round of Maxwell.
post #4 of 224
Quote:
Originally Posted by iLeakStuff View Post

Yet AMD plan to launch Fury X so close to GDC where Nvidia will present GP100 for the first time.
Could you mess up launches any more?

Atleast it looks like GP104 and AMDs competing Polaris 11 will launch at the same time (June), but unless something change within AMD and they execute products launches better and sync development of products to the competitor, 2016 could be devastating to their GPU business.
AMD are at the edge of how long it is possible to run with losses after losses after losses. I dont think they can afford another round of Maxwell.

I'm beginning to think they only way AMD makes money anymore is through OEM manufacturers and game console manufacturers using their stuff.
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post #5 of 224

Same way Intel and nVidia make money, OEM channel.

 

Definitely not retail sales.

   
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post #6 of 224
Quote:
Originally Posted by DaMirrorLink View Post

I'm beginning to think they only way AMD makes money anymore is through OEM manufacturers and game console manufacturers using their stuff.

One of the issues they have even at OEMs is that they only have products in the cheap section.
Consoles are about pushing out huge numbers of devices and make money on the quantity sold. Competition between PS4 and XB1 are fierce and I dont think Sony, Microsoft or AMD make a lot of money because price is kept down here. The laptops that feature AMD GPUs are mostly cheap, which again puts pressure on margins.

Look at Intel and Nvidia though. You find them on all price segments, from cheap notebooks with GT GPUs to expensive SLI notebooks, same with desktops.
post #7 of 224
Thread Starter 
Quote:
Originally Posted by Artikbot View Post

Same way Intel and nVidia make money, OEM channel.

Definitely not retail sales.

Of course it's retail sales.
Quote:
DigiTimes reports: "Demand for standalone video cards has already been sluggish given a weak PC market, and the market for standalone gra[p]hics cards continues to decline.


Just what are standalone graphic cards are, if not retail?

IMO AMD put to many eggs in the console market. Now their stock hovers @$2.00USD a share.

One thing is for sure Polaris will make em or break em. Polaris needs to launch kicking benckmarks butt.
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post #8 of 224
Quote:
Originally Posted by Artikbot View Post

Same way Intel and nVidia make money, OEM channel.

Definitely not retail sales.
Last financial results from nVidia show that OEM is greatly declining compared to 2015 numbers. On the other hand, 2016 gaming numbers gone through the roof :



http://www.anandtech.com/show/10050/nvidia-announces-q4-fy-2016-results-record-quarter-and-record-year
Quote:
Christopher Hemmelgarn - Barclays Capital, Inc.

Yeah, I guess, first of all, I wanted to – we've talked a lot about some of the really exciting businesses that have a lot of great growth prospects for you. I thought we'd look at, as well, some that have been a little more stagnant. And I was curious to your take of, for example, the OEM business. It looks like it may be finally stabilizing after declining. How do you look at that business in the coming fiscal year? Do you think it can even get back to growth or do you expect continued declines?

Jen-Hsun Huang - President, Chief Executive Officer & Director

Well, my sense is that it will stabilize, and let me tell you why. Our OEM business is not about gaming because it's our Gaming business. And the OEMs are not about design because that's our Design business. But the thing that some OEMs do is they include our technology to differentiate a mainstream platform from a premium platform. And so by adding NVIDIA's technology, you turn a commodity PC into a premium PC. And the experience is better, the performance is better and everything just works. And so there's a real benefit in using it as a premium multimedia PC, if you will. And so we'll probably see continued interest in doing that. And we're delighted by that. We don't count on it, but we're delighted by it. And so my sense is that it will likely stabilize.

http://seekingalpha.com/article/3904976-nvidia-nvda-jen-hsun-huang-q4-2016-results-earnings-call-transcript
Edited by Olivon - 2/26/16 at 11:05am
post #9 of 224
So long old friend.

I miss the opteron 165 days.
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post #10 of 224
But... But... How? Even with the performance in Ashes of the Singularity?! lachen.gif
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