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AMD sales to see significant growth in 2H19

By onetheycallEric ยท 10 replies
Apr 6, 2019
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  1. AMD's market share has been growing with the success of Ryzen and Epyc. While some would scoff at AMD's 3.2 percent server market share with Epyc, that's not an insignificant feat for a company that previously held less than 1 percent not that long ago. That said, AMD has stated it expects 1Q19 revenue to dip quite a bit due to seasonality and sluggish demand for GPUs.

    However, Digitimes suggests that a sharp increase in demand for notebooks, motherboards, and servers will act as a buoy for AMD's sinking sales in the second half of 2019. AMD is expected to roll out its 7nm portfolio later this year, maybe as early as Computex, and many OEMs have turned to AMD-based solutions amidst Intel's shortage woes. Ryzen 3000's promise of higher core counts and an IPC increase are expected to attract even more interest from OEMs.

    The report also notes AMD gaining a foothold in the notebook market -- another segment in which Intel has been the gatekeeper. HP and Lenovo have been placing orders for Ryzen CPUs since 2018 and Digitimes states that Asus "have achieved better-than-expected sales" with its line of AMD-based gaming laptops. More importantly, Acer and HP rolled out the first ever AMD-powered Chromebooks, a big step forward in notebook adoption for AMD.

    "With the increasing adoption, AMD is expected to see its share significantly increase in the notebook market," Digitimes says.

    Alongside Zen 2-based Ryzen 3000 series is AMD's X570 chipset, which is expected to have positive effects on AMD's sales later this year. The X570 chipset is expected to be the first platform to adopt PCIe 4.0 and be backwards compatible with previous Ryzen processors.

    "Because of the platform's strong price/performance ratio, many motherboard players have increased the shipment proportion of their AMD 500 series-based motherboards, which is expected to boost AMD's share in the desktop market in the second half," the report says.

    AMD's GPU business is in somewhat of a strange place. As many of you have noted, when AMD was losing ground with CPUs during its Bulldozer days, its GPU business was strong. Now with Ryzen, AMD's CPU business is better than it's been in years, but its GPU business keeps missing the mark. Some analysts note AMD's GPU market share is approaching a new low.

    With the Navi architecture, there's hope that AMD will balance the lopsided scales between its CPU and GPU business and shift some power away from Nvidia. Although, whether AMD's Navi-based gaming cards will satisfy enthusiasts is another avenue entirely.

    Still AMD's GPU prospects look good as it is set to deliver another semi-custom solution for both Sony's and Microsoft's next consoles as well as Google's Stadia. Both should help drive and diversify AMD's graphics profits later in the year, as Digitimes notes that currently AMD is relying on the data center for its GPU profits.

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  2. Theinsanegamer

    Theinsanegamer TS Evangelist Posts: 1,481   +1,679

    All good news for me. Keep the stock price rising so I can sell my stock and buy a ryzen 3000 and a Navi GPU!

    I wonder how Intel will eventually answer. So far they have been ineptly throwing larger monolithic cores around with disastrous results. They need a new arch. When are they going to respond with a proper comeback CPU?
     
    mcborge, veLa and Wessell Urdata like this.
  3. tkabou

    tkabou TS Member

    AMD needs some solid design wins in the notebook category, like Thinkpads, XPS and similar premium lines of notebooks, not the usual second or third-rate tiers of past.
     
    Theinsanegamer, mcborge and Route44 like this.
  4. Vulcanproject

    Vulcanproject TS Evangelist Posts: 671   +897

    CPU wise AMD are going to hit it out the park I suspect. GPU a great deal hinges on Navi. I hope for the simple sake of consumer competition it's a lot better than the rumours I have read.

    They don't necessarily need something high end immediately, but they basically need something as fast as a Vega 64 with nearly half the TDP and sold for maybe a little under $300. At a profit. Then at least they have a strong mid range competitor to the RTX2060. Prices will fall and they will shift volume.

    If Navi can hit that kind of mainstream gaming performance at that kind of power envelope, then it's not unreasonable to think they could possibly double up the size of that part (Navi 20) and have a high end competitor in 2020.
     
    Last edited: Apr 6, 2019
    codgerface and Route44 like this.
  5. pcnthuziast

    pcnthuziast TS Evangelist Posts: 513   +136

    I will be upgrading my cpu and getting my very 1st AMD chip this year. I'm hoping to get either the 3600x or 3700x depending on price.
     
  6. Vulcanproject

    Vulcanproject TS Evangelist Posts: 671   +897

    AMD are seriously making me consider a new machine this year dedicated for video transcoding. I do a fair amount with handbrake. Which currently is weak on Ryzen, Intel's AVX (an important extension for this work) implementation is much better. An 8 core 9900k can match and even beat a 12 core Threadripper.

    I know that Zen 2 should dramatically improve that to at least match the AVX performance that Intel have now on mainstream processors. Intel can stay one step ahead on this for their next arch, but with Zen 2 if you can get say 12 cores for less than $350, who cares? It'll be tremendously fast even for x265 and will easily beat what a 9900k can do in that particular app.
     
    Last edited: Apr 6, 2019
  7. pcnthuziast

    pcnthuziast TS Evangelist Posts: 513   +136

    I'm hoping the 3600x will basically be a cheaper, cooler, lower power 9900k and the 3700x being slightly better than the 9900 for significantly less money.
     
  8. Evernessince

    Evernessince TS Evangelist Posts: 3,661   +2,982

    AMD's Zen 2 AVX implementation is a big step up. They are adding 256 bit registers to handle 256 bit AVX instructions in a single pass. Zen 1 had to do 256 AVX in two passes. In addition, AMD have stated there will be zero clock drop when running AVX and zero voltage boost needed. Intel CPUs either require an AVX voltage or core offset to run AVX instructions. In the server market it means you'd have to lower the core clocks if you wanted to do AVX workloads. Not so it you have a Rome EPYC processor.
     
    Lounds likes this.
  9. Lounds

    Lounds TS Addict Posts: 143   +89

    I also read that, definitely seems AMD are noticing where their products weaknesses are. Although intel's future chips are said to have 512bit AVX.
     
  10. Uncle Al

    Uncle Al TS Evangelist Posts: 5,022   +3,426

    I kind of enjoy the see-saw battle between AMD and Intel .... in the long run the consumer wins out, although one must be patient between the generational surges ......
     
  11. Evernessince

    Evernessince TS Evangelist Posts: 3,661   +2,982

    According to the wiki, no Intel CPU fully supports all AVX 512 instructions

    https://en.wikipedia.org/wiki/Advanced_Vector_Extensions

    In addition, support for the instruction does not mean good performance. I don't know if Intel has a 512-bit register for AVX on the listed processors. If they don't they will have to do multiple passes.
     

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