News AMD’s laptop OEMs decry poor support, chip supply, and communication — OEM complains the company has "left billions of US dollars lying around" d...

It's kind of sad, but I can absolutely believe this with zero doubts.

The proof is in the puddin': Laptop marketshare is piss-poor still and the graphics side is non-existent. The small glimmer of hope that was 6K mobile vanished immediately and they're not convincing anyone with their constant flip-flopping with their OEM support. Case in point: Advantage laptops. Anyone remember that? Yeah, exactly. I don't like nVidia's or Intel's strategy and this is a weird thing to say to me, but I can't deny their consistent execution against OEMs expectations has been key to their dominant position there. Leaving Dell and, maybe, HP out since they've been in bed with Intel forever, everyone else just shrugs when AMD approaches them, I'm sure, since AMD has given them zero confidence for even a mid-term strategy, which is pathetic.

Come on AMD, step up your game. I want better products from you and I won't treat you like a charity.

Regards.
 
Personal anecdote from researching, searching for sellers, and buying a laptop.

AMD laptop selection was better back in 20/21 4000 series (Zen2 Renoir) days. Dell and Lenovo offered multiple models, on top of the usual Asus and Acer.
In 23/24, options are limited for Zen4. Even the 7000/8000 Zen2/3 refreshes are kind of limited to just one maker, Acer.
I have an easier time looking for a 7840HS based mini-PC comparatively.
When I search on amazon for "7840HS laptop", the top results I get are for 5800HS/6800HS new-old-stock sorts of laptops. That's how bad it is.
 
You would think that with Intel having a hard time or nvidia with it's exorbitant pricing that AMD would take the chance but no, it would find a way to flop itself. AT first I was frustrated but now I just laugh of how comical it is. Reminds me of George Hotz threatening AMD to not use their cards for their AI workstations that they finally got off their butts and actually do something.
 
On the other hand, Qualcomm’s launch of the Snapdragon X processor was hotly anticipated by the general public
Anticipated by general public? Really? It's pure hype from paid press, nothing more. No one actually wants "AI PC" with "Windows on ARM".

That's surprising, given that Qualcomm is a newcomer to the market.
Oh, "first Windows on ARM" again?
 
I just received 197969 laptops with Strix point Ryzen 9. They got to me in two days with Amazon prime delivery. I was impressed with the quantity!
 
Team Red's laptop market share has finally reached 19%, but with the caveat that the gains have come after seven long years of its comeback with Ryzen, with the company often gaining fractions of a percentage point of share per quarter.
Another notable part is that they haven't been closing the volume/revenue gap. I'd go so far as to say since the 6000 series AMD has been the flat out better choice in laptops yet they haven't capitalized. People have been complaining about a lack of options/availability from AMD since the 5000 series. Whether this has to do with available TSMC volume or company focus on data center the onus should be on management to ensure that they're at least putting their best foot forward.
 
  • Like
Reactions: prtskg and Bikki
'left billions of US dollars lying around' repeated 3 tines in this short article, one in the title anh two in the write up. Copy and paste doesnt do this news any justice.

Edit: Paul has cleaned it up.
 
  • Like
Reactions: NinoPino
Never heard of AC Analysis...😉 But I stay far away from laptops whenever possible. This is possibly accurate to an extent, as AMD is still new to the laptop market.
 
Never heard of AC Analysis...😉 But I stay far away from laptops whenever possible. This is possibly accurate to an extent, as AMD is still new to the laptop market.
No amd has been selling laptop chips for decades.
They have always been lacklustre budget no driver update bad descisions for the consumer that was tricked in to getting one.
 
  • Like
Reactions: rtoaht
Maybe AMD needs more Fab Allocation.

Intel taking a giant chunk of Fab Allocation for Lunar Lake & Arrow Lake isn't helping.

Same with nVIDIA.

If Intel & nVIDIA all went and used Intel's Fabs, then Intel's Fab business might not be in that bad of a shape.

And AMD can finally get more allocation.
 
There is two sides to this. Yes, AMD is fab constricted, and they are going to put most of their effort in the server side.. At the same time, stating that AMD has been selling laptop chips for 7 years is pretty rich. Intel's slush fund and an Intel is safe mentality, why bother with AMD from those same OEM's kept them on the sidelines for a number of years. I've wanted an all AMD laptop for years ever since NVIDIA started their shady marketing schemes to take over the OEMs gaming brands. My first Acer was more of a portable (2700x and Vega 56), which was fine until I updated the Vega drivers which borked the screen. My current laptop, Asus G15 Advantage, is absolutely fabulous, but Asus started it out at around $2300, which was a bit on the steep side. Since then, the advantage program has died completely, which I put down to the GPU side uknderperforming. I think the rx8000 reset is much needed.
 
  • Like
Reactions: prtskg
Maybe AMD needs more Fab Allocation.

Intel taking a giant chunk of Fab Allocation for Lunar Lake & Arrow Lake isn't helping.

Same with nVIDIA.

If Intel & nVIDIA all went and used Intel's Fabs, then Intel's Fab business might not be in that bad of a shape.

And AMD can finally get more allocation.

AMD Strix Point (AI 300): TSMC N4X
AMD Phoenix, Hawk Point (7040): TSMC N4
AMD Dragon Range (7045): TSMC N5 FinFET

Intel Lunar Lake (200V): TSMC N3B, TSMC N6, Intel 22FFL
Intel ARC Battlemage: TSMC N6

Nvidia 40 series: TSMC 4N (not to be confused with N4)

AMD RX 7000 series: TSMC N5, TSMC N6

So... uh... there's almost no overlap?
 
  • Like
Reactions: rtoaht
I can't say I'm surprised. I see so many people blaming Intel and/or Nvidia for the lack of AMD laptops but this is just classic AMD shooting themselves in the foot like they always do.
AMD doesn’t even care about the laptop market because Intel’s practices have driven the margins down on laptop chips so far in their attempt to secure market share at any cost that AMD just isn’t really interested in trying to really go after that market. They’d rather make laptop chips in small numbers and sell them to mini-PC makers at twice the price Dell expects to pay.
 
  • Like
Reactions: prtskg
AMD Strix Point (AI 300): TSMC N4X
AMD Phoenix, Hawk Point (7040): TSMC N4
AMD Dragon Range (7045): TSMC N5 FinFET

Intel Lunar Lake (200V): TSMC N3B, TSMC N6, Intel 22FFL
Intel ARC Battlemage: TSMC N6

Nvidia 40 series: TSMC 4N (not to be confused with N4)

AMD RX 7000 series: TSMC N5, TSMC N6

So... uh... there's almost no overlap?
That TSMC 4N allocation could probably be used by AMD for their own products.

The TSMC N3B could probably be used by AMD for some product since it's more advanced, that would alleviate demand on the N4 nodes.

More N6 could be used for more AMD GPU products.
 
I'm currently evaluating two new AMD laptops, a Lenovo Thinkpad X13 with a Phoenix Pro 7840U and a Lenovo LOQ 15 with a 7435HS Rembrand-R, basically a Zen 3+ APU with the iGPU disabled sporting an RTX 4060m instead.

And even if I've tried to follow AMD's CPU and APUs, it's become rather confusing over the last couple of years to keep track of what is what.

Now imagine what happens when vendors combine these dozens of chips with several dozens of accessories and create thousands of products every year.

Lenovo alone has more product lines than I could ever name and then nearly every permutation of CPU, APU and GPU and again each with different power allocations whereby an RTX 4070 is easily eclipsed by a 4060 in some cases, but might be twice as fast as another 4070 in a different system.

I keep hearing that one of the main reasons for all this pre-installed junk on laptops is how little money vendors make on these machines. That doesn't quite seem to apply to Thinkpads, but when the very same base hardware comes on an even slimmer model with higher resolution at half price (as can be the case with Lenovo), it becomes more believeable.

I grabbed the X13 for €880 with 32GB of RAM and the LOQ with its RTX 4060 was only €750: at Nvidia list prices that wouldn't leave a lot for the laptop...

Sure they cheaped out on the storage, 500GB on the X13, because an extra 500GB would cost the equivalent of a 2TB Samsung 990 or WD Black 850X, 1TB but QLC in a 2242 form factor on the LOQ.

Both machines are not just very solidly built, but incredible value at their current prices, probably half of what they launched with, and probably sold way below production cost today. If laptop vendors cannot sell them fresh, they need to clear them out for pennies a year later, because that RTX 4060m cannot be reallocated to a Strix Point or Lunar Lake.

The real cost may well be total lack of support. For the cheaper product lines, Lenovo software support is perhaps six months, on Windows. With Linux, you're just left to fend with whatever volunteers may come up with, none of the OEMs seems to invest anywhere but in niche premium products.

The AMD engineers have built phantastic chips, but fail to provide the type of support to many OEMs those need to build great laptops.

Yet a few e.g. from Lenovo manage and then their engineers build phantastic laptops out of these AMD chips, but without years of proper software support, consumers won't be able to use them productively over years.

The diversity is eating scale and without scale all those engineering cost cannot be recovered: it's a true chicken and eggs effort.

In the server and desktop market AMD can make do with far fewer support engineers for far bigger sales than laptops. Intel may have had huge advantages there, but considering how their ax has been swinging, that may not hold for long.

Yet AMD really would need to change dramatically for laptops: while it seems nice at first glance that they were able to churn out so many new laptop chips with so relatively small changes to existing ones, they clearly didn't budget for the support that OEMs would need to turn them into products. These SoCs may be console chips with few changes technically, but they aren't console volumes.

In the past Intel put them under pressure offering the hugest spread of products at every price point imaginable, but I believe fewer variations may be needed going forward to avoid choking the engineers with too many and too small batches of products to create and consumers with too many choices to choose from and falling quality.
 
""Partners cited miscommunication, unfulfilled promises, and generally poor treatment, reminiscent of Intel’s behavior during its dominant years." - AC Analysis"

The above some the analysis just means that this is common practice. Back in the days, Intel and AMD dominated the laptop CPU market even though the market share of AMD is very small as compared to Intel. ARM chips were really bad running Windows and so their market share is even worst than AMD.
 
There is two sides to this. Yes, AMD is fab constricted, and they are going to put most of their effort in the server side.. At the same time, stating that AMD has been selling laptop chips for 7 years is pretty rich. Intel's slush fund and an Intel is safe mentality, why bother with AMD from those same OEM's kept them on the sidelines for a number of years. I've wanted an all AMD laptop for years ever since NVIDIA started their shady marketing schemes to take over the OEMs gaming brands. My first Acer was more of a portable (2700x and Vega 56), which was fine until I updated the Vega drivers which borked the screen. My current laptop, Asus G15 Advantage, is absolutely fabulous, but Asus started it out at around $2300, which was a bit on the steep side. Since then, the advantage program has died completely, which I put down to the GPU side uknderperforming. I think the rx8000 reset is much needed.
The G15 Advantage is/was the best laptop I’ve ever owned. I won a 7900 GRE and it was time to go back to desktop. I was waiting for a new Strix. I actually have it on eBay now.. 2 days left. 😉
 
AMD Strix Point (AI 300): TSMC N4X
AMD Phoenix, Hawk Point (7040): TSMC N4
AMD Dragon Range (7045): TSMC N5 FinFET

Intel Lunar Lake (200V): TSMC N3B, TSMC N6, Intel 22FFL
Intel ARC Battlemage: TSMC N6

Nvidia 40 series: TSMC 4N (not to be confused with N4)

AMD RX 7000 series: TSMC N5, TSMC N6

So... uh... there's almost no overlap?
You don’t understand that all 5nm class nodes share the same space/tools? A particular line of machines might make Dragon Range then Ada Lovelace.
 
AMD is losing the confidence of laptop OEMs because of its focus on AI and data center GPUs, that's why we only see a few laptop models that feature the new Ryzen AI 300 chips

AMD’s laptop OEMs decry poor support, chip supply, and communication — OEM complains the company has "left billions of US dollars lying around" d... : Read more
Just read this article and being in the Tokyo Market Place, I found that the number of AMD RYZEN 9000 AI PCs way outnumber the Qualcom Snap Dragon AI PC, so I am skeptical of this post.