palladin9479 :
Cazalan :
esrever :
Well AMD says that >20% of their 1.4b revenue is driven by semi custom SoCs. Thats >300M revenue per quarter Which means they sell at least 3m chips a quarter. I would expect the margin to be much better than 15% for a SoC like this, wouldn't be surprised if they get >50% margins, it all depends on yields they can get now. 28nm should be cheap now and the console dies are all relatively small. They been rampping production for more than a year now, yields should be good.
There were multiple confirmations in the earning calls stating a mid teens margin, nowhere near 50%. 13/14/15/16/17 take your pick. 300M@16% is only 48M which would be lower than what I averaged it to.
AMD had been earning 50-55% margins on their core markets, so they have to sell a lot more semi-custom to make up for that. The plan can work but they need to be out there pushing this stuff like crack dealers.
Ok something you gotta realize is that all FX chips are the exact same die, same with all APU's. A 7850K costs the exact same as a 860K or an A6-7400K to make. AMD then sorts the chips by quality (binning) and sells them accordingly. Because of this method the margin on one chip (fx6300) will be different then another (fx8350) even though they cost the exact same to make. This is also why they went with the modular approach, it dramatically cut the costs of production.
Well i'm not to sure that is why they went with the modular approach but yeah the rest is true to bad we couldn't unlock these chips like in the phenom days