AMD's Q3 FY2022 revenue tops $5.565 billion; net income drops to $66 million.
AMD's Data Center Sales Set Records, Consumer Products Disappoint : Read more
AMD's Data Center Sales Set Records, Consumer Products Disappoint : Read more
It's interesting to see their consumer side lose (edit: make less?) a bit of money, but not surprising. Intel has been playing the right cards to exploit their weakness in their overall strategy. Data center though, they're growing very nicely.
Still, a long long way from being remotely close to Intel, lol.
Regards.
In the world of virtualization (which are used by most data center), number of core is significant factor followed by power efficiency. No matter how good Intel processor are, if they can keep up the number of core per processor and power per core ratio, they will loose to AMD.
Its expected and not due to Intel. Both companies have much lower sales compared to previous year for obvious reasons. As I mentioned in my post, COVID created exceptionally high demand for consumer CPUs/GPUs. So it's going to be quiet now. And then inflation + uncertainty in economy will dampen things further.
-no idea what you're talking about. To me, it looks like you pulled some "negatives" from elsewhere.After some of the things they pulled (Zen 3 on X370 backtrack, duff 5950Xs that don't perform to specs, elimination of Threadripper, horrid product segmentation of Socket AM5, etc...)
-you do realize how childish that sounds, right?I'm very pleased at this result and hope the downward trend continues. This coming from a previous 20 year AMD fan.
No, it is not more efficient. Raptor Lake is behind Zen4 in efficiency. Sure, a small difference in favour of AMD, but still in favour of AMD.Intel's 7nm Raptor Lake is already more power efficient than AMD Zen 4, in the next generation, Meteor Lake will be even more power efficient than AMD's 5nm chips.
AMD's PC revenue is down 60% from last quarter, while Intel only goes down by 20%, mainly because of Intel has better performance and valued products. AMD's data center was able to maintain $1.6B because Intel Sapphire Rapids is delayed, but it will come in Jan. 2023, from there, AMD's data center product will go down just like the PC share to go down. Intel is moving faster than TSMC/AMD in product design; this situation will be become clearer in a year or so, as Intel move to 2nm design and getting more customer design wins.
Raptor lake is more efficient (less power consuption) in idle and low load situations -difference is small though, but it exist. On heavy/multicore load, AMD is more efficient -which can easily be observed on max power consumption.Intel's 7nm Raptor Lake is already more power efficient than AMD Zen 4...
-speculations serve no purpose...in the next generation, Meteor Lake will be even more power efficient than AMD's 5nm chips.
AMD had quite good (above average) results in previous quarter, while Intel results were.. so-so. That is, Intel results couldn't really go down by much. In short, one can't compare AMD/Intel success just by looking at quarter up/down percentages.AMD's PC revenue is down 60% from last quarter, while Intel only goes down by 20%, mainly because of Intel has better performance and valued products.
Do you mind to tell where from you got this info? Well, "in a year or so" can be quite stretchy, so it's irrelevant....Intel is moving faster than TSMC/AMD in product design; this situation will be become clearer in a year or so, as Intel move to 2nm design and getting more customer design wins.
This is about as good as it gets for AMD and the drop in consumer CPU/GPU will continue and perfectly understandable.
- The exceptionally high demand for CPU and GPU was fuelled largely by COVID. So that demand has pretty much ended and most people still have their systems which is around 2yrs old. So, not many pple will be upgrading.
- Inflation and economy uncertainty.
Intel's 7nm Raptor Lake is already more power efficient than AMD Zen 4, in the next generation, Meteor Lake will be even more power efficient than AMD's 5nm chips.
AMD's PC revenue is down 60% from last quarter, while Intel only goes down by 20%, mainly because of Intel has better performance and valued products. AMD's data center was able to maintain $1.6B because Intel Sapphire Rapids is delayed, but it will come in Jan. 2023, from there, AMD's data center product will go down just like the PC share to go down. Intel is moving faster than TSMC/AMD in product design; this situation will be become clearer in a year or so, as Intel move to 2nm design and getting more customer design wins.