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AMD Updates Second Quarter Outlook
AMD today announced that revenue for the second quarter ended June 27, 2015 is expected to be lower than previously guided. The company now expects second quarter revenue to decrease approximately 8 percent sequentially, compared to the previous guidance of down 3 percent, plus or minus 3 percent.
The sequential decrease is primarily due to weaker than expected consumer PC demand impacting the company's Original Equipment Manufacturer (OEM) APU sales. The company expects second quarter channel sales and channel inventory reduction efforts to be in-line with the company's plans.
The company anticipates non-GAAP gross margin to be approximately 28 percent, compared to the previous non-GAAP guidance of approximately 32 percent primarily due to a higher mix of Enterprise, Embedded and Semi-Custom segment sales and lower than anticipated Computing and Graphics segment APU unit volumes due to weaker than expected OEM PC product demand. Additionally the company anticipates GAAP gross margin to be further impacted by a one-time charge of approximately $33 million associated with a technology node transition from 20 nanometer (nm) to FinFET. The company started several product designs in 20 nm that will instead transition to the leading-edge FinFET node.
Cash and cash equivalents at the end of the second quarter are expected to be approximately $830 million, in line with expectations.
AMD will report second quarter 2015 results after market close on Thursday, July 16, 2015. AMD will hold a conference call for the financial community at 2:30 p.m. PT (5:30 p.m. ET) that day to discuss second quarter financial results and to provide information regarding expected third quarter results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page. The webcast will be available for 10 days after the conference call.
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xIcarus
Senior Member
Posts: 941
Joined: 2010-08-24
Senior Member
Posts: 941
Joined: 2010-08-24
#5116265 Posted on: 07/07/2015 11:04 AM
AMD should show OEMs middle finger and make their own devices, at least some.
Because FX-7600p was not delivered, FX-8800p gets delivered in few poor configurations.
Those OEMs have no vision / understanding what APUs are for, or they are clearly sabotaging AMD.
Poor sales are because people are waiting and waiting till they give up and buy intel's device since those are available in any imaginable configuration.
I'll be waiting till That proper FX-8800p netbook is made. Intel does not have what I want and will not have it even in next year.
What is it exactly that you expect since Intel does not have what you want? Just genuinely curious, I've always found laptops with Intel hardware that suit me. Quite easily actually.
AMD should show OEMs middle finger and make their own devices, at least some.
Because FX-7600p was not delivered, FX-8800p gets delivered in few poor configurations.
Those OEMs have no vision / understanding what APUs are for, or they are clearly sabotaging AMD.
Poor sales are because people are waiting and waiting till they give up and buy intel's device since those are available in any imaginable configuration.
I'll be waiting till That proper FX-8800p netbook is made. Intel does not have what I want and will not have it even in next year.
What is it exactly that you expect since Intel does not have what you want? Just genuinely curious, I've always found laptops with Intel hardware that suit me. Quite easily actually.
Fox2232
Senior Member
Posts: 9956
Joined: 2012-07-20
Senior Member
Posts: 9956
Joined: 2012-07-20
#5116287 Posted on: 07/07/2015 12:19 PM
Intel can't match AMD in graphical performance when you go to small form factors. While intel may have now quite stronger iGPU (not better from rendering IQ), those come only in high wattage chips and at high prices.
High wattage&price prevents you from getting small form factor 12~14'' with good battery life, weight, price.
If you go for low power intel's CPU, you can pair it with AMD/nVidia GPU, but then it fails at weight or space for battery (battery life). And this increases complexity (price). And is likely worse in total performance vs same 15/35 W configured FX-8800p.
AMD can fit such APU even into 10'' bit thicker netbook (like 2cm) and still have great battery life.
+I want it for HSA development.
Intel can't match AMD in graphical performance when you go to small form factors. While intel may have now quite stronger iGPU (not better from rendering IQ), those come only in high wattage chips and at high prices.
High wattage&price prevents you from getting small form factor 12~14'' with good battery life, weight, price.
If you go for low power intel's CPU, you can pair it with AMD/nVidia GPU, but then it fails at weight or space for battery (battery life). And this increases complexity (price). And is likely worse in total performance vs same 15/35 W configured FX-8800p.
AMD can fit such APU even into 10'' bit thicker netbook (like 2cm) and still have great battery life.
+I want it for HSA development.
Anarion
Senior Member
Posts: 13586
Joined: 2005-08-13
Senior Member
Posts: 13586
Joined: 2005-08-13
#5116303 Posted on: 07/07/2015 12:44 PM
I'm pretty sure that the upcoming Intel chips with Iris Pro wipe the floor with Carrizo. Not only in CPU performance but in GPU performance too while having much better battery life. They may not be very cheap but they will be faster, especially when it comes to CPU performance. It would still be nice to see some decent Carrizo laptops.
If you for some reason want HSA then you have no options. Though it's completely irrelevant feature at the moment for any user.
I'm pretty sure that the upcoming Intel chips with Iris Pro wipe the floor with Carrizo. Not only in CPU performance but in GPU performance too while having much better battery life. They may not be very cheap but they will be faster, especially when it comes to CPU performance. It would still be nice to see some decent Carrizo laptops.
If you for some reason want HSA then you have no options. Though it's completely irrelevant feature at the moment for any user.
vbetts
Moderator
Posts: 14883
Joined: 2006-07-04
Moderator
Posts: 14883
Joined: 2006-07-04
#5116355 Posted on: 07/07/2015 02:19 PM
That's the problem with AMD hardware right now, there is no room in the mobile market for them. Intel has it in every segment of mobile computing(Not counting smart phones.).
Their new mobile APU's look amazing, but they offer nothing needed over what Intel has. That, and Intel has a hold on the OEMs.
What is it exactly that you expect since Intel does not have what you want? Just genuinely curious, I've always found laptops with Intel hardware that suit me. Quite easily actually.
That's the problem with AMD hardware right now, there is no room in the mobile market for them. Intel has it in every segment of mobile computing(Not counting smart phones.).
Their new mobile APU's look amazing, but they offer nothing needed over what Intel has. That, and Intel has a hold on the OEMs.
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Senior Member
Posts: 9956
Joined: 2012-07-20
AMD should show OEMs middle finger and make their own devices, at least some.
Because FX-7600p was not delivered, FX-8800p gets delivered in few poor configurations.
Those OEMs have no vision / understanding what APUs are for, or they are clearly sabotaging AMD.
Poor sales are because people are waiting and waiting till they give up and buy intel's device since those are available in any imaginable configuration.
I'll be waiting till That proper FX-8800p netbook is made. Intel does not have what I want and will not have it even in next year.