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Desktop sales expected to resume growth in 3Q17
PC sales have been pretty weak in the first half of 2017, but is expected to start growing in the third quarter driven by new products from AMD and Intel for the gaming and high-end desktop markets.
AMD's new top-end 16-core Ryzen Threadripper 1950X and 12-core 1920X will become available in the retail channel on August 10, while its 8-core 1900X is scheduled to be released at the end of August, reports digitimes:
Several vendors have already begun accepting pre-orders for desktop models using AMD's latest top-end CPU processors since the end of July including the Alienware Area-51 Threadripper from Dell.
AMD also recently announced its new Vega-based GPUs including the Radeon RX Vega 64, using either liquid or air cooling modules, and Radeon RX Vega's prices start from US$399. AMD also offers free games and discounts on hardware including Samsung's CF791 monitor as well as price-cuts on CPU/motherboard bundles to help consumers save up to US$300.
Intel has also prepared to release its next-generation 14nm Coffee Lake processors in the near future and will initially launch products such as the Core i7 8700K.
AMD and Intel are also seeing growing sales in the server ssegment. AMD's EPYC 7000 series processors were unveiled at the end of June. Although the processor series currently only accounts for less than 1% of the server market, orders for related server makers have been picking up recently and are expected to stay strong in the second half of 2017 with players including Microsoft, Baidu, Dell, Hewlett-Packard (HP), Supermicro, Inventec, Wistron, Asustek Computer, Gigabyte Technology and Tyan eagerly promoting their systems.
Intel debuted its Purley server platform in July and is currently seeing strong orders from enterprises looking to replace their existing server systems. Some market watchers believe the replacement trend will last for a whole year and shore up Intel's profitability and revenues.
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New Basin Falls HEDT Intel Desktop Platform will arrive faster than expected - 04/10/2017 08:15 AM
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Noisiv
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Posts: 8186
Joined: 2010-11-16
#5460092 Posted on: 08/07/2017 11:12 AM
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I have no idea why ppl called AMD Q2 results - GREAT!
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I have no idea why ppl called AMD Q2 results - GREAT!
schmidtbag
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Posts: 6551
Joined: 2012-11-10
Senior Member
Posts: 6551
Joined: 2012-11-10
#5460182 Posted on: 08/07/2017 03:00 PM
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
That's because for AMD, that statement is true - even Interlagos and Magny Cours (architectures revolved around server needs) didn't sell that well. Where Eypc will win is servers that are heavily dependent upon GPUs and/or disk performance. 128 PCIe lanes is very attractive. And sure, 32 cores is appealing too, but if CPU cores/threads are what someone is looking for, neither Intel or AMD are the best choices - they're the ones you go to when your software is incompatible with other architectures.
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I agree now is AMD's chance, but you have to remember that servers/mainframes are a long-term investment (not necessarily in how long they're used, but the planning of buying them and setting them up). Server admins already have a rough idea of what Coffee Lake will offer. They have already made up their minds as to which brand they want to go for, so it doesn't matter when AMD releases Epyc. For everyone who isn't setting up a multi-million dollar server, Epyc likely isn't going to be that appealing. Sure, you could probably build 2 Epycs for the cost of a single Intel equivalent (which means great redundancy) but the main reason Intel does better in servers is because of reliability and reputation. For small companies, Epyc is too new and too risky to depend on. There are many people who really like Ryzen but avoid using it for their work PC strictly because the reliability isn't proven yet.
I have no idea why ppl called AMD Q2 results - GREAT!
Because it was great? Did you not see the numbers? Sure, AMD is still in the red, but despite not including all of their sales, AMD almost completely eliminated years worth of debt in just a half year. That was significant enough that their stocks have reached the highest point they've been in roughly 10 years. I would say "great" is a very suitable description of the Q2 results. From what I recall, it was better than predicted (thanks to Etherium miners).
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
That's because for AMD, that statement is true - even Interlagos and Magny Cours (architectures revolved around server needs) didn't sell that well. Where Eypc will win is servers that are heavily dependent upon GPUs and/or disk performance. 128 PCIe lanes is very attractive. And sure, 32 cores is appealing too, but if CPU cores/threads are what someone is looking for, neither Intel or AMD are the best choices - they're the ones you go to when your software is incompatible with other architectures.
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I agree now is AMD's chance, but you have to remember that servers/mainframes are a long-term investment (not necessarily in how long they're used, but the planning of buying them and setting them up). Server admins already have a rough idea of what Coffee Lake will offer. They have already made up their minds as to which brand they want to go for, so it doesn't matter when AMD releases Epyc. For everyone who isn't setting up a multi-million dollar server, Epyc likely isn't going to be that appealing. Sure, you could probably build 2 Epycs for the cost of a single Intel equivalent (which means great redundancy) but the main reason Intel does better in servers is because of reliability and reputation. For small companies, Epyc is too new and too risky to depend on. There are many people who really like Ryzen but avoid using it for their work PC strictly because the reliability isn't proven yet.
I have no idea why ppl called AMD Q2 results - GREAT!
Because it was great? Did you not see the numbers? Sure, AMD is still in the red, but despite not including all of their sales, AMD almost completely eliminated years worth of debt in just a half year. That was significant enough that their stocks have reached the highest point they've been in roughly 10 years. I would say "great" is a very suitable description of the Q2 results. From what I recall, it was better than predicted (thanks to Etherium miners).
scoter man1
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Posts: 4865
Joined: 2008-12-09
#5460195 Posted on: 08/07/2017 03:20 PM
Unless you're talking about graphics cards, lol. Thanks miners -.-
Well lower prices more buyers simple eh, more competition lower prices 
Unless you're talking about graphics cards, lol. Thanks miners -.-
Stormyandcold
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Posts: 5779
Joined: 2003-09-15
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Posts: 5779
Joined: 2003-09-15
#5460201 Posted on: 08/07/2017 03:32 PM
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I have no idea why ppl called AMD Q2 results - GREAT!
Nearly breaking even is no small feat for AMD in this current market.
So Intel is up in server space and in regards to AMD server orders, Lisa Su has recently replied something along:
meh, servers are lumpy business, it takes time yadayada
This short window untill Coffee Lake launches will be the best AMD can ever hope for!
Yet even with that, even with full Ryzen quarter and even with Polaris sold out, that was not enough for AMD to report any profit in Q2. While ofc Intel recorded record profits.
I have no idea why ppl called AMD Q2 results - GREAT!
Nearly breaking even is no small feat for AMD in this current market.
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At first, i thought that said "Desktop sales expected to resume growth in 3017"
hahahaha