AMD Could take Back 30% of the Processor Market
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tunejunky
tunejunky
while i had the soapbox out...
i was an Intel fanboy for over twenty years. i loved them so much i skimped and saved to buy their stock (less expensive then, but i was poorer). i even wanted them to build a football stadium (or have naming rights) and call it "Pentium Place".
i bought every single generation of HEDT processor up to the ridiculous current cpus. i loved the Q666 (or variants) so much i kept using that processor, the humble first Intel quad-core (Core Duo 2) moving it from system to system (down the pecking order) until it finally died.
so i'm not filled with happiness over their current state and i can say i saw this coming. the fact is Intel has so much power and money that this can be solved in short-order, but it will not be. that would involve accountability and there are too many bonuses paid out in marketing.
it's one thing to inspire your marketing department, it's another for that marketing department to have the power. what could've been "spitballing" is now a hard target, rinse and repeat.
yikes
but Lisa Su is my woman. she can fix just about anything that has an engineering solution and keep things civil during the entire process with everyone's involvement.
so now, my only Intel is a nice Kaby Lake laptop.
i'm loving my Threadripper 2950x, and my Ryzen 7 2700 (nonX). my threadripper 1950x is gracing my nephew's streaming/editing rig.
and i'm loving it and crushing every task i have
tunejunky
moo100times
+1 to this comment. 2600k butchered by recent updates due to intel patches. I mean I was debating an upgrade anyway, but avoiding further meltdown and spectre liabilities is high on my next cpu list of features. One of the other reasons why ryzen 2 seems hopeful. I wonder if intel will address this architecture issue for the 9000 series due out now.
Aura89
I just noticed Intel and AMDs stock are getting pretty close to eachother, only a 10ish dollar difference....
travian
alanm
HWgeek
Any info about yelds rate vs die size on 7nm/10nm?
Can it be that Intel have troubles with it's 10nm mainly because their monolithic die designs? and that why the yields rate for processors with 6 core plus is low and not profitable in competitive market?
Also Intel has to also use iGPU that makes the Die even bigger- unlike AMD's Ryzen that wen from begging with MCM design to solve 7nm low yield problems.
For example- only 10nm CPU that Intel released is very small and without integrated graphics:
https://ark.intel.com/products/136863/Intel-Core-i3-8121U-Processor-4M-Cache-up-to-3_20-GHz
D3M1G0D
tunejunky
tunejunky
tunejunky
yeah Austin, Qualcomm is going for that market with a vengeance (and 7nm) so their heat/power equation is the best option available with their new Snapdragon able to run all versions of windows as well as an I-5 ( but with HT)
D3M1G0D
moo100times
Ditto. If there is one thing I associate with AMD hardware it's stability. All of it has lived long enough to become obsolete so far.
HWgeek
tsunami231
this would be great, Intel need to come to realization they need to stop playing games and thinking there cpu are untouchable performance wise, which was true for long time then ryzen came along,
STP wise Intel cpu are still king but not by much at this point, multi core and performance vs cost AMD is for not much performance difference vs Intel but Intel still trying to push the price premium
If I make new PC which at this point I might not cause prices of thing dram gpu have gone stupid, but hey SSD price droped.
I will go AMD simply cause core vs price there is not much diffrence vs intel and STP on AMD chip is good place now and STP should not matter whole lot going forward
travian
Andrew LB
https://seekingalpha.com/instablog/3112371-adaveinus2/5221181-amds-q3-2018-earnings-will-bad-stock-price
Sounds about right.
The latest numbers i've been able to find are from Mercury Research Group and they are from 2H 2018 and put AMD's desktop CPU market share at 12.3%, which was up from 12.1% the previous quarter.
Mercury Research even went and commented the claims of 20% in Q3 and 30% by the end of Q4. They said the following...
So i think the first half of the article can be chalked up as being 'fake news'. Its a shame that 'journalists' continue to report their hopes and dreams as facts because people actually believe it, and quite often use that information to make serious financial decisions such as buying stock. I urge anyone considering the purchase of stock to do your homework and make sure these decisions are made based on accurate information.
... as for the second half of the article...
There's that made up 5% number again. Whey do people keep repeating that crap? Those are market predictions announced by AMD. They have no basis in reality.
AMD's server CPU share increased to 1.3% in 2Q18, up from 1% in the prior quarter and 0.5% from this time a year ago. AMD would have to increase its server chip sales by over 380% in order to have 5% of the market. Sorry to break people's hearts, but it's just not gonna happen.
I was just reading an article on seekingalpha.com regarding CPU marketshare and whether AMD is a good investment and the author made a comment which sums things up quite well. They said the following:
tunejunky
a "cult stock" that's been the top performer in the S&P 500.
i bought AMD stock at their low point (re-organizing and selling GloFlo) and i've already had a 100% ROI
do as you will, but look into the fundamentals of each business before you invest. the fundamentals of AMD's business are amongst the strongest in the tech industry.
you will always find naysayers to anything, but as the saying goes "money talks and BS walks"
same with Intel, despite their problems and me giving them hell i've been invested with them since 1988, and Nvidia since 2000.
Fox2232
@Andrew LB : Many of those who make statistics misuse their power to manipulate stock market. They did learn that they have Power, and they are using it.