قالب وردپرس درنا توس
Home / Technology / Ryzen boosts AMD earnings as mobile chips promise further growth

Ryzen boosts AMD earnings as mobile chips promise further growth



AMD's computer and graphics segment revenue has nearly doubled year-on-year, paving the way for even more growth as AMD's mobile Ryzen chips conquer the field.

AMD, which has been having problems for most of the past few years Over the past decade, the company saw its net income increase by $ 114 million to $ 81 million in the first calendar quarter of 2018. The company also saw significant revenue growth of 40 percent to $ 1.65 billion. AMD even confidently said that sales for the next quarter would be $ 1.725 billion, an increase of another 50 percent.

AMD's numbers represent the success of the two Ryzen and Vega-based GPUs, while the outlook reflects expectations of the recently announced Ryzen 2 CPUs and notebook chips. The processor sales are "significantly better than the seasonality," said CEO Lisa Su analysts in a conference call on Wednesday afternoon.

"We believe 201

8 will be a great year for AMD Ryzen, Radeon and Epyc products," Su added.

What this means to you: Financial stability is a good thing for Intel's chief rival. AMD observers have been quietly wondering for years whether the company would have the products or the resources to compete further. At the moment it looks like AMD and the chipmaker is clearly aiming to oust Intel from its high place in the CPU world.

  AMD and Q2 results AMD

AMD's results for the first quarter of 2018, by segment. 19659009] Above: Ryzen Mobile

AMD becomes essentially a Ryzen-driven company. Approximately 60 percent of all processor revenue comes from the sale of Ryzen products, Su said, and the average desktop chip prices soared – not surprisingly. Meanwhile, the enterprise, embedded and semi-custom businesses (AMD's Epyc server processor plus the GPUs found in all major game consoles) have dropped 12 percent to $ 532 million.

Su said the company was pleased with the reception for the second generation Ryzen desktop chips, a 12nm part. "This start went really well," she said. "We are very pleased with the positioning and response of our customers."

Next, attention is turning to Mobile, a bigger market than the desktop. AMD announced last October the Ryzen 7 2700U and the Ryzen 5 2500U mobile chips for three PCs: the Lenovo IdeaPad 720S, Acer Swift 3 and HP Envy x360, without really telling when the laptops would hit the market. Su said that some shipments of the Ryzen Mobile platform started in the last quarter, but the hardware partners were preparing for their big boost in the current second quarter. The delivery of Ryzen Mobile Chips to the commercial area is also expected. Overall, AMD expects more than 25 commercial and consumer notebooks that Ryzen will supply.

"What you will see in the second quarter is a series of impressive premium consumer designs, thin and lightweight designs that are more representative of the product's strength, and we will also be the first to introduce the commercial systems of the top OEMs, "Su said. "Commercial notebooks are expected to start in the second half of the year, and Q2 is more of a consumption cycle," Su said. "Overall, I think the notebooking opportunity is good."

Su: AMD will favor PC players

AMD has talked less about how good its GPU business is, leaving Nvidia behind. Intel shut down Raja Koduri, AMD's graphics chief, last November after Koduri helped bring the Vega GPUs to market. A 7nm version of Vega will be sampling later this year, Su said.

Devinder Kumar, AMD's chief financial officer, said the company allocates 10 percent of its sales to Blockchain, evidence that e-currency miners are driving prices of GPUs still impacted sales. Although Su said the company had an open dialogue with both commercial miners and traditional retailers, the company's commitment was clear: "Our first priority in allocations lies with the players," Su said, and which segment would be prioritized Kumar also predicts that the percentage of blockchain sales in 2018 would fall from mid to high single-digit percentages.


Source link