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.
To comment on this article and other PCWorld content, visit our Facebook page or our Twitter