2013 Q1 CPU Market Share Numbers

[highoctane]

I hadn't seen anything posted about the latest figures so here they are for those interested.

http://www.investorvillage.com/smbd....2730534&pt=msg

Keep getting invalid image trying to upload an image file but its in the link.

Basically the market continues to decline,

Total shipments for 2013q1 82875, 2012q1 98780

Pretty big drop in volume YOY...

Intel 85.2%, AMD 14.3%, VIA .5%

[El Mano]

According to those numbers AMD has lost 5% x86 market share in a year.
It doesn't look good, neither for AMD nor for us.

[Hornet331]

Basically the market continues to decline,

recession is back (or better never was gone since 2008 :p )

[tajoh111]

According to those numbers AMD has lost 5% x86 market share in a year.
It doesn't look good, neither for AMD nor for us.

What worries me more about AMD however, is the percentage of their own sales that were lost. 18,800 down to 11,800. That's a catastrophic plummet year over year, that's close to a 40 percent drop in sales vs intels 12 percent drop in sales.

In a bad economy, where AMD is basically the value processor, this should be the time for them to thrive. Its no wonder there stock has tanked so bad in 2012, the CPU division cannot sustain itself.

[Rollo]

What worries me more about AMD however, is the percentage of their own sales that were lost. 18,800 down to 11,800. That's a catastrophic plummet year over year, that's close to a 40 percent drop in sales vs intels 12 percent drop in sales.

In a bad economy, where AMD is basically the value processor, this should be the time for them to thrive. Its no wonder there stock has tanked so bad in 2012, the CPU division cannot sustain itself.

intel fixed that by selling a lot of really nice cpus for $150-$300..

People don't have much reason to buy AMD. Back in the day when a decent intel chip cost $500, sure. When you can get 3570s for $200 and 3770s for $300, why bother with anything else?

[paulbagz]

I'm going to buy an AMD chip when the new APUs come out (HTPC) solely for the fact that I want to try something different

-PB

[cobra_kai]

I hope AMD will put their APUs in something like Intel's NUC form factor. That would be awesome for a HTPC

[Rollo]

One thing that could be damaging AMD numbers is all the bad publicity Crossfire has been getting lately. AFAIK NVIDIA doesn't license SLi to AMD anymore, so enthusiast class AMD hardware is locked into Crossfire.

Between AMD themselves recommending reviewers use intel to test CF because their CPUs can't drive it, non scaling profiles, runts, and latency Crossfire has been under siege in the press lately.

Even if you don't want CF right away, locking yourself out of multi GPU is a limitation.

AMD may well become the APU manufacturing firm.

[Mechanical Man]

One thing that could be damaging AMD numbers is all the bad publicity Crossfire has been getting lately. AFAIK NVIDIA doesn't license SLi to AMD anymore, so enthusiast class AMD hardware is locked into Crossfire.

Between AMD themselves recommending reviewers use intel to test CF because their CPUs can't drive it, non scaling profiles, runts, and latency Crossfire has been under siege in the press lately.

Even if you don't want CF right away, locking yourself out of multi GPU is a limitation.

AMD may well become the APU manufacturing firm.

Wtf, where did u get this from?

[Piledriver]

What worries me more about AMD however, is the percentage of their own sales that were lost. 18,800 down to 11,800. That's a catastrophic plummet year over year, that's close to a 40 percent drop in sales vs intels 12 percent drop in sales.

In a bad economy, where AMD is basically the value processor, this should be the time for them to thrive. Its no wonder there stock has tanked so bad in 2012, the CPU division cannot sustain itself.

lol hilarious like always, how many cpus have nvidia sold? How about apus? You know that thing that is the future of computing.


AMD sold less 7000 units, Intel sold less 9000 units, off course percentages fit better your agenda. And the notion AMD should be thriving , according to your incredible logic, recession affects the upper classes, you know the low-mid level classes aren't affected.

[qcmadness]

intel fixed that by selling a lot of really nice cpus for $150-$300..

People don't have much reason to buy AMD. Back in the day when a decent intel chip cost $500, sure. When you can get 3570s for $200 and 3770s for $300, why bother with anything else?

if you know that the asp for desktop cpu is less than $100

a $200+ cpu is a luxury for most people already

[BeepBeep2]

Not really, most people buying desktops from major OEMs will buy Quad Core intel in the $500-1000 range. Maybe not "K" models but who cares for those machines.

AMD has several problems:
1. They are ~1 1/2-2 years behind on manufacturing process compared to intel
2. SOI costs $$
3. Their revolutionary Bulldozer design wasn't so revolutionary, hopefully the SR core is equivalent to Intel's P4 > Core 2 jump in IPC...
4. APUs while more efficient, convenient and nice, take away from their previous discrete sales and discrete development, plus do not reap much $$ per unit.

For example, when we had Intel laptops with midrange AMD GPUs in the $600-800 range...
Now that is all integrated, for both Intel and AMD.

I like the fact that AMD is avoiding unnecessary chipset/socket development as much as possible, continuing to reuse a variant of AM2 still and the lesser pin FM sockets, but their company is too small do do any real development anyway.

[highoctane]

lol hilarious like always, how many cpus have nvidia sold? How about apus? You know that thing that is the future of computing.


AMD sold less 7000 units, Intel sold less 9000 units, off course percentages fit better your agenda. And the notion AMD should be thriving , according to your incredible logic, recession affects the upper classes, you know the low-mid level classes aren't affected.

Well proportionally AMD took a much harder hit considering the volume drop they have experienced YOY relative to their total shipments compared to Intel. Both AMD and Intel took a hit sure but AMD has seen its volume nearly cut in half compared to last year which translates into half the available revenue. Intel shipped over 70 million chips for the quarter, if they took the same hit as AMD they would have only shipped something like 40 million chips for the quarter.

If the market continues on this path AMD will definitely be squeezed out by attrition.

Nvidia have their Tegra line which is probably in a better position to grow than AMD's current APU lineup, Nvidia is in a growing market AMD is in a declining market with AMD's APU being one of many solutions not the only.

Without a doubt the management at AMD deserve a standing ovation if they manage to keep the company in one piece through this tough time...

[Rollo]

Wtf, where did u get this from?

No offense intended, remembered for a while NV was out of AMD boards, forgot they had come back. I probably even had SLi going on one of my 3-4 Phenom 1-2 mobos, but I cycle parts through here fairly often and it can get tough to remember the particulars.

[Tomasis]

its more dependent on fab.. in future it gets slower and slower. innovation lies in new Product nisches.

[Piledriver]

Well proportionally AMD took a much harder hit considering the volume drop they have experienced YOY relative to their total shipments compared to Intel. Both AMD and Intel took a hit sure but AMD has seen its volume nearly cut in half compared to last year which translates into half the available revenue. Intel shipped over 70 million chips for the quarter, if they took the same hit as AMD they would have only shipped something like 40 million chips for the quarter.

If the market continues on this path AMD will definitely be squeezed out by attrition.

Nvidia have their Tegra line which is probably in a better position to grow than AMD's current APU lineup, Nvidia is in a growing market AMD is in a declining market with AMD's APU being one of many solutions not the only.

Without a doubt the management at AMD deserve a standing ovation if they manage to keep the company in one piece through this tough time...

Well yeah someone on welfare losing 100 bucks is bigger hit than a millionaire losing 500 bucks, pretty obvious, doesn't change the fact that the millionaire lost more, period. Intel lost more sales than AMD,period. Off course the usual suspects had to twist the facts so they can sleep better, because it's been what? 5,6,7 years now that they are rooting and expecting AMD to go down.


And for some reason, you are under the impression that AMD is still focused on making desktop cpus, that Nvidia it all by itself with tegra, and that it will be a miracle AMD survive another year, when they didn't look this good since 2003.

[highoctane]

And for some reason, you are under the impression that AMD is still focused on making desktop cpus, that Nvidia it all by itself with tegra, and that it will be a miracle AMD survive another year, when they didn't look this good since 2003.

Of course AMD is focused on making desktop cpu's, HELLO, it's what a majority of whats left of their business is based on, if they drop focus on desktop cpu's they don't exist plain and simple.

Of course they have to venture into other markets to make up the losses they are seeing in the desktop and mobile cpu sales volume, Intel is and has been trying to do the same thing but they are overall in a whole other league as far as desperation and profitability is concerned.

It's not to bash AMD by any means it's simply the reality of the situation, lets take a look. AMD has had a major top to bottom management shake up, consistent quarterly losses, significantly reduced sales volume, employee exodus, mass employee layoffs and on top of that AMD has sold off a majority of its assets. This is not made up, it's reality... While all the other tech companies are grappling with a changing market you don't see any of them scrambling around as AMD.

Like I said AMD's management deserves a standing ovation if they manage to keep the company intact in one piece through these tough times because they are in a bad position that statistically has continued to worsen to date.

[Sushi Warrior]

Of course AMD is focused on making desktop cpu's, HELLO, it's what a majority of whats left of their business is based on, if they drop focus on desktop cpu's they don't exist plain and simple.

Of course they have to venture into other markets to make up the losses they are seeing in the desktop and mobile cpu sales volume, Intel is and has been trying to do the same thing but they are overall in a whole other league as far as desperation and profitability is concerned.

It's not to bash AMD by any means it's simply the reality of the situation, lets take a look. AMD has had a major top to bottom management shake up, consistent quarterly losses, significantly reduced sales volume, employee exodus, mass employee layoffs and on top of that AMD has sold off a majority of its assets. This is not made up, it's reality... While all the other tech companies are grappling with a changing market you don't see any of them scrambling around as AMD.

Like I said AMD's management deserves a standing ovation if they manage to keep the company intact in one piece through these tough times because they are in a bad position that statistically has continued to worsen to date.

Did you miss the fact that AMD supplies the PS4, WiiU, and probably the next gen Xbox? I can guarantee you those contracts rake in SERIOUS cash.

[highoctane]

Did you miss the fact that AMD supplies the PS4, WiiU, and probably the next gen Xbox? I can guarantee you those contracts rake in SERIOUS cash.

That absolutely means nothing if AMD as the company sits today cannot manage to be profitable.

All the warm and fuzzy announcements mean absolutely nothing until there is money in the bank.

[zalbard]

AMD APUs do well at business and HTPC applications. They just need to market them right.

[Sushi Warrior]

That absolutely means nothing if AMD as the company sits today cannot manage to be profitable.

All the warm and fuzzy announcements mean absolutely nothing until there is money in the bank.

There is essentially no way that AMD can lose everything though. The console contracts foot the bill for the losing CPU and (probably) GPU divisions.

[tajoh111]

There is essentially no way that AMD can lose everything though. The console contracts foot the bill for the losing CPU and (probably) GPU divisions.

Not particularly. The CEO during the 4th quarter conference call was telling investors that in the long term, his goals were trying to turn AMD into a profitably company while making 1.2 billion dollars a quarter(which would include the console deal). AMD made a bit less than 1.1 billion last quarter and 1.16 the quarter before that. Considering all of AMD's hands in various markets, 1.2 billion dollars isn't that much considering they made 1.65 billion a year earlier. What AMD plans on doing I suspect is to cutting costs by slicing into R and D and reduce costs so it can be profitable with less money. In short AMD is downsizing.

AMD current value as is, includes the console deal. AMD has recently had a spike in value because there are rumors Intel wants to buy them. But the console deal is hardly enough to make up for the loss of the CPU division. If it were, AMD would expect more financial growth and not have talks about making the company profitable at 1.2 billion in the long term.

The console makers are not paying that much for the APU. AMD need to invent a tech that they can charge a premium for because it is superior to the competition if they want to make money again.

Also the console deal is not a guarantee. The Wii U is starting to look like a failure and the future of console gaming has always been in question with the advent of tablets. E.g look at kids wish lists for christmas and mobile tech has started replacing consoles at the forefront.

[LordEC911]

AMD current value as is, includes the console deal.

No it doesn't...

[Sushi Warrior]

AMD current value as is, includes the console deal. AMD has recently had a spike in value because there are rumors Intel wants to buy them. But the console deal is hardly enough to make up for the loss of the CPU division. If it were, AMD would expect more financial growth and not have talks about making the company profitable at 1.2 billion in the long term.

The console makers are not paying that much for the APU. AMD need to invent a tech that they can charge a premium for because it is superior to the competition if they want to make money again.

AMD is most definitely downsizing, there are layoffs left and right. However, they won't simply stop making CPUs or GPUs and stick to the profitable divisions. I think they will steer the same course but with less crew for the CPU market, and I think GPUs will become more focused on APU applications and other "side markets" there. Overall, the worst has been passed or at least that is the attitude in the company from what I can tell. With good performance from SR, that should bring AMD back into the green. The results from last quarter weren't far off from a profit. I think with more streamlining and efficiency AMD can definitely pull a profit in the future.

[highoctane]

The results from last quarter weren't far off from a profit. I think with more streamlining and efficiency AMD can definitely pull a profit in the future.

Q1 2013 losses would have been worse if not for selling their facilities which accounted for around 164 million income for the quarter.

If you wanted to get an idea how their bundle helped just look at AMD's 2013 q1 financial statement page 10, graphics division net 337m with a profit of 16m vs q4 2012 net 326m with a profit of 22m. Graphics revenue is indeed up slightly but profits took a pretty big hit as well. If I'm not mistaken volume and revenue generally drop from q4 so considering revenue is up in q1 they must have seen some small gains in gpu marketshare.

http://phx.corporate-ir.net/External...RJRD01MDEyNzk=