• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

AMD Reports First Quarter 2019 Financial Results- Gross margin expands to 41%, up 5 percentage points year-over-year

VSG

Editor, Reviews & News
Staff member
Joined
Jul 1, 2014
Messages
3,695 (0.97/day)
AMD today announced revenue for the first quarter of 2019 of $1.27 billion, operating income of $38 million, net income of $16 million and diluted
earnings per share of $0.01. On a non-GAAP(*) basis, operating income was $84 million, net income was $62 million and diluted earnings per share was $0.06.

"We delivered solid first quarter results with significant gross margin expansion as Ryzen and EPYC processor and datacenter GPU revenue more than doubled year-over-year," said Dr. Lisa Su, AMD president and CEO. "We look forward to the upcoming launches of our next-generation 7nm PC, gaming
and datacenter products which we expect to drive further market share gains and financial growth."



Q1 2019 Results
  • Revenue was $1.27 billion, down 23 percent year-over-year primarily due to lower revenue in the Computing and Graphics segment. Revenue was down 10 percent quarter-over-quarter primarily due to lower client processor sales.
  • Gross margin was 41 percent, up 5 percentage points year-over-year, primarily driven by the ramp of Ryzen and EPYC processor and datacenter GPU sales. Gross margin was up 3 percentage points quarter-over-quarter primarily due to a charge in the fourth quarter of 2018 related to older technology licenses. Non-GAAP gross margin was flat quarter-over-quarter.
  • Operating income was $38 million compared to operating income of $120 million a year ago and $28 million in the prior quarter. Non-GAAP operating income was $84 million compared to operating income of $152 million a year ago and $109 million in the prior quarter. The year-over-year decline was primarily due to lower revenue and operating income in the Computing and Graphics segment.
  • Net income was $16 million compared to net income of $81 million a year ago and $38 million in the prior quarter. Non-GAAP net income was $62 million compared to net income of $121 million a year ago and $87 million in the prior quarter.
  • Diluted earnings per share was $0.01, compared to diluted earnings per share of $0.08 a year ago and $0.04 in the prior quarter. Non-GAAP diluted earnings per share was $0.06, compared to diluted earnings per share of $0.11 a year ago and $0.08 in the prior quarter.
  • Cash, cash equivalents and marketable securities were $1.2 billion at the end of the quarter.

Quarterly Financial Segment Summary
  • Computing and Graphics segment revenue was $831 million, down 26 percent year-over-year and 16 percent quarter-over-quarter. Revenue was lower year-over-year primarily due to lower graphics channel sales, partially offset by increased client processor and datacenter GPU sales. The quarter-over-quarter decline was primarily due to lower client processor sales.
  • Client processor average selling price (ASP) was up year-over-year driven by Ryzen processor sales. Client ASP was down slightly quarter-over-quarter due to a decrease in mobile processor ASP
  • GPU ASP increased year-over-year primarily driven by datacenter GPU sales. GPU ASP was up sequentially driven by improved product mix.
  • Operating income was $16 million, compared to operating income of $138 million a year ago and operating income of $115 million in the prior quarter. The year-over-year and quarter-over-quarter operating income decreases were primarily due to lower revenue.
  • Enterprise, Embedded and Semi-Custom segment revenue was $441 million, down 17 percent yearover-year and up 2 percent sequentially. The year-over-year revenue decrease was primarily due to lower semi-custom product revenue, partially offset by higher server sales. The quarter-over-quarter increase was primarily driven by higher semi-custom revenue.
  • Operating income was $68 million, compared to operating income of $14 million a year ago and an operating loss of $6 million in the prior quarter. The year-over-year and sequential improvements were primarily driven by a $60 million licensing gain associated with the company's joint venture with THATIC.
  • All Other operating loss was $46 million compared with operating losses of $32 million a year ago and $81 million in the prior quarter. The prior quarter included a $45 million charge related to older technology licenses.

Recent PR Highlights
  • Google announced at the Game Developers Conference that it has selected high-performance, custom AMD RadeonTM datacenter GPUs and AMD software developer tools for its Stadia nextgeneration game streaming platform. Also at the conference, AMD announced a number of updates to its software tools to help game developers accelerate game design and foster innovation.
  • Amazon Web Services announced broader availability of AMD EPYC processor-based service and launched three new EPYC processor-powered EC2 instance families, including the first T3-series instances.
  • Sony Interactive Entertainment released new details about its upcoming next-generation game console, which will be powered by a custom AMD chip based on the "Zen 2" CPU and "Navi" GPU architectures.
  • Apple announced updates to its 21.5-inch iMac and 27-inch iMac computers, which for the first time offer "Radeon Pro Vega" graphics cards. The 21.5-inch iMac with Radeon Vega 12 GPUs delivers up to 80 percent faster graphics performance than the previous generation. The 27-inch iMac with
  • Radeon Vega 10 GPUs delivers up to 50 percent faster graphics performance.
  • OEMs announced new systems based on the expanded lineup of consumer and commercial mobile processors from AMD.
  • HP and Lenovo announced commercial PCs powered by the 2nd Gen AMD Ryzen PRO mobile processors with Radeon Vega Graphics and AMD AthlonTM PRO mobile processors with Radeon Vega Graphics. At HP Reinvent, the company announced the HP ProBook 445R G6 and HP ProBook 455R G6, powered by 2nd Gen Ryzen mobile processors, and the HP ProDesk 405 G4 Desktop Mini powered by 2nd Gen Ryzen PRO processors. For consumers, HP announced the latest HP ENYY x360 13 and 15, both featuring 2nd Gen Ryzen mobile processors.
  • Lenovo announced the IdeaPad S540 and IdeaPad S340 powered by 2nd Gen Ryzen mobile processors.
  • Multiple customers began shipping new 2nd Gen AMD Ryzen mobile-powered laptops, including the new ASUS FX505 and 705DY TUF Gaming notebooks, with additional systems coming throughout 2019.
  • AMD announced the new AMD Ryzen Embedded R1000 SoC, growing the AMD Ryzen embedded family of processors. The SoC will be used in numerous embedded applications from customers like Advantech, IBASE, ASRock, Kontron, MEN and others. It will also power the upcoming Atari VCS entertainment system.
  • Demonstrating its commitment to workplace equality, AMD was included in the 2019 Bloomberg Gender-Equality Index and received a perfect score of 100 on the Human Rights Campaign Foundation's 2019 Corporate Equality Index.

Current Outlook
AMD's outlook statements are based on current expectations. The following statements are forward looking, and actual results could differ materially depending on market conditions and the factors set forth under "Cautionary Statement" below. For the second quarter of 2019, AMD expects revenue to be approximately $1.52 billion, plus or minus $50 million, an increase of approximately 19 percent sequentially and a decrease of approximately 13 percent year-over-year. The sequential increase is expected to be driven by growth across all businesses. The year-over-year decrease is expected to be primarily driven by lower graphics channel sales, negligible blockchain-related GPU revenue and lower semi-custom revenue. AMD expects nonGAAP gross margin to be approximately 41 percent in the second quarter of 2019.

View at TechPowerUp Main Site
 
Joined
Mar 14, 2018
Messages
96 (0.04/day)
ppl stop buying Ryzens, waiting for next gen on 7nm.
Unfortunatelly, it won't be much better, up to 15% in best case
 
Joined
Dec 14, 2013
Messages
2,734 (0.68/day)
Location
Alabama
Processor Ryzen 2600
Motherboard X470 Tachi Ultimate
Cooling AM3+ Wraith CPU cooler
Memory C.R.S.
Video Card(s) GTX 970
Software Linux Peppermint 10
Benchmark Scores Never high enough
ppl stop buying Ryzens, waiting for next gen on 7nm.
Unfortunatelly, it won't be much better, up to 15% in best case

Hoping this isn't a case of Introlling.
A potential 15% increase is still MUCH better than Intel was dishing out with each chip refresh while requiring a new board for it too.
Sometimes even a 5% increase wasn't truly realized - Even a 7% increase beats what Intel had been doing.
 
Joined
Feb 19, 2019
Messages
324 (0.15/day)
from conference call: Navi in Q3, will be placed under VII from pricing standpoint, Epyc Rome in Q3 (shipping in Q2) and AMD even thinking on EPYC APU in future(?)
On Navi raytracing- Lisa didn't want to say- more info only near launch
 
Joined
Mar 10, 2015
Messages
3,984 (1.11/day)
System Name Wut?
Processor 3900X
Motherboard ASRock Taichi X570
Cooling Water
Memory 32GB GSkill CL16 3600mhz
Video Card(s) Vega 56
Storage 2 x AData XPG 8200 Pro 1TB
Display(s) 3440 x 1440
Case Thermaltake Tower 900
Power Supply Seasonic Prime Ultra Platinum
Jeez...just shows how bad RTG is doing right now. A new arch or finally fixing GCN is very much needed.
 
Joined
Aug 20, 2007
Messages
21,541 (3.40/day)
System Name Pioneer
Processor Ryzen R9 9950X
Motherboard GIGABYTE Aorus Elite X670 AX
Cooling Noctua NH-D15 + A whole lotta Sunon and Corsair Maglev blower fans...
Memory 64GB (4x 16GB) G.Skill Flare X5 @ DDR5-6000 CL30
Video Card(s) XFX RX 7900 XTX Speedster Merc 310
Storage Intel 905p Optane 960GB boot, +2x Crucial P5 Plus 2TB PCIe 4.0 NVMe SSDs
Display(s) 55" LG 55" B9 OLED 4K Display
Case Thermaltake Core X31
Audio Device(s) TOSLINK->Schiit Modi MB->Asgard 2 DAC Amp->AKG Pro K712 Headphones or HDMI->B9 OLED
Power Supply FSP Hydro Ti Pro 850W
Mouse Logitech G305 Lightspeed Wireless
Keyboard WASD Code v3 with Cherry Green keyswitches + PBT DS keycaps
Software Gentoo Linux x64 / Windows 11 Enterprise IoT 2024
Jeez...just shows how bad RTG is doing right now. A new arch or finally fixing GCN is very much needed.

I very much believe that the chief reason they remained profitable right now is the lack of soaking money into RTG. It's doing well enough considering it's shoestring budget.
 
Joined
Oct 4, 2017
Messages
706 (0.27/day)
Location
France
Processor RYZEN 7 5800X3D
Motherboard Aorus B-550I Pro AX
Cooling HEATKILLER IV PRO , EKWB Vector FTW3 3080/3090 , Barrow res + Xylem DDC 4.2, SE 240 + Dabel 20b 240
Memory Viper Steel 4000 PVS416G400C6K
Video Card(s) EVGA 3080Ti FTW3
Storage XPG SX8200 Pro 512 GB NVMe + Samsung 980 1TB
Display(s) Dell S2721DGF
Case NR 200
Power Supply CORSAIR SF750
Mouse Logitech G PRO
Keyboard Meletrix Zoom 75 GT Silver
Software Windows 11 22H2
Unfortunatelly, it won't be much better, up to 15% in best case

This we don't know better wait for actual reviews before making such claims , by the way 15% is outstanding comparing to what Intel has been offering for years now !
 
Joined
May 30, 2018
Messages
1,890 (0.79/day)
Location
Cusp Of Mania, FL
Processor Ryzen 9 3900X
Motherboard Asus ROG Strix X370-F
Cooling Dark Rock 4, 3x Corsair ML140 front intake, 1x rear exhaust
Memory 2x8GB TridentZ RGB [3600Mhz CL16]
Video Card(s) EVGA 3060ti FTW3 Ultra Gaming
Storage 970 EVO 500GB nvme, 860 EVO 250GB SATA, Seagate Barracuda 1TB + 4TB HDDs
Display(s) 27" MSI G27C4 FHD 165hz
Case NZXT H710
Audio Device(s) Modi Multibit, Vali 2, Shortest Way 51+ - LSR 305's, Focal Clear, HD6xx, HE5xx, LCD-2 Classic
Power Supply Corsair RM650x v2
Mouse iunno whatever cheap crap logitech *clutches Xbox 360 controller security blanket*
Keyboard HyperX Alloy Pro
Software Windows 10 Pro
Benchmark Scores ask your mother
ppl stop buying Ryzens, waiting for next gen on 7nm.
Unfortunatelly, it won't be much better, up to 15% in best case
I can see two sides of it. Zen+ was only a refresh and when you think of it that way, 15% is pretty good for a simple refresh these days! You don't see even entirely new generations do that anymore. So another 15% for the actual overhaul is still respectable in my eyes. Then you have to consider... if this winds up being true, it shows them consistently gaining ground that actually adds up to something in a reasonable time frame. It means that while they're still behind Intel in many ways, they're still accelerating much faster. Remember, Zen was... what? Spring 2017? So that would mean in just a couple years we saw a 30% performance increase on the Zen architecture family, which I guess doesn't sound like much to some, but isn't that kind of unheard of with the current state of things? Especially not without a socket swap. If you bought into Zen 1 in 2017, there is a decent chance that you can drop a chip that's at least 30% faster (more if you go up the line) into the same motherboard with nothing but a BIOS update. In 2019. Sounds like a nice upgrade to me. *shrugs*

Buuut it's all kind of moot right now. Gotta see them in the wild for a bit before anyone can really say how much of an upgrade they are. What is for certain is that from the original launch of Zen, AMD has gained an astonishing amount of ground. And it's starting to show. Even if Zen 2 only offers 15% over Zen+, that's still enough to keep them moving and surely enough to keep expanding profits and market share. This in turn leads to more R&D which leads to more significant performance increases, not to mention the need for more competition from Intel. To me, it would still be a good thing, for everyone.

AMD has made some big moves, to be sure. But I think where they have really been excelling is in the 'slow and steady' game. It's easy to look at what they've been up to and not think much of them. There are legitimate arguments to be had there. But that's also why they're succeeding. "One rung at a time" has been their MO. They put enough skin in the game to keep playing and snatching up some smaller victories, as well as a few key ones... which is really another way of saying they've focused on staying in the black as a way of advancing their position in the market. And it seems to be working. To play with the big boys when you're not nearly as big, you have to leverage effectively. As the saying goes "When you do something right, people won't know you've done anything at all." As long as you're making profits, you can always have growth. Whether it's a little or a lot, that's a good thing... but only when there is also sustainability.

You could think of it like this. Say they dumped more R&D in to their CPU's (or even their GPU's - like so many seem to expect,) reaching for that showstopper. The problem I think a lot of people don't see there is that R&D doesn't scale linearly with profitability in pretty much any area of tech. It's a balancing act. A major cost that needs to be offset as quickly as possible. The longer it takes to pick up, the more dire and limiting the situation becomes. Better to spend the money you know will make you money than go all in on what turns out to be a flop... or, just as bad, come out with the best thing ever and make no money on it because people aren't willing to pay enough to offset the huge cost difference. It is very hard to generate large performance increases without drastically increasing the price point. Every now and then R&D comes up with a silver bullet and a way to make it affordable to make turns up right in time, but that is the exception. Usually, to make a big move like that, you need to be able to afford being in the red for a good long time, with plenty of other revenue sources far ahead enough to make up a net profit. Very, very unlikely for any company to pull this off. Even if they CAN do it, it's almost never the best move in the long run. At best you take greater risks to ultimately arrive at the same point. On the surface it sounds like a no-brainer, but it's a total hail mary in practice. You see these flashes in the pan with new tech all of the time. Stuff takes off for a while, but ultimately dies because the progress made wasn't sustainable and production was never really affordable. So as the interest and excitement died off, so did the people behind the tech.

Honestly, a modestly respectable uptick with Zen 2 is exactly what I expect from them. They're simply tending to their little Zen garden. Most reasonable people, I think, don't expect any more or less. It's easy to look at the performance and say "whatever" but when you look at the numbers, you see it's actually working amazingly well for them. And people actually like their products. The niches for them continue to grow. Nobody ever thought this would happen in the beginning. From where they started till now, they've reached a point where they're becoming real contenders. A power move would be a total waste of everything they've built. Why fix what isn't broken? I'd love a supercharged Ryzen 3000, but more than that I would like to see AMD continue to pursue long-term stability and establish themselves in a way that continues to allow for a level of steady growth that the competition has been lacking in for too long now. Can't climb a mountain in an afternoon. Keep on chuggin along, setting and meeting expectations, while bringing a little something new to the table every time. Not every new launch can or should be a total revolution. It just needs to be another step forward, and one that leads to many more steps forward. That's how you do it. It's a little different from Intel's crab walk in that every launch is opening doors for them. A very good thing to see in any tech-driven industry. It's not always about who's got the best stuff. It's about who's consistently moving forward. To take and hold those positions you have to put in the time to grind-out a foundation... a way of developing and releasing tech that continues to raise the bar sufficiently and secure profits/market. One big move is not nearly enough to make that happen, and often has the opposite effect.

Basically, their next move is likely still going to be on the safe side... something they know they will profit and grow from. Zen 2 won't and doesn't need to be their Intel killer. That's never been how they've operated.

Their GPU's are a different story. But I think that too is a calculated choice. They're not taking any risks or stretching themselves thin. This may change if they ever get on top of the CPU game. Barring that I think they'll continue to float by and let Nvidia have their empire. Not much in it for them right now. I think not pursuing that is part of the reason they're more successful. They'd no doubt be hurting quite a lot right about now if they acted any differently. It's enough for them to not be a total failure, which for the most part, I think they've accomplished. GPU market changes have set them back a little, but it looks like they must've anticipated that. And what they have put forth there has been reasonably successful in my eyes - for what it is. Maybe not as much as people have hoped, but not less so than AMD expected.
 
Last edited:
Joined
Jun 15, 2016
Messages
1,042 (0.33/day)
Location
Pristina
System Name My PC
Processor 4670K@4.4GHz
Motherboard Gryphon Z87
Cooling CM 212
Memory 2x8GB+2x4GB @2400GHz
Video Card(s) XFX Radeon RX 580 GTS Black Edition 1425MHz OC+, 8GB
Storage Intel 530 SSD 480GB + Intel 510 SSD 120GB + 2x500GB hdd raid 1
Display(s) HP envy 32 1440p
Case CM Mastercase 5
Audio Device(s) Sbz ZXR
Power Supply Antec 620W
Mouse G502
Keyboard G910
Software Win 10 pro
Good, good.
 
Joined
Aug 20, 2007
Messages
21,541 (3.40/day)
System Name Pioneer
Processor Ryzen R9 9950X
Motherboard GIGABYTE Aorus Elite X670 AX
Cooling Noctua NH-D15 + A whole lotta Sunon and Corsair Maglev blower fans...
Memory 64GB (4x 16GB) G.Skill Flare X5 @ DDR5-6000 CL30
Video Card(s) XFX RX 7900 XTX Speedster Merc 310
Storage Intel 905p Optane 960GB boot, +2x Crucial P5 Plus 2TB PCIe 4.0 NVMe SSDs
Display(s) 55" LG 55" B9 OLED 4K Display
Case Thermaltake Core X31
Audio Device(s) TOSLINK->Schiit Modi MB->Asgard 2 DAC Amp->AKG Pro K712 Headphones or HDMI->B9 OLED
Power Supply FSP Hydro Ti Pro 850W
Mouse Logitech G305 Lightspeed Wireless
Keyboard WASD Code v3 with Cherry Green keyswitches + PBT DS keycaps
Software Gentoo Linux x64 / Windows 11 Enterprise IoT 2024
Good, good.

For some reason I can't not read this post in an evil Emperor Palpatine voice...



Not saying anything... I just watched way too much star wars as a kid.

Proceed with topic.
 
Joined
Apr 8, 2019
Messages
121 (0.06/day)
Yeah, they stopped. Only twice more Ryzens are sold compared to Intel. :D
LOL "won't be much better, up to 15% in best case" while Intel getting CPUs gen by gen by a 5% jump.

Twice more Ryzens are sold compared to Intel? Are you kidding? You think AMD sells 2x as many CPUs as Intel?
 
Joined
Jun 28, 2016
Messages
3,595 (1.16/day)
So basically: everything is (much) worse than before - apart from a slightly increase in gross margin.
Gross margin makes it to the article title (how much am I not surprised...?)

41% Gross margins... while still undercutting their competition...

VERY Nice!
?
That's still very poor compared to Intel. Long way to go.
But sure: by asking lower prices, AMD is in fact lowering Intel's margins. Intel is few % down, AMD is few % up. But it's still 57% vs 41%.
As a result, Intel is making a lot of money and AMD is not making any.

And remember: Zen is all about gross margin. They should beat Intel here - especially since the Blues are also making other, less profitable products.
In other words: Zen CPUs are way too cheap.
Yeah, they stopped. Only twice more Ryzens are sold compared to Intel. :D
In a particular store... Intel's revenue is still 10x larger and stable. AMD revenue is dropping quickly. 1st gen Ryzen lineup was more expensive than 2nd gen.
from conference call: Navi in Q3, will be placed under VII from pricing standpoint
It's expected to be a slower GPU, so hard to imagine it costing more...
AMD even thinking on EPYC APU in future(?)
Workstation CPU with IGP - to compete with Xeon G lineup.
 
Joined
Feb 19, 2019
Messages
324 (0.15/day)
No, not to compete Xeon G lineup, remember it's EPYC, the question was more like if they will add GPU chiplete so the Compute power will be improved, so CPU and GPU compute units on single package-and you got a lot of space on EPYC :)..
This is very interesting IMO.

Mark Lipacis -- Jefferies -- Analyst :
... And I was wondering are your customers on the server side asking you for like an APU-kind-of-a product where you have microprocessor and graphics processor capabilities integrated together.
Lisa:
I think the customers have been deeply engaged with us since the first generation of EPYC. There is both software customization, as well as some hardware customization that we go through. And we feel very comfortable with our ability to address that across the cloud and the enterprise businesses. And then, as we go forward, I think we are also very excited about what we can do when we put our CPU and GPU portfolio together and really do system-level optimization for the data center.
So we view that as a early opportunity for us but one where there is a lot of opportunity to help customers really optimize for very high-performance computing applications.
 
Joined
Mar 7, 2010
Messages
993 (0.18/day)
Location
Michigan
System Name Daves
Processor AMD Ryzen 3900x
Motherboard AsRock X570 Taichi
Cooling Enermax LIQMAX III 360
Memory 32 GiG Team Group B Die 3600
Video Card(s) Powercolor 5700 xt Red Devil
Storage Crucial MX 500 SSD and Intel P660 NVME 2TB for games
Display(s) Acer 144htz 27in. 2560x1440
Case Phanteks P600S
Audio Device(s) N/A
Power Supply Corsair RM 750
Mouse EVGA
Keyboard Corsair Strafe
Software Windows 10 Pro
ppl stop buying Ryzens, waiting for next gen on 7nm.
Unfortunatelly, it won't be much better, up to 15% in best case

Troll much or are you just that ignorant?
 
D

Deleted member 172152

Guest
ppl stop buying Ryzens, waiting for next gen on 7nm.
Unfortunatelly, it won't be much better, up to 15% in best case
Wellll, AMD did show an 8-core that was comparable to a 9900k in cinebench, soooo.... Is that a bad thing?

Oc potential could be higher and efficiency should be better. Also, we should see more cores coming to the mainstream and we might even see more than a 15% increase from 2700x to a 12-core 5ghz model in per core performance!

If there's a 16-core I might even skip that for a better gaming 12-core with higher boost clocks, though 16-cores is better for streaming and recording, so I'm excited either way!
 
Last edited by a moderator:
Joined
Feb 4, 2012
Messages
17 (0.00/day)
Aren't the numbers extremely disappointing?
120$b vs 38$b? That's a huuuuuge difference. And why is it so big?
 
D

Deleted member 172152

Guest
Aren't the numbers extremely disappointing?
120$b vs 38$b? That's a huuuuuge difference. And why is it so big?
First of all, it's millions and second of all, it's operating income. Not a huge deal, especially considering AMD has both Navi and Zen2 to boost sales from june! Soon after servers will get 7nm too, so this slump is nothing out of the usual for a tech company that hasn't released any really new and exciting products since vega and polaris and Ryzen back in 2017.

Radeon vii is nice, but is mostly to keep up appearances and Zen+ will mostly sell better in laptops, not so much desktops where lots of people already had Zen processors.

At least AMD is nowhere near the levels of bulldozer and fiji-asco!
 
Joined
Jul 19, 2016
Messages
484 (0.16/day)
AMD's profit is pathetic, this needs to improve drastically when 7nm CPUs hit or there's no hope. They need to win more server clients. You'd think it would be easy given how far ahead ROME appears to anything Intel got. But I guess Intel has relationships in this field going back decades so a few phone calls and emails have no doubt been sent to clients to stop them jumping to Red.

Also, they do have 18-20m a year sold PS5 APU contract starting 2H 2020.
 
Joined
Apr 12, 2013
Messages
7,563 (1.77/day)

Aquinus

Resident Wat-man
Joined
Jan 28, 2012
Messages
13,171 (2.79/day)
Location
Concord, NH, USA
System Name Apollo
Processor Intel Core i9 9880H
Motherboard Some proprietary Apple thing.
Memory 64GB DDR4-2667
Video Card(s) AMD Radeon Pro 5600M, 8GB HBM2
Storage 1TB Apple NVMe, 4TB External
Display(s) Laptop @ 3072x1920 + 2x LG 5k Ultrafine TB3 displays
Case MacBook Pro (16", 2019)
Audio Device(s) AirPods Pro, Sennheiser HD 380s w/ FIIO Alpen 2, or Logitech 2.1 Speakers
Power Supply 96w Power Adapter
Mouse Logitech MX Master 3
Keyboard Logitech G915, GL Clicky
Software MacOS 12.1
However do note that it's loosening, slowly but surely!
Amazon going for it is a pretty big stab at Intel. So long as AMD stays ahead when it comes to cores to cost ratio, I think we'll continue to see this sort of shift. Phasing out old hardware takes time and doesn't happen overnight.
https://aws.amazon.com/ec2/amd/
 
Joined
Feb 19, 2019
Messages
324 (0.15/day)
Plus with AMD they improve their margins, with Chiplets AMD can give them big discounts even like Intel, since it's cost them like nothing compare to EPYC prices.
Even if Intel wants to make more 28 Xeons- their Yield are very low compared to tiny AMD's chiplets.
P.S: Did you see the power usage of the new XEON 8280? even agains EPYC 32C is very High, now consider 7nm EPYC.
 
Joined
Jun 28, 2016
Messages
3,595 (1.16/day)
No, not to compete Xeon G lineup, remember it's EPYC, the question was more like if they will add GPU chiplete so the Compute power will be improved, so CPU and GPU compute units on single package-and you got a lot of space on EPYC :)..
This is very interesting IMO.
Why not a competitor to Xeon G? They don't have anything in this segment.

Putting different chiplets in a package is an interesting option, but again: more likely for workstations. They could combine 3 faster CPU chiplets and one GPU or FPGA.

In a server you're less limited by space and cooling, so it's better (more flexible) to go full CPU in the package and add whatever PCIe cards you need.
With mixed chiplets it'll be very hard to use 100% of CPU and sockets are very expensive.
Amazon going for it is a pretty big stab at Intel. So long as AMD stays ahead when it comes to cores to cost ratio, I think we'll continue to see this sort of shift. Phasing out old hardware takes time and doesn't happen overnight.
https://aws.amazon.com/ec2/amd/
Amazon offers some instances based on EPYC. We don't know how many CPUs they actually bought, so we don't know how big the stab could be.

Amazon says EPYC instances are 10% cheaper for the same performance. Well, in some loads there are, in some they aren't.
Phoronix tested this not long ago:
https://www.phoronix.com/scan.php?page=article&item=amazon-ec2-m5a&num=1

Of course that's for tasks that use all the CPU potential available.
AMD is yet to show a server CPU that matches Xeons on single-core performance. This may happen with Zen2, but don't hold your breath.
First of all, it's millions and second of all, it's operating income. Not a huge deal, especially considering AMD has both Navi and Zen2 to boost sales from june!
Suggesting that income is not a huge deal is rather brave. Would you say that on a recruiting interview? :)
AMD is not making a lot of money - that's a fact.
And it's not obvious whether 7nm will help that or not. It's still an expensive process. We roughly now how much Apple pays TSMC for a chip. If AMD's rates are similar, they'll have to raise prices compared to Zen+.
At least AMD is nowhere near the levels of bulldozer and fiji-asco!
True. But they still haven't got to neither revenue nor margins they had in the K10 period (~2010).

P.S: Did you see the power usage of the new XEON 8280? even agains EPYC 32C is very High, now consider 7nm EPYC.
Roughly 10% difference (in line with AWS instance cost difference - shocking isn't it? :p).

I'm not sure if I'd call that "very high", but certainly it's an advantage of the more modern architecture.
 
Joined
Jun 28, 2018
Messages
299 (0.13/day)
from conference call: Navi in Q3, will be placed under VII from pricing standpoint, Epyc Rome in Q3 (shipping in Q2) and AMD even thinking on EPYC APU in future(?)
On Navi raytracing- Lisa didn't want to say- more info only near launch

So, if we take into account that Rome is supposed to be released before, does it mean that there will be no Zen 2 consumer grade CPUs to at least Q4?
 
Top