Q4-2012 In a Nutshell
Tis the reporting season. Yes, that time of year when some of the major players in the computing world get together and tell us all how well they did this past quarter. Ok, so they do not necessarily get together to announce results, but they sure time them that way. Today was AMD’s turn (and Apple’s), and the results were not nearly as positive as what Intel had to offer a few days ago.
Q4 2011 was flat in terms of revenue as compared to Q3. The company had gross revenue of $1.69 billion and had a net income loss of $177 million. That net income is not necessarily a bad result, but more on that later. Margins rose to 46%, which is still a far cry from Intel’s 65% for the past quarter. Gross revenue was up 2% from last year, which considering the marketplace and Intel’s dominance, is a solid win for AMD.
When we start talking about non-GAAP results, AMD had a net income of $138 million. The difference between those two numbers (a loss vs. a nice profit) is that the loss came from one time writeoffs. AMD has lowered its stake in GLOBALFOUNDRIES to 8.8%, and in so doing incurred a hefty charge. This is not so much money lost as it is lost value in the company.
Subject: Graphics Cards | December 10, 2011 - 12:05 AM | Tim Verry
Tagged: tahiti, radeon, pitcaim, HD 7000, amd
AMD has had a good run with it’s 6000 series cards, but the show must go on and in that vein the company has been working on manufacturing their next generation of graphics cards. The new cards will be of the 7000 series variety and will be broken into the same two architecture model for the upper tier/performance parts and the budget and small form factor fitting parts with the Tahiti and Pitcairn GPUs respectively. As the launch window for the new graphics cards gets closer tidbits of information is starting to leak out. In fact, popular news and rumor site Fudzilla recently got their hands on a few leaked 7000 Series details!
Included in the leaks are information on the performance parts as well as the mid-range GPUs. On the Tahiti front, a photo of two AMD Radeon HD 7900 series cards in CrossfireX has emerged, showing the underside of the PCB, crossfire connectors, PCI-E power connectors and a possible opportunity for a math wiz to approximate the size of the card based on the known dimensions of that particular PSU (heh). Because there are 12 memory chips on the card, the site claims that the rumored 384-bit memory bus is all but confirmed. Further, the cards require both an 8 pin and 6 pin PCI-E PSU connector for power. These cars are engineering samples and things could change between now and release; however, the speculations seem reasonable. The Tahiti based graphics cards will allegedly be priced at $399 and $499 for the 7950 and 7970 respectively.
The Pitcairn GPU based cards will represent the mid-range of AMD’s 7000 series lineup. According to un-named sources, Fudzilla believes that AMD may be releasing the mid-range graphics cards around February 20th, 2012 or about a month after the Chinese New Year. The cards will be carrying similar naming conventions to their predecessor, including the Radeon HD 7850 and Radeon HD 7870. Due to Tahiti pricing, it’s likely that the mid-range 7000 series graphics cards will be priced at $199 USD for the 7850 and $299 USD for the Radeon 7870, at least until Nvidia’s Kepler arrives to shake up the pricing.
Personally, I’m excited for the 7000 series, and am anxious to see what kind of F@H and gaming performance I can wring out of it! Are you planning an upgrade next year, or will you skip this generation?
Subject: Graphics Cards | October 15, 2011 - 04:34 PM | Tim Verry
Tagged: amd, gpu, graphics card, southern islands, HD 7000
Tom’s Hardware reports that a source within AMD has indicated that the company may release their upcoming Southern Islands GPU earlier than expected. Previous rumors suggested that AMD would have their performance desktop graphics cards out in the first quarter of 2012 with the lower clocked and mobile processors coming out a bit sooner than that.
If this new information turns out to be true, we may be seeing the high performance desktop graphics cards released in limited quantities of 7000 to 10,000 units in December with a full rollout of the company’s 28nm graphics card lineup in the months following. Specifically, the first cards may be available as soon as December 6th, 2011. It remains to be seen whether or not the lower power cards will still be released before the high performance desktop cards.
Personally, I'm interested to see how AMD's approach with their Southern Islands GPU will match up against Nvidia's current and future (more) general purpose computing design. Are you excited for Southern Islands?
Bulldozer Ships for Revenue
Some months back we covered the news that AMD had released its first revenue shipments of Llano. This was a big deal back then, as it was the first 32 nm based product from AMD, and one which could help AMD achieve power and performance parity with Intel in a number of platforms. Llano has gone on to be a decent seller for AMD, and it has had a positive effect on AMD’s marketshare in laptops. Where once AMD was a distant second in overall terms of power and performance in the mobile environment, Llano now allows them to get close to the CPU performance of the Intel processors, achieve much greater performance in graphics workloads, and has matched Intel in overall power consumption.
KY Wong and Marshall Kwait hand off the first box of Bulldozer based Interlagos processors to Cray's Joe Fitzgerald. Photo courtesy of AMD.
Some five months later we are now making the same type of announcement for AMD and their first revenue shipment of the Bulldozer core. The first chips off the line are actually “Interlagos” chips; basically server processors that feature upwards of 16 cores (8 modules, each module containing two integer units and then the shared 256 bit FPU/SSE SIMD unit). The first customer is Cray, purveyor of fine supercomputers everywhere. They will be integrating these new chips into their Cray XE6 supercomputers, which have been purchased by a handful of governmental and education entities around the world.