[FW - Anandtech/Toms] AMD 財務分析日 2015報告

dom

http://www.tomshardware.com/news ... deon-hbm,29053.html
http://www.anandtech.com/show/92 ... st-day-2015-roundup

Quote from Anandtech

AMD is looking to avoid is low-margin markets where they can't do something to set themselves apart. AMD has made it clear that they're not going to invest in fields such as mobile (smartphones/tablets) or IoT client devices, as while that's a high growth field, it's already overweight with competitors who either have the cost control (MediaTek) or the war chest (Intel) to drive margins down to levels AMD cannot sustain. Similarly, AMD is working to reduce their presence in the low-end PC market, as that too suffers from low margins, and is coupled with a poor outlook that has seen AMD get burnt by a significant drop in demand (and consequently revenue) in that market.

重點
- 唔整 x86 + ARM (Skylake cancelled)
- AMD 話減少+唔做 Low-end PC Market ( 你d APU 唯一重有生存空間既地方....)
- 唔做low-margin ( 下? 咁做咩接 Console SoC ? )
- GPU 淨係話 HBM , HBM 2.0 ....但係無資料話新卡新 GPU 架構 (GCN 1.3? 2.0 呢?)

講到尾 都係叫人等 ZEN ......料就無 淨係話會快過之前 40% IPC (overall or just "specific" ? )
越睇越覺得 又係 Faildozer 翻版.......吹水多過真料
不過 AMD Zen 都話 2016 出, 睇多年囉

反正我都跳左船年尾換 Intel

terrychan2011

回覆 1# dom

Skylake cancelled.... 怪怪地, 不過明白的。

JACKALWU

回覆 1# dom


重點在最尾...
船已跳

唐賓南紀念中學

已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
不過AMD依家係咁拖, 令我諗起HD 2900, 雷聲大, 雨點小

美奈子廚

已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
...
唐賓南紀念中學 發表於 2015-5-7 17:58

370係285仲好D,有說是270變370

da87

370係285仲好D,有說是270變370
美奈子廚 發表於 2015-5-7 19:15

    冇必要浪費時間猜測 等待官方公佈就可以了

Kundera

Get real tired of their wet dream ppt while actual products are nowhere to be seen

aes090

已知R9 380係290的馬甲, 咁推算, R9 370應該就係285的改各, 所以已經對AMD主流卡無興趣, 希望HBM生生性性
...
唐賓南紀念中學 發表於 2015-5-7 17:58

再黎馬甲卡咪又係賣唔出

polarhei

回覆 8# aes090


任何公司都會噉做.

由頭到尾只有一款新產品. 重名未必隨隨便便, 可能就是改良配套.