I couldn't find the link again, but the reason AMD's stock went down were because they didnt answer where and how much the extra money from Fab agreement were. Making the revenue and profits numbers skewed, and hard to tell whether then GPU / CPU were doing well.
It seems the impact is limited, at least from Intel's POV.
So why is it so hard to get a Vega and Ryzen now if they aren't selling, the market is shrinking so numbers dont really add up.
Intel has around 64-60% of retail CPU market, vs AMD getting around a third in the last quarter. It was like 95%vs 5% a year ago. However, business focus moved from retail to professional and services all over the tech industries, so this change is so negligible, they don't even trace it or report it officially. It does concern only people on web sites like this, i.e. 0.001% of the market/population.
You seem to be confused about the difference between availability and priced like you want. There is no more shortage of Vega 56. Fully stocked at Newegg (limit 5/customer) on multiple models.
Price gouging is a different topic, that is just greed from everyone in supply chain, using mining as an excuse to jack up prices.
$60 USD is not much more than 50gm/2oz of tobacco or 750Ml of whisky here in Oz. Its a lot, but not the end of the world if u must make the jump in the current market.
Vega at least is new gen & will keep improving value with drivers and better code.
Indeed, GN posted some interesting new numbers for Vega after a driver update, Win10 FCU, etc. Not up there with a 1080 Ti, but better than before for sure, better than a 1080 in some cases. However, the power issues still put me off somewhat, though at the same time the absolute cost of relevant NV options is still crazy high. Just a pity the days of using two lesser cards in SLI are kinda gone, with game devs bothering less and less to properly support multi-GPU.
"That sounds like it’s not a good thing, but considering the decline of the PC market, Intel has managed to grow this business over the last several years."
Considering that AMD had a nice quarter with significant increase of revenue from their Ryzen processors (I don't believe everything was cryptomining graphics cards), maybe PC market didn't slowed down this last months, but the opposite. That probably helped Intel to grab as much as it needed to cover up what was lost to AMD.
How does this fit into projections though? Low single digits is still a decline but was it better than say mid to high single digits that may have been predicted?
I wouldn't be expecting major growth in the PC market but we may be entering a period of stability/equilibrium as those who wanted to transition to different platforms (tablets for ultra mobile, consoles for gaming etc.) have mostly defected? Combine that with regular business refresh cycles and normal system replacement (Sandy Bridge systems are starting to show their age and dying), this maybe leveling off.
Another thing to consider is that the length of the upgrade cycles may be slowly lengthening. Average selling prices could also slowly be falling. Factors such as these can contribute to a declining PC market even if the use of PCs is not shrinking.
No evidence that there was any growth in chip sales for AMD. It’s believed that likely all the increases were due to a one time licensing boost from several companies. Next quarter’s quidance was poor, with and expected drop in CPU sales.
Hey, this comes from their own quarterly report and press conference, so don’t fight it.
I have many friends at Intel Hillsboro campus, and I hear that the extreme cost-cutting paranoia resulted in elimination of all cups from cafeteria (paper or not), thus creating inconvenience and embarrassment for everyone. Hopefully some of the money from these record earnings can be used to bring back the cups...
I think the recent unexpected deal between Intel and AMD would augur well for both the companies. Next quarter's earnings for both these chipmakers would be watched by all stakeholders. With this change, it would be interesting to know how NVIDIA is going to respond to this announcement. Here is Intel's 3Q earnings infographic: http://alph.st/b6e8051f
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16 Comments
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iwod - Friday, October 27, 2017 - link
I couldn't find the link again, but the reason AMD's stock went down were because they didnt answer where and how much the extra money from Fab agreement were. Making the revenue and profits numbers skewed, and hard to tell whether then GPU / CPU were doing well.It seems the impact is limited, at least from Intel's POV.
So why is it so hard to get a Vega and Ryzen now if they aren't selling, the market is shrinking so numbers dont really add up.
Ananke - Friday, October 27, 2017 - link
Intel has around 64-60% of retail CPU market, vs AMD getting around a third in the last quarter. It was like 95%vs 5% a year ago. However, business focus moved from retail to professional and services all over the tech industries, so this change is so negligible, they don't even trace it or report it officially. It does concern only people on web sites like this, i.e. 0.001% of the market/population.guidryp - Friday, October 27, 2017 - link
What do you mean hard to get? Even Vega 56 is fully in stock and selling with rebates.The only thing that keeps going out of stock is Coffee Lake.
eek2121 - Saturday, October 28, 2017 - link
^^ this guy either lives in a fictional world or doesn't know what the MSRP of Vega 56 is...guidryp - Saturday, October 28, 2017 - link
@eek2121You seem to be confused about the difference between availability and priced like you want. There is no more shortage of Vega 56. Fully stocked at Newegg (limit 5/customer) on multiple models.
Price gouging is a different topic, that is just greed from everyone in supply chain, using mining as an excuse to jack up prices.
eek2121 - Saturday, October 28, 2017 - link
(hint: Vega 56 MSRP is $399...the cheapest Vega 56 you will find is $459 and that is NOT an accident....supply, demand, etc...)iwod - Saturday, October 28, 2017 - link
Yes, exactly the same as Ryzen and EPYC, price aren't exactly where they should be. I wonder if this is a retail market distribution problem.msroadkill612 - Saturday, October 28, 2017 - link
$60 USD is not much more than 50gm/2oz of tobacco or 750Ml of whisky here in Oz. Its a lot, but not the end of the world if u must make the jump in the current market.Vega at least is new gen & will keep improving value with drivers and better code.
mapesdhs - Monday, October 30, 2017 - link
Indeed, GN posted some interesting new numbers for Vega after a driver update, Win10 FCU, etc. Not up there with a 1080 Ti, but better than before for sure, better than a 1080 in some cases. However, the power issues still put me off somewhat, though at the same time the absolute cost of relevant NV options is still crazy high. Just a pity the days of using two lesser cards in SLI are kinda gone, with game devs bothering less and less to properly support multi-GPU.yannigr2 - Friday, October 27, 2017 - link
"That sounds like it’s not a good thing, but considering the decline of the PC market, Intel has managed to grow this business over the last several years."Considering that AMD had a nice quarter with significant increase of revenue from their Ryzen processors (I don't believe everything was cryptomining graphics cards), maybe PC market didn't slowed down this last months, but the opposite. That probably helped Intel to grab as much as it needed to cover up what was lost to AMD.
Brett Howse - Friday, October 27, 2017 - link
It did. Intel stated as much on the earnings call. Low single digit decline is what they said IIRC.Kevin G - Sunday, October 29, 2017 - link
How does this fit into projections though? Low single digits is still a decline but was it better than say mid to high single digits that may have been predicted?I wouldn't be expecting major growth in the PC market but we may be entering a period of stability/equilibrium as those who wanted to transition to different platforms (tablets for ultra mobile, consoles for gaming etc.) have mostly defected? Combine that with regular business refresh cycles and normal system replacement (Sandy Bridge systems are starting to show their age and dying), this maybe leveling off.
Yojimbo - Monday, October 30, 2017 - link
Another thing to consider is that the length of the upgrade cycles may be slowly lengthening. Average selling prices could also slowly be falling. Factors such as these can contribute to a declining PC market even if the use of PCs is not shrinking.melgross - Monday, October 30, 2017 - link
No evidence that there was any growth in chip sales for AMD. It’s believed that likely all the increases were due to a one time licensing boost from several companies. Next quarter’s quidance was poor, with and expected drop in CPU sales.Hey, this comes from their own quarterly report and press conference, so don’t fight it.
YShusyerman - Friday, November 3, 2017 - link
I have many friends at Intel Hillsboro campus, and I hear that the extreme cost-cutting paranoia resulted in elimination of all cups from cafeteria (paper or not), thus creating inconvenience and embarrassment for everyone. Hopefully some of the money from these record earnings can be used to bring back the cups...JimRogers - Thursday, November 16, 2017 - link
I think the recent unexpected deal between Intel and AMD would augur well for both the companies. Next quarter's earnings for both these chipmakers would be watched by all stakeholders. With this change, it would be interesting to know how NVIDIA is going to respond to this announcement. Here is Intel's 3Q earnings infographic: http://alph.st/b6e8051f