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AMD loosing core execs

Rizen said:
This time last year was the mining craze
Click to expand...
The erosion of lower end discrete GPUs is a far larger mover of graphics revenues than mining or introduction of new products. Increasingly powerful integrated graphics from Intel and AMD is destroying the low end for discrete cards which used to be the foundation of GPU revenues. NVIDIA found a profitable segment to prop up revenues (compute cards) in the same situation and dominates it.

But the 16% drop in revenues for the Graphics and Computing was largely driven by the loss of CPU revenue. Intel had large gains in sales of desktop (3%) and mobile (11%) CPU units last quarter (which was up 1% vs Q4'13). Those kinds of shifts are devastating for AMD given its small share of x86 processors...
Code: 
Intel unit market share Q3'14 (in order of most to least profitable segments)

            IDC      Mercury Research
Server      98.5%    98.3%
Notebook    90.3%    92.9%
Desktop     81.8%    82.7%

giving AMD ~1.6% unit share in servers, ~8% unit share in notebooks and ~19% unit share in desktops, 
while simultaneously getting lower ASPs in each segment
and then it just got worse last quarter (Intel's 11% gain in notebook CPU units suggests very few AMD x86 notebooks sold in Q4'14, and 3% gain in desktop CPU units suggests AMD sold only 1/2 as many desktop CPUs as it normally would... the perils of uncompetitive products). This should be very alarming. This is not a virtuous cycle, particularly when the hoped fix to much of these x86 woes isn't coming for over a year, when the company nearly always faces product delays on those types of product introductions. Get your "sticking" forks ready. ;)
 
Honestly I would like to see AMD partner more strongly with say HP or Lenova to create a line of Laptops/tablets to show case their strength. Usually when you find one it has a crappy screen or other subpar components.
 
Well damn, expect a few more quarters of losses. Oh yeah, less fab orders also means they have to pay more penalties to Global Foundaries, so it cuts both ways!

So, when exactly is AMD going to spin-off ATI so they can die a slow death in the corner while someone like Samsung takes the reins?

If they're sitting on that much inventory their marketshare is not recovering anytime soon. Meanwhile Intel and Nvidia are enjoying record growth eating up the carcass, so it's not like there's no sales to be had out there....just none that AMD management could make :(
 
http://semiaccurate.com/2014/12/29/intel-funnel-contra-revenue-funds/

Everyone knows what contra-revenue funding is and has heard of the roughly $1B price tag Intel is paying this year alone. Most understand that it is simply buying design wins, paying OEMs to take product they wouldn’t otherwise touch with a 3,048,000 micron pole. Some believe this sad state of affairs will change in 2015 even after we explained why it won’t.
Click to expand...

And you still wonder why Intel gains ground?
 
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