Semi Custom ist ordentlich gefallen:
"Turning to our Enterprise Embedded and Semi Custom segment. Revenue decreased 27% from a year ago, as significantly higher server processor revenue was offset by lower Semi Custom sales. We expect Semi Custom demand to further soften in the fourth quarter, now that both Microsoft and Sony have announced new AMD-powered consoles for holiday 2020."
50% höhere Server CPU Shipments:
"In server, we had our highest quarterly CPU revenue since 2006, as strong second-generation EPYC processor demand grow a greater than 50% sequential increase in unit shipments and revenue."
GPU Sales sind etwas runter, wegen saisonalem EInkaufsverhalten der Radeon Instinct Kunden - GAming ist ordentlich gewachsen:
"Quarterly revenue was 9% – up 9% from a year ago, as strong sales of Ryzen and EPYC processors and Radeon Gaming GPUs more than offset lower Semi Custom sales. Gross margin of 43% was up 320 basis points from a year ago, our 10th consecutive quarter of year-over-year expansion."
"Yes. So if you look at the CG segment from a sequential standpoint, we saw the client CPUs increase the most. And those were certainly the driver being both desktop and mobile. Desktop was higher than mobile, but both grew up very nicely.
If you look at GPUs overall, they actually declined a bit sequentially. And that decline was primarily driven by data center GPUs, which declined just due to some of the buying cycles in the cloud. Overall, gaming did well and we continue to expect that. As we go into the fourth quarter, you’ll see that the data center GPUs will increase, as well as I mentioned in the prepared remarks that client and graphics would also increase."
7nm Ramp geht sehr schnell und gut voran, wird aber noch bis in 2020 reingehen (also der Wechsel von 14nm auf 7nm)
"The ramp for 7-nanometer has gone very quickly in – here in the third quarter. When we look at overall new product revenue, certainly in the third quarter, we had a significant piece of that the 7-nanometer. That will increase, again, as we go into the fourth quarter as well. And so, the way to think about it is for our major product lines. We’re transitioning very fast from 14 to 7."
Dazu haben sie auch gesagt, das die MArgen noch von alten Produkten (ich interpretiere das als Pre Ryzen und Pre Vega, aber kann natürlich auch 1.Gen RYzen und Co beinhalten) Früher war es immer erstaunlich, wie lange und in welchen Dimensionen AMD alten Müll noch Jahre nach dem Athlon64 Launch z.B. verkauft hat. Ist heute vermutlich immernoch so.
"I think, Stacy, maybe if this will help. In each of the product lines, we are certainly mixing up, and that’s why you see some of the ASP goodness. But you also have some legacy product, right, and we continue to sell some legacy product as well. And so that’s the – that’s perhaps the other piece.
But I think, as Devinder said, look, we’re very happy with the way the gross margin has progressed. I think, if you look at our long-term model, we had said 40 to 44 points and we’ll be exiting the year at 44. And I think very well positions us well as we go into 2020 and turnover more of the product portfolio to the new products."
Zu Intels Lieferschwierigkeiten, ganz interessant..
"There is some noise in the system as it relates to some supply constraints and all that stuff. I would view that as mostly, again, it’s pockets at the low-end. I don’t think it’s a significant driver of our business. Our business is driven primarily by our new platforms, the fact that we are in a number of premium platforms on both the notebook side, as well as just the strength that we’re having in the DIY channel is there, and that’s contributing to the positive mix, as well as the unit growth in the client business."
LIsa und Devinder haben sich geweigert einen AUsblick auf 2020 zu geben... zuviele Veränderungen stehen an...
Insgesamt eher langweilig... Fragen und ANtworten.
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