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Superior Micro Units CEO Lisa Su stated that reported its progress alternatives and probabilities to take market share from rival Intel stay sturdy despite a slowing PC consumer market.
She made the remarks in an earnings name as Santa Clara, California-based AMD reported revenues and earnings for the third quarter ended September 30 exceeded expectations, with income rising 54% to a document $4.3 billion.
“We delivered our fifth straight quarter of larger than 50 % year-over-year income progress with every of our companies rising considerably year-over-year and knowledge heart gross sales greater than doubling,” Su stated.
She stated the PC market is powerful when it comes to end-user demand, however element shortages imply that the market will doubtless be “flattish” within the fourth quarter. Su stated provide constraints will doubtless final into the primary half of the 12 months, and that the PC market can be flat because of this.
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However fourth-quarter demand can be helped by semi-custom chip gross sales, that are greater with stronger demand for the Microsoft and Sony recreation consoles. AMD makes the primary chips for these consoles.
Above: Lisa Su of AMD will get the Noyce Award.Picture Credit score: SIA
AMD Lisa Su stated that Ryzen 5000 processor shipments elevated by a double-digit proportion sequentially, as Acer, Asus, HP and Lenovo all elevated their cell laptop computer choices.
Su stated that cryptocurrency mining-related gross sales generated negligible income.
“It’s not a section now we have been servicing. We’ve tried very a lot to maintain our gaming graphics targeted on players,” Su stated.
Demand has exceeded provide in 12 months two of the sport consoles delivery, Su stated. She talked about that 12 months 4 is often the height 12 months for console gross sales. She stated she noticed a number of progress drivers throughout PC, datacenter, and consoles. In the course of the quarter, datacenter and graphics gross sales greater than doubled from a 12 months in the past. On prime of that, datacenter graphics chip gross sales grew considerably.
AMD’s Epyc server chips are moving into cloud computing deployments at Cloudflare, Vimeo, and Netflix, and servers concentrating on the enterprise are coming from Dell, HPE, Lenovo, Supermicro, Cisco, and others. AMD has a datacenter occasion approaching November 8. Workstation chip gross sales are additionally sturdy.
Extra threatening to rival Intel, Su stated, “We expanded our wins within the quarter with Fortune 1000 monetary providers, automotive and aerospace corporations and see important ongoing progress alternatives as our enterprise server pipeline.”
AMD can be getting supercomputer wins. However Su stated the PC consumer market seems flat when it comes to revenues within the fourth quarter.
Above: AMD Radeon RX 6800MImage Credit score: AMD
AMD stated it has gained income for six consecutive quarters in consumer PC chips, and it has had document leads to servers for six quarters as properly. That suggests that AMD is gaining market share, although the corporate didn’t declare that this quarter.
Su stated that the $35 billion Xilinx acquisition is on observe to shut by the tip of the 12 months. Su stated she expects sturdy cloud and enterprise demand for AMD’s Epyc chips in 2022. AMD has Zen4 chips coming in that time-frame.
“We all the time anticipate the competitors to be sturdy, however our focus is all the time constant execution of our roadmap,” Su stated.
General, AMD has had a superb run on momentum behind its Zen and Zen 2 architectures for processors, which may generate 50% or extra higher efficiency per clock cycle than the earlier era. This structure put AMD forward of Intel in efficiency for the primary time in a decade, and it has helped the perennial No. 2 PC chip maker right into a fast-growing contender towards Intel.
Previously couple of years, Intel has had stumbles not solely on the chip design aspect but in addition in manufacturing, the place it has misplaced its technological benefit to rivals equivalent to TSMC, which makes each processors and graphics chips for AMD. Consequently, AMD has been making historic market share positive factors for the previous three years. What’s attention-grabbing is AMD has been making these positive factors amid a historic chip scarcity pushed by the availability whipsaw from the pandemic and unprecedented demand for digital items.
Intel, by comparability, reported it may see a slowdown in This fall amid issues equivalent to slowing demand in China. Su stated she noticed a standard surroundings for demand in locations like China.GamesBeat
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