AMD Releases Q3 Earnings Results: Significantly Higher Net Income than Previous Quarters

[GOTSpectrum]

2 minutes ago, AresKrieger said:

Weird that you got it so cheap while being brand new, either way I doubt it covered the overhead on the chip so why someone would sell it for that price is beyond me unless it was a private seller who stole it (doubtful since you said new) or they expected to make money of a motherboard thus offsetting the low price

Definitely weird, it was a fair while ago, I think a business went bust and stock was sold off cheap. 

 

But to stay on topic, how disruptive could the APUS for mobile be? Do you think it will be another bout of growth?

[AresKrieger]

10 minutes ago, Ben Quigley said:

APUS for mobile be? Do you think it will be another bout of growth?

Depends on how power efficient the designs are, I'm leaning towards no but it could take off if a high profile phone adopts it (iphone galaxy etc) otherwise it will remain niche.

[GOTSpectrum]

Just now, AresKrieger said:

Depends on how power efficient the designs are, I'm leaning towards no but it could take off if a high profile phone adopts it (iphone galaxy etc) otherwise it will remain niche.

They're making smartphone SOCs?? I thought they were laptop parts?

[2FA]

Am I correct in interpreting the earnings report showing AMD making profit finally?

[DocSwag]

8 minutes ago, AresKrieger said:

Depends on how power efficient the designs are, I'm leaning towards no but it could take off if a high profile phone adopts it (iphone galaxy etc) otherwise it will remain niche.

These aren't smartphone SoCs...

[AresKrieger]

5 minutes ago, Ben Quigley said:

They're making smartphone SOCs?? I thought they were laptop parts?

Whoops wrong thing XD, laptops with apu's used to suck I suspect that will continue

[AresKrieger]

Just now, DocSwag said:

These aren't smartphone SoCs...

I'm aware (now) got confused said things regarding that market instead of laptops with APUs which I find to be crap and thus never even thought of them.

[DocSwag]

1 minute ago, AresKrieger said:

Whoops wrong thing XD, laptops with apu's used to suck I suspect that will continue

Well... yes and no.

 

laptops with apus sucked because amd had trash gpu solutions. Raven Ridge is looking to be as good as an MX150, which makes it pretty interesting to me.

[AresKrieger]

5 minutes ago, DocSwag said:

Well... yes and no.

 

laptops with apus sucked because amd had trash gpu solutions. Raven Ridge is looking to be as good as an MX150, which makes it pretty interesting to me.

Could be but I have become a tech snob now and the thought of going back to an integrated or on board solution sickens me, once you become used to higher quality it becomes difficult to go back and I doubt these APUs will be amazing, good perhaps but without drastic leaps I'm unaware of by amd or a high price tag I see them to be quite useless to me. They might sell well despite this a the majority of consumers are plebs of course amd will have to market to said people or they'll just buy intel anyway since what's an amd.

[GOTSpectrum]

10 hours ago, AresKrieger said:

Could be but I have become a tech snob now and the thought of going back to an integrated or on board solution sickens me, once you become used to higher quality it becomes difficult to go back and I doubt these APUs will be amazing, good perhaps but without drastic leaps I'm unaware of by amd or a high price tag I see them to be quite useless to me. They might sell well despite this a the majority of consumers are plebs of course amd will have to market to said people or they'll just buy intel anyway since what's an amd.

I think if the implementation is done well, 4c/8t(single CCX) with Vega graphics that are actually clocked within the efficiency curve could really be disruptive compared to Intel's integrated GPUs... Unless, they are priced out of the market that is.

[iRileyx]

2 hours ago, HKZeroFive said:

And AMD's stock price dropped... what a cruel, cruel world...

Dropped compared to when? It's currently higher than Q3 2016 and Q2 2017.

Edit -  actually if you look at the peak from Q2 it's lower compared to that one but only by 50 cents(14.7 VS 14.2)

 

Edit 2, lol. - Now I see it looking at the daily graph, dropped $2 in after hours, damn. Probably be back up to $14 again come morning though. 

[mr moose]

11 minutes ago, RKRiley said:

Dropped compared to when? It's currently higher than Q3 2016 and Q2 2017.

Edit -  actually if you look at the peak from Q2 it's lower compared to that one but only by 50 cents(14.7 VS 14.2)

 

Edit 2, lol. - Now I see it looking at the daily graph, dropped $2 in after hours, damn. Probably be back up to $14 again come morning though. 

 

They are doing better than I was going to give them odds for.  About 6 months ago I predicted their stock would drop back to 10 a share if not steady out at 8 again.    I guess there are more people willing to invest in vega and zen than I first thought.

 

 

[ivan134]

4 hours ago, emosun said:

I think AMD is learning the whole "if you make a product people will buy it" as opposed to their "make nothing for 4 years straight" plan they used previously

I'm confused. Are you implying AMD consciously decided not to make anything? Weird, here I was thinking it was because they were broke and had no money to research a new product. TIL something new on the internet.

[Prysin]

4 hours ago, Dan Castellaneta said:

How much do you wanna bet miners helped?

not much.

VEGA and Polaris has REALLY bad margins compared to Ryzen. Ryzen is WAY more prevalent in prebuilts, system builds etc... So if i were to bet, less then 20% of their profit in that segment is miners buying GPUs. Its almost all due to Ryzen

[Jito463]

2 hours ago, DocSwag said:

laptops with apus sucked because amd had trash gpu solutions.

I've always understood the GPU was actually decent, it was the CPU side that was lacking.  The A6 APU on my laptop that I use during my lunchbreak behaves pretty decently.

[dizmo]

Not bad, though non GAAP figures should be taken with a large grain of salt. They're more to hype investors. 

[Vode]

5 hours ago, Dan Castellaneta said:

How much do you wanna bet miners helped?

Not as much as you think.

 

Margins in CPUs are stupidly high compared to GPUs. Unless it‘s high end or enterprise like Vega FE, but those are very low volume.

[thorhammerz]

5 hours ago, HKZeroFive said:

And AMD's stock price dropped... what a cruel, cruel world...

Dropped from an overvalued price point? 

 

Investors were pushing the price up to $14-15 in the (misguided) hopes that AMD would continue to rake in an increase in revenue going into Q4 as well (which isn't happening, even by AMD's own estimates).

 

The drop represented something closer to a "price correction" and "return to reality"  (not that I'm complaining, cheaper to flip in 3 and 6 months).

[Spenser1337]

Watch in 2 weeks when it's back at 14$

[DocSwag]

10 hours ago, AresKrieger said:

Could be but I have become a tech snob now and the thought of going back to an integrated or on board solution sickens me, once you become used to higher quality it becomes difficult to go back and I doubt these APUs will be amazing, good perhaps but without drastic leaps I'm unaware of by amd or a high price tag I see them to be quite useless to me. They might sell well despite this a the majority of consumers are plebs of course amd will have to market to said people or they'll just buy intel anyway since what's an amd.

The thing these APUs have compared to cpu+gpu combo is efficiency. Yes, you may be able to get higher performance with a cpu+gpu but that's gonna require more space and power, so you end up with something that's either a bit heavier or with less battery life.

7 hours ago, Jito463 said:

I've always understood the GPU was actually decent, it was the CPU side that was lacking.  The A6 APU on my laptop that I use during my lunchbreak behaves pretty decently.

I was thinking more towards earlier times (2012-2013), but in recent years you're definitely right.

 

I would also say it has to do with amd just being in an inferior process node.

[Doobeedoo]

That's great, keep up the flow. 

[cj09beira]

15 hours ago, emosun said:

I'm not going to pretend intel doesn't take the same amount of time to make something that can be considered TRULY new.

But at least intel was doing SOMETHING. They were at least standing in the court practicing free throws while they waited for amd to show up. I don't think intel really minded that several year period of no competition as people paid premium prices. 

if i was to guess they probably needed to stop investing in a architecture that didn't work well at all and focused all the money they could in developing ryzen.

14 hours ago, emosun said:

I have to admit I've really never considered an amd cpu option over intel as I usually buy used cpu's and can always find something faster from intel for the same price.

Even with ryzen and threadripper , the prices are new , but the performance is old news.

threadripper perf is totally not old news, maybe if you consider some server cpus, but then epyc doubles the cores again, not to mention we never had this many pcie lanes directly from one cpu ever which is great for servers,

[Prysin]

5 hours ago, DocSwag said:

The thing these APUs have compared to cpu+gpu combo is efficiency. Yes, you may be able to get higher performance with a cpu+gpu but that's gonna require more space and power, so you end up with something that's either a bit heavier or with less battery life.

I was thinking more towards earlier times (2012-2013), but in recent years you're definitely right.

 

I would also say it has to do with amd just being in an inferior process node.

for the love of god, can you please go educate yourself instead of spreading misinformation and bullshit?

[DocSwag]

8 minutes ago, Prysin said:

for the love of god, can you please go educate yourself instead of spreading misinformation and bullshit?

Why, were the APUs from 2012-2013 ok?

[Coaxialgamer]

17 hours ago, Dan Castellaneta said:

How much do you wanna bet miners helped?

Of course they helped. But there's not that much money in graphics anyway, so this growth is more the result of ryzen, epyc and threadripper.