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[業界消息] Intel / AMD / NVIDIA Q3 Earning Thread

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原帖由 Puff 於 2013/10/18 11:05 發表

Yes. Wonder how AMD can face intel's upcoming 14nm thingy
with GF still suck + stuck with 28nm
TSMC having a hard time to fullfill order (as Apple booked a large section...)

Good luck AMD

[ 本帖最後由 dom 於 2013-10-18 11:09 編輯 ]
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http://phx.corporate-ir.net/phoe ... 5755&highlight=
GAAP Financial Results
                                                                                                Q3-13                 Q2-13                 Q3-12
Revenue                                                                                          $1.46B                 $1.16B                 $1.27B
Operating income (loss)                                                               $95M                 $(29)M                 $(131)M
Net income (loss) / Earnings (loss) per share                        $48M/$0.06                 $(74)M/$(0.10)                 $(157)M/$(0.21)
                                               
Non-GAAP Financial Results (1)
                                                                                                Q3-13                 Q2-13                 Q3-12
Revenue                                                                                         $1.46B                 $1.16B                 $1.27B
Operating income (loss)                                                              $78M                 $(20)M                 $(124)M
Net income (loss) / Earnings (loss) per share                         $31M/$0.04                 $(65)M/$(0.09)                 $(150)M/$(0.20)
                                               

Quarterly Financial Summary
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    Gross margin was 36 percent in Q3 2013.
        Gross margin decreased sequentially. Q3 2013 gross margin included a $19 million benefit, approximately 1 percentage point, from the sale of inventory that had been previously reserved in Q3 2012 as compared to a similar $11 million benefit, approximately 1 percentage point, in Q2 2013.
    Cash, cash equivalents and marketable securities balance, including long-term marketable securities, was $1.2 billion at the end of the quarter, slightly above our targeted optimal level of $1.1 billion.
    Computing Solutions segment revenue decreased 6 percent sequentially and decreased 15 percent year-over-year. The sequential and year-over-year declines were due to decreased notebook and chipset unit shipments, partially offset by an increase in desktop unit shipments.
        Operating income was $22 million, compared with operating income of $2 million in Q2 2013 and an operating loss of $114 million in Q3 2012. The Q3 2012 operating loss included an inventory write-down of approximately $100 million primarily consisting of first generation A-Series accelerated processing units (APUs).
        Microprocessor Average Selling Price (ASP) was flat sequentially and decreased year-over-year.
    Graphics and Visual Solutions (GVS) is comprised of graphics processing units (GPUs), including professional graphics, as well as semi-custom products and development and game console royalties.
        GVS segment revenue increased 110 percent sequentially and increased 96 percent year-over-year driven largely by our semi-custom business. GPU revenue declined sequentially and year-over-year. In the third quarter customers began transitioning to our new products late in the quarter.
        Operating income was $79 million compared with breakeven in Q2 2013 and $18 million in Q3 2012.
        GPU ASP decreased sequentially and year-over-year.
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Lucky Star 聯盟 - 美幸
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引用:
原帖由 dom 於 2013-10-18 11:08 發表


with GF still suck + stuck with 28nm
TSMC having a hard time to fullfill order (as Apple booked a large section...)
I heard that GF internal mgmt sucks. hope that they can deliver 20nm and 14xm on schedule...
although they have slipped and reshuffled twice already.



[ 本帖最後由 Puff 於 2013-10-18 13:04 編輯 ]

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引用:
原帖由 Puff 於 2013-10-18 13:00 發表

I heard that GF internal mgmt sucks. hope that they can deliver 20nm and 14xm on schedule...
although they have slipped and reshuffled twice already.

其實原定20係幾時出?

28nm 好似都用左有一段時間?

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引用:
原帖由 cheungmanhoi 於 2013-10-18 15:22 發表

其實原定20係幾時出?

28nm 好似都用左有一段時間?
最初 (岩岩 spin-off) 係今年有 22nm SOI,過多兩個季度就 20nm G。後黎大改,變左今年 H1 20nm LPM risk prod.,2014 年 20nm SHP。
但係家下 20nm SHP 瓜左,20nm LPM 就一打二,H2 先 risk production 。ready。14xm 下年年中 risk production。
通常 risk production ready + 10~15 個月就會有新品上市... 當然多廠爭產能 ramp-up 就會比預期慢。

印象中 TSMC 快 GF 兩個季度。



GF 28nm 呢,ramp-up 係極其糟糕。目前大量上市既應該得 rockchip.
原本最初既 GF28 產品應該係叫 Wichita/Krishna,同埋一堆 SI GPU,仲有某 console apu。不過要取消既取消左,要改既都改左,要轉去 TSMC 都轉晒。
所以 AMD 第一款 GF28 既產品係 Kaveri,今年年尾。



[ 本帖最後由 Puff 於 2013-10-18 15:42 編輯 ]

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引用:
原帖由 Puff 於 2013-10-18 15:35 發表

最初 (岩岩 spin-off) 係今年有 22nm SOI,過多兩個季度就 20nm G。後黎大改,變左今年 H1 20nm LPM risk prod.,2014 年 20nm SHP。
但係家下 20nm SHP 瓜左,20nm LPM 就一打二,H2 先 risk production 。ready。14xm 下年 ...
咁即係gf 28nm 仲未得

tsmc 上年就話唔夠產能者
今年都好哂喇...
咁gf賣緊咩?
32nm果d cpu apu?

[ 本帖最後由 cheungmanhoi 於 2013-10-18 16:32 編輯 ]

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引用:
原帖由 cheungmanhoi 於 2013-10-18 16:31 發表

咁即係gf 28nm 仲未得

tsmc 上年就話唔夠產能者
今年都好哂喇...
咁gf賣緊咩?
32nm果d cpu apu?
係,仲有新加坡 Fab 7 果堆。

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引用:
原帖由 Puff 於 2013-10-18 15:35 發表

最初 (岩岩 spin-off) 係今年有 22nm SOI,過多兩個季度就 20nm G。後黎大改,變左今年 H1 20nm LPM risk prod.,2014 年 20nm SHP。
但係家下 20nm SHP 瓜左,20nm LPM 就一打二,H2 先 risk production 。ready。14xm 下年 ...
Qualcomm chips by GF 28nm

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引用:
原帖由 qcmadness 於 2013-10-18 18:01 發表

Qualcomm chips by GF 28nm
any launched products?

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引用:
原帖由 Puff 於 2013/10/18 13:00 發表

I heard that GF internal mgmt sucks. hope that they can deliver 20nm and 14xm on schedule...
although they have slipped and reshuffled twice already.

GF is dragging AMD to death !
天然系長髮眼鏡娘 最高
Lucky Star 聯盟 - 美幸
Kancolle - 大淀, 翔鶴 (太太), 烏海 , 瑞鶴

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GF 真係累死 AMD
天然系長髮眼鏡娘 最高
Lucky Star 聯盟 - 美幸
Kancolle - 大淀, 翔鶴 (太太), 烏海 , 瑞鶴

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引用:
原帖由 Puff 於 2013-10-18 19:01 發表

any launched products?
40/45nm products

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引用:
原帖由 dom 於 2013-10-18 19:35 發表


GF is dragging AMD to death !
GF's influence to AMD will continue to decline

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引用:
原帖由 qcmadness 於 2013-10-18 19:42 發表

40/45nm products
but you said 28nm

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引用:
原帖由 qcmadness 於 2013-10-18 19:44 發表

GF's influence to AMD will continue to decline
if the bleeding edge GF continue to get better, or AMD to become TSMC only.

I guess AMD will swap GPU/high volume stuff to GF, and leave/migrate high margin stuff to the safer TSMC (atm).
TSMC doesn't shape good anyway, given the state of the its senior management...


note: amd seems working on both 14xm and 16ff. this doesn't mean there must have real products anyway.


[ 本帖最後由 Puff 於 2013-10-18 21:22 編輯 ]

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