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[業界消息] AMD Q1 2012 Earning Report

AMD Q1 2012 Earning Report

http://www.techpowerup.com/16450 ... uarter-Results.html
http://ir.amd.com/phoenix.zhtml?c=74093&p=quarterlyearnings

[quote]
Quarterly Summary

- Gross margin was 2 percent due to the previously disclosed charge of $703 million for a limited waiver of exclusivity for certain 28nm APU products from GF.
- Non-GAAP gross margin was 46 percent, flat sequentially.
- Cash, cash equivalents and marketable securities balance, including long-term marketable securities, was $1.71 billion at the end of the quarter.
● Cash payments in the quarter included $281 million related to the SeaMicro acquisition and $150 million related to the limited waiver of exclusivity of certain 28 nm APU products from GF.
- AMD's first quarter of 2011 had 14 weeks of business compared to 13 weeks for the first quarter of 2012.
- Computing Solutions segment revenue decreased eight percent sequentially and was flat year-over-year. The sequential decrease was driven by seasonally lower sales in the Client business.
● Operating income was $124 million, compared with $165 million in Q411 and $100 million in Q111.
● Microprocessor ASP decreased sequentially and was flat year-over-year.
● AMD announced and began shipping the follow-on to its essential notebook platform "Brazos," its bestselling platform ever. The new essential notebook platform, codenamed "Brazos 2.0," delivers improved performance, extended battery life and many new features. Systems based on "Brazos 2.0" are expected to be available in the second quarter.
● AMD ramped volume production of its second generation A-Series APU, codenamed "Trinity," in anticipation of global notebook availability from leading OEMs in the second quarter. "Trinity" delivers twice the performance-per-watt compared with AMD's current generation A-Series APU. Systems powered by "Trinity" will enable outstanding entertainment and gaming performance with superior battery life.
● Dell, Tyan, MSI and Fujitsu are among the partners that introduced systems based on AMD Opteron 3200 processors targeting hosting customers who require enterprise-class reliability at desktop-class price points. The new server platform delivers price-performance and power-per-core advantages compared to competitive offerings.
● Telus, a leading Canadian Telecommunications provider, selected the AMD Opteron 6200 Series processors to power its latest offering, the TELUS AgilIT Virtual Private Cloud.
● AMD announced two new heterogeneous computing milestones, both with the objective of enhancing the user experience and nurturing future software development. AMD announced an investment through AMD Ventures in Nuvixa, Inc., a developer of gesture-based video communication and presentation solutions, and the first AMD Fusion Center of Innovation was established at the University of Illinois at Urbana-Champaign.
- Graphics segment revenue was flat sequentially and decreased 7 percent year-over-year. GPU revenue was up in a seasonally down quarter, due to higher improved desktop GPU ASP in the channel, offset by seasonally lower game console royalty revenue. The year-over-year decrease was primarily driven by lower demand for desktop and mobile graphics.
● Operating income was $34 million, compared with $27 million in Q411 and $19 million in Q111.
GPU ASP was flat sequentially and increased year-over-year.

GPU ASP increased
HD6000  賺唔少
HD5700  應該係有史來最幫到 A 記賺錢
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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AMD 今朝聽新聞好似都系話要蝕,.,..,.,,.

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引用:
原帖由 jackli 於 2012-4-20 13:32 發表
AMD 今朝聽新聞好似都系話要蝕,.,..,.,,.
better than intel
loss due to acquisition

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引用:
原帖由 qcmadness 於 2012-4-20 15:00 發表

better than intel
loss due to acquisition
唔覺有 得而服失 姐

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引用:
原帖由 jackli 於 2012-4-20 15:27 發表


唔覺有 得而服失 姐
-7% vs -6%, which is better?

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