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標題: [業界消息] AMD 2014 Q4 Report [打印本頁]

作者: dom 時間: 2015-1-21 20:17 標題: AMD 2014 Q4 Report

http://www.anandtech.com/show/89 ... d-full-year-results
2015 年都唔知佢點頂...CPU / APU 又無乜新野出 ( 得 Carrizo / Carrizo-L ) , GPU R9-3xx 要等到 Q2 先有
AMD

作者: dom 時間: 2015-1-21 20:23

AMD

作者: Puff 時間: 2015-1-21 21:26

好耐之前講過 16Q2 前唔洗諗會有業績反彈
最多就 Q1 PPT + Engineering Sample Demo，同埋可能 Q4/Q1 有 GPU 幫補吓
再唔喺就嚟緊 HotChips 曝光吓新架構谷吓股價同期望值咁大把

[ 本帖最後由 Puff 於 2015-1-21 21:32 編輯 ]

作者: dom 時間: 2015-1-21 21:33

From Anandtech

引用:

AMD had three large reasons for the loss this quarter which hit their GAAP numbers pretty hard. First, they had yet another write down of their SeaMicro and ATI acquisitions, which they attribute to a decline in their stock prices. This cost them $233 million this quarter. Second, they have had to perform a write down for their second generation APU products, which they have listed higher on their balance sheets than they can sell them for now, however they do expect to sell through their inventory.

d 蟹貨 Trinity / Richland (2nd APU, 如果 Llano係第一代計的話 , Trinity / Richland 同樣係第二代 APU)
最後賣唔去要 Write-off

作者: dom 時間: 2015-1-21 21:34

引用:

原帖由 Puff 於 2015/1/21 21:26 發表
好耐之前講過 16Q2 前唔洗諗會有業績反彈
最多就 Q1 PPT + Engineering Sample Demo，同埋可能 Q4/Q1 有 GPU 幫補吓
再唔喺就嚟緊 HotChips 曝光吓新架構谷吓股價同期望值咁大把

...

已經無期望.....佢重指意 OEM/ODM 買佢chip (APU) 既話真係等死 (根本無競爭力...
Desktop 係人地兩三代前既野效能, 賣又唔平

不過佢 Write off Trinity/Richland , 等睇劈下價

A10-5800K => $499
A10-6800K => $780
A8-6600K 劈去 $599

[ 本帖最後由 dom 於 2015-1-21 21:36 編輯 ]

作者: dom 時間: 2015-1-21 22:01

"AMD is in a very bad spot, and they need to do radical things if they want to stay in business."

作者: Puff 時間: 2015-1-21 22:12

引用:

原帖由 dom 於 2015-1-21 22:01 發表
"AMD is in a very bad spot, and they need to do radical things if they want to stay in business."

yet all the radical things are all pipelined for a 2016 launch. semi-custom (xbox/ps4 20nm & new design wins, if any) is the only light in the darkness before the dawn comes. Carrizo has less to no hope; GPU has no hope in perf/watt except Fiji; Seattle is just a pilot platform for a new "experimental" market. Ugh, it seems that the 20nm skybridge APU is at high risk to be canned.

[ 本帖最後由 Puff 於 2015-1-21 22:16 編輯 ]

作者: qcmadness 時間: 2015-1-21 22:15

幾乎全部都係計數出來的loss, 唔係real loss

作者: qcmadness 時間: 2015-1-22 07:01

Advanced Micro Devices, Inc. (AMD) -NasdaqCM
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