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AMD Smashes Records Again, Data Center Revenue up 286%, Consumer Up 46%
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My 5900X which i ordered in November finally shipped today. I should have it tomorrow. The stars align.
ID: gw5dflfID: gw86237Enjoy it when it comes. Still biding my time to see if warhol pans out or not.
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Misleading headline. AMD lumps DC, semi custom and embedded into one big blob. A huge chunk of this 286% YOY growth are console SOC's.
ID: gw558zhConsoles are down for the quarter. Data center up QoQ and YoY. For details see AMD earning commentary. But yes around 30-40% of the sales were due to consoles.
ID: gw54blfI keep hearing this caveat being mentioned and yet servers also doubled so..even if you interpret it incorrectly, you're not far off.
ID: gw55z7xI'm not saying DC didn't grow well, it's just that there's a big difference between 100% growth and 286% growth.
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consumer up 46% ? where do these people get the CPUs and GPUs?
3300X was never in stock!!!
ID: gw4xnbzLaptops and pre-builts I'm guessing.
The hobbyist crowd screams very loudly and tend to make it seem like the world is ending when they're unhappy, but in terms of market share we're just a rounding error.
Plenty of hardware is ending up in the hands of normal people.
ID: gw4yvc3AMD Laptops are quite plentiful on Amazon and other retailers, and are often at the top of the best seller list too, I believe AMD cut off Ryzen and GPU capacity to the DIY market in order to shore up mobile APUs for OEMs (as well as prioritize the Datacenter). From a company standpoint, dealing with scarcity and soaring demand, it was the right decision, still sucks if you're that guy looking to buy a GPU.
ID: gw4yy5aI hate what you typed so damn much because it's true. Take my angry upvote.
ID: gw4zfioIf you check the posts where they count the number of cards scalped on ebay... it was a pretty low percentage of total cards etc... the rest are in mineing rigs , ba dum tish.
ID: gw4za0bDemand for AMD is up because they hold performance crown currently also... also 3300x barely exist its less common bad bin. Basically they don't bin them into a 3300x unless they have to.
ID: gw4ycgpup 46% compared to Q1 last year. makes sense as everything from zen 2->3 and GCN->RDNA2 have been selling out fast, whereas last year it was pretty easy to get mainstream chips until late fall.
ID: gw556lmI almost exclusively sell AMD. Intel only for Dell because they don't sell AMD here
ID: gw5jrp23300X was never in stock!!!
No 3300Xs were deliberately produced; they were a salvage SKU from damaged dies. TSMC's 7nm yield was too good to make many damaged dies.
There was never a shortage of of the 6c and 8c chiplet Zen2 SKUs and AMD sold these by the truckload. They didn't make as many Zen3 CPUs, I suspect, but they still made a lot and they got a lot higher margin for them.
ID: gw592ptIt was rarely in stock, but I actually managed to build a 3300x rig for my nephew.
ID: gw5u2fcSo strange to me. I tried to get a 3900x at launch, no luck. I tried to get a 5000 Series CPU at launch, no chance. But I went to alternate two days after release and bought a 3300x no problem. Really interesting that they are so rare.
ID: gw6y1qgNot in the US. As far as I know, the 3300X is readily available in Europe and Asia.
ID: gw7awg4I got mine from Ali
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A little marketshare increase in datacenter goes a long way toward revenue.
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Great as Intel got so lax and price heavy they deserve what AMD is reaping
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Meanwhile Intel is having panic attacks because no one is buying their shit.
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What about absent/overpriced gpu and misplaced prices on zen 3 cpu?
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Data Center Revenue can increase by 1000% and it's still not going to make a difference.
Consumer growth is expected, and probably would have been even higher if stock was good from the start.
ID: gw5uczjData Center Revenue can increase by 1000% and it's still not going to make a difference.
An 11x increase would mean AMD going from about 8% to well over 50% market share, as the total addressable market expands and Intel and AMD both get bigger.
AMD doubling their DC revenue - so a 100% increase - would give Intel a huge headache.
ID: gw7tjr6Did you actually run financials or do you not know that these numbers represent something?
ID: gw81rcdDumbass in his natural habitat.
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i used to love AMD.... now i fking hate them 🙁
ID: gw7tsmhare you jealous or spiteful? they are producing and selling plenty of units or revenue wouldnt be positive
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People actually getting stock?!
ID: gw5lcajYeah. Bought my 5800x 3 weeks ago or so, when people were still badmouthing it. So it was in stock.
ID: gw6y9b15800Xs have sat on shelves since November 2020. They’ve never been hard to get, it’s just not priced as well or as desirable as a 5900X
ID: gw5ltxkPrebuilds buyers aka most of the market, yes
ID: gw7tl99yes...
引用元:https://www.reddit.com/r/Amd/comments/mzzl3d/amd_smashes_records_again_data_center_revenue_up/
I hear they make some good products, I'll know first hand around the middle of May when my 5900x finally drops by.
I've had the contents of a full massisive PC upgrade and VR headset sitting in a pile in my man can waiting for the fucking CPU to come, I only got a delivery date a few days ago.