AMD CEO: Growth opportunities still big in spite of ‘flattish’ PC market

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Complex Micro Units CEO Lisa Su stated that reported its expansion alternatives and probabilities to take marketplace proportion from rival Intel stay sturdy regardless of a slowing PC shopper marketplace.

She made the remarks in an income name as Santa Clara, California-based AMD reported revenues and income for the 3rd quarter ended September 30 exceeded expectancies, with income increasing 54% to a file $four.three billion.

“We delivered our 5th instantly quarter of more than 50 % year-over-year income expansion with each and every of our companies increasing considerably year-over-year and knowledge middle gross sales greater than doubling,” Su stated.

She stated the PC marketplace is robust on the subject of end-user call for, however element shortages imply that the marketplace can be “flattish” within the fourth quarter. However fourth-quarter call for shall be helped by way of semi-custom chip gross sales, which might be upper with more potent call for for the Microsoft and Sony sport consoles. AMD makes the principle chips for the ones consoles.

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AMD CEO Growth opportunities still big in spite of ‘flattish - AMD CEO: Growth opportunities still big in spite of ‘flattish’ PC market

Above: Lisa Su of AMD will get the Noyce Award.

Symbol Credit score: SIA

AMD Lisa Su stated that Ryzen 5000 processor shipments greater by way of a double-digit share sequentially, as Acer, Asus, HP and Lenovo all greater their cell pc choices.

Su stated that cryptocurrency mining-related gross sales generated negligible income.

“It’s now not a phase now we have been servicing. We have now attempted very a lot to stay our gaming graphics interested by avid gamers,” Su stated.

Call for has exceeded provide in 12 months two of the sport consoles delivery, Su stated. She discussed that 12 months 4 is most often the height 12 months for console gross sales. She stated there have been a couple of expansion drivers throughout PC, datacenter, and consoles. Right through the quarter, datacenter and graphics gross sales greater than doubled from a 12 months in the past. On best of that, datacenter graphics chip gross sales grew considerably.

AMD’s Epyc server chips are entering cloud computing deployments at Cloudflare, Vimeo, and Netflix, and servers focused on the undertaking are coming from Dell, HPE, Lenovo, Supermicro, Cisco, and others. AMD has a datacenter tournament approaching November eight. Workstation chip gross sales also are sturdy.

Extra threatening to rival Intel, Su stated, “We expanded our wins within the quarter with Fortune 1000 monetary products and services, car and
aerospace corporations and spot vital ongoing expansion alternatives as our undertaking server pipeline.”

AMD could also be getting supercomputer wins. However Su stated the PC shopper marketplace seems flat on the subject of revenues within the fourth quarter.

1635301220 423 AMD CEO Growth opportunities still big in spite of ‘flattish - AMD CEO: Growth opportunities still big in spite of ‘flattish’ PC market

Above: AMD Radeon RX 6800M

Symbol Credit score: AMD

AMD stated it has received income for 6 consecutive quarters in shopper PC chps, and it has had file leads to servers for 6 quarters as smartly. That signifies that AMD is gaining marketplace proportion, even though the corporate didn’t declare that this quarter.

Su stated that the $35 billion Xilinx acquisition is heading in the right direction to near by way of the top of the 12 months. Su stated she expects sturdy cloud and undertaking call for for AMD’s Epyc chips in 2022. AMD has Zen4 chips coming in that period of time.

“We all the time be expecting the contest to be sturdy, however our focal point is all the time constant execution of our roadmap,” Su stated.

Total, AMD has had a excellent run on momentum in the back of its Zen and Zen 2 architectures for processors, which will generate 50% or extra higher efficiency according to clock cycle than the former technology. This structure put AMD forward of Intel in efficiency for the primary time in a decade, and it has helped the perennial No. 2 PC chip maker right into a fast-growing contender towards Intel.

Prior to now couple of years, Intel has had stumbles now not solely at the chip design aspect but in addition in production, the place it has misplaced its technological merit to competitors akin to TSMC, which makes each processors and graphics chips for AMD. Because of this, AMD has been making historical marketplace proportion beneficial properties for the previous 3 years. What’s fascinating is AMD has been making those beneficial properties amid a historical chip scarcity pushed by way of the provision whipsaw from the pandemic and extraordinary call for for digital items.

Intel, by way of comparability, reported it might see a slowdown in This autumn amid issues akin to slowing call for in China. Su stated she noticed a typical surroundings for call for in puts like China.

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