AMD Ryzen Makes Up 60% Of AMD Revenue, Says AMD CEO

Doris Richards
April 26, 2018

Computer chipmaker Advanced Micro Devices Inc. saw its share price jump nearly 10 percent in after-hours trading today after it beat Wall Street's sales and earnings targets in its first-quarter results. But Su said at this point the company doesn't see them have long-term effects on the business. The company's Enterprise, Embedded, and Semi-Custom division, which includes the customised accelerated processing units (APUs) which drive Microsoft and Sony's respective games consoles as well as the Epyc server processor families, didn't have quite as much to celebrate, posting a 12 percent year-on-year decline in revenue - a drop the company blames entirely on the semi-custom, games-console-chip, portion of the business.

Revenue breakdown: Computing and Graphics segment revenue was up 95% on the year to $1.12B (+23% Q/Q) driven by strong sales of Radeon and Ryzen products.

Focus going forward is on the launch of the second and third generation of the Epyc chips with production set for early next year. Processor sales were "significantly better than seasonality", chief executive Lisa Su told analysts in a Wednesday afternoon conference call.

Senior vice president at AMD, Jim Anderson has suggested that the company might unveil the Ryzen 7 2800X at a later stage, since AMD is waiting a move from Intel.

In its filing for the first quarter of its 2018 financial year, AMD has boasted of $1.65 billion in revenue, up from $1.18 billion a year prior. She said, "That launch has gone really well". Su said that some shipments of the Ryzen Mobile platform started this past quarter, but the hardware partners were preparing for their big push during the present second quarter. Su said, "Overall, I think we're seeing that the notebook opportunity is a good one". AMD says the 7nm GPUs and 7nm EPYC 2 processors are on schedule to sample to customers by the end of the year.

Su also disclosed that the company is using TSMC for its leading-edge 7nm graphics cards, while the company will use GlobalFoundries for other unspecified 7nm products.

AMD is slowly gaining a competitive edge against its fierce rivals after stealing market share from NVIDIA Corporation (NASDAQ:NVDA) in the graphics card market The Company also stole some market share from Intel in the Desktop chip market.

More information on the company's financial results is available on the AMD investor relations site.

Blockchain represented 10 percent of the company's revenue in the quarter, CFO Devinder Kumar said. Though Su said the company maintains an open dialogue with both commercial miners and traditional retailers, the company's commitment was clear: "Our first priority when we look at allocations is to gamers", Su said, referring to which segment will get priority.

Other reports by Iphone Fresh

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