News - AMD and Intel; diverging fortunes

[Jimbo75]

Tons of games have the Gaming Evolved logo now. Deus Ex, BF3, Total War, Dirt 3 to name but a few..really there are loads of major selling games now on AMD's side.

What AMD lacks most is word of mouth advertising, that's basically what Nvidia has over them. AMD are a bigger company than Nvidia, and more people know about AMD than they do Nvidia - there are far more laptops sold with AMD stickers than Nvidia stickers for example. However when it comes to graphics, AMD's brand is weak. This will change but it'll take some time.

[Hicks12]

AMD is just lacking supply, i would struggle to see their APUs in newer laptops and only seen a handful... they need to push it to all OEMs and then they will succeed as they have the VFM and performance so just need the product available!.

[Devastater6194]

As much as i prefer Intel and Nvidia, losing AMD would mean no competition. Which would mean prices would sky-rocket.

[heXuser]

Every time GLOFO publicly comes out with “We are well ahead of the industry and we shipped more wafers than all foundries combined” you know there is something wrong again... lol

Everything GLOFO has done, has been a disaster for AMD, makes one think if GLOFO was intentionally jeopardizing AMD to weaken it, so GLOFO could be free from AMD!!.. I Think AMD should have shipped trinity to the EU, instead AMD chose china etc. It also shows AMD is “probably” still having 32nm yield problems. AMD Road map has also been pushed back.

[Jimbo75]

This has nothing to do with GF. 32nm yields are really good now - they are so good that AMD has more supply than demand for Llano, that's why the price on Llano is plummeting as they try to shift them all before Trinity.

[heXuser]

Everybody keeps saying liano and gtx570 inventory but am not so sure. The same can also be said about the HD7970 vs HD7970 GE and then we also have Brazos 2.0.
It’s bad business advertising and benching your products and not releasing them, it obvious it will impact products in the market once you have them benched or publicly state/show them, AMD should have prepared for that and they most likely knew what was going to happen if that was the case (inventory). Liano has been selling for approx. £-360 to £450+, so trinity wouldn’t have impacted liano sales by all that much, I think there is more to it then inventory or maybe GLOFO did surprise AMD with yields e.g. 2x the yields lol

Edit: i agree with less demand but i don`t agree with being soo much inventory that you cant release products anymore... Am just guessing, so who knows whats really going on or maybe you are wright

[Jimbo75]

Funnily enough GF said that Llano yields did double - http://semimd.com/lammers/2012/03/16...yield-rebound/

You can sorta see how this would create a problem, not just for AMD but for their partners. The price of the 3870K now, and another £10 off rebate just further indicates that they are desperate to shift them asap. Is Trinity desktop ready? I can't see why not, and they'd much rather be launching that near Christmas time. Anyway based on AMD's second quarter financial guidance, they can't seem to shift anything much just now. Almost $200 million down in sales is huge, frankly.