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ein paar notes vom Q3 call: Zusammenfassend - alles läuft nach Plan und ein bisschen besser. Also wir sehen nachbörslich eher Einsteigs- als Ausstiegskurse. Straight Patent Lizenz in Q3. One-off, aber Pipeline, aber Fokus on Produkt. Revenue higher, so will have 30% of Revenue to Opex ratio vs. planned 31%. Q4 Compute&G continue to grow, Semi going down. Semicustom wins: expanding customer set going into 2018. Atari mentioned. number of new opportunities outside of gameconsoles - ramp 2nd half 2018 Grossmargin Q4 not higher than 35%. new products ramp, head-wind of not having IP-revenue. long-term on track with guidance from analyst day. Epyc server: shipping to cloud and non-cloud in Q3, mostly testing. Q4 expecting shipping to production. Dell&HP allows addressing new medium/large Enterprise seqments Epyc ramp: some enterprise revenue in Q4. Product positioning strong, customer engagement growing. expect to be sizable portion of 2018 revenue Epyc deployment plans are strong.Epyc to be seen as long-term growth driver. MI25: shipped volume to multiple customers in Q3, very high interest. Lot of focus to increase SW-usability. Q3 C&G sequentially driven by grafics. Strong growth. Vega did very well and Polaris as well. Blockchain behaved as expected. Some benefit of channel restocking. Healthier channel inventory. expect consumer blockchain to level off, professional interest to stay. Vega: OEM ramp coming, GPUCompute increasing. Mining expected to go down Channel inventory in grafics healthier in Oct then in July, a little bit light still despite adding stock. R5 and R7 seeing significant share gain in channel/retailers. Ryzen still early stages, mostly Desktop channel. started to ramp Desktop OEM. will continue ramp 1H 2018. ASPs are good, increased from Q2 to Q3. Client ASP down due to mobile. Initial ramp of consmer R-mobile in Q4, going as expected. Cleaning up inventory of old stuff. Processor Roadmap: pleased on how 7nm performs so far. 12nm will be added for incremental improvement. q3 Kosten für Wafer bei anderer Foundery - TMSC VEGA ?? impacted GM. IP engineered so can be used in multiple foundries. No OPEX impact of using multiple foundries. Server+Grafics+Client all take advantage of 7nm over time, will help competitive positioning. PC market NA and Europe doing well, China soft. |
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| aus der Diskussion: | AMD auf dem Weg zum Earnings-Crossover mit Intel |
| Autor (Datum des Eintrages): | lake03 (24.10.17 23:57:31) |
| Beitrag: | 27,653 von 30,442 (ID:56019264) |
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