AMD talks market share, B3 revision, 45nm

In the aftermath of its financial results announcement yesterday afternoon, AMD had a conference call where it discussed its outlook and answered questions from analysts and reporters. Company executives including CEO Hector Ruiz, President and COO Dirk Meyer, and Executive VP and CFO Bob Rivet largely rehashed financial details, but they also let slip a few tidbits of new information.

To start with, the company believes it gained processor market share in the fourth quarter of last year, largely due to the 11% revenue growth it witnessed in its Computing Solutions business. AMD expects to ship twice as many quad-core processors in Q1 2008 as it did in Q4 2007, which should mean somewhere around 800,000 chips in total. The Computing Solutions business was profitable in Q4, as well, despite the TLB erratum shenanigans.

Speaking of the TLB issue, AMD also had an update to give regarding the B3 revision of its quad-core chips, which will fix the erratum. According to Dirk Meyer, B3 silicon is out of the factory and is being "put through the paces" internally. AMD plans to provide customers with engineering samples within two to three weeks and to follow with production samples later this quarter. However, AMD doesn’t expect availability until very late in Q1, with the bulk of B3 chips to come in Q2.

Moving on to its 45nm process technology, AMD said silicon is out for its first quad-core 45nm product and that it is pleased with current progress. However, Ruiz and Meyer had conflicting statements regarding the 45nm schedule. Ruiz stated that he was looking forward to a 45nm ramp in the second half of 2008, but Meyer later said AMD was still on track to start ramping in the first half and shipping 45nm chips for revenue in the second half. Ruiz did also state that AMD hadn’t changed its plans since its 2007 Financial Analyst Day presentation last month, though, so his first statement probably ought to be taken with a pinch of salt.

Last, but not least, Ruiz responded to a question about AMD’s expected "asset-light" strategy by saying the strategy was "very important" and that AMD had "made progress on it." He had no details to provide, but said the company will be "delighted" to announce specifics as soon as it can. Financially, Ruiz said AMD is targeting a return to profitability in the second half of 2008, beginning with the third quarter.

Comments closed
    • tygrus
    • 12 years ago

    I worked out the problem with AMD…
    “Failure due to No Execute bit” ๐Ÿ˜‰
    It’s been down hill since then.

    • tremelai
    • 12 years ago

    Keep in mind too that AMD still has some momentum left over that is hard to shake in the retail sector.

    The average Bust Buy/Circuit City customer goes to buy a computer and all they know is that they heard from someone some time ago that AMD was the cpu to buy and not to believe that salesman.

    Intel had momentum going for them during the height of the P4 debacle.

    For the most part, if the price is right and it will send an email, all is fair in love and CPU markets.

    • bogbox
    • 12 years ago

    i wonder if they fix with the B3 revision the problem with “performance”
    :))
    But seriously B3 will have the same affect as the bios update (-10%)?but being fabricated in r[

      • pluscard
      • 12 years ago

      “But seriously B3 will have the same affect as the bios update (-10%)?but being fabricated in You can’t removed”
      ————————————————
      You have little understanding of the industry…

    • donkeycrock
    • 12 years ago

    did he say twice as many chips this year, so thats 400,000 they shipped last year? Ya right, lies, lies.

      • cegras
      • 12 years ago

      And how do you know?

      Oh, right, you don’t.

        • willyolio
        • 12 years ago

        he knows because his fanboyism is so intense, it warps reality. any information that gets within 2 feet of him is altered or created to fit his little world.

      • Sargent Duck
      • 12 years ago

      Actually, the number could be truthful. Notice how they said /[

        • asdsa
        • 12 years ago

        Yeah right. They bought a warehouse next to fab plants and shipped those 400k processors there when the night was dark and nobody could see. You solved the mystery mr. Duck.

          • cegras
          • 12 years ago

          I lol’d. Thanks for making mah day.

    • pluscard
    • 12 years ago

    Does it surprise anyone else that AMD is continuing to take share from Intel as it has for most of the quarters of the last 4 years, despite Intel’s current strength in “enthusiasts” products?

    When you sell your chips for 1/2 the price, it’s harder to make a profit, but it does make for many friends in the biz.

    What’s important to the OEM’s is that AMD’s X2’s and Turions X2’s are popular, efficient, and most importantly very inexpensive to manufacture.

    Plus

      • swaaye
      • 12 years ago

      People like cheap stuff. AMD is cheaper than Intel right now because that’s their only avenue. So I guess it makes sense to me. The CPUs aren’t obviously slower anymore really for the average user, unlike their previous super-cheap K6 and Duron lines, and your local Best Buy employee tells people that. One told me just that the other day actually, comparing super cheap notebooks. I kinda like testing the little Best Buy people occasionally.

      I think the fact that AMD finally made some inroads into the server market with Opteron is playing the most significant part in them not being totally flattened by Intel’s almost universally superior tech.

      But still it’s also obvious that Intel is still hugely outselling them. And if the performance chasm gets even wider between AMD and Intel, the momentum AMD has right now is not going to last. You don’t build a really great rep by being only the ultra cheap solution.

    • Gerbil Jedidiah
    • 12 years ago

    Sounds good, now execute!

      • IntelMole
      • 12 years ago

      hahahahahaha ….

      I’m sorry. It’s just that we’ve watched AMD somehow take on Intel all this time without really being able to execute. Tbred A, anyone?

      These shenanigans aren’t unique to Barcelona.

        • wolfpackfan
        • 12 years ago

        nor are they unique to amd… it’s tough being number two, and it’s a jungle out there. but you know what? without amd, today we might be running 12ghz, 100-step, 32-bit processors ‘with HT.’ even if amd never produces another chip that bests intel, i love them just because apparently they’ve brought intel back to their toes.

          • tfp
          • 12 years ago

          nor is intel losing money…

          • Sargent Duck
          • 12 years ago

          12ghz? that’s ambitious. I was thinking more like a 2.0 ghz P4 without AMD.

            • SPOOFE
            • 12 years ago

            Since we’re baselessly speculating, what about quantum processor nodes the size of a bacterium seamlessly interacting with our consciousness… without AMD? One guess is as good as the other.

          • Flying Fox
          • 12 years ago

          They would have run into the same thermal wall that plagued Netburst. Not going to happen. You simply can’t beat the laws of physics.

        • pikaporeon
        • 12 years ago

        perhaps you missed the three years of Athlon 64 violating the Pentium in ways that are normally found in much more seedy parts of computer technology.

          • wolfpackfan
          • 12 years ago

          what about my post would make you think i missed them? i did say ‘even if amd never produces *[

            • DASQ
            • 12 years ago

            He wasn’t replying to you. He was replying to ‘IntelMole’, whose name automatically discounts 89% of what he/she posts.

            • wolfpackfan
            • 12 years ago

            lol. my mistake.

            • IntelMole
            • 12 years ago

            Of course it does. Clearly having a name like that automatically warps my sentences into complete illogical fanboy gibberish.

            Maybe I should ask for it to be changed to “utterlyNoBiasMan”

            Never mind that until about a month before its release I was been telling everyone and their dog to wait for Barcelona, because it should have at the very least been performance competitive with Core 2 Duo (increasing bang for buck), or better and worth waiting for.

            Go on, go look back through the discussions. Watch how many times my opinion clashed with Shintai’s.

            Or … Come up with an meaningful argument next time.

            I’ve just realised how much of a mess AMD’s architecture is in, just as it was with Tbred A. Except this time I don’t see process refinements helping out a design that is just plain not good enough clock for clock. And this time, Intel are holding back, instead of playing catchup.

            • Utterly No Bias Man
            • 12 years ago

            How dare you sully my name!

            • IntelMole
            • 12 years ago

            GENIUS ๐Ÿ™‚

          • IntelMole
          • 12 years ago

          Intel fell asleep and got rightly punished for it.

          Every step of the way though (except perhaps the period around the release of the X2s), AMD’s process was in a state of continual refinement, but they were always starting from a position of “this is /[

        • Gerbil Jedidiah
        • 12 years ago

        My point was that they’ve been spinning marketing hype for almost two years now. It’s time they actually showed us something.

        Talking CPUs here. Their 3870 and 3850 videocards are noteworthy.

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