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• #5495 S_x96x_S addikt Petykemano #5490

  Új Válasz 2021-07-29 14:26:00 #5495

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  addikt

  válasz Petykemano #5490 üzenetére

  "AMD Gross Margin: from 27% (2016) to 48% (2021)."
  https://twitter.com/BitsAndChipsEng/status/1420707893570048004

• #5492 S_x96x_S addikt Petykemano #5490

  Új Válasz 2021-07-29 00:18:36 #5492

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  addikt

  válasz Petykemano #5490 üzenetére

  > Ezt az operating margint félreértem, vagy nem itt kéne
  > szupermagasnak lenni, merthogy ez a zsíros részleg?
  
  Az Intelnek
  az előző évben még 44% volt az operating margin;
  de most már csak 30%

  persze ezt nehéz összehasonlítani az AMD számaival ..
  a "zsirosság" a konzol és a PC chipekhez képest értendő..

  "Su said datacenter CPU sales had almost doubled year on year, and we reckon in our model that they grew by 96.5 percent year on year, to $657 million, and importantly grew sequentially by 7.9 percent from the first quarter of 2021. Datacenter GPU sales were up by 101.6 percent in our model, to $125 million, which represented an 86.6 percent growth sequentially from Q1 2021. It is hard to say what operating income this datacenter business provides, but it is clearly more profitable per dollar than the game console or PC chip businesses are, and some day we will build a refined model that gives our best guess on this."
  https://www.nextplatform.com/2021/07/28/amd-is-finally-trusted-in-the-datacenter-again/

  "Our first guess is that AMD’s operating incomes are aligned to Intel’s because they are fighting all the same costs, and each other, so call it 30 percent of revenue, which works out to $234 million. Before eliminations from corporate overhead, that is about 25 percent of the operating margins for the company against around 20 percent of the revenues. At 35 percent operating margins, the datacenter business would account for 30 percent of AMD’s total operating profit, and at 40 percent operating margins, the datacenter business would account for 33.8 percent. These are the high-water marks, and are still very, very small compared to Intel’s Data Center Group, which had $6.46 billion in sales and $1.95 billion in operating income in the same quarter. Intel’s datacenter business is still 8.3X as large in terms of revenues and profits as AMD’s. But then again, not so long ago it used to be infinitely larger, and if you go further back, it was only 4X as large. It is not inconceivable that this ratio gets driven down to 5X, 4X, or maybe even 3X in the technology and price war that started in 2017 and is really ramping up now."

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