Today, Mercury Research released its market share estimates for Q4 2018, showing strong sequential and year-over-year gains for AMD in all key segments – desktop, notebook and server – and further highlighting the momentum we built in 2018 for Ryzen and EPYC processors.
November is shaping up to be quite a month! In addition to 2nd Generation AMD Ryzen Processors winning multiple industry awards including “CPU of the Year” for the AMD Ryzen 7 2700X and “Value CPU of the Year” for the AMD Ryzen 5 2600X in the prestigious Trusted Reviews Awards 2018, we also made several game-changing announcements at our AMD Next Horizon event on November 6th.
Dr. Lisa Su, President and CEO, opened Next Horizon with an overview of the amazing progress we have made in the datacenter including the immediate availability of three EPYC CPU based EC2 instances on AWS. This is an important announcement from an adoption perspective, but also serves as validation of the TCO advantages that EPYC and the Zen architecture bring to the most cutting-edge datacenters.
Mark Papermaster, SVP CTO, discussed our Zen core roadmap, with Zen/Zen+ shipping today, Zen 2 sampling, Zen 3 development on track, and Zen 4 in design. We are now on the leading edge of process technology with 7nm GPUs and CPUs. But advanced process technology is only one aspect of what makes Zen 2 great. Zen 2 is also a completely new architecture, which takes advantage of Infinity Fabric 2 to move 7nm compute “chiplet” dies to the perimeter of a 14nm I/O die, improving performance, power consumption, and latency.
We made it...to the Forbes Top 100 Digital Companies! We are happy to report that AMD is listed on the inaugural ranking of the top publicly-traded IT, hardware, media, digital retail and telecommunication companies shaping the digital world. Companies were scored on a variety of factors including sales, profits, asset growth, and performance of the stock over the past year. The list was compiled from the technology, media, digital retail and telecommunication companies that made it onto the 2018 Global 2000, Forbes’ annual ranking of the biggest companies in the world.
Things continue to be exciting at AMD, and we’re shaking and moving! Thank you for your support of AMD on our journey.
AMD is unique in the world of computing as the only company with both high-performance CPU and GPU products. For the past several years we have been executing our multi-generational leadership product and architectural roadmap. Just in the last 18 months, we successfully introduced and ramped our
In case you missed it, we would like to highlight recent news and executive perspectives.
Dr. Lisa Su, President & CEO, presented at the JP Morgan Global TMT Conference to speak about new product growth, market share goals, and specifically our Ryzen PRO Commercial PC processor launch – AMD’s largest commercial launch ever including 3 notebooks and 4 desktop SKUs in partnership with HP, Dell and Lenovo.
Mark Papermaster, Chief Technology Officer, attended the Cowen TMT Conference to share thoughts on AMD’s Zen architecture, product design advantage and competition within process technology – including AMD’s roadmap for 7nm processors.
At Computex, we made many significant announcements:
AMD demonstrated the upcoming 2nd Generation AMD Ryzen™ Threadripper™ 32-core, 64-thread processor as well as a 24-core, 48-thread version.
AMD conducted the world’s first public demonstration of a 7nm GPU and announced it expects to launch cards featuring a 7nm GPU for machine learning later this year.
AMD announced that its next-generation 7nm EPYC server processor (codenamed “Rome”) featuring Zen2 architecture is now running in the company’s labs and is expected to sample to customers later this year.
AMD also announced three EPYC processor milestones including:
Cisco’s first AMD-based UCS server
HPE’s ProLiant DL325 Gen10 one socket server
EPYC-based cloud services from Tencent
Forrest Norrod, SVP & GM of Datacenter and Embedded Solutions, hosted an EPYC One Year Anniversary webinar to discuss EPYC performance advantages, market share goals, and Year One customer momentum.
As we head into the second half of 2018, we are very proud of these achievements and excited for what is to come. As always, we thank you for your support.
Earlier today, AMD issued an update regarding recommended mitigations for Google Project Zero (GPZ) Variant 2 (Spectre) for Microsoft Windows users.
In a nutshell:
Microsoft is releasing an operating system update containing Variant 2 (Spectre) mitigations for AMD users running Windows 10 (version 1709) today. Support for these mitigations for AMD processors in Windows Server 2016 is expected to be available following final validation and testing.
AMD has released microcode updates with our recommended mitigations addressing Variant 2 (Spectre) to our customers and ecosystem partners for AMD processors dating back to the first “Bulldozer” core products introduced in 2011.
For more information, please read AMD's blog by our Chief Technology Officer, Mark Papermaster.
As always, we appreciate your support of our company.
Yesterday a report was published on AMD which hypothesized very high revenue for Ethereum-related GPU sales. As a reminder, on our Q4’17 earnings conference call we stated that the percentage of annual revenue related to Blockchain was approximately mid-single digit percentage in 2017. We had significant growth in the GPU business outside of Blockchain in Q4’17 as we ramped our Radeon Vega products, our GPU compute products, and our Apple business. We also spoke about strength across the rest of our business with AMD Ryzen and AMD EPYC product momentum. We have very compelling long-term drivers for the company including PCs, servers and graphics and our Q1 2018 financial guidance reflects that.
We appreciate the time and attention that investors continue to pay to Blockchain and cryptocurrency, but would also like to keep it in perspective with the multiple other growth opportunities ahead for AMD.
We have just received a report from a company called CTS Labs claiming there are potential security vulnerabilities related to certain of our processors. We are actively investigating and analyzing its findings. This company was previously unknown to AMD and we find it unusual for a security firm to publish its research to the press without providing a reasonable amount of time for the company to investigate and address its findings. At AMD, security is a top priority and we are continually working to ensure the safety of our users as potential new risks arise. We will update this blog as news develops.
In 2017, AMD launched our strongest product portfolio in more than a decade, including more than 50 Ryzen CPUs and APUs, Radeon graphics cards, and EPYC server processors combined. And, we’re already seeing progress across these markets as evidenced by our Q4 and FY 2017 earnings results, and recently reinforced by Mercury Research’s Q4 2017 market share data report for both x86 processors and graphics.
In desktop CPUs, we saw an uptick of 2.1 share points year over year, driven by our high-performance Ryzen family that delivers leadership multi-threaded performance at every price point.
In server, AMD server share more than doubled, increasing ½ a point year over year, indicating growing traction for our EPYC server processors.
In graphics, Radeon Vega brought AMD back into the enthusiast graphics market, and helped drive a massive 6.3 share point gain in just one quarter, and 4.1 share point gain year over year.
Let’s face it. Things are exciting at AMD these days. The large and growing markets that we address have something to do with it. Launching three major new product lines in a one year period has something to do with it. Re-entering the datacenter server market after a long hiatus has something to do with it. And our greatly improved balance sheet has something to do with it.
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