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Jizz_Beard_thePirate said:

AMD revenue falls 18% as PC market shows continued weakness

https://www.reddit.com/r/hardware/comments/15fphfs/amd_revenue_falls_18_as_pc_market_shows_continued/

Ryzen CPUs stabilise, Radeon GPUs do not

AMD's client division, which mainly comprises Ryzen processors for desktop PCs and notebooks, experienced a significant upswing. Within one quarter, sales rose by 35 per cent to almost one billion dollars. However, the Ryzen CPUs are still not profitable - the operating loss fell from 172 million to 69 million dollars.

In the gaming segment, console chips, such as for the Playstation 5 and Xbox Series X/S, continue to shine. According to AMD, their sales continued to rise, while Radeon graphics cards dropped even more. The company does not publish a breakdown - the Radeon figures are strategically hidden there. The gaming division achieved just under 1.6 billion dollars, 225 million remained as operating profit.

While Nvidia has the Ai hype to keep them afloat, both AMD and Intel are certainly losing heaps of money. It does feel like AMD did put themselves in this position even if it is partly by making a lot of bad moves this generation. From Zen 4 launch which was very underwhelming to the noncompetitive nature with RDNA 3. Hopefully Radeon team gets the message that their current tactics of "Nvidia but slightly cheaper" is not going to work.

I wonder how the German outlet got to that conclusion, considering CPUs are down a massive 54% YoY while their gaming division, which includes consoles and Radeon GPUs, are down just 4% YoY. While the GPU sales are undeiably down a lot, it looks like they're less down YoY than the CPUs, as the consoles couldn't have made this difference alone since they're not up by that much. Seems to me like the GPUs stabilized somewhat and the CPUs dropped like a rock.

The only explanation I have is about the outlook, where AMD noted that CPU sales are apparently rebounding, and since I couldn't see anything about the GPUs, it's possible that they're slumping further and AMD tries to hide that fact under the rug.

Since both Intel and AMD are saying that sales are bottoming out, it will get interesting to see who rises up more the next quarters. I expect AMD to continue stealing Intel's Datacenter market share at an increasing speed, but on consumer chips, I don't expect too much of a shift, though Zen 4 mobile vs Meteor Lake will get interesting here.