The main task of the previous AMD event is to show investors and analysts that the company's affairs are getting better, and "bright tomorrow" will come even if not immediately, but inevitably. The demonstration of new products and the story of the nearest plans are an integral part of this presentation, but we were most intrigued by the references to marketing research, which was a "red thread" through the speeches of almost all speakers who represented AMD's interests in this event.
The company made every effort to understand that it no longer wants to be associated with the image of a manufacturer of extremely affordable and inexpensive products. . Obviously, selling more expensive products is more profitable, as they provide higher added value.
AMD outlined which products will raise the rate of profit in the long term. In addition to expensive processors, desktop and mobile, this group includes graphics solutions (along with new market segments for them), server processors, as well as licensing of their own development. As the last point echoes the recent rumors about AMD's intentions to conclude an agreement with Intel, which would allow the latter to use the graphics system in its integrated processors, it's impossible to say. Officially,
AMD has not commented on this topic yet.
The CFO of AMD took over the bulk of the mission to encourage investors to think about the company's ability to break into the premium segment. On the example of the CPU market, it was shown that the mass models of processors give 45% of the volume of sales in physical terms, but they provide only 21% of the proceeds.
After the release of Ryzen processors, the company hopes to enter the premium segment, which already provides 79% of revenue, and in the last few years, the share of more expensive processors, 55%, also grows on the background of interest in gaming PCs.
Ryzen processors are designed not only to increase the rate of profit AMD, revenue and market share of the company, but also the average price of the processor of this brand.
CEO Lisa Su added to these arguments that more than 250 million computers are sold in the world each year, and sales of expensive desktops and laptops account for 75% of revenue.
In the graphic segment, there are also interesting proportions. About 66% of the profit is provided by graphical solutions of the upper price range, although in physical terms, their sales volumes do not exceed 15% of the total. Apparently, in this niche and should play the products of the Vega generation. Related Products :
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