The third fiscal quarter is barely over on the calendar of many companies, but that doesn't stop them from summing up the preliminary results of this reporting period.AMD did not wait for full statistics to be published, and this week was forced to admit that revenue fell short of its own expectations by an average of $1 billion, and in the client area, mainly represented by Ryzen processors, and even fell by 40% year on year.Image source: AMD Management said that in the third quarter the company generated no more than $5.6 billion, while its own forecast earlier mentioned a range of $6.5 to $6.9 billion.Profit margin instead of the expected 54% was barely close to 50%.Such statements caused the decline in the company's share price after the end of the trading session by 4.5%.Speaking about the results of the quarter in more detail, CEO Lisa Su (Lisa Su) said that \"the PC market in the past quarter significantly sagged.Even AMD's competitive range of desktop and mobile processors could not overcome the negative macroeconomic trend and customers maintaining substantial inventory of products yet to be sold.Specifically on the customer side, AMD reduced revenue by 53% sequentially and 40% year over year, to $1 billion.In the data center segment (server processors and gas pedals) revenue increased by 8% sequentially and 45% year over year, to $1.8 billion.The Gaming segment (graphics and console chips) was another \"ray of light in a dark realm,\" with core revenues flat quarter over quarter, up 14 percent year over year to $1.6 billion.Finally, the Embedded Solutions business increased revenues by 4 percent sequentially to $1.3 billion, primarily as a result of the Xilinx acquisition completed this year.AMD incidentally had to write down $160 million due to product price adjustments and unrealized product inventory.It is noteworthy that operating expenses in the third quarter even decreased from $1.6 to $1.5 billion against expectations.By the way, overall AMD revenue decreased by 15% only in sequential comparison, in annual terms it increased by a solid 29%, although against the background of the achievements of previous quarters such dynamics and does not seem expressive.
GeForce RTX 3060 graphics card became the most popular on Steam platform - in September its share was 7.52%, according to the fresh Steam Hardware Survey report.However, there is an important nuance - we are talking about the combined performance of mobile and desktop versions of the graphics card.While separately they are only on the 5th and 6th places in popularity.Image source: PNYThe absolute leader in popularity on the platform is still the desktop GeForce GTX 1060 with 6.94% of users.In second place was the GeForce GTX 1650 with 6.32% of users, and in third place was the GeForce RTX 2060 with 5.19% of users.The mobile version GeForce RTX 3060 has a share of 4%, while the desktop version has 3.52%.On the whole 76.77% of Steam users use NVIDIA graphics cards, another 14.41% use AMD solutions and Intel has a share of 8.61%.The share of Windows 11 users increased to 24.84% last month.Windows 10 is still the most popular operating system on Steam, but it has lost 0.57 percentage points over the past month.Now its share is 68.49%.As for processors, the most popular Steam users are the six-core models.Their share is 33.54 % of the total number.Increase during a month is 0.50 percentage points.The share of owners of 8-core processors also increased by 0.22 p.p.and now amounts to 19.19%.The share of Oculus Quest 2 virtual reality headset owners on Steam fell by 7.86 p.p.last month.However, this device is still the most popular in its category.Its share of owners is 41.39%.In second place is Valve Index with 17.21% of users, and in third place is Oculus Rift S with a share of 13.94%.
AMD has been increasing its share in the consumer processor segment for several consecutive quarters, but the past three-month period was characterized by a downward trend in PC demand.Even in such circumstances, AMD continued to squeeze the position of Intel, and therefore the results of the second quarter increased its share to a record 27%.Image source: AMDSimilar data has provided the resource Tom's Hardware itself company, but the original post is mainly devoted to the study of statistics Mercury Research, which traditionally operates the number of processors sold, but not the revenue from their sales.In monetary terms, AMD increased its market share for the year from 18.1% to 18.8% in the desktop segment, from 14.9% to 27% in the mobile segment, from 11.6% to 22.9% in the server segment.Overall, in the x86-compatible processor market, which takes into account the Internet of Things and custom components like processors for gaming consoles, AMD's share of revenue figures increased in the second quarter from 16.9 to 28.1 percent, which is also a record.If we return to quantitative criteria, in the desktop segment AMD share, according to Mercury Research statistics, increased by 3.5 percentage points compared to the same quarter last year to 20.6 percent.In quantitative terms, AMD's share in the mobile segment did not reach the self-described 27%, but was close to that level.Compared to the second quarter of last year, in the mobile segment its share of the CPU market has increased by 4.8 percentage points to 24.8 percent, and this is also a record for the company.In quantitative terms, AMD share in the server segment is much more modest than in monetary terms, although here too it has increased over the past 12 months from 9.5 to 13.9 percent.The difference with IDC figures in money terms (22.9%), which AMD itself relies on, may be explained by the calculation methodology - the latter takes into account server systems with one or two processor slots, while Mercury Research covers the whole market of server systems based on x86-compatible processors.Either way, AMD's share of the server market is up for the 13th consecutive quarter.There's no exact data yet on AMD's share of the entire x86-compatible processor market for the second quarter according to Mercury Research, but that share was as high as 27.7 percent in the first quarter.The share of Arm licensees products in the market of central processors in the first quarter of this year reached 11.3%, and there is no data for the second quarter yet.This is great progress, considering that two years ago this share did not exceed 2%.
Samsung Electronics has reported a decline in DRAM RAM sales in the first three months of this year - the trend has continued for the second consecutive quarter.The reason was a number of negative factors.Nevertheless, the manufacturer manages to maintain a leading position in the relevant market.Image source: Samsung According to analysts from Omdia, in January-March Samsung DRAM-memory sales revenue amounted to $10.34 billion, $ 9 million less than in the three months prior to that.However, this is the second quarter in which the decline in sales - according to the magazine Business Korea, DRAM sales fell by 9% to $10.5 billion in the last quarter.At the same time, Samsung has maintained its leadership status in the global DRAM market, the company's share of 42.7%.Samsung's revenue decline in the sector was held against a cyclical decline in DRAM-memory prices, a process exacerbated by events in Ukraine and the disruption of the supply of some products from China due to health restrictions related to outbreaks of COVID-19.DRAM prices are steadily decreasing since October last year.SK hynix, which ranks second in this market, sold $6.56 billion worth of DRAM modules in the first quarter, down $871 from October through December.At the end of the first quarter, the company's market share decreased from 30.1% to 27.1%.The third player - American Micron Technology - on the contrary, increases sales.In the first quarter, its revenues from DRAM sales grew by $575 million to $6.03 billion, and its market share grew from 22.1% to 24.8%.Global DRAM sales in the first quarter of this year totaled $24.25 billion - industry revenues are falling for the second consecutive quarter after they reached a record $26.24 billion in July-September last year.Meanwhile, industry experts draw a gloomy picture for the DRAM market in the second half of this year, predicting a 10% drop in prices amid rising inflation and the possibility of recession in the world's leading economies.At the same time, back in January of this year, Samsung predicted a possible increase in DRAM prices - forecasts did not come true.
Analyst firm IC Insights has unveiled a fresh forecast for the global microprocessor market.It expects global sales of such chips to grow by double-digit percentages in 2022, despite global economic challenges.Image sources: Alexandre Debiève/unsplash.comAll microprocessor sales in 2022 will grow 12 percent over last year to a record $114.8 billion, largely due to rising average semiconductor prices.In 2021, processor sales soared by 13%, and in 2020, due to a surge in demand for portable electronics due to the COVID-19 pandemic - and at all by 16%.2022 will be delivered a record number of microprocessors in history - about 2.5 million units, or 3% more in unit terms compared to the previous year.Sales in units are up 6% in 2021, and up 5% in 2020 before that.According to IC Insights, the growth of revenues due to the jump in average prices for products of this type by 8%.The composition of the top five processor manufacturers in 2021 has not changed compared to 2020, the total revenue grew by 15% to $88.3 billion.The largest producer in 2021 was Intel with a market share of 50.9%, followed by Apple with 13% and Qualcomm with 9.1%.AMD and MediaTek rounded out the top five.At the same time, the gap in profitability between the leading player of the top five and other companies continues to shrink.If Intel's revenue in 2021 increased by 3% to $52.3 billion, the revenue of AMD, which produces processors on x86-architecture, increased immediately by 56% to $9.2 billion.In general, five leaders in 2021 owned 86% of the market share.From fifth to tenth place are located NVIDIA, Samsung, Unisoc, HiSilicon and NXP, which together accounted for 4.3% against 5% in 2020.
Graphics card prices in Europe are now on average 2-6% higher than recommended, but there are exceptions
The life cycle of the generation of GeForce RTX 3000 and Radeon RX 6000 graphics cards is coming to its end.And only now their average price is as close to the recommended (MSRP), says the latest data from the portal 3DCenter, which monitors the market for graphics gas pedals in Germany and Austria.Image source: VideoCardzThe portal 3DCenter began analyzing the graphics cards market since January last year.The coronavirus pandemic, the associated shortage of components, the transition of the economy to a hybrid remote working from home model, high demand and the simultaneous rise in cryptocurrency prices - all this ultimately led to the most prolonged increase in the price of graphics cards in history.Nevertheless, the market is slowly coming back to normal.Some graphics card models are now offered not only at the recommended price, but even cheaper.However, some models are still sold at prices by 20-30% more expensive than the recommended price.The most popular models Radeon RX 6700 XT, RX 6800, RX 6800 XT and GeForce RTX 3060 Ti, RTX 3070 and RTX 3080 still sell significantly more expensive than their recommended prices.And yet the markup on them has also decreased - from an average of 23% to 17% over the past three weeks.At the same time, flagship and entry-level models are often sold below the recommended prices.Information on prices of gas pedals on the basis of data from German and Austrian retailers provided aggregator Geizhals.Please note that the prices in the tables below are inclusive of the 19% VAT. Price trends of GeForce RTX 30-series and Radeon RX 6000 graphics cards.Source: 3DCenterThe AMD Radeon RX 6000 series graphics cards now sell on average 2% more expensive than their recommended prices.Moreover, you can even find on sale some models of recently released graphics cards that are offered below the recommended value.An example is the Radeon RX 6750 XT, which hasn't even been released for a month.According to the latest data, the average price of Radeon RX 6500 XT is 19% lower than the recommended price.If it were not for the influence of prices of such models as Radeon RX 6800 XT, RX 6800, which are still sold at 22 and 35 percent higher than the MSRP value, the combined average price of gas pedals today was already 3.2 % below the recommended value.The situation with the prices of GeForce RTX 30-series graphics cards in general is traditionally worse.The flagship model GeForce RTX 3090 has the smallest markup - it is offered on average by 2% more expensive than the recommended price.GeForce RTX 3080 12GB model sells on average 5% more expensive.Unfortunately, models like the GeForce RTX 3070 and RTX 3060 still sell for significantly more than they should.Gamers have to overpay at least 12% of the recommended price.As a result, the cost of GeForce RTX gas pedals is on average 6% higher than the recommended prices.Excluding the models with the highest markups (GeForce RTX 3080 10GB, RTX 3070 and RTX 3060 Ti), the average markup on Ampere gas pedals would be 2% above the recommended price.
According to TrendForce, total sales of new energy vehicles (NEVs), including battery-powered vehicles, plug-in hybrids and fuel cell vehicles, reached 2.004 million vehicles in Q1 2022.The increase compared to the same quarter last year was 80%.Image source: bixusas/pixabay.comSales of classic electric vehicles (BEVs) grew the most, with 1.508 million vehicles sold.Hybrids with external charging capability (PHEV) sold 493 thousand units.As a whole, sales in global car market fell by 7% compared to 1st quarter of last year due to lack of chips, events in Ukraine and outbreak of COVID-19 in China.From \"pure\" electric cars leader Tesla had 310,000 cars (20.5% of market), Chinese automaker BYD takes the second place with 143 thousand cars (9.5%).In addition, in April, BYD announced that the company will stop producing vehicles on classic fuel and completely switch to the production of transport on new energy sources.In particular, its sales in the first quarter rose by 271% over the same period last year.SAIC-GM's subsidiary Wuling has been in second place since the premiere of the Wuling Hongguang MINI in 2020, but dropped to third place in the first quarter.Miniature and budget models like the Chery Ant and Changan Benben, which were released last quarter, were the main contributors to the rapid growth in sales.As the market fills up with such models, competition will continue to grow.On the market for hybrids with external electric power capabilities, BYD also broke another record.Sales totaled 142,000 units, and market share in the segment reached 28.8 percent.At the same time, sales of PHEV hybrids in the European market in Q1 2022 were lower than in the same period last year and even compared to Q4 2021, which affected the performance of some European brands.TrendForce expects that for the foreseeable future, most automakers will pursue a strategy of prioritizing electric vehicles.Growth in sales of vehicles powered by new energy sources is expected to continue in 2022.At the same time, automakers will experience greater pricing pressure this year.In particular, the events in Ukraine led to an increase in the cost of batteries.This has forced automakers to raise prices, and some countries, including China, intend to eliminate subsidies for car purchases.Another variable will be global inflation, which will determine the further development of the new energy car market.
AMD will unveil Radeon RX 7000 graphics cards on the latest RDNA 3 architecture graphics processors tonight. The start of the presentation,...