{"id":5698,"date":"2020-07-28T23:27:00","date_gmt":"2020-07-28T23:27:00","guid":{"rendered":"https:\/\/aviancetechnologies.com\/blog\/blog\/amds-notebook-pc-sales-soar-as-ryzen-4000-takes-off\/"},"modified":"2020-07-28T23:27:00","modified_gmt":"2020-07-28T23:27:00","slug":"amds-notebook-pc-sales-soar-as-ryzen-4000-takes-off","status":"publish","type":"post","link":"https:\/\/aviancetechnologies.com\/blog\/amds-notebook-pc-sales-soar-as-ryzen-4000-takes-off\/","title":{"rendered":"AMD’s notebook PC sales soar as Ryzen 4000 takes off"},"content":{"rendered":"

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AMD’s notebook PC sales soar as Ryzen 4000 takes off<\/h2>\n

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If chaos defined Intel\u2019s second-quarter earnings report, a sense of normalcy was the theme of AMD\u2019s second-quarter earnings. AMD reported strong revenue in its Ryzen and Epyc processor lines, with notebook revenue more than doubling from a year ago.<\/p>\n

AMD\u2019s only weak point was in its graphics business, where lower channel sales in desktop products offset a double-digit increase in mobile GPU sales.<\/p>\n

Overall, AMD reported profits of $157 million, a sharp increase over the $35 million AMD reported a year ago, on revenue that climbed 26 percent to $1.93 billion. AMD\u2019s Computing & Graphics segment, which includes its Ryzen CPUs and its Radeon GPU business, grew a whopping 45 percent over the previous year, to $1.37 billion.<\/p>\n

AMD chief executive Lisa Su painted a rosy picture of the company\u2019s outlook, as well. During the third quarter, AMD expects revenue of about $2.55 billion. While Su expects that the bulk of sales will come from the current Ryzen products and Epyc server sales, AMD also expects its next processors on its upcoming Zen 3 CPU architecture and RDNA 2 GPU (aka \u201cBig Navi\u201d) architecture to debut before the year concludes. AMD has also begun shipping its next-gen integrated CPUs for upcoming game consoles like the PlayStation 5 and Xbox Series X, and those sales will ramp as well, Su said.<\/p>\n

\u201cI think the most important thing for us is to execute our commitments to customers\u2014and by the way, that\u2019s been the same focus for us over the last few years, and will continue to be the same for the next few years,\u201d Su said during the call. \u201cI think consistency in roadmap, consistency in performance, expectations, being able to ramp\u2014basically, what we\u2019re asking is for people to trust us.\u201d<\/p>\n

\"acer<\/a> Gordon Mah Ung<\/small>
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The latesrt Acer Swift 3 was the first high-profile laptop we saw that demonstrated the performance of AMD\u2019s Ryzen 4000 mobile processor.,<\/p>\n<\/figcaption><\/figure>\n

AMD\u2019s great quarter, with more to come<\/h2>\n

Su said that AMD\u2019s communications with its customers now allow it greater visibility into the second half of the year, where the company believes that it can gain share in PC processors. AMD saw a strong shift from desktops to notebooks as consumers have weathered the COVID-19 pandemic, and the Ryzen 4000 mobile processor has done \u201cextremely well,\u201d she said.<\/p>\n

In fact, AMD delivered its highest client processor revenue in more than 12 years, Su said, and\u00a0the company recorded quarterly notebook processor unit shipments and revenue. Mobile CPU sales from notebook PCs grew by double digits\u2014AMD executives declined to clarify further\u2014more than doubling from a year ago. In all, there are now 54 Ryzen 4000-powered notebooks on the market, and the company expects a second wave of more than 30 ultrathin, consumer, and gaming notebooks, plus commercial notebooks from HP and Lenovo using the Ryzen Pro 4000 processor, Su said.<\/p>\n

AMD has said previously that it believes it\u2019s underrepresented in commercial notebooks, and Su reiterated that. \u201cCommercial notebooks is a big focus for us, and we\u2019ll continue to invest and hopefully make progress,\u201d she said.<\/p>\n

The limiting factor, Su said, was AMD\u2019s ability to make processors, not ship them.<\/p>\n

\u201cThe full year raise is because demand has gone up from our initial expectations, and some of that is from the market, and some of that is due to the strengths of our product function,\u201d Su said, referring to the company\u2019s elevated \u201craise\u201d in its financial guidance. \u201cWe are increasing capacity to meet those needs, but it is tight, and I would say that as we continue to increase capacity, we see opportunity there.\u201d<\/p>\n

Console sales ready to rock<\/h2>\n

AMD reported revenue of $565 million in its\u00a0Enterprise, Embedded and Semi-Custom Segment, which encompasses both the Epyc server CPU and console businesses.\u00a0 Sales dropped 4 percent due to lower semi-custom sales, though they\u2019ll ramp quickly as new consoles begin selling, Su said. AMD has already begun manufacturing and selling chips to console makers to begin their ramp, she said.<\/p>\n

AMD also hit an important milestone for the company: reaching double digits in server share. Microsoft, for example, uses the Epyc chips to power its Office Online servers. AMD\u2019s \u201cRome\u201d architecture will continue to be a strong growth driver throughout the year, Su said, while the next-generation \u201cMilan\u201d chip \u201clooks good in the labs,\u201d and will begin shipping later this year.<\/p>\n