Question AMD 2Q23 Earnings

[IEC]

I seem to have missed the oft-recited talking points on driver issues and I've been using AMD cards alongside nVidia cards for quite some time. My 6800XT has aged better than my RTX 3080 10GB has. I haven't run into major driver issues on either of them.

Hardware issues on the other hand... RTX 2080 space invaders - eVGA replaced this card
I had black screen/3D crashing on two separate GTX 1070 cards - Gigabyte eventually replaced these, but it took many months and the experience soured me on the brand
I had black screen/3D crashing on a Sapphire Radeon 290 which they fixed by providing a BIOS to increase default voltage by 25mV
I had a Gainward Geforce Ti 4200 which died because of the infamous batch of faulty electrolytic caps
There might be one or two other examples I might not be remembering at the moment.

There are lemons for every manufacturer. As long as the AIB makes it right and it's not a fundamental design flaw, it's really not a big deal.

IMO, the market has shown the masses continue treat AMD as the budget option even in periods when they have the superior product so the cold calculus is to invest wafer capacity in AI/DC-centric GPUs with better margins.

 

[A///]

The market would treat AMD better if the better RDNA2 cards which are now nearing almost 3 years old were more affordable. I still see stupid prices for the premium rdna 2 cards. The 6700 xt is a fantastic card against the 3060s and 3060 tis. the higher end rdna 2 still sell for too high. not like nvidia is any better.

 

[Tuna-Fish]

The market would treat AMD better if the better RDNA2 cards which are now nearing almost 3 years old were more affordable. I still see stupid prices for the premium rdna 2 cards. The 6700 xt is a fantastic card against the 3060s and 3060 tis. the higher end rdna 2 still sell for too high. not like nvidia is any better.

Based on last quarter financials, it's credible that AMD did zero profit on RDNA2 products. (The gaming group has profits, but it also includes consoles and steam deck, and the total profit seems to be almost entirely from that side.)

If they are selling to you at cost, and you complain that prices are too high, the prices are not the problem.

 

[AtenRa]

Based on last quarter financials, it's credible that AMD did zero profit on RDNA2 products. (The gaming group has profits, but it also includes consoles and steam deck, and the total profit seems to be almost entirely from that side.)

If they are selling to you at cost, and you complain that prices are too high, the prices are not the problem.

I will have to disagree , Consoles and steam deck are low margin products.

Q2 23 had lower Revenue but higher Income vs Q2 22, that to me says that margins in Q2 23 are way higher vs Q2 22.
So either AMD sold less consoles/steam deck in Q2 23 for the margins to increase vs Q2 22 or, they sold more higher margin products.

Unless , they had a huge loss within the Gaming Segment of Q2 22 that distort the numbers.

 

[randomhero]

Today is AMD's Q323 financial report. Although AMD does quite conservative forward looking statements, they are usually spot on (they do around 7-8% better).
I am of opinion that client will be substantially better than last quarter, gaming also due to consoles (I think N32 still doesn't have effect on numbers), enterprise will see steady growth again. But I think curve of growth will get sharper starting this quarter.
Profits could go down do to rise in CAPEX, in my opinion.
Your thoughts?