Wow, These numbers should get some attention
AMD Analyst: PS4 Plus Xbox Ons Sales To Hit 50 To 60 Million ($5+ Billion For AMD)
What do you think/
Michael Pachter doesn't just host fun shows on GameTrailers. He crunches numbers, gives stock advice and forecasts the future of the gaming industry. Today, he revealed his mathematical model's predictions for the new console generation.The following is from an e-mail he sent today to investors, reporters and other folks who need to know this kind of thing:
We expect Sony's and Microsoft's new consoles to thrive over the next three years, with cumulative worldwide sales of 37.7 million PS4 and 29 million Xbox One consoles by year-end 2016. We do not expect Nintendo's Wii U to fare as well, with cumulative sales of under 20 million by 2016.
Sentiment: Strong Buy
Here is Ashraf
AMD 2014 Sales (revenue) Projection
Consoles: 20M *$100 each = $2.0 B margin = 17%
Ongoing desktops: = $1.3 B margin = 17%
Ongoing laptops with APU support = $1.7 B margin = 35%
SeaMicro vintage servers = $0.4 B margin = 45%
ARM based servers = $0.6 B margin = 55%
Radeon GPU systems = $1.0 B margin = 55%
MacPro GPUs = $0.6 B margin = 55%
Misc = $0.5 B margin = 35%
Total = = $8.1 B total revenue. with $$550M profit or about $0.82/share
AMD Dec 31 2013 $ 3.83, Jan 22 2014 $ 4.75. Feb 18 2014 $ 5.25, Dec 31 2014 $ 10.75
AMD will be strong over the next 3-4 years; will close 2014 at $ 10.75 share, will close 2015 at $20.00 /sh
Sentiment: Strong Buy
AMD may reach 30% share in professional GPU market in 2014
Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Monday 23 December 2013]
AMD may reach a 30% share in the professional graphics card market at the end of 2014, up from around 20% currently, because Apple has turned to adopt AMD's FirePro graphics cards for it new Mac Pro products, according to sources from the upstream supply chain.
The market share rise is also expected to boost AMD's profitability in the year, the sources noted.
The new Mac Pros have two workstation-level FirePro graphics cards.
As for server-related products, both AMD's FirePro S10000 and Sky series GPUs adopt PCI Express Gen3, while Nvidia's Tesla K20C is currently still using the PCIe Gen2. Meanwhile, AMD's GPUs adopt OpenCL, an open platform, while Nvidia uses its closed CUDA platform, the sources noted.